Marble Wealth, LLC

CIK 0002110081 · MONTGOMERY, AL · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source

Marble Wealth, LLC reported 234 positions worth $653.3M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: IVV (10.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$653.3M
2026 Q2
Positions
234
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
42.3%
Est. Net Flow (Q)
2026 Q2
10 / 234 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVVISHARES TRSH$68.2M10.44%91,033
2VUGVANGUARD INDEX FDSSH$40.2M6.15%466,691
3NVDANVIDIA CORPORATIONSH$26.2M4.01%130,982
4AAPLAPPLE INCSH$24.7M3.79%85,524
5IEFAISHARES TRSH$23.1M3.54%239,304
6VFLOVICTORY PORTFOLIOS IISH$22.2M3.39%484,517
7VOOVANGUARD INDEX FDSSH$22.1M3.38%32,167
8VIGVANGUARD SPECIALIZED FUNDSSH$17.1M2.62%72,199
9GOOGLALPHABET INCSH$16.6M2.53%46,321
10AMZNAMAZON COM INCSH$16.1M2.47%67,759

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Marble Wealth, LLC hold as of Q2 2026?

Marble Wealth, LLC reported 234 positions worth $653.3M in its Q2 2026 13F filing. Largest positions: IVV (10.4%), VUG (6.2%), NVDA (4.0%), AAPL (3.8%) and IEFA (3.5%).

What did Marble Wealth, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Marble Wealth, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.