Markowski Investments
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Markowski Investments reported 615 stock positions worth $454.2 million. Its top holding was SS SPDR P S&P 500 Growth ETF (SPYG) at 8.0% of the portfolio, followed by Vanguard Info Tech ETF (VGT, 6.3%) and Vanguard Dividend Apprec ETF (VIG, 5.6%).
- Most Recent 13F
- Q2 2026
- Location
- TAMPA, FL
- CIK
- 0002149795
- Portfolio Value
- $454.2M (Q2 2026)
- SEC Filing
- 0002149795-26-000001 ↗ filed Aug 13, 2026
Holdings 615 stocks · $454.2M
| SPYG SS SPDR P S&P 500 Growth ETF | 8.02% | 306,162 | $36.4M | — |
| VGT Vanguard Info Tech ETF | 6.32% | 240,132 | $28.7M | — |
| VIG Vanguard Dividend Apprec ETF | 5.60% | 107,534 | $25.4M | — |
| VYM Vanguard High DVD Yield ETF | 5.03% | 144,471 | $22.8M | — |
| JAAA Janus Henderson Aaa Clo ETF | 4.53% | 407,951 | $20.6M | — |
| AAPL Apple Inc. | 4.29% | 67,359 | $19.5M | — |
| XSMO Invesco S&P Smallcap Momentu | 4.03% | 195,594 | $18.3M | — |
| PFF iShares Preferred & Income S | 3.69% | 549,635 | $16.8M | — |
| JBBB Janus Henderson B-BBB Clo Et | 3.00% | 287,639 | $13.6M | — |
| VYMI Vanguard Int High DVD YLD Inc. | 2.95% | 136,539 | $13.4M | — |
| CGMS Cap Group US Multi-Sect Bond | 2.84% | 471,323 | $12.9M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.69% | 141,952 | $12.2M | — |
| GPIQ GS Nasdaq-100 PR Inc. ETF-Usd | 2.65% | 202,683 | $12.0M | — |
| GOOGL Alphabet Inc. Class A | 2.62% | 33,347 | $11.9M | — |
| NVDA Nvidia Corp. | 2.33% | 52,829 | $10.6M | — |
| GPIX GLDM SA S&P 500 PR in ETF-US | 2.30% | 187,992 | $10.4M | — |
| VNQ Vanguard Real Estate ETF | 2.28% | 107,210 | $10.3M | — |
| COWZ Pacer US Cash Cows 100 ETF | 2.04% | 148,707 | $9.2M | — |
| MSFT Microsoft Corp. | 1.83% | 22,269 | $8.3M | — |
| AMZN Amazon.com Inc. | 1.74% | 33,248 | $7.9M | — |
| JPM JPMorgan Chase & Co. | 1.62% | 22,514 | $7.4M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.13% | 23,613 | $5.1M | — |
| GS Goldman Sachs Group Inc. | 1.07% | 4,793 | $4.8M | — |
| AVGO Broadcom Inc. | 1.03% | 12,425 | $4.7M | — |
| GOOG Alphabet Inc. Class C | 1.03% | 13,245 | $4.7M | — |
| AVDE Avantis International Equity | 0.83% | 42,103 | $3.8M | — |
| WFC Wells Fargo & Co. | 0.80% | 44,188 | $3.7M | — |
| XLK SS Technology Select Sector | 0.78% | 18,635 | $3.6M | — |
| DUK Duke Energy Corp. | 0.75% | 26,866 | $3.4M | — |
| CIBR First Trust Nasdaq Cybersecu | 0.70% | 35,607 | $3.2M | — |
| CVX Chevron Corp. | 0.70% | 19,293 | $3.2M | — |
| META Meta Platforms Inc. Class A | 0.64% | 5,152 | $2.9M | — |
| CAT Caterpillar Inc. | 0.64% | 2,722 | $2.9M | — |
| ABBV Abbvie Inc. | 0.59% | 10,631 | $2.7M | — |
| PG The Procter & Gamble Co. | 0.57% | 17,646 | $2.6M | — |
| PANW Palo Alto Networks Inc. | 0.51% | 6,732 | $2.3M | — |
| LLY Eli Lilly & Co. | 0.48% | 1,821 | $2.2M | — |
| COST Costco Wholesale Corp. | 0.47% | 2,265 | $2.1M | — |
| XOM Exxon Mobil Corp. | 0.47% | 15,471 | $2.1M | — |
| VAW Vanguard Materials ETF | 0.45% | 8,961 | $2.1M | — |
| PCMM BBLX Private Credit Clo ETF | 0.45% | 40,974 | $2.0M | — |
| V Visa Inc. Class A | 0.42% | 5,617 | $1.9M | — |
| SCHG Schwab US Large-Cap Growth | 0.36% | 48,386 | $1.6M | — |
| JEPI JPMorgan Equity Premium Inco | 0.36% | 28,886 | $1.6M | — |
| ENB Enbridge Inc. | 0.36% | 29,798 | $1.6M | — |
| KO The Coca-Cola Co. | 0.32% | 18,155 | $1.5M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.31% | 2,773 | $1.4M | — |
| LMT Lockheed Martin Corp. | 0.30% | 2,677 | $1.4M | — |
| UBER Uber Technologies Inc. | 0.29% | 18,464 | $1.3M | — |
| WELL Welltower Inc. | 0.29% | 5,720 | $1.3M | — |
| SO The Southern Co. | 0.27% | 12,869 | $1.2M | — |
| TSLA Tesla Inc. | 0.26% | 2,790 | $1.2M | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.26% | 4,802 | $1.2M | — |
| CSCO Cisco Systems Inc. | 0.25% | 9,832 | $1.2M | — |
| MCD McDonald's Corp. | 0.25% | 4,193 | $1.1M | — |
| VOO Vanguard S&P 500 ETF | 0.24% | 1,557 | $1.1M | — |
| SHV iShares 0-1 Year Treasury Bo | 0.23% | 9,407 | $1.0M | — |
| VXUS Vanguard Total Intl Stock | 0.18% | 9,789 | $837K | — |
| MU Micron Technology Inc. | 0.18% | 706 | $815K | — |
| MS Morgan Stanley | 0.18% | 3,888 | $813K | — |
| XYLD Global X S&P 500 Cove Call E | 0.16% | 18,325 | $747K | — |
| WMT Walmart Inc. | 0.16% | 6,597 | $747K | — |
| BND Vanguard Total Bond Market | 0.16% | 10,075 | $740K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.16% | 1,917 | $709K | — |
| MDY State Street SPDR S&P Midcap | 0.15% | 950 | $668K | — |
| SMH Vaneck Semiconductor ETF | 0.14% | 1,000 | $656K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 2,256 | $634K | — |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.14% | 23,873 | $634K | — |
| GLD SPDR Gold Shares | 0.14% | 1,720 | $634K | — |
| HD Home Depot Inc. | 0.14% | 1,758 | $620K | — |
| SCHD Schwab US DVD Equity ETF | 0.13% | 18,606 | $590K | — |
| VXF Vanguard Extended Market ETF | 0.13% | 2,391 | $589K | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.13% | 1,609 | $588K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.13% | 776 | $572K | — |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.12% | 9,199 | $565K | — |
| PXF Invesco Rafi Developed Marke | 0.12% | 7,351 | $556K | — |
| AMGN Amgen Inc. | 0.12% | 1,471 | $533K | — |
| LUV Southwest Airlines Co. | 0.10% | 9,112 | $469K | — |
| DVN Devon Energy Corp. | 0.10% | 10,891 | $450K | — |
| PM Philip Morris International | 0.09% | 2,301 | $416K | — |
| BNDX Vanguard Total Intl Bond ETF | 0.09% | 8,484 | $411K | — |
| VZ Verizon Communications Inc. | 0.08% | 9,036 | $383K | — |
| PNC PNC Financial Services Group | 0.08% | 1,499 | $369K | — |
| VSS Vanguard Ftse All Wo X-US SC | 0.08% | 2,315 | $357K | — |
| CMI Cummins Inc. | 0.08% | 499 | $356K | — |
| PH Parker Hannifin Corp. | 0.08% | 356 | $348K | — |
| MRK Merck & Co. Inc. | 0.07% | 2,585 | $332K | — |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.07% | 611 | $319K | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.07% | 418 | $319K | — |
| MET Metlife Inc. | 0.07% | 3,765 | $319K | — |
| JNJ Johnson & Johnson | 0.07% | 1,237 | $314K | — |
| VIS Vanguard Industrials ETF | 0.07% | 840 | $303K | — |
| GD General Dynamics Corp. | 0.06% | 796 | $282K | — |
| QYLD Global X Nasd 100 Cov Call | 0.06% | 15,212 | $280K | — |
| ORI Old Republic Intl Corp. | 0.06% | 6,674 | $273K | — |
| AMAT Applied Materials Inc. | 0.06% | 373 | $269K | — |
| NFLX Netflix Inc. | 0.06% | 3,763 | $269K | — |
| VWO Vanguard Ftse Emerging Marke | 0.06% | 4,449 | $266K | — |
| KMI Kinder Morgan Inc. | 0.06% | 8,071 | $258K | — |
| VTIP Vanguard Short-Term Tips | 0.06% | 5,038 | $253K | — |
Other holdings (3): bonds, preferreds, convertibles and warrants · $781 (not counted above)
Lines left out (1) · $44 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| EMB iShares JP Morgan Usd Emergi | JPMORGAN USD EMG | 0 | $44 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $454.2M.
Portfolio Sells Q2 2026
No earlier filing to compare with.
Portfolio Buys Q2 2026
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 615 | $454.2M | SPYG, VGT, VIG, VYM, JAAA |