Marble Wealth, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 7, 2026, Marble Wealth, Llc disclosed 231 stock positions valued at approximately $653.27M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, VANGUARD INDEX FDS, and NVIDIA CORPORATION.
- Report Period
- June 30, 2026
- No. of Stocks
- 231
- Portfolio Value
- $653.27M
Holdings by Sector
Marble Wealth, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 10.44% | 91,033 | +2,021 | +2.27% | $68,173,475 |
| VANGUARD INDEX FDS | VUG | Other | 6.15% | 466,691 | +391,963 | +524.52% | $40,200,755 |
| NVIDIA CORPORATION | NVDA | Technology | 4.01% | 130,982 | -2,570 | -1.92% | $26,208,274 |
| APPLE INC | AAPL | Technology | 3.79% | 85,524 | -11,918 | -12.23% | $24,747,185 |
| ISHARES TR | IEFA | Other | 3.54% | 239,304 | +10,998 | +4.82% | $23,112,020 |
| VICTORY PORTFOLIOS II | VFLO | Other | 3.39% | 484,517 | +18,390 | +3.95% | $22,166,659 |
| VANGUARD INDEX FDS | VOO | Other | 3.38% | 32,167 | +133 | +0.42% | $22,092,677 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 2.62% | 72,199 | +3,282 | +4.76% | $17,083,667 |
| ALPHABET INC | GOOGL | Communication Services | 2.53% | 46,321 | -6,339 | -12.04% | $16,553,660 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.47% | 67,759 | +825 | +1.23% | $16,149,674 |
| BROADCOM INC | AVGO | Technology | 2.26% | 39,037 | -2,826 | -6.75% | $14,746,284 |
| ISHARES INC | IEMG | Other | 2.26% | 177,840 | +9,477 | +5.63% | $14,732,249 |
| MICROSOFT CORP | MSFT | Technology | 2.04% | 35,700 | -1,448 | -3.90% | $13,316,659 |
| PACER FDS TR | COWZ | Other | 1.95% | 204,699 | -3,865 | -1.85% | $12,732,273 |
| FIDELITY COVINGTON TRUST | FENI | Other | 1.73% | 281,213 | +50,269 | +21.77% | $11,285,081 |
| ISHARES TR | IJR | Other | 1.69% | 74,377 | +2,855 | +3.99% | $11,030,840 |
| WALMART INC | WMT | Consumer Defensive | 1.45% | 83,602 | -396 | -0.47% | $9,468,811 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.29% | 25,738 | +180 | +0.70% | $8,424,939 |
| ALPHABET INC | GOOG | Communication Services | 1.09% | 20,099 | -419 | -2.04% | $7,101,412 |
| SCHWAB STRATEGIC TR | FNDA | Other | 1.08% | 185,554 | -799 | -0.43% | $7,062,168 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.06% | 7,378 | +19 | +0.26% | $6,901,642 |
| FIDELITY COVINGTON TRUST | FESM | Other | 1.04% | 140,462 | +20,835 | +17.42% | $6,782,899 |
| PACER FDS TR | COWG | Other | 1.01% | 164,698 | -4,137 | -2.45% | $6,612,016 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.90% | 173,404 | +4 | +0.00% | $5,867,995 |
| BLACKSTONE INC | BX | Financial Services | 0.86% | 47,775 | +104 | +0.22% | $5,621,639 |
| INVESCO QQQ TR | QQQ | Other | 0.85% | 7,563 | +350 | +4.85% | $5,569,612 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.84% | 11,025 | -44 | -0.40% | $5,516,621 |
| GE AEROSPACE | GE | Industrials | 0.82% | 14,374 | -6,361 | -30.68% | $5,372,094 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.69% | 142,287 | -1,272 | -0.89% | $4,511,905 |
| SOUTHERN CO | SO | Utilities | 0.69% | 47,119 | -869 | -1.81% | $4,509,801 |
Showing 30 of 231 holdings in the latest reporting period.