13F filer

Markowski Investments

As of Jun 30, 2026 Filed Aug 13, 2026 CIK 2149795 SEC filings ↗

13F Value

$454.2M

Positions

619

Top Position

SPYG8.0%

Top 5

29.5%

Latest filing changes

1 SPYG State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF 8.0%

2 VGT Vanguard Information Technology Index Fund — ETF Shares 6.3%

3 VIG Vanguard Dividend Appreciation Index Fund — ETF Shares 5.6%

4 VYM Vanguard High Dividend Yield Index Fund — ETF Shares 5.0%

5 JAAA Janus Henderson AAA CLO ETF 4.5%

Holdings619

#
1	SPYG State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	8.0%	$36.4M	—	306.2K	—	ETF
2	VGT Vanguard Information Technology Index Fund — ETF Shares	6.3%	$28.7M	—	240.1K	—	ETF
3	VIG Vanguard Dividend Appreciation Index Fund — ETF Shares	5.6%	$25.4M	—	107.5K	—	ETF
4	VYM Vanguard High Dividend Yield Index Fund — ETF Shares	5.0%	$22.8M	—	144.5K	—	ETF
5	JAAA Janus Henderson AAA CLO ETF	4.5%	$20.6M	—	408.0K	—	ETF
6	AAPL Apple	4.3%	$19.5M	—	67.4K	—	Common Stock
7	XSMO Invesco S&P SmallCap Momentum ETF	4.0%	$18.3M	—	195.6K	—	ETF
8	PFF iShares Preferred and Income Securities ETF	3.7%	$16.8M	—	549.6K	—	ETF
9	JBBB Janus Henderson B-BBB CLO ETF	3.0%	$13.6M	—	287.6K	—	ETF
10	VYMI Vanguard International High Dividend Yield Index Fund — ETF Shares	3.0%	$13.4M	—	136.5K	—	ETF
11	CGMS Capital Group U.S. Multi-Sector Income ETF — Share Class	2.8%	$12.9M	—	471.3K	—	ETF
12	VUG Vanguard Morningstar Growth Index Fund — ETF Shares	2.7%	$12.2M	—	142.0K	—	ETF
13	GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF	2.6%	$12.0M	—	202.7K	—	ETF
14	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 33,347 reported quantity $11,917,190 reported value	2.6%	$11.9M	—	33.3K	—	Common Stock
15	NVDA NVIDIA	2.3%	$10.6M	—	52.8K	—	Common Stock
16	GPIX Goldman Sachs S&P 500 Premium Income ETF	2.3%	$10.4M	—	188.0K	—	ETF
17	VNQ Vanguard Real Estate Index Fund — ETF Shares	2.3%	$10.3M	—	107.2K	—	ETF
18	COWZ Pacer US Cash Cows 100 ETF	2.0%	$9.2M	—	148.7K	—	ETF
19	MSFT Microsoft	1.8%	$8.3M	—	22.3K	—	Common Stock
20	AMZN Amazon	1.7%	$7.9M	—	33.2K	—	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.