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Markowski Investments

Updated 6 days ago

Managed by Markowski Investments • Latest filing Q3 2026

Portfolio value
$448.2M
Q3 2026
Filings
2
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Top holdings

695 positions as of Q3 2026

View filing
S

STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF

Value
$37.6M
Shares
305.2K
% Port
8.38%
V

VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES

Value
$30.3M
Shares
241.3K
% Port
6.77%
B

VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES

Value
$25.2M
Shares
108.1K
% Port
5.62%
V

VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES

Value
$22.5M
Shares
145.1K
% Port
5.03%
A

APPLE INC

Value
$20.1M
Shares
60.3K
% Port
4.48%
N

JANUS HENDERSON AAA CLO ETF

Value
$19.7M
Shares
389.8K
% Port
4.39%
E

ISHARES PREFERRED AND INCOME SECURITIES ETF

Value
$16.3M
Shares
552.1K
% Port
3.63%
?
8.N/A

INVESCO S & P SMLCP MOMENTM ETF

Value
$15.9M
Shares
195.1K
% Port
3.55%
V

VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES

Value
$14.1M
Shares
139.5K
% Port
3.15%
?
10.N/A

JANUS HENDERSON B-BBB CLO ETF

Value
$13.9M
Shares
294.3K
% Port
3.10%
C

CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF

Value
$12.8M
Shares
487.0K
% Port
2.85%
G

GOLDMAN SACHS NASDAQ-100PREMIUM INCOME ETF

Value
$12.2M
Shares
210.4K
% Port
2.72%
V

VANGUARD GROWTH INDEX FUND ETF SHARES

Value
$12.1M
Shares
134.7K
% Port
2.71%
N

NVIDIA CORP

Value
$10.5M
Shares
46.1K
% Port
2.35%
G

GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF

Value
$10.5M
Shares
188.2K
% Port
2.34%
G

ALPHABET INC CLASS A

Value
$10.4M
Shares
30.2K
% Port
2.32%
Q

PACER US CASH COWS 100 ETF

Value
$10.1M
Shares
151.8K
% Port
2.26%
M

MICROSOFT CORP

Value
$10M
Shares
19.5K
% Port
2.23%
V

VANGUARD REAL ESTATE INDEX FUND ETF SHARES

Value
$9.8M
Shares
109.5K
% Port
2.19%
A

AMAZON.COM INC

Value
$8M
Shares
32.2K
% Port
1.79%

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