Markowski Investments Top Holdings and 13F Report (2026) About Markowski InvestmentsInvestment ActivityMarkowski Investments has $454.21 million in total holdings as of June 30, 2026.Markowski Investments owns shares of 619 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Largest Holdings SPDR Portfolio S&P 500 Growth ETF $36,430,269Vanguard Information Technology ETF $28,700,577Vanguard Dividend Appreciation ETF $25,444,732Vanguard High Dividend Yield ETF $22,830,721Janus Henderson AAA CLO ETF $20,597,458 Sector AllocationMap of 500 Largest Holdings ofMarkowski Investments Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSPYGSPDR Portfolio S&P 500 Growth ETF$36,430,269306,1628.0%ETFVGTVanguard Information Technology ETF$28,700,577240,1326.3%ETFVIGVanguard Dividend Appreciation ETF$25,444,732107,5345.6%ETFVYMVanguard High Dividend Yield ETF$22,830,721144,4715.0%ETFJAAAJanus Henderson AAA CLO ETF$20,597,458407,9514.5%ETFAAPLApple$19,491,11867,3594.3%TechnologyXSMOInvesco S&P SmallCap Momentum ETF$18,313,505195,5944.0%ETFPFFiShares Preferred and Income Securities ETF$16,758,369549,6353.7%ETFJBBBJanus Henderson B-BBB CLO ETF$13,619,696287,6393.0%ETFVYMIVanguard International High Dividend Yield ETF$13,408,118136,5393.0%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$12,881,250471,3232.8%ETFVUGVanguard Growth ETF$12,227,774141,9522.7%ETFGOLDMAN SACHS ETF TR$12,021,105202,6832.6%COMGOOGLAlphabet$11,917,19033,3472.6%Communication ServicesNVDANVIDIA$10,570,62952,8292.3%TechnologyGOLDMAN SACHS ETF TR$10,446,701187,9922.3%COMVNQVanguard Real Estate ETF$10,338,250107,2102.3%ETFCOWZPacer US Cash Cows 100 ETF$9,249,546148,7072.0%ETFMSFTMicrosoft$8,306,94022,2691.8%TechnologyAMZNAmazon.com$7,924,32933,2481.7%Consumer DiscretionaryJPMJPMorgan Chase & Co.$7,369,54822,5141.6%FinanceVTVVanguard Value ETF$5,145,93823,6131.1%ETFGSThe Goldman Sachs Group$4,847,2304,7931.1%FinanceAVGOBroadcom$4,693,56112,4251.0%TechnologyGOOGAlphabet$4,679,81313,2451.0%Communication ServicesAVDEAvantis International Equity ETF$3,755,62142,1030.8%ETFWFCWells Fargo & Company$3,651,71244,1880.8%FinanceXLKTechnology Select Sector SPDR Fund$3,550,24718,6350.8%ETFDUKDuke Energy$3,400,72326,8660.7%UtilitiesCIBRFirst Trust Nasdaq Cybersecurity ETF$3,199,29835,6070.7%ETFCVXChevron$3,197,99619,2930.7%EnergyMETAMeta Platforms$2,902,1455,1520.6%Communication ServicesCATCaterpillar$2,899,0622,7220.6%IndustrialsABBVAbbVie$2,675,10910,6310.6%HealthcarePGProcter & Gamble$2,587,67817,6460.6%Consumer StaplesPANWPalo Alto Networks$2,295,7466,7320.5%TechnologyLLYEli Lilly and Company$2,184,0971,8210.5%HealthcareCOSTCostco Wholesale$2,118,7652,2650.5%Consumer StaplesXOMExxonMobil$2,115,16615,4710.5%EnergyVAWVanguard Materials ETF$2,050,1878,9610.5%ETFBONDBLOXX ETF TRUST$2,043,58540,9740.4%COMVVisa$1,926,9915,6170.4%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$1,637,38948,3860.4%ETFJEPIJPMorgan Equity Premium Income ETF$1,631,48328,8860.4%ETFENBEnbridge$1,615,33629,7980.4%EnergyKOCocaCola$1,475,44818,1550.3%Consumer StaplesBRK.BBerkshire Hathaway$1,387,5822,7730.3%FinanceLMTLockheed Martin$1,363,7472,6770.3%IndustrialsUBERUber Technologies$1,332,36318,4640.3%IndustrialsWELLWelltower$1,298,2245,7200.3%Real EstateSOSouthern$1,231,65512,8690.3%UtilitiesTSLATesla$1,173,4742,7900.3%Consumer DiscretionaryVBRVanguard Small-Cap Value ETF$1,166,9074,8020.3%ETFCSCOCisco Systems$1,154,8819,8320.3%TechnologyMCDMcDonald's$1,133,3904,1930.2%Consumer DiscretionaryVOOVanguard S&P 500 ETF$1,069,1011,5570.2%ETFSHViShares Short Treasury Bond ETF$1,038,0129,4070.2%ETFVXUSVanguard Total International Stock ETF$836,8269,7890.2%ETFMUMicron Technology$814,8577060.2%TechnologyMSMorgan Stanley$812,6943,8880.2%FinanceXYLDGlobal X S&P 500 Covered Call ETF$747,45618,3250.2%ETFWALMART INC$747,1236,5970.2%COMBNDVanguard Total Bond Market ETF$739,60610,0750.2%ETFVTIVanguard Total Stock Market ETF$709,3801,9170.2%ETFMDYSPDR S&P MidCap 400 ETF Trust$668,1249500.1%ETFSMHVanEck Semiconductor ETF$656,1901,0000.1%ETFIBMInternational Business Machines$634,2832,2560.1%TechnologyVICIVICI Properties$633,82823,8730.1%Real EstateGLDSPDR Gold Shares$633,6141,7200.1%ETFHDHome Depot$620,0481,7580.1%Consumer DiscretionarySCHDSchwab US Dividend Equity ETF$589,99918,6060.1%ETFVXFVanguard Extended Market ETF$588,7192,3910.1%ETFVBKVanguard Small-Cap Growth ETF$588,2451,6090.1%ETFQQQInvesco QQQ$571,7637760.1%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$565,4019,1990.1%ETFPXFInvesco RAFI Developed Markets ex-U.S. ETF$556,0307,3510.1%ETFAMGNAmgen$532,6021,4710.1%HealthcareLUVSouthwest Airlines$468,5529,1120.1%IndustrialsDVNDevon Energy$449,99810,8910.1%EnergyPMPhilip Morris International$416,2092,3010.1%Consumer StaplesBNDXVanguard Total International Bond ETF$410,9038,4840.1%ETFVZVerizon Communications$382,5899,0360.1%Communication ServicesPNCThe PNC Financial Services Group$369,0171,4990.1%FinanceVSSVanguard FTSE All-World ex-US Small-Cap ETF$357,1812,3150.1%ETFCMICummins$356,0694990.1%IndustrialsPHParker-Hannifin$347,9973560.1%IndustrialsMRKMerck & Co., Inc.$332,1572,5850.1%HealthcareDIASPDR Dow Jones Industrial Average ETF Trust$319,1806110.1%ETFCRWDCrowdStrike$318,9924180.1%TechnologyMETMetLife$318,5193,7650.1%FinanceJNJJohnson & Johnson$314,0511,2370.1%HealthcareVISVanguard Industrials ETF$302,8408400.1%ETFGDGeneral Dynamics$282,0057960.1%IndustrialsQYLDGlobal X Nasdaq 100 Covered Call ETF$280,35215,2120.1%ETFORIOld Republic International$273,1106,6740.1%FinanceAMATApplied Materials$269,3793730.1%TechnologyNFLXNetflix$268,6783,7630.1%Communication ServicesVWOVanguard FTSE Emerging Markets ETF$265,5474,4490.1%ETFKMIKinder Morgan$258,0198,0710.1%EnergyVTIPVanguard Short-Term Inflation-Protected Securities ETF$253,0595,0380.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
