Markowski Investments
CIK 2149795 · Holdings on Jun 30, 2026 · First reported Aug 13, 2026
Top ten holdings
Q2 2026- SPYG8.02%
- VGT6.32%
- VIG5.60%
- VYM5.03%
- JAAA4.53%
- AAPL4.29%
- XSMO4.03%
- PFF3.69%
- JBBB3.00%
- VYMI2.95%
Share classes counted separately47.46%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYGSS SPDR P S&P 500 GROWTH ETF View history and evidence | $36.43M | 8.02% | 306.16K shares | Prior unavailable — | — | ▾ |
| 02 | VGTVANGUARD INFO TECH ETF View history and evidence | $28.70M | 6.32% | 240.13K shares | Prior unavailable — | — | ▾ |
| 03 | VIGVANGUARD DIVIDEND APPREC ETF View history and evidence | $25.44M | 5.60% | 107.53K shares | Prior unavailable — | — | ▾ |
| 04 | VYMVANGUARD HIGH DVD YIELD ETF View history and evidence | $22.83M | 5.03% | 144.47K shares | Prior unavailable — | — | ▾ |
| 05 | JAAAJANUS HENDERSON AAA CLO ETF View history and evidence | $20.60M | 4.53% | 407.95K shares | Prior unavailable — | — | ▾ |
| 06 | AAPLAPPLE INC View history and evidence | $19.49M | 4.29% | 67.36K shares | Prior unavailable — | — | ▾ |
| 07 | XSMOINVESCO S&P SMALLCAP MOMENTU View history and evidence | $18.31M | 4.03% | 195.59K shares | Prior unavailable — | — | ▾ |
| 08 | PFFISHARES PREFERRED & INCOME S View history and evidence | $16.76M | 3.69% | 549.63K shares | Prior unavailable — | — | ▾ |
| 09 | JBBBJANUS HENDERSON B-BBB CLO ET View history and evidence | $13.62M | 3.00% | 287.64K shares | Prior unavailable — | — | ▾ |
| 10 | VYMIVANGUARD INT HIGH DVD YLD IN View history and evidence | $13.41M | 2.95% | 136.54K shares | Prior unavailable — | — | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2149795 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 454207685
}Research all 619 reported holdings.
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