Marble Wealth, LLC

Est. AUM

$571.4M

13F long equity, this entity only

Positions

222

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$58.1M	89012	10.18%	SOLE
2	VANGUARD INDEX FDS	GROWTH ETF	$32.6M	74728	5.71%	SOLE
3	APPLE INC	COM	$24.7M	97442	4.33%	SOLE
4	NVIDIA CORPORATION	COM	$23.3M	133552	4.08%	SOLE
5	ISHARES TR	CORE MSCI EAFE	$20.7M	228306	3.62%	SOLE
6	VANGUARD INDEX FDS	S&P 500 ETF SHS	$19.1M	32034	3.35%	SOLE
7	VICTORY PORTFOLIOS II	SHARES FREE CASH	$18.4M	466127	3.22%	SOLE
8	ALPHABET INC	CAP STK CL A	$15.1M	52660	2.65%	SOLE
9	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$14.8M	68917	2.59%	SOLE
10	AMAZON COM INC	COM	$13.9M	66934	2.44%	SOLE
11	MICROSOFT CORP	COM	$13.8M	37148	2.41%	SOLE
12	PACER FDS TR	US CASH COWS 100	$13.0M	208564	2.28%	SOLE
13	BROADCOM INC	COM	$13.0M	41863	2.27%	SOLE
14	ISHARES INC	CORE MSCI EMKT	$11.7M	168363	2.06%	SOLE
15	WALMART INC	COM	$10.4M	83998	1.83%	SOLE
16	ISHARES TR	CORE S&P SCP ETF	$8.9M	71522	1.56%	SOLE
17	FIDELITY COVINGTON TRUST	ENHANCED INTL	$8.6M	230944	1.50%	SOLE
18	JPMORGAN CHASE & CO	COM	$7.5M	25558	1.32%	SOLE
19	COSTCO WHOLESALE CORPORATION	COM	$7.3M	7359	1.28%	SOLE
20	SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$6.0M	186353	1.06%	SOLE
21	ALPHABET INC	CAP STK CL C	$5.9M	20518	1.03%	SOLE
22	GE AEROSPACE	COM NEW	$5.9M	20735	1.03%	SOLE
23	PACER FDS TR	US LRG CP CASH	$5.7M	168835	1.00%	SOLE
24	BLACKSTONE INC	COM	$5.5M	47671	0.96%	SOLE
25	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5.3M	11069	0.93%	SOLE
26	SCHWAB STRATEGIC TR	US LCAP GR ETF	$5.1M	173400	0.88%	SOLE
27	SOUTHERN CO	COM	$4.6M	47988	0.81%	SOLE
28	FIDELITY COVINGTON TRUST	ENHANCED SMALL	$4.5M	119627	0.80%	SOLE
29	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$4.4M	143559	0.77%	SOLE
30	INVESCO QQQ TR	UNIT SER 1	$4.2M	7213	0.73%	SOLE
31	HOME DEPOT INC	COM	$4.1M	12598	0.73%	SOLE
32	PROSHARES TR	S&P 500 DV ARIST	$4.0M	37894	0.70%	SOLE
33	GE VERNOVA INC	COM	$3.8M	4345	0.66%	SOLE
34	SPDR GOLD TR	GOLD SHS	$3.8M	8775	0.66%	SOLE
35	INVESCO EXCHANGE TRADED FD T	S&P 500 GARP ETF	$3.7M	34469	0.65%	SOLE
36	SCHWAB CHARLES CORP	COM	$3.7M	39152	0.64%	SOLE
37	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$3.6M	18807	0.63%	SOLE
38	ISHARES TR	BROAD USD HIGH	$3.6M	97772	0.63%	SOLE
39	STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.5M	5351	0.61%	SOLE
40	VANGUARD SCOTTSDALE FDS	TOTAL CORP BND	$3.4M	44807	0.60%	SOLE
41	EXXON MOBIL CORP	COM	$3.1M	18221	0.54%	SOLE
42	BERKSHIRE HATHAWAY INC DEL	CL A	$2.9M	4	0.50%	SOLE
43	MCDONALDS CORP	COM	$2.8M	9031	0.49%	SOLE
44	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$2.8M	61308	0.49%	SOLE
45	CHEVRON CORPORATION	COM	$2.7M	13031	0.47%	SOLE
46	JOHNSON & JOHNSON	COM	$2.6M	10594	0.45%	SOLE
47	SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$2.6M	6512	0.45%	SOLE
48	CISCO SYS INC	COM	$2.5M	32751	0.44%	SOLE
49	GOLDMAN SACHS GROUP INC	COM	$2.5M	2915	0.43%	SOLE
50	ISHARES TR	CORE S&P MCP ETF	$2.3M	34587	0.41%	SOLE

1–50 of 222

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.