Long-term investor
Marks Wealth, LLC @markswealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001838660).
Record
- Tracked since 2025-06-30 (434 days), 80 trades recorded
- Returns: week n/a · month n/a · 90 days +5.4% · 6 months -16.9% · 1 year -11.0% · all -11.0%
- Max drawdown -21.1% · Sharpe -0.66 · win rate 16% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VLUE · 23.4% · long · since 2025-12-31
- SHV · 18.1% · long · since 2025-06-30
- VGT · 12.2% · long · since 2026-06-30
- VCSH · 9.7% · long · since 2025-12-31
- SPMO · 8.4% · long · since 2025-06-30
- SOXX · 6.8% · long · since 2026-06-30
- KBWB · 6.8% · long · since 2025-09-30
- VIS · 6.5% · long · since 2026-06-30
- CIBR · 4.4% · long · since 2025-06-30
- IEMG · 3.1% · long · since 2026-06-30
- JEPQ · 0.3% · long · since 2025-06-30
- XLK · 0.1% · long · since 2025-06-30