Marble Wealth, LLC — 13F Holdings & Portfolio

CIK 2110081 · latest 13F-HR filed 2026-08-07

Marble Wealth, LLC manages $653.3M in 13F-reported U.S. long-equity assets across 234 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (10.44%), VUG (6.15%), NVDA (4.01%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 22 new positions, exited 10, added to 114, and trimmed 43.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
4137 CARMICHAEL ROAD
SUITE 210
MONTGOMERY, AL 36106
Phone
(334) 679-4800
Filing Manager
Marble Wealth, LLC
MONTGOMERY, AL
Signatory
Emily Farrior
Chief Compliance Officer
Loading holdings…
AUM

$653.3M

Long-equity book

Holdings

234

Distinct positions

Period

2026-06-30

Filed 2026-08-07

Q/Q Activity

+22 / −10 / ↑114 / ↓43

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$10.0M +17.3%
  • VANGUARD INDEX FDS$7.6M +23.2%
  • VICTORY PORTFOLIOS II$3.8M +20.5%
  • MICRON TECHNOLOGY INC$3.1M +273.4%
  • ISHARES INC$3.0M +25.5%
Show all 114 →

Top Trims

  • WALMART INC-$970.5K -9.3%
  • GE VERNOVA INC-$967.1K -25.5%
  • PALANTIR TECHNOLOGIES INC-$846.2K -39.0%
  • EXXON MOBIL CORP-$578.8K -18.7%
  • SPDR GOLD TR-$559.1K -14.8%
Show all 43 →

New Positions

  • SELECT SECTOR SPDR TR$2.9M
  • SELECT SECTOR SPDR TR$2.2M
  • SELECT SECTOR SPDR TR$1.1M
  • SELECT SECTOR SPDR TR$833.7K
  • SANDISK CORP$725.7K
Show all 22 →

Exited Positions

  • EQT CORP$914.0K
  • FS KKR CAP CORP$401.8K
  • HONEYWELL INTL INC$348.4K
  • COMCAST CORP NEW$253.1K
  • CENOVUS ENERGY INC$232.9K
Show all 10 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IVV 464287200 $68.2M 10.44% 91,033 SH
2 VANGUARD INDEX FDS VUG 922908736 $40.2M 6.15% 466,691 SH
3 NVIDIA CORPORATION NVDA 67066G104 $26.2M 4.01% 130,982 SH
4 APPLE INC AAPL 037833100 $24.7M 3.79% 85,524 SH
5 ISHARES TR IEFA 46432F842 $23.1M 3.54% 239,304 SH
6 VICTORY PORTFOLIOS II VFLO 92647X830 $22.2M 3.39% 484,517 SH
7 VANGUARD INDEX FDS VOO 922908363 $22.1M 3.38% 32,167 SH
8 VANGUARD SPECIALIZED FUNDS VIG 921908844 $17.1M 2.62% 72,199 SH
9 ALPHABET INC GOOGL 02079K305 $16.6M 2.53% 46,321 SH
10 AMAZON COM INC AMZN 023135106 $16.1M 2.47% 67,759 SH
11 BROADCOM INC AVGO 11135F101 $14.7M 2.26% 39,037 SH
12 ISHARES INC IEMG 46434G103 $14.7M 2.26% 177,840 SH
13 MICROSOFT CORP MSFT 594918104 $13.3M 2.04% 35,700 SH
14 PACER FDS TR COWZ 69374H881 $12.7M 1.95% 204,699 SH
15 FIDELITY COVINGTON TRUST FENI 31609A404 $11.3M 1.73% 281,213 SH
16 ISHARES TR IJR 464287804 $11.0M 1.69% 74,377 SH
17 WALMART INC WMT 931142103 $9.5M 1.45% 83,602 SH
18 JPMORGAN CHASE & CO JPM 46625H100 $8.4M 1.29% 25,738 SH
19 ALPHABET INC GOOG 02079K107 $7.1M 1.09% 20,099 SH
20 SCHWAB STRATEGIC TR FNDA 808524763 $7.1M 1.08% 185,554 SH
21 COSTCO WHOLESALE CORPORATION COST 22160K105 $6.9M 1.06% 7,378 SH
22 FIDELITY COVINGTON TRUST FESM 31609A206 $6.8M 1.04% 140,462 SH
23 PACER FDS TR COWG 69374H360 $6.6M 1.01% 164,698 SH
24 SCHWAB STRATEGIC TR SCHG 808524300 $5.9M 0.90% 173,404 SH
25 BLACKSTONE INC BX 09260D107 $5.6M 0.86% 47,775 SH
26 INVESCO QQQ TR QQQ 46090E103 $5.6M 0.85% 7,563 SH
27 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $5.5M 0.84% 11,025 SH
28 GE AEROSPACE GE 369604301 $5.4M 0.82% 14,374 SH
29 SCHWAB STRATEGIC TR SCHD 808524797 $4.5M 0.69% 142,287 SH
30 SOUTHERN CO SO 842587107 $4.5M 0.69% 47,119 SH
31 MICRON TECHNOLOGY INC MU 595112103 $4.3M 0.66% 3,713 SH
32 HOME DEPOT INC HD 437076102 $4.2M 0.64% 11,884 SH
33 APPLIED MATLS INC AMAT 038222105 $4.2M 0.64% 5,790 SH
34 INVESCO EXCHANGE TRADED FD T SPGP 46137V431 $4.2M 0.64% 33,955 SH
35 PROSHARES TR NOBL 74348A467 $4.1M 0.62% 72,301 SH
36 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $4.0M 0.61% 5,342 SH
37 SEAGATE TECHNOLOGY HLDNGS PL STX G7997R103 $3.9M 0.60% 4,092 SH
38 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $3.9M 0.60% 18,359 SH
39 CISCO SYS INC CSCO 17275R102 $3.9M 0.59% 33,013 SH
40 ISHARES TR USHY 46435U853 $3.6M 0.56% 98,378 SH
41 SCHWAB CHARLES CORP SCHW 808513105 $3.6M 0.55% 39,246 SH
42 VANGUARD SCOTTSDALE FDS VTC 92206C573 $3.3M 0.50% 42,753 SH
43 SPDR GOLD TR GLD 78463V107 $3.2M 0.49% 8,732 SH
44 GOLDMAN SACHS GROUP INC GS 38141G104 $3.2M 0.48% 3,131 SH
45 SELECT SECTOR SPDR TR XLV 81369Y209 $3.1M 0.48% 19,782 SH
46 FIDELITY MERRIMACK STR TR FBND 316188309 $3.1M 0.48% 68,324 SH
47 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $3.0M 0.46% 4 SH
48 SELECT SECTOR SPDR TR XLF 81369Y605 $2.9M 0.45% 54,689 SH
49 GE VERNOVA INC GEV 36828A101 $2.8M 0.43% 2,405 SH
50 JOHNSON & JOHNSON JNJ 478160104 $2.7M 0.41% 10,610 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-07 $653.3M 234 0001951757-26-001167
2026-03-31 2026-05-14 $571.4M 222 0001951757-26-000869
2025-12-31 2026-02-10 $720.0M 272 0001951757-26-000415