Quick Takeaways
- Marks Group Wealth Management, Inc reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q4 2025.
- Latest reported holdings value: $1,044,404,654.
- Info
- Portfolio
13F Filings History of Marks Group Wealth Management, Inc
- Latest 13F report
- Q4 2025 - 11 Feb 2026
- Value $
- $1,044,404,654
- Signature - Title
- Erica Lewerenz - Director of Operations/CCO
- Location
- Minnetonka, MN
- Summary
- This page shows a list of all the recent 13F filings made by Marks Group Wealth Management, Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Marks Group Wealth Management, Inc reported 332 stock holdings with total value $1,044,404,654 as of Q4 2025. Top holdings included GOOG, AAPL, EFV, MSFT, and NVDA.
Follow Filing Activity
Follow Marks Group Wealth Management, Inc and return when a new 13F portfolio filing appears.
This tracks SEC filing changes for this page using existing product update flows.
Holdings Value
What Changed
- Most recent filing was accepted on 11 Feb 2026, 11:52.
- Reported value moved from $1,076,257,538 to $1,044,404,654.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Official SEC Source
Backed by Form 13F
Portfolio holdings and changes are grounded in SEC Form 13F filings.
See Original Filing| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 332 | $1,044,404,654 | +$120,085,805 | -$149,713,398 | -$29,627,593 | GOOG, AAPL, EFV, MSFT, NVDA | 13F-HR | 11 Feb 2026, 11:52 |
| Q3 2025 | 294 | $1,076,257,538 | +$62,047,783 | -$81,114,144 | -$19,066,361 | GOOG, AAPL, SYK, ICE, RSG | 13F-HR | 10 Nov 2025, 14:04 |
| Q2 2025 | 293 | $1,075,122,375 | +$52,398,653 | -$60,717,723 | -$8,319,070 | GOOG, ICE, SYK, AAPL, RSG | 13F-HR | 22 Jul 2025, 15:39 |
| Q1 2025 | 298 | $1,039,211,455 | +$91,287,841 | -$56,885,361 | +$34,402,480 | GOOG, AAPL, RSG, ICE, V | 13F-HR | 01 May 2025, 15:02 |
| Q4 2024 | 286 | $1,015,289,922 | +$22,329,921 | -$34,449,924 | -$12,120,003 | GOOG, AAPL, SYK, V, RSG | 13F-HR | 29 Jan 2025, 15:38 |
| Q3 2024 | 293 | $1,047,495,783 | +$127,863,606 | -$91,996,103 | +$35,867,503 | GOOG, AAPL, SYK, UNH, ICE | 13F-HR | 30 Oct 2024, 16:17 |
| Q2 2024 | 288 | $949,397,498 | +$52,694,175 | -$43,096,778 | +$9,597,397 | GOOG, AAPL, SYK, UNH, RSG | 13F-HR | 14 Aug 2024, 13:12 |
| Q1 2024 | 299 | $956,638,101 | +$35,027,136 | -$35,739,367 | -$712,231 | GOOG, SYK, AAPL, V, RSG | 13F-HR | 29 Apr 2024, 11:37 |
| Q4 2023 | 289 | $877,457,310 | +$50,077,101 | -$68,218,340 | -$18,141,239 | GOOG, AAPL, SYK, V, UNH | 13F-HR | 01 Feb 2024, 14:20 |
| Q3 2023 | 273 | $807,785,638 | +$28,865,650 | -$25,472,353 | +$3,393,297 | GOOG, AAPL, AAAU, SYK, UNH | 13F-HR | 30 Oct 2023, 16:20 |
| Q2 2023 | 275 | $840,855,400 | +$60,871,216 | -$47,882,385 | +$12,988,831 | GOOG, AAPL, AAAU, SYK, V | 13F-HR | 19 Jul 2023, 12:19 |
| Q1 2023 | 275 | $782,642,137 | +$85,298,375 | -$70,972,427 | +$14,325,948 | GOOG, AAAU, SYK, V, UNH | 13F-HR | 03 May 2023, 16:12 |
| Q4 2022 | 276 | $732,483,068 | +$97,996,738 | -$81,409,140 | +$16,587,598 | GOOG, AAAU, SYK, UNH, AAPL | 13F-HR | 06 Feb 2023, 16:00 |
| Q3 2022 | 269 | $657,139,000 | +$55,979,605 | -$47,595,319 | +$8,384,286 | IAU, UNH, GOOG, SYK, ICE | 13F-HR | 10 Nov 2022, 20:05 |
| Q2 2022 | 288 | $693,467,000 | +$69,531,182 | -$63,447,716 | +$6,083,466 | IAU, UNH, GOOG, SYK, FBND | 13F-HR | 09 Aug 2022, 11:30 |
| Q1 2022 | 304 | $795,798,000 | +$109,467,208 | -$81,119,186 | +$28,348,022 | IAU, AON, GOOG, UNH, SYK | 13F-HR | 10 May 2022, 15:37 |
| Q4 2021 | 311 | $820,596,000 | +$105,494,582 | -$83,648,561 | +$21,846,021 | IAU, IVV, GOOG, UNH, AON | Restatement | 03 Mar 2022, 10:57 |
| Q3 2021 | 293 | $739,344,000 | +$57,773,261 | -$44,346,390 | +$13,426,871 | IAU, IVV, GOOG, AON, META | 13F-HR | 15 Nov 2021, 16:19 |
| Q2 2021 | 269 | $728,393,000 | +$92,316,199 | -$76,958,911 | +$15,357,288 | IAU, IVV, GOOG, META, CHIQ | 13F-HR | 10 Aug 2021, 17:15 |
| Q1 2021 | 254 | $674,786,000 | +$66,495,613 | -$56,959,504 | +$9,536,109 | IAU, GOOG, AON, INFO, META | 13F-HR | 17 May 2021, 10:58 |
| Q4 2020 | 255 | $641,803,000 | +$39,546,227 | -$18,581,361 | +$20,964,866 | IAU, IVV, CHIQ, SYK, AON | 13F-HR | 08 Feb 2021, 12:34 |
| Q3 2020 | 245 | $553,522,000 | +$81,769,435 | -$50,952,855 | +$30,816,580 | IAU, IVV, AON, CHIQ, SYK | 13F-HR | 09 Nov 2020, 20:34 |
| Q2 2020 | 238 | $491,362,000 | +$115,086,828 | -$77,905,144 | +$37,181,684 | IAU, AON, UNH, GOOG, V | 13F-HR | 10 Aug 2020, 17:01 |
| Q1 2020 | 224 | $387,139,000 | +$37,415,916 | -$47,347,629 | -$9,931,713 | SSNC, AON, SYK, MSCI, BR | 13F-HR | 23 Apr 2020, 16:15 |
| Q4 2019 | 236 | $508,354,000 | $0 | $0 | $0 | SSNC, AON, V, SYK, IQV | 13F-HR | 11 Feb 2020, 19:05 |