Markowski Investments Top Holdings and 13F Report (2026) About Markowski InvestmentsInvestment ActivityMarkowski Investments has $448.20 million in total holdings as of September 30, 2026.Markowski Investments owns shares of 694 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 2.24% of the portfolio was purchased this quarter.About 4.65% of the portfolio was sold this quarter.This quarter, Markowski Investments has purchased 618 new stocks and bought additional shares in 198 stocks.Markowski Investments sold shares of 109 stocks and completely divested from 29 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 Growth ETF $37,561,895Vanguard Information Technology ETF $30,323,563Vanguard Dividend Appreciation ETF $25,209,702Vanguard High Dividend Yield ETF $22,526,871Apple $20,093,041 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP COM SHS $2,479,950 Holding84615Q103 - SPACE EX TECH SPACEX CLASS A $462,249 Holding573874104 - Marvell Technology $93,795 Holding82509L107 - SHOPIFY INC FCLASS A $71,777 Holding808625107 - SCIENCE APPLICATIONS INT $68,882 Holding Largest Purchases this Quarter EXXONMOBIL HOLDINGS CORP COM SHS 15,238 shares (about $2.48M)SPACE EX TECH SPACEX CLASS A 3,064 shares (about $462.25K)GOLDMAN SACHS NASDAQ-100PREMIUM INCOME ETF 7,711 shares (about $447.08K)Capital Group U.S. Multi-Sector Income ETF 15,648 shares (about $410.45K)Janus Henderson B-BBB CLO ETF 6,670 shares (about $314.89K) Largest Sales this Quarter Apple 7,023 shares (about $2.34M)NVIDIA 6,690 shares (about $1.53M)Microsoft 2,740 shares (about $1.41M)Alphabet 3,800 shares (about $1.29M)Uber Technologies 16,623 shares (about $1.14M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMarkowski Investments Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYGSPDR Portfolio S&P 500 Growth ETF$37,561,895$124,323 ▼-0.3%305,1528.4%ETFVGTVanguard Information Technology ETF$30,323,563$146,154 ▲0.5%241,2956.8%ETFVIGVanguard Dividend Appreciation ETF$25,209,702$120,855 ▲0.5%108,0525.6%ETFVYMVanguard High Dividend Yield ETF$22,526,871$104,915 ▲0.5%145,1475.0%ETFAAPLApple$20,093,041$2,338,793 ▼-10.4%60,3364.5%TechnologyJAAAJanus Henderson AAA CLO ETF$19,672,918$916,384 ▼-4.5%389,7944.4%ETFPFFiShares Preferred and Income Securities ETF$16,285,992$71,773 ▲0.4%552,0683.6%ETFXSMOInvesco S&P SmallCap Momentum ETF$15,915,488$41,035 ▼-0.3%195,0913.6%ETFVYMIVanguard International High Dividend Yield ETF$14,105,181$297,018 ▲2.2%139,4763.1%ETFJBBBJanus Henderson B-BBB CLO ETF$13,894,329$314,891 ▲2.3%294,3093.1%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$12,773,242$410,447 ▲3.3%486,9712.8%ETFGOLDMAN SACHS NASDAQ-100PREMIUM INCOME ETF$12,198,634$447,083 ▲3.8%210,3942.7%COMVUGVanguard Growth ETF$12,140,505$650,774 ▼-5.1%134,7302.7%ETFNVDANVIDIA$10,537,224$1,527,862 ▼-12.7%46,1392.4%TechnologyGOLDMAN SACHS S&P 500 PREMIUM INCOME ETF$10,508,703$13,120 ▲0.1%188,2272.3%COMGOOGLAlphabet$10,380,078$1,093,817 ▼-9.5%30,1682.3%Communication ServicesCOWZPacer US Cash Cows 100 ETF$10,136,350$208,691 ▲2.1%151,8332.3%ETFMSFTMicrosoft$10,016,617$1,405,373 ▼-12.3%19,5292.2%TechnologyVNQVanguard Real Estate ETF$9,817,699$208,479 ▲2.2%109,5362.2%ETFAMZNAmazon.com$8,023,212$260,614 ▼-3.1%32,2021.8%Consumer DiscretionaryJPMJPMorgan Chase & Co.$7,015,577$432,725 ▼-5.8%21,2061.6%FinanceVTVVanguard Value ETF$5,168,590$66,336 ▲1.3%23,9201.2%ETFAVGOBroadcom$4,057,674$305,888 ▼-7.0%11,5540.9%TechnologyGSThe Goldman Sachs Group$3,803,174$512,312 ▼-11.9%4,2240.8%FinanceAVDEAvantis International Equity ETF$3,797,648$3,785 ▲0.1%42,1450.8%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$3,672,093$1,340 ▲0.0%35,6200.8%ETFCVXChevron$3,655,316$284,461 ▼-7.2%17,9000.8%EnergyXLKTechnology Select Sector SPDR Fund$3,644,045$3,719 ▼-0.1%18,6160.8%ETFGOOGAlphabet$3,218,170$1,294,764 ▼-28.7%9,4450.7%Communication ServicesWFCWells Fargo & Company$3,179,796$357,420 ▼-10.1%39,7230.7%FinanceMETAMeta Platforms$3,006,422$729,489 ▼-19.5%4,1460.7%Communication ServicesDUKDuke Energy$2,905,805$157,222 ▼-5.1%25,4870.6%UtilitiesABBVAbbVie$2,792,730$11,772 ▲0.4%10,6760.6%HealthcareEXXONMOBIL HOLDINGS CORP COM SHS$2,479,950$2,479,950 ▲New Holding15,2380.6%COMBONDBLOXX PRIVATE CREDITCLO ETF$2,309,794$259,857 ▲12.7%46,1680.5%COMPGProcter & Gamble$2,188,802$374,825 ▼-14.6%15,0660.5%Consumer StaplesPANWPalo Alto Networks$1,991,715$682,976 ▼-25.5%5,0130.4%TechnologyLLYEli Lilly and Company$1,990,904$115,683 ▼-5.5%1,7210.4%HealthcareVAWVanguard Materials ETF$1,939,749$15,272 ▼-0.8%8,8910.4%ETFCATCaterpillar$1,794,640$412,775 ▼-18.7%2,2130.4%IndustrialsCOSTCostco Wholesale$1,771,185$290,343 ▼-14.1%1,9460.4%Consumer StaplesSCHGSchwab U.S. Large-Cap Growth ETF$1,724,657$13,869 ▼-0.8%48,0000.4%ETFVVisa$1,711,507$306,871 ▼-15.2%4,7630.4%FinanceKOCoca-Cola$1,566,664$3,874 ▲0.2%18,2000.3%Consumer StaplesENBEnbridge$1,542,791$157,464 ▲11.4%33,1850.3%EnergyJEPIJPMorgan Equity Premium Income ETF$1,532,555$91,414 ▼-5.6%27,2600.3%ETFWELLWelltower$1,311,036$5,986 ▼-0.5%5,6940.3%Real EstateLMTLockheed Martin$1,307,829$55,511 ▼-4.1%2,5680.3%IndustrialsBRK.BBerkshire Hathaway$1,307,119$73,697 ▼-5.3%2,6250.3%FinanceVBRVanguard Small-Cap Value ETF$1,107,201$2,311 ▼-0.2%4,7920.2%ETFSOSouthern$1,064,944$1,741 ▼-0.2%12,8480.2%UtilitiesCSCOCisco Systems$1,035,876$22,388 ▼-2.1%9,6240.2%TechnologyVOOVanguard S&P 500 ETF$1,013,535$77,802 ▼-7.1%1,4460.2%ETFMUMicron Technology$985,273$233,270 ▲31.0%9250.2%TechnologyISHARES 01 YEAR TREASURYBOND ETF$979,264$58,467 ▼-5.6%8,8770.2%COMMCDMcDonald's$879,545$88,670 ▼-9.2%3,8090.2%Consumer DiscretionaryVXUSVanguard Total International Stock ETF$810,398$21,239 ▼-2.6%9,5390.2%ETFTSLATesla$792,646$197,274 ▼-19.9%2,2340.2%Consumer DiscretionaryXYLDGlobal X S&P 500 Covered Call ETF$762,104$1,246 ▲0.2%18,3550.2%ETFVTIVanguard Total Stock Market ETF$724,260$6,737 ▲0.9%1,9350.2%ETFBNDVanguard Total Bond Market ETF$718,266$11,505 ▲1.6%10,2390.2%ETFWALMART INC$700,968$15,381 ▲2.2%6,7450.2%COMGLDSPDR Gold Shares$695,033$39,988 ▲6.1%1,8250.2%ETFMSMorgan Stanley$693,207$37,989 ▼-5.2%3,6860.2%FinanceSCHDSchwab US Dividend Equity ETF$662,764$57,513 ▲9.5%20,3740.1%ETFSMHVanEck Semiconductor ETF$639,728$30,463 ▲5.0%1,0500.1%ETFAMGNAmgen$622,824$2,950 ▲0.5%1,4780.1%HealthcareQQQInvesco QQQ$589,386$15,530 ▲2.7%7970.1%ETFPXFInvesco RAFI Developed Markets ex-U.S. ETF$560,3670.0%7,3510.1%ETFVXFVanguard Extended Market ETF$553,161$695 ▼-0.1%2,3880.1%ETFVBKVanguard Small-Cap Growth ETF$543,4670.0%1,6090.1%ETFVICIVICI Properties$528,521$19,846 ▼-3.6%23,0090.1%Real EstateHDHome Depot$501,601$1,423 ▲0.3%1,7630.1%Consumer DiscretionaryJEPQJPMorgan Nasdaq Equity Premium Income ETF$477,241$86,320 ▼-15.3%7,7900.1%ETFSPACE EX TECH SPACEX CLASS A$462,249$462,249 ▲New Holding3,0640.1%CL ADVNDevon Energy$446,143$55,296 ▼-11.0%9,6900.1%EnergyPMPhilip Morris International$440,579$1,526 ▲0.3%2,3090.1%Consumer StaplesVZVerizon Communications$416,537$2,064 ▲0.5%9,0810.1%Communication ServicesBNDXVanguard Total International Bond ETF$401,245$3,609 ▲0.9%8,5610.1%ETFCRWDCrowdStrike$384,417$273,752 ▲247.4%1,4520.1%TechnologyLUVSouthwest Airlines$382,431$2,998 ▲0.8%9,1840.1%IndustrialsPHParker-Hannifin$371,850$31,545 ▲9.3%3890.1%IndustrialsMRKMerck & Co., Inc.$366,490$9,155 ▼-2.4%2,5220.1%HealthcareVSSVanguard FTSE All-World ex-US Small-Cap ETF$358,162$1,242 ▼-0.3%2,3070.1%ETFMETMetLife$355,964$1,413 ▲0.4%3,7800.1%FinancePNCThe PNC Financial Services Group$335,353$2,222 ▲0.7%1,5090.1%FinanceJNJJohnson & Johnson$325,233$2,384 ▼-0.7%1,2280.1%HealthcareDIASPDR Dow Jones Industrial Average ETF Trust$310,6940.0%6110.1%ETFNFLXNetflix$281,938$20,109 ▲7.7%4,0520.1%Communication ServicesSLViShares Silver Trust$281,653$76,696 ▲37.4%5,1670.1%ETFXCCCBondBloxx CCC Rated USD High Yield Corporate Bond ETF$277,258$80,607 ▲41.0%8,1450.1%ETFCOFCapital One Financial$275,575$116,641 ▲73.4%1,4270.1%FinanceVISVanguard Industrials ETF$272,339$3,204 ▲1.2%8500.1%ETFBLACKROCK INC NEW$268,753$5,290 ▼-1.9%2540.1%COMMGKVanguard Mega Cap Growth ETF$266,242$93 ▲0.0%2,8740.1%ETFCOPConocoPhillips$265,690$4,255 ▼-1.6%2,1230.1%EnergyGDGeneral Dynamics$264,905$664 ▲0.3%7980.1%IndustrialsCMICummins$264,128$6,203 ▲2.4%5110.1%IndustrialsVWOVanguard FTSE Emerging Markets ETF$261,144$2,728 ▼-1.0%4,4030.1%ETFORIOld Republic International$250,517$1,493 ▲0.6%6,7140.1%FinanceShowing largest 100 holdings. 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