Marks Group Wealth Management, Inc
SEC Form 13F institutional filer · CIK 0001802473
13F-HR · 186 reported holdings · 2026-03-31
Reported long-US-equity value
$0.67B
Top-10 concentration
26.1%
Marks Group Wealth Management, Inc — $672M AUM allocation strategy
Marks Group Wealth Management, Inc files SEC Form 13F and reports $672M of long US equity value across 186 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 9.6%, followed by Financials 7.2% and Communication Services 5.2%.
The top 10 holdings account for 26% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Marks Group Wealth Management, Inc — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$672M
total across 186 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
26% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SPYM +262K sh · +$20M+$BLK +105K sh · +$12.4M+$IVV +81.9K sh · +$2.97M
Biggest trims (shares)
−$CPRT −44.4K sh · −$2.39M−$GOOGL −33.6K sh · −$12.6M−$MNST −23.9K sh · −$2.01M
Exited to nil (held last quarter, gone now)
$MCO ($5.61M last qtr)$LIN ($670K last qtr)$APH ($651K last qtr)$MCK ($609K last qtr)$FTV ($409K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services5.2%—
- Technology Hardware, Storage & Peripherals4.2%—
- Health Care Equipment3.0%—
- Asset Management & Custody Banks2.8%—
- Systems Software2.1%—
- Environmental & Facilities Services2.0%—
- Semiconductors1.9%—
- Financial Exchanges & Data1.7%—
- Other holdings77.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 111K | $28.2M | -5.38K | 4.2% |
| $GOOGL | Alphabet Inc | 77.8K | $22.3M | -33.6K | 3.3% |
| $BLK | BlackRock Inc | 257K | $18.8M | +105K | 2.8% |
| $MSFT | Microsoft Corporation | 38.1K | $14.1M | -1.51K | 2.1% |
| $RSG | Republic Services Inc | 61.5K | $13.5M | -17.5K | 2.0% |
| $NVDA | NVIDIA Corporation | 74.1K | $12.9M | -20K | 1.9% |
| $META | Meta Platforms Inc | 21.6K | $12.4M | -3.66K | 1.8% |
| $ICE | Intercontinental Exchange Inc | 74.1K | $11.7M | -22.9K | 1.7% |
…and 178 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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