Markowski Investments 13F holdings
Markowski Investments reported 573 positions with a total reported value of $454.2M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-13. Top holdings by reported value: SPDR SERIES TRUST (8.1%), VANGUARD WHITEHALL FDS (8.0%), JANUS DETROIT STR TR (7.5%), VANGUARD WORLD FD (6.4%), GS GOLDMAN SACHS ETF TR (6.0%). We hold no 13F from this filer for the prior quarter (2026-03-31), so new positions and exits are not counted. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| SPDR SERIES TRUST | 311,225 | $36.6M | 8.1% |
| VANGUARD WHITEHALL FDS | 281,010 | $36.2M | 8.0% |
| JANUS DETROIT STR TR | 695,590 | $34.2M | 7.5% |
| VANGUARD WORLD FD | 243,005 | $29.0M | 6.4% |
| GS GOLDMAN SACHS ETF TR | 395,468 | $27.3M | 6.0% |
| VANGUARD SPECIALIZED FUNDS | 107,534 | $25.4M | 5.6% |
| VANGUARD INDEX FDS | 257,520 | $25.0M | 5.5% |
| AAPL APPLE INC | 67,359 | $19.5M | 4.3% |
| IVZ INVESCO EXCHANGE TRADED FD T | 204,209 | $18.9M | 4.2% |
| ISHARES TR | 561,135 | $18.0M | 4.0% |
| GOOGL ALPHABET INC | 46,592 | $16.6M | 3.7% |
| CAPITAL GRP FIXED INCM ETF T | 471,323 | $12.9M | 2.8% |
| NVDA NVIDIA CORPORATION | 52,829 | $10.6M | 2.3% |
| PACER FDS TR | 148,849 | $9.3M | 2.0% |
| MSFT MICROSOFT CORP | 22,269 | $8.3M | 1.8% |
| AMZN AMAZON COM INC | 33,248 | $7.9M | 1.7% |
| JPM JPMORGAN CHASE &CO | 22,514 | $7.4M | 1.6% |
| VANGUARD VALUE INDEX FUND ETF SHARES | 23,613 | $5.1M | 1.1% |
| AVGO BROADCOM INC | 12,425 | $4.7M | 1.0% |
| AMERICAN CENTY ETF TR | 42,103 | $3.8M | 0.8% |
| SELECT SECTOR SPDR TR | 21,804 | $3.7M | 0.8% |
| WFC WELLS FARGO &CO | 44,188 | $3.7M | 0.8% |
| DUK DUKE ENERGY CORP NEW | 26,866 | $3.4M | 0.7% |
| FIRST TR EXCHANGE-TRADED FD | 35,607 | $3.2M | 0.7% |
| CVX CHEVRON CORPORATION | 19,293 | $3.2M | 0.7% |
New positions this quarter
We hold no 13F from this filer for 2026-03-31, so nothing can be compared.
Sold out
We hold no 13F from this filer for 2026-03-31, so nothing can be compared.
Biggest increases and decreases
Increases
We hold no 13F from this filer for 2026-03-31, so nothing can be compared.
Decreases
We hold no 13F from this filer for 2026-03-31, so nothing can be compared.
