Marks Group Wealth Management, Inc. has filed its latest 13F-HR report, indicating a total value of $1,144,708,348 in assets under management as of September 30, 2026. This significant figure underscores the firm’s growth and its strategic investments in various sectors.

The filing, submitted on November 5, 2026, is crucial for understanding the firm’s investment strategies and positions. It highlights the firm's commitment to maintaining a robust portfolio amidst a competitive landscape in the wealth management sector.

Background

Marks Group Wealth Management, Inc. is based in Minnetonka, Minnesota, and operates under the Central Index Key (CIK) number 0001802473. The firm is categorized under the financial services industry, focusing on wealth management. Recent filings include multiple 13F-HR submissions, with the most recent being on November 5, 2026, and prior filings dating back to July 28, 2026.

What the Filing Says

The report details a total of 570 entries, reflecting the firm’s diverse investment approach. The filing does not specify individual holdings but indicates a strong commitment to managing a substantial portfolio. The report states, "The total value of the holdings is $1,144,708,348." This figure is a clear indicator of the firm's financial health and market position.

Impact

This filing may affect various stakeholders, including investors, clients, and competitors in the wealth management space. Notably, Ameriprise Financial Inc. is mentioned as a competitor, highlighting the competitive nature of the industry. The report provides insights into how Marks Group is positioning itself against other firms in the sector.

What's Next

The filing does not say what happens next, leaving stakeholders to anticipate future developments based on the firm's performance and market conditions.