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

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