Marks Group Wealth Management, Inc
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 11, 2026), Marks Group Wealth Management, Inc reported 332 stock positions worth $1.0 billion. Its top holding was Alphabet Class C (GOOG) at 3.3% of the portfolio, followed by Apple (AAPL, 3.0%) and iShares MSCI Eafe Value ETF (EFV, 2.4%). Compared with Q3 2025, it opened 48 new positions, sold out of 10, added to 114 and reduced 115. The biggest buy was General Electric (GE, shares +245%) and the biggest sale Moody's (MCO, shares −59%).
- Most Recent 13F
- Q2 2026
- Location
- MINNETONKA, MN
- CIK
- 0001802473
- Portfolio Value
- $1.0B (Q4 2025)
- SEC Filing
- 0001802473-26-000002 ↗ filed Feb 11, 2026
Holdings Value
Holdings 332 stocks · $1.0B
| GOOG Alphabet Inc. Class C | 3.35% | 111,373 | $34.9M | Reduce -26.6% |
| AAPL Apple Inc. | 3.03% | 116,359 | $31.6M | Add +6.2% |
| EFV iShares MSCI Eafe Value ETF | 2.39% | 349,440 | $25.0M | Add +31.8% |
| MSFT Microsoft Corp. | 1.83% | 39,573 | $19.1M | Add +32.5% |
| NVDA Nvidia Corp. | 1.68% | 94,109 | $17.6M | Add +62.6% |
| RSG Republic Services Inc. | 1.60% | 79,030 | $16.7M | Reduce -1.7% |
| META Meta Platforms Inc. Class A | 1.60% | 25,256 | $16.7M | Add +52.5% |
| UNH Unitedhealth Group Inc. | 1.52% | 47,964 | $15.8M | Add +0.3% |
| ICE Intercontinental Exchange Inc. | 1.50% | 96,970 | $15.7M | Reduce -12.6% |
| SYK Stryker Corp. | 1.48% | 44,057 | $15.5M | Reduce -14.4% |
| IEMG iShares Core MSCI Emerging | 1.45% | 225,538 | $15.2M | Add +27.0% |
| GE General Electric filed as GE AEROSPACE | 1.36% | 46,069 | $14.2M | Add +244.7% |
| CRM Salesforce Inc. | 1.25% | 49,177 | $13.0M | Add +31.9% |
| AMZN Amazon.com Inc. | 1.17% | 52,823 | $12.2M | Add +21.2% |
| V Visa Inc. Class A | 1.15% | 34,244 | $12.0M | Reduce -0.7% |
| NVT Nvent Electric PLC | 0.99% | 100,918 | $10.3M | Reduce -16.1% |
| CW Curtiss-Wright Corp. | 0.98% | 18,649 | $10.3M | Reduce -13.6% |
| PH Parker Hannifin Corp. | 0.96% | 11,417 | $10.0M | Reduce -13.6% |
| EME Emcor Group Inc. | 0.92% | 15,675 | $9.6M | Reduce -14.9% |
| EFG iShares MSCI Eafe Growth ETF | 0.91% | 83,658 | $9.5M | Add +30.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.91% | 61,808 | $9.5M | Reduce -12.5% |
| IQV Iqvia Holdings Inc. | 0.88% | 40,995 | $9.2M | Reduce -15.2% |
| CACI Caci International Inc. Class A | 0.86% | 16,796 | $8.9M | Reduce -14.4% |
| BDX Becton Dickinson and Co. | 0.86% | 46,083 | $8.9M | Reduce -16.1% |
| VOO Vanguard S&P 500 ETF | 0.84% | 14,040 | $8.8M | Reduce -10.1% |
| LDOS Leidos Holdings Inc. | 0.84% | 48,657 | $8.8M | Reduce -14.1% |
| ITT Itt Inc. | 0.84% | 50,354 | $8.7M | Reduce -13.0% |
| AME Ametek Inc. | 0.82% | 41,800 | $8.6M | Reduce -11.1% |
| GD General Dynamics Corp. | 0.82% | 25,304 | $8.5M | Reduce -13.5% |
| ICLR Icon PLC | 0.79% | 45,554 | $8.3M | Reduce -13.6% |
| ORCL Oracle Corp. | 0.78% | 41,693 | $8.1M | Add +165.4% |
| IR Ingersoll-Rand Inc. | 0.77% | 101,320 | $8.0M | Add +4.8% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.77% | 31,004 | $8.0M | Add +9.1% |
| RBA RB Global Inc. | 0.77% | 77,678 | $8.0M | Reduce -9.5% |
| SSNC Ss&c Technologies Holdings | 0.76% | 91,138 | $8.0M | Reduce -11.0% |
| GWW WW Grainger Inc. | 0.76% | 7,889 | $8.0M | Reduce -9.2% |
| HON Honeywell International Inc. | 0.76% | 40,694 | $7.9M | Reduce -6.3% |
| PLTR Palantir Technologies Inc. Class A | 0.76% | 44,457 | $7.9M | Add +16.3% |
| STE Steris PLC | 0.75% | 30,777 | $7.8M | Reduce -11.5% |
| ETN Eaton Corp. PLC | 0.73% | 24,071 | $7.7M | Reduce -11.3% |
| INTU Intuit Inc. | 0.73% | 11,554 | $7.7M | Reduce -5.1% |
| APD Air Products & Chemicals Inc. | 0.72% | 30,334 | $7.5M | Reduce -6.2% |
| FELE Franklin Electric Co. Inc. | 0.71% | 78,169 | $7.5M | Reduce -11.7% |
| PRI Primerica Inc. | 0.71% | 28,899 | $7.5M | Reduce -10.2% |
| BR Broadridge Financial Solutio | 0.71% | 33,179 | $7.4M | Reduce -9.8% |
| RMD Resmed Inc. | 0.71% | 30,639 | $7.4M | Reduce -10.7% |
| TDY Teledyne Technologies Inc. | 0.71% | 14,447 | $7.4M | Reduce -11.3% |
| UNP Union Pacific Corp. | 0.70% | 31,735 | $7.3M | Reduce -10.7% |
| AAAU Goldman Sachs Physical Gold | 0.70% | 172,223 | $7.3M | Reduce -13.1% |
| TXRH Texas Roadhouse Inc. | 0.70% | 43,735 | $7.3M | Reduce -9.4% |
| DRI Darden Restaurants Inc. | 0.70% | 39,450 | $7.3M | Reduce -8.8% |
| J Jacobs Solutions Inc. | 0.69% | 54,166 | $7.2M | Reduce -12.3% |
| GGG Graco Inc. | 0.67% | 85,105 | $7.0M | Reduce -10.1% |
| AON Aon PLC Class A | 0.66% | 19,674 | $6.9M | Reduce -20.6% |
| TSCO Tractor Supply Company | 0.65% | 135,859 | $6.8M | Reduce -10.6% |
| CSL Carlisle Cos Inc. | 0.64% | 20,914 | $6.7M | Reduce -8.7% |
| CASY Casey's General Stores Inc. | 0.64% | 12,031 | $6.6M | Reduce -17.2% |
| ADP Automatic Data Processing | 0.63% | 25,649 | $6.6M | Reduce -9.2% |
| DOX Amdocs Ltd. | 0.63% | 81,237 | $6.5M | Reduce -10.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.62% | 9,570 | $6.5M | Reduce -2.0% |
| BRO Brown & Brown Inc. | 0.62% | 80,601 | $6.4M | Reduce -7.0% |
| MRSH Marsh & McLennan Cos | 0.60% | 34,037 | $6.3M | Reduce -8.6% |
| BAM Brookfield Asset Mgmt-A | 0.60% | 119,311 | $6.3M | Reduce -18.8% |
| ACN Accenture PLC Class A | 0.59% | 22,952 | $6.2M | Reduce -10.2% |
| DECK Deckers Outdoor Corp. | 0.58% | 58,216 | $6.0M | Reduce -18.5% |
| CPRT Copart Inc. | 0.58% | 153,577 | $6.0M | Reduce -14.2% |
| JPM JPMorgan Chase & Co. | 0.57% | 18,360 | $5.9M | Add +23.1% |
| FICO Fair Isaac Corp. | 0.55% | 3,423 | $5.8M | Reduce -23.9% |
| WSO Watsco Inc. | 0.54% | 16,720 | $5.6M | Reduce -9.2% |
| BAI Ishrs AI in and Tech Act ETF | 0.54% | 169,013 | $5.6M | Add +29.2% |
| MCO Moody's Corp. | 0.54% | 10,989 | $5.6M | Reduce -58.7% |
| MSCI MSCI Inc. | 0.53% | 9,728 | $5.6M | Reduce -56.0% |
| GOOGL Alphabet Inc. Class A | 0.53% | 17,757 | $5.6M | Add +211.1% |
| CTAS Cintas Corp. | 0.53% | 29,350 | $5.5M | Reduce -17.2% |
| IDXX Idexx Laboratories Inc. | 0.52% | 7,972 | $5.4M | Reduce -21.1% |
| DCI Donaldson Co. Inc. | 0.50% | 58,792 | $5.2M | No change |
| MNST Monster Beverage Corp. | 0.50% | 67,854 | $5.2M | Reduce -21.1% |
| VEA Vanguard Ftse Developed ETF | 0.48% | 80,345 | $5.0M | Add +9.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.48% | 9,907 | $5.0M | Reduce -3.2% |
| FDS Factset Research Systems Inc. | 0.45% | 16,298 | $4.7M | Reduce -45.9% |
| SAIA Saia Inc. | 0.45% | 14,323 | $4.7M | Reduce -50.5% |
| ALC Alcon Inc. filed as ALCON AG | 0.42% | 55,983 | $4.4M | Reduce -43.9% |
| PAYC Paycom Software Inc. | 0.40% | 26,508 | $4.2M | Reduce -15.6% |
| ISRG Intuitive Surgical Inc. | 0.40% | 7,302 | $4.1M | Reduce -21.5% |
| FCN Fti Consulting Inc. | 0.38% | 23,288 | $4.0M | Reduce -51.9% |
| CVCO Cavco Industries Inc. | 0.36% | 6,378 | $3.8M | Reduce -38.2% |
| CI The Cigna Group | 0.36% | 13,662 | $3.8M | Reduce -48.4% |
| NVR NVR Inc. | 0.36% | 510 | $3.7M | Reduce -16.4% |
| ROP Roper Technologies Inc. | 0.35% | 8,291 | $3.7M | Reduce -45.5% |
| SPGI S&P Global Inc. | 0.35% | 7,043 | $3.7M | Reduce -60.1% |
| SBUX Starbucks Corp. | 0.34% | 42,173 | $3.6M | Add +79.6% |
| TDG Transdigm Group Inc. | 0.34% | 2,670 | $3.6M | Reduce -7.6% |
| AZN Astrazeneca PLC-Spons ADR | 0.33% | 37,787 | $3.5M | Add +9.7% |
| WFC Wells Fargo & Co. | 0.33% | 37,075 | $3.5M | Add +9.3% |
| ASML ASML Holding NV-NY Reg SHS | 0.33% | 3,192 | $3.4M | Add +50.5% |
| FAST Fastenal Co. | 0.32% | 84,417 | $3.4M | Add +2.5% |
| IVW iShares S&P 500 Growth ETF | 0.32% | 27,385 | $3.4M | Add +32.1% |
| XOM Exxon Mobil Corp. | 0.32% | 27,925 | $3.4M | Add +6.4% |
| WDEF WT Europe Defensed FD | 0.31% | 111,625 | $3.2M | Add +32.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.30% | 10,734 | $3.2M | Add +18.1% |
Portfolio Sells Q3 2025 → Q4 2025
| MCO Moody's Corp. | Reduce -58.7% | 0.54% | −0.64 |
| MSCI MSCI Inc. | Reduce -56.0% | 0.53% | −0.63 |
| MORN Morningstar Inc. | Sold out | 0.00% | −0.49 |
| SPGI S&P Global Inc. | Reduce -60.1% | 0.35% | −0.45 |
| SAIA Saia Inc. | Reduce -50.5% | 0.45% | −0.36 |
| ROP Roper Technologies Inc. | Reduce -45.5% | 0.35% | −0.35 |
| CMG Chipotle Mexican Grill Inc. | Reduce -90.8% | 0.03% | −0.35 |
| CI The Cigna Group | Reduce -48.4% | 0.36% | −0.35 |
| FDS Factset Research Systems Inc. | Reduce -45.9% | 0.45% | −0.35 |
| FCN Fti Consulting Inc. | Reduce -51.9% | 0.38% | −0.35 |
| FISV Fiserv Inc. | Reduce -8.9% | 0.29% | −0.30 |
| SYK Stryker Corp. | Reduce -14.4% | 1.48% | −0.29 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.28 |
| JBL Jabil Inc. | Sold out | 0.00% | −0.27 |
| ALC Alcon Inc. | Reduce -43.9% | 0.42% | −0.27 |
| ICE Intercontinental Exchange Inc. | Reduce -12.6% | 1.50% | −0.23 |
| ETN Eaton Corp. PLC | Reduce -11.3% | 0.73% | −0.21 |
| PAYC Paycom Software Inc. | Reduce -15.6% | 0.40% | −0.20 |
| POOL Pool Corp. | Sold out | 0.00% | −0.20 |
| CVCO Cavco Industries Inc. | Reduce -38.2% | 0.36% | −0.20 |
| EME Emcor Group Inc. | Reduce -14.9% | 0.92% | −0.19 |
| TDY Teledyne Technologies Inc. | Reduce -11.3% | 0.71% | −0.18 |
| BAM Brookfield Asset Mgmt-A | Reduce -18.8% | 0.60% | −0.18 |
| J Jacobs Solutions Inc. | Reduce -12.3% | 0.69% | −0.17 |
| CPRT Copart Inc. | Reduce -14.2% | 0.58% | −0.17 |
| RMD Resmed Inc. | Reduce -10.7% | 0.71% | −0.17 |
| AON Aon PLC Class A | Reduce -20.6% | 0.66% | −0.16 |
| LDOS Leidos Holdings Inc. | Reduce -14.1% | 0.84% | −0.15 |
| TSCO Tractor Supply Company | Reduce -10.6% | 0.65% | −0.15 |
| WSO Watsco Inc. | Reduce -9.2% | 0.54% | −0.15 |
| IT Gartner Inc. | Sold out | 0.00% | −0.15 |
| CTAS Cintas Corp. | Reduce -17.2% | 0.53% | −0.15 |
| BRO Brown & Brown Inc. | Reduce -7.0% | 0.62% | −0.14 |
| ADP Automatic Data Processing | Reduce -9.2% | 0.63% | −0.14 |
| CASY Casey's General Stores Inc. | Reduce -17.2% | 0.64% | −0.13 |
| ITT Itt Inc. | Reduce -13.0% | 0.84% | −0.12 |
| PAYX Paychex Inc. | Sold out | 0.00% | −0.12 |
| NVT Nvent Electric PLC | Reduce -16.1% | 0.99% | −0.12 |
| PRI Primerica Inc. | Reduce -10.2% | 0.71% | −0.12 |
| GD General Dynamics Corp. | Reduce -13.5% | 0.82% | −0.11 |
| RSG Republic Services Inc. | Reduce -1.7% | 1.60% | −0.11 |
| DELL Dell Technologies -C | Reduce -25.5% | 0.24% | −0.11 |
| BR Broadridge Financial Solutio | Reduce -9.8% | 0.71% | −0.11 |
| CW Curtiss-Wright Corp. | Reduce -13.6% | 0.98% | −0.10 |
| APD Air Products & Chemicals Inc. | Reduce -6.2% | 0.72% | −0.10 |
| NVR NVR Inc. | Reduce -16.4% | 0.36% | −0.10 |
| RBA RB Global Inc. | Reduce -9.5% | 0.77% | −0.10 |
| BDX Becton Dickinson and Co. | Reduce -16.1% | 0.86% | −0.10 |
| DECK Deckers Outdoor Corp. | Reduce -18.5% | 0.58% | −0.10 |
| MRSH Marsh & McLennan Cos | Reduce -8.6% | 0.60% | −0.09 |
Portfolio Buys Q3 2025 → Q4 2025
| GE General Electric | Add +244.7% | 1.36% | +0.99 |
| EFV iShares MSCI Eafe Value ETF | Add +31.8% | 2.39% | +0.72 |
| NVDA Nvidia Corp. | Add +62.6% | 1.68% | +0.68 |
| META Meta Platforms Inc. Class A | Add +52.5% | 1.60% | +0.47 |
| AAPL Apple Inc. | Add +6.2% | 3.03% | +0.44 |
| CRM Salesforce Inc. | Add +31.9% | 1.25% | +0.43 |
| GOOGL Alphabet Inc. Class A | Add +211.1% | 0.53% | +0.40 |
| MSFT Microsoft Corp. | Add +32.5% | 1.83% | +0.40 |
| ORCL Oracle Corp. | Add +165.4% | 0.78% | +0.37 |
| IEMG iShares Core MSCI Emerging | Add +27.0% | 1.45% | +0.36 |
| AMZN Amazon.com Inc. | Add +21.2% | 1.17% | +0.28 |
| EFG iShares MSCI Eafe Growth ETF | Add +30.8% | 0.91% | +0.24 |
| AVGO Broadcom Inc. | New | 0.22% | +0.22 |
| CNP Centerpoint Energy Inc. | New | 0.19% | +0.19 |
| ABT Abbott Laboratories | Add +196.2% | 0.29% | +0.19 |
| NI Nisource Inc. | New | 0.17% | +0.17 |
| AMD Advanced Micro Devices | New | 0.16% | +0.16 |
| LLY Eli Lilly & Co. | Add +304.1% | 0.19% | +0.16 |
| SBUX Starbucks Corp. | Add +79.6% | 0.34% | +0.16 |
| PTC PTC Inc. | New | 0.15% | +0.15 |
| AEE Ameren Corporation | New | 0.15% | +0.15 |
| ASML ASML Holding NV-NY Reg SHS | Add +50.5% | 0.33% | +0.14 |
| COR Cencora Inc. | Add +620.2% | 0.15% | +0.14 |
| WTW Willis Towers Watson PLC | New | 0.13% | +0.13 |
| JPM JPMorgan Chase & Co. | Add +23.1% | 0.57% | +0.13 |
| BAI Ishrs AI in and Tech Act ETF | Add +29.2% | 0.54% | +0.12 |
| MA Mastercard Inc. Class A | Add +92.5% | 0.24% | +0.12 |
| PPL PPL Corp. | New | 0.12% | +0.12 |
| YUM Yum! Brands Inc. | New | 0.11% | +0.11 |
| PLTR Palantir Technologies Inc. Class A | Add +16.3% | 0.76% | +0.11 |
| TSM Taiwan Semiconductor-SP ADR | Add +38.7% | 0.30% | +0.11 |
| CMCSA Comcast Corp. Class A | Add +131.8% | 0.19% | +0.11 |
| KKR KKR & Co. Inc. | Add +173.2% | 0.16% | +0.10 |
| CNQ Canadian Natural Resources | New | 0.10% | +0.10 |
| PVAL Putnam Focused LRG Cap Value | New | 0.09% | +0.09 |
| IVW iShares S&P 500 Growth ETF | Add +32.1% | 0.32% | +0.09 |
| CYTK Cytokinetics Inc. | New | 0.09% | +0.09 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +399.6% | 0.11% | +0.09 |
| TCAF T Rowe PRC Cap Appreciation | New | 0.09% | +0.09 |
| AZN Astrazeneca PLC-Spons ADR | Add +9.7% | 0.33% | +0.09 |
| HSBC HSBC Holdings PLC-Spons ADR | Add +114.5% | 0.14% | +0.08 |
| RYAAY Ryanair Holdings PLC-SP ADR | New | 0.08% | +0.08 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 0.08% | +0.08 |
| AEM Agnico Eagle Mines Ltd. | Add +125.3% | 0.14% | +0.08 |
| XLG Invesco S&P 500 Top 50 ETF | New | 0.07% | +0.07 |
| VEA Vanguard Ftse Developed ETF | Add +9.6% | 0.48% | +0.07 |
| WFC Wells Fargo & Co. | Add +9.3% | 0.33% | +0.07 |
| IBM Intl Business Machines Corp. | Add +18.1% | 0.30% | +0.07 |
| JQUA JPMorgan US Quality Factor | New | 0.07% | +0.07 |
| KDP Keurig Dr Pepper Inc. | New | 0.07% | +0.07 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 350 | $1.1B | SPYM, IVW, EFG, AAPL, PVAL |
| Q1 2026 | 337 | $1.0B | EFV, AAPL, GOOG, SPYM, EFG |
| Q4 2025 | 332 | $1.0B | GOOG, AAPL, EFV, MSFT, NVDA |
| Q3 2025 | 294 | $1.1B | GOOG, AAPL, SYK, ICE, RSG |
| Q2 2025 | 293 | $1.1B | GOOG, ICE, SYK, AAPL, RSG |
| Q1 2025 | 298 | $1.0B | GOOG, AAPL, RSG, ICE, V |
| Q4 2024 | 286 | $1.0B | GOOG, AAPL, SYK, V, RSG |
| Q3 2024 | 293 | $1.0B | GOOG, AAPL, SYK, UNH, ICE |
| Q2 2024 | 288 | $949.4M | GOOG, AAPL, SYK, UNH, RSG |
| Q1 2024 | 299 | $956.6M | GOOG, SYK, AAPL, V, RSG |