Marble Wealth, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 10, 2026), Marble Wealth, LLC reported 272 stock positions worth $720.0 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 8.5% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 5.3%) and Apple (AAPL, 4.6%).
- Most Recent 13F
- Q2 2026
- Location
- MONTGOMERY, AL
- CIK
- 0002110081
- Portfolio Value
- $720.0M (Q4 2025)
- SEC Filing
- 0001951757-26-000415 ↗ filed Feb 10, 2026
Holdings Value
Holdings 272 stocks · $720.0M
| IVV iShares Core S&P 500 ETF | 8.49% | 89,246 | $61.1M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 5.31% | 78,323 | $38.2M | — |
| AAPL Apple Inc. | 4.61% | 122,201 | $33.2M | — |
| IEFA iShares Core MSCI Eafe ETF | 3.92% | 315,603 | $28.2M | — |
| NVDA Nvidia Corp. | 3.51% | 135,497 | $25.3M | — |
| AMZN Amazon.com Inc. | 3.11% | 96,894 | $22.4M | — |
| MSFT Microsoft Corp. | 3.06% | 45,626 | $22.1M | — |
| GOOGL Alphabet Inc. Class A | 3.06% | 70,487 | $22.1M | — |
| COWZ Pacer US Cash Cows 100 ETF | 2.86% | 342,530 | $20.6M | — |
| VOO Vanguard S&P 500 ETF | 2.78% | 31,961 | $20.0M | — |
| VFLO Victoryshares Free Cash Flow | 2.70% | 493,379 | $19.4M | — |
| VIG Vanguard Dividend Apprec ETF | 2.18% | 71,525 | $15.7M | — |
| AVGO Broadcom Inc. | 2.08% | 43,282 | $15.0M | — |
| COWG Pacer US LRG Cap Cows GR LD | 1.56% | 319,703 | $11.3M | — |
| GOOG Alphabet Inc. Class C | 1.51% | 34,625 | $10.9M | — |
| WMT Walmart Inc. | 1.40% | 90,353 | $10.1M | — |
| JPM JPMorgan Chase & Co. | 1.18% | 26,310 | $8.5M | — |
| IEMG iShares Core MSCI Emerging | 1.13% | 121,106 | $8.1M | — |
| IJR iShares Core S&P Small-Cap E | 1.11% | 66,788 | $8.0M | — |
| SCHD Schwab US DVD Equity ETF | 1.11% | 292,173 | $8.0M | — |
| NOBL Proshares S&P 500 Dividend A | 1.05% | 72,747 | $7.6M | — |
| RSP Invesco S&P 500 Equal Weight | 1.03% | 38,893 | $7.5M | — |
| BX Blackstone Inc. | 1.01% | 47,381 | $7.3M | — |
| COST Costco Wholesale Corp. | 0.97% | 8,074 | $7.0M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.97% | 13,846 | $7.0M | — |
| XOM Exxon Mobil Corp. | 0.92% | 54,782 | $6.6M | — |
| GE General Electric filed as GE AEROSPACE | 0.88% | 20,589 | $6.3M | — |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.83% | 190,639 | $6.0M | — |
| SCHG Schwab US Large-Cap Growth | 0.79% | 173,395 | $5.7M | — |
| HD Home Depot Inc. | 0.73% | 15,344 | $5.3M | — |
| QQQ Invesco QQQ Trust Series 1 | 0.65% | 7,613 | $4.7M | — |
| SO The Southern Co. | 0.62% | 50,957 | $4.4M | — |
| ARCC Ares Capital Corp. | 0.58% | 206,813 | $4.2M | — |
| SCHW Schwab (charles) Corp. | 0.57% | 41,400 | $4.1M | — |
| META Meta Platforms Inc. Class A | 0.57% | 6,199 | $4.1M | — |
| ABBV Abbvie Inc. | 0.57% | 17,807 | $4.1M | — |
| BXSL Blackstone Secured Lending F | 0.54% | 148,058 | $3.9M | — |
| SPGP Invesco S&P 500 Garp ETF | 0.54% | 34,176 | $3.9M | — |
| VTC Vanguard Total Corporate BND | 0.53% | 48,870 | $3.8M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.50% | 5,302 | $3.6M | — |
| V Visa Inc. Class A | 0.49% | 10,064 | $3.5M | — |
| GLD SPDR Gold Shares | 0.49% | 8,827 | $3.5M | — |
| USHY iShares Broad Usd High Yield | 0.47% | 90,730 | $3.4M | — |
| GS Goldman Sachs Group Inc. | 0.44% | 3,595 | $3.2M | — |
| COP Conocophillips | 0.44% | 33,510 | $3.1M | — |
| MCD McDonald's Corp. | 0.43% | 10,232 | $3.1M | — |
| BRK.A Berkshire Hathaway Inc. Class A | 0.42% | 4 | $3.0M | — |
| JNJ Johnson & Johnson | 0.41% | 14,254 | $2.9M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.40% | 9,659 | $2.9M | — |
| GEV GE Vernova Inc. | 0.39% | 4,346 | $2.8M | — |
| PLTR Palantir Technologies Inc. Class A | 0.37% | 15,176 | $2.7M | — |
| ORLY O'reilly Automotive Inc. | 0.36% | 28,061 | $2.6M | — |
| CSCO Cisco Systems Inc. | 0.35% | 32,618 | $2.5M | — |
| IJH iShares Core S&P Midcap ETF | 0.35% | 37,886 | $2.5M | — |
| CVX Chevron Corp. | 0.34% | 16,063 | $2.4M | — |
| LLY Eli Lilly & Co. | 0.34% | 2,265 | $2.4M | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.32% | 41,985 | $2.3M | — |
| WMB Williams Cos Inc. | 0.32% | 38,298 | $2.3M | — |
| IAU iShares Gold Trust | 0.32% | 28,172 | $2.3M | — |
| CAH Cardinal Health Inc. | 0.32% | 11,109 | $2.3M | — |
| APO Apollo Global Management Inc. | 0.31% | 15,653 | $2.3M | — |
| CAT Caterpillar Inc. | 0.31% | 3,863 | $2.2M | — |
| VTI VG Morningstar TS MKT ETF-US | 0.30% | 6,484 | $2.2M | — |
| PG The Procter & Gamble Co. | 0.30% | 15,165 | $2.2M | — |
| KO The Coca-Cola Co. | 0.29% | 29,735 | $2.1M | — |
| FBND Fidelity Total Bond ETF | 0.29% | 45,103 | $2.1M | — |
| TMO Thermo Fisher Scientific Inc. | 0.29% | 3,546 | $2.1M | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.28% | 4,328 | $2.0M | — |
| T AT&T Inc. | 0.26% | 74,600 | $1.9M | — |
| STX Seagate Technology Holdings | 0.25% | 6,501 | $1.8M | — |
| RTX RTX Corp. | 0.24% | 9,568 | $1.8M | — |
| AXP American Express Co. | 0.24% | 4,651 | $1.7M | — |
| EOG EOG Resources Inc. | 0.23% | 16,076 | $1.7M | — |
| UNH Unitedhealth Group Inc. | 0.23% | 5,077 | $1.7M | — |
| LIN Linde PLC | 0.23% | 3,928 | $1.7M | — |
| ABT Abbott Laboratories | 0.23% | 13,216 | $1.7M | — |
| ITW Illinois Tool Works | 0.22% | 6,543 | $1.6M | — |
| PSX Phillips 66 | 0.22% | 12,296 | $1.6M | — |
| FSK FS KKR Capital Corp. | 0.22% | 105,832 | $1.6M | — |
| VZ Verizon Communications Inc. | 0.22% | 38,277 | $1.6M | — |
| KMI Kinder Morgan Inc. | 0.21% | 56,007 | $1.5M | — |
| SYY Sysco Corp. | 0.21% | 20,657 | $1.5M | — |
| FBTC Fidelity Wise Origin Bitcoin | 0.21% | 19,466 | $1.5M | — |
| AMAT Applied Materials Inc. | 0.20% | 5,478 | $1.4M | — |
| ORCL Oracle Corp. | 0.19% | 7,035 | $1.4M | — |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.19% | 12,417 | $1.4M | — |
| SHOP Shopify Inc. Class A | 0.19% | 8,392 | $1.4M | — |
| MA Mastercard Inc. Class A | 0.18% | 2,327 | $1.3M | — |
| BKNG Booking Holdings Inc. | 0.18% | 248 | $1.3M | — |
| PWR Quanta Services Inc. | 0.18% | 3,111 | $1.3M | — |
| MS Morgan Stanley | 0.17% | 7,081 | $1.3M | — |
| TSLA Tesla Inc. | 0.17% | 2,757 | $1.2M | — |
| LMT Lockheed Martin Corp. | 0.17% | 2,527 | $1.2M | — |
| SHY iShares 1-3 Year Treasury Bo | 0.17% | 14,523 | $1.2M | — |
| WFC Wells Fargo & Co. | 0.17% | 12,893 | $1.2M | — |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 0.17% | 18,188 | $1.2M | — |
| GILD Gilead Sciences Inc. | 0.16% | 9,588 | $1.2M | — |
| QCOM Qualcomm Inc. | 0.16% | 6,744 | $1.2M | — |
| MRK Merck & Co. Inc. | 0.16% | 10,738 | $1.1M | — |
| EMR Emerson Electric Co. | 0.16% | 8,491 | $1.1M | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.