Marble Wealth, LLC
- SEC CIK
- 0002110081
- Latest filing
- Aug 7, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 10, 2026. Long positions only.
- Positions
- 272
- No filing for Q3 2025
- Portfolio value
- $720.0M
- No filing for Q3 2025
Marble Wealth, LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 89,246 | $61.1M | 8.5% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 78,323 | $38.2M | 5.3% | – | – | – |
| AAPLApple Inc. | Stock | 122,201 | $33.2M | 4.6% | – | – | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 315,603 | $28.2M | 3.9% | – | – | – |
| NVDANVIDIA Corp | Stock | 135,497 | $25.3M | 3.5% | – | – | History |
| AMZNAmazon Com Inc | Stock | 96,894 | $22.4M | 3.1% | – | – | History |
| MSFTMicrosoft Corp | Stock | 45,626 | $22.1M | 3.1% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 70,487 | $22.1M | 3.1% | – | – | History |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 342,530 | $20.6M | 2.9% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 31,961 | $20.0M | 2.8% | – | – | – |
| Victory Portfolios II92647X830 | SHS FR CA FL ETF | 493,379 | $19.4M | 2.7% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 71,525 | $15.7M | 2.2% | – | – | – |
| AVGOBroadcom Inc. | Stock | 43,282 | $15.0M | 2.1% | – | – | History |
| Pacer US Large Cap Cash Cows Growth Leaders ETF69374H360 | ETF | 319,703 | $11.3M | 1.6% | – | – | – |
| GOOGAlphabet Inc. | Stock | 34,625 | $10.9M | 1.5% | – | – | History |
| WMTWalmart Inc. | Stock | 90,353 | $10.1M | 1.4% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 26,310 | $8.48M | 1.2% | – | – | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 121,106 | $8.14M | 1.1% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 66,788 | $8.03M | 1.1% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 292,173 | $8.01M | 1.1% | – | – | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 72,747 | $7.57M | 1.1% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 38,893 | $7.45M | 1.0% | – | – | – |
| BXBlackstone Inc. | COM | 47,381 | $7.30M | 1.0% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 8,074 | $6.96M | 1.0% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 13,846 | $6.96M | 1.0% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 54,782 | $6.59M | 0.9% | – | – | History |
| GEGeneral Electric Co | Stock | 20,589 | $6.34M | 0.9% | – | – | History |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 190,639 | $6.01M | 0.8% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 173,395 | $5.66M | 0.8% | – | – | – |
| HDHome Depot, Inc. | Stock | 15,344 | $5.28M | 0.7% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 7,613 | $4.68M | 0.6% | – | – | – |
| SOSouthern Co | Stock | 50,957 | $4.44M | 0.6% | – | – | History |
| ARCCAres Capital Corp | CEF | 206,813 | $4.18M | 0.6% | – | – | History |
| SCHWSchwab Charles Corp | Stock | 41,400 | $4.14M | 0.6% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 6,199 | $4.09M | 0.6% | – | – | History |
| ABBVAbbVie Inc. | Stock | 17,807 | $4.07M | 0.6% | – | – | History |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 148,058 | $3.90M | 0.5% | – | – | History |
| Invesco Exchange Traded FD T46137V431 | S&P 500 GARP ETF | 34,176 | $3.89M | 0.5% | – | – | – |
| Vanguard Scottsdale FDS92206C573 | TOTAL CORP BND | 48,870 | $3.79M | 0.5% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,302 | $3.62M | 0.5% | – | – | History |
| VVisa Inc. | Stock | 10,064 | $3.53M | 0.5% | – | – | History |
| GLDSPDR Gold Trust | ETF | 8,827 | $3.50M | 0.5% | – | – | History |
| iShares Tr46435U853 | BROAD USD HIGH | 90,730 | $3.39M | 0.5% | – | – | – |
| GSGoldman Sachs Group Inc | Stock | 3,595 | $3.16M | 0.4% | – | – | History |
| COPConocoPhillips | Stock | 33,510 | $3.14M | 0.4% | – | – | History |
| MCDMcDonalds Corp | Stock | 10,232 | $3.13M | 0.4% | – | – | History |
| BRK.ABerkshire Hathaway Inc | CL A | 4 | $3.02M | 0.4% | – | – | History |
| JNJJohnson & Johnson | Stock | 14,254 | $2.95M | 0.4% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 9,659 | $2.86M | 0.4% | – | – | History |
| GEVGE Vernova Inc. | Stock | 4,346 | $2.84M | 0.4% | – | – | History |
| PLTRPalantir Technologies Inc. | Stock | 15,176 | $2.70M | 0.4% | – | – | History |
| ORLYO Reilly Automotive Inc | Stock | 28,061 | $2.56M | 0.4% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 32,618 | $2.51M | 0.3% | – | – | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 37,886 | $2.50M | 0.3% | – | – | – |
| CVXChevron Corp | Stock | 16,063 | $2.45M | 0.3% | – | – | History |
| LLYEli Lilly & Co | Stock | 2,265 | $2.43M | 0.3% | – | – | History |
| BACBank of America Corp | Stock | 41,985 | $2.31M | 0.3% | – | – | History |
| WMBWilliams Companies, Inc. | COM | 38,298 | $2.30M | 0.3% | – | – | History |
| IAUiShares Gold Trust | ETF | 28,172 | $2.29M | 0.3% | – | – | History |
| CAHCardinal Health Inc | Stock | 11,109 | $2.28M | 0.3% | – | – | History |
| APOApollo Global Management, Inc. | COM | 15,653 | $2.27M | 0.3% | – | – | History |
| CATCaterpillar Inc | Stock | 3,863 | $2.21M | 0.3% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,484 | $2.17M | 0.3% | – | – | – |
| PGProcter & Gamble Co | Stock | 15,165 | $2.17M | 0.3% | – | – | History |
| KOCoca Cola Co | Stock | 29,735 | $2.08M | 0.3% | – | – | History |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 45,103 | $2.08M | 0.3% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 3,546 | $2.05M | 0.3% | – | – | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 4,328 | $2.03M | 0.3% | – | – | History |
| TAT&T Inc. | Stock | 74,600 | $1.85M | 0.3% | – | – | History |
| STXSeagate Technology Holdings plc | ORD SHS | 6,501 | $1.79M | 0.2% | – | – | History |
| RTXRTX Corp | Stock | 9,568 | $1.75M | 0.2% | – | – | History |
| AXPAmerican Express Co | Stock | 4,651 | $1.72M | 0.2% | – | – | History |
| EOGEOG Resources Inc | Stock | 16,076 | $1.69M | 0.2% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 5,077 | $1.68M | 0.2% | – | – | History |
| LINLinde PLC | Stock | 3,928 | $1.67M | 0.2% | – | – | History |
| ABTAbbott Laboratories | Stock | 13,216 | $1.66M | 0.2% | – | – | History |
| ITWIllinois Tool Works Inc | Stock | 6,543 | $1.61M | 0.2% | – | – | History |
| PSXPhillips 66 | Stock | 12,296 | $1.59M | 0.2% | – | – | History |
| FSKFS KKR Capital Corp | COM | 105,832 | $1.57M | 0.2% | – | – | History |
| VZVerizon Communications Inc | Stock | 38,277 | $1.56M | 0.2% | – | – | History |
| KMIKinder Morgan, Inc. | Stock | 56,007 | $1.54M | 0.2% | – | – | History |
| SYYSysco Corp | Stock | 20,657 | $1.52M | 0.2% | – | – | History |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 19,466 | $1.48M | 0.2% | – | – | History |
| AMATApplied Materials Inc | Stock | 5,478 | $1.41M | 0.2% | – | – | History |
| ORCLOracle Corp | Stock | 7,035 | $1.37M | 0.2% | – | – | History |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 12,417 | $1.37M | 0.2% | – | – | – |
| SHOPShopify Inc. | Stock | 8,392 | $1.35M | 0.2% | – | – | History |
| MAMastercard Inc | Stock | 2,327 | $1.33M | 0.2% | – | – | History |
| BKNGBooking Holdings Inc. | Stock | 248 | $1.33M | 0.2% | – | – | History |
| PWRQuanta Services, Inc. | COM | 3,111 | $1.31M | 0.2% | – | – | History |
| MSMorgan Stanley | Stock | 7,081 | $1.26M | 0.2% | – | – | History |
| TSLATesla, Inc. | Stock | 2,757 | $1.24M | 0.2% | – | – | History |
| LMTLockheed Martin Corp | Stock | 2,527 | $1.22M | 0.2% | – | – | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 14,523 | $1.20M | 0.2% | – | – | – |
| WFCWells Fargo & Company | Stock | 12,893 | $1.20M | 0.2% | – | – | History |
| Profesionally Managed Portfo74316P579 | AKRE FOCUS ETF | 18,188 | $1.19M | 0.2% | – | – | – |
| GILDGilead Sciences, Inc. | Stock | 9,588 | $1.18M | 0.2% | – | – | History |
| QCOMQualcomm Inc | Stock | 6,744 | $1.15M | 0.2% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 10,738 | $1.13M | 0.2% | – | – | History |
| EMREmerson Electric Co | Stock | 8,491 | $1.13M | 0.2% | – | – | History |