Q2 2026 13F · SEC CIK 2110081

Marble Wealth, LLC

Wealth managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $653.3M
Reported positions: 234
Holdings vs S&P 500, 3 yrs: —
Assets under management: $1.0B

Marble Wealth, LLC is a wealth manager that reported 234 positions worth $653.3M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Ishares Tr (IVV, 10.4%), Vanguard Index Fds (VUG, 6.2%), Nvidia Corporation (NVDA, 4.0%).

Marble Wealth, LLC holdings largest 50 of 234 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Marble Wealth, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Tr	10.4%	10.2%	91,033	+2.3%	$68.2M
VUGVanguard Index Fds	6.2%	5.7%	466,691	+524.5%	$40.2M
NVDANvidia Corporation	4.0%	4.1%	130,982	-1.9%	$26.2M
AAPLApple Inc	3.8%	4.3%	85,524	-12.2%	$24.7M
IEFAIshares Tr	3.5%	3.6%	239,304	+4.8%	$23.1M
VFLOVictory Portfolios II Victoryshares Free	3.4%	3.2%	484,517	+3.9%	$22.2M
VOOVanguard Index Fds	3.4%	3.4%	32,167	+0.4%	$22.1M
VIGVanguard Specialized Funds	2.6%	2.6%	72,199	+4.8%	$17.1M
GOOGLAlphabet Inc	2.5%	2.6%	46,321	-12.0%	$16.6M
AMZNAmazon Com Inc	2.5%	2.4%	67,759	+1.2%	$16.1M
AVGOBroadcom Inc	2.3%	2.3%	39,037	-6.8%	$14.7M
IEMGIshares Inc	2.3%	2.1%	177,840	+5.6%	$14.7M
MSFTMicrosoft Corp	2.0%	2.4%	35,700	-3.9%	$13.3M
COWZPacer Fds Tr	1.9%	2.3%	204,699	-1.9%	$12.7M
FENIFidelity Covington Trust	1.7%	1.5%	281,213	+21.8%	$11.3M
IJRIshares Tr	1.7%	1.6%	74,377	+4.0%	$11.0M
WMTWalmart Inc	1.4%	1.8%	83,602	-0.5%	$9.5M
JPMJpmorgan Chase & Co	1.3%	1.3%	25,738	+0.7%	$8.4M
GOOGAlphabet Inc	1.1%	1.0%	20,099	-2.0%	$7.1M
FNDASchwab Strategic Tr	1.1%	1.1%	185,554	-0.4%	$7.1M
COSTCostco Wholesale Corporation	1.1%	1.3%	7,378	+0.3%	$6.9M
FESMFidelity Covington Trust	1.0%	0.8%	140,462	+17.4%	$6.8M
COWGPacer Fds Tr	1.0%	1.0%	164,698	-2.5%	$6.6M
SCHGSchwab Strategic Tr	0.9%	0.9%	173,404	+0.0%	$5.9M
BXBlackstone Inc	0.9%	1.0%	47,775	+0.2%	$5.6M
QQQInvesco Qqq Tr	0.9%	0.7%	7,563	+4.9%	$5.6M
BRK-BBerkshire Hathaway Inc Del	0.8%	0.9%	11,025	-0.4%	$5.5M
GEGe Aerospace	0.8%	1.0%	14,374	-30.7%	$5.4M
SCHDSchwab Strategic Tr	0.7%	0.8%	142,287	-0.9%	$4.5M
SOSouthern Co	0.7%	0.8%	47,119	-1.8%	$4.5M
MUMicron Technology Inc	0.7%	—	3,713	—	$4.3M
HDHome Depot Inc	0.6%	0.7%	11,884	-5.7%	$4.2M
AMATApplied Matls Inc	0.6%	—	5,790	—	$4.2M
SPGPInvesco Exchange Traded Fd T	0.6%	0.6%	33,955	-1.5%	$4.2M
NOBLProshares Tr	0.6%	0.7%	72,301	+90.8%	$4.1M
SPYState Str Spdr S&p 500 ETF T	0.6%	0.6%	5,342	-0.2%	$4.0M
STXSeagate Technology Hldngs Pl	0.6%	0.4%	4,092	-37.2%	$3.9M
RSPInvesco Exchange Traded Fd T	0.6%	0.6%	18,359	-2.4%	$3.9M
CSCOCisco Sys Inc	0.6%	0.4%	33,013	+0.8%	$3.9M
USHYiShares Broad USD High Yield Corporate B	0.6%	0.6%	98,378	+0.6%	$3.6M
SCHWCharles Schwab Corp (the)	0.6%	0.6%	39,246	+0.2%	$3.6M
VTCVanguard Scottsdale Fds	0.5%	0.6%	42,753	-4.6%	$3.3M
GLDSpdr Gold Tr	0.5%	0.7%	8,732	-0.5%	$3.2M
GSGoldman Sachs Group Inc	0.5%	0.4%	3,131	+7.4%	$3.2M
XLVSelect Sector Spdr Tr	0.5%	—	19,782	—	$3.1M
FBNDFidelity Merrimack Str Tr	0.5%	0.5%	68,324	+11.4%	$3.1M
BRK-ABerkshire Hathaway Inc Del	0.5%	0.5%	4	+0.0%	$3.0M
XLFSelect Sector Spdr Tr	0.4%	—	54,689	—	$2.9M
GEVGe Vernova Inc	0.4%	0.7%	2,405	-44.6%	$2.8M
JNJJohnson & Johnson	0.4%	0.5%	10,610	+0.2%	$2.7M

What Marble Wealth, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Index Fds+524.5% shares
NOBL Proshares Tr+90.8% shares
FENI Fidelity Covington Trust+21.8% shares
FESM Fidelity Covington Trust+17.4% shares
FBND Fidelity Merrimack Str Tr+11.4% shares
GS Goldman Sachs Group Inc+7.4% shares
IEMG Ishares Inc+5.6% shares

Reduced

GEV Ge Vernova Inc-44.6% shares
STX Seagate Technology Hldngs Pl-37.2% shares
GE Ge Aerospace-30.7% shares
AAPL Apple Inc-12.2% shares
GOOGL Alphabet Inc-12.0% shares
AVGO Broadcom Inc-6.8% shares
HD Home Depot Inc-5.7% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$653.3M	234
Q1 2026	$571.4M	222
Q4 2025	$720.0M	272

Questions about Marble Wealth, LLC's portfolio

What stocks does Marble Wealth, LLC own?

Marble Wealth, LLC's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 234 positions worth $653.3M. The largest are Ishares Tr (IVV) at 10.4%, Vanguard Index Fds (VUG) at 6.2%, Nvidia Corporation (NVDA) at 4.0%, Apple Inc (AAPL) at 3.8% and Ishares Tr (IEFA) at 3.5%.

What did Marble Wealth, LLC buy last quarter?

In Q2 2026, Marble Wealth, LLC added Vanguard Index Fds (VUG) (+524.5% shares), Proshares Tr (NOBL) (+90.8% shares) and Fidelity Covington Trust (FENI) (+21.8% shares), compared with its Q1 2026 filing.

What did Marble Wealth, LLC sell last quarter?

In Q2 2026, Marble Wealth, LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Mcdonalds Corp (MCD), cut from its top 50 Chevron Corporation (CVX), cut from its top 50 Ishares Tr (IJH), Ge Vernova Inc (GEV) (-44.6% shares), Seagate Technology Hldngs Pl (STX) (-37.2% shares) and Ge Aerospace (GE) (-30.7% shares), compared with its Q1 2026 filing.

When is Marble Wealth, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Marble Wealth, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Marble Wealth, LLC manage?

Marble Wealth, LLC reported $1.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $653.3M.