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

0$200.0M$400.0M$600.0M$800.0M Q4 2025: $720.0M $720.0M Q4 2025 Q1 2026: $571.4M Q1 2026 Q2 2026: $653.3M Q2 2026

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 —
KLAC KLA Corp. 0.16% 926 $1.1M —
MTB M & T Bank Corp. filed as M & T BK CORP 0.16% 5,574 $1.1M —
NFLX Netflix Inc. 0.15% 11,630 $1.1M —
BKLN Invesco Senior Loan ETF 0.15% 51,549 $1.1M —
DUK Duke Energy Corp. 0.15% 9,040 $1.1M —
GL Globe Life Inc. 0.14% 7,423 $1.0M —
VMC Vulcan Materials Co. 0.14% 3,622 $1.0M —
RF Regions Financial Corp. 0.14% 37,802 $1.0M —
TRV The Travelers Cos Inc. 0.14% 3,509 $1.0M —
AMD Advanced Micro Devices 0.14% 4,575 $980K —
ISRG Intuitive Surgical Inc. 0.13% 1,689 $957K —
LHX L3HARRIS Technologies Inc. 0.13% 3,258 $956K —
ROK Rockwell Automation Inc. 0.13% 2,455 $955K —
GOVT iShares US Treasury Bond ETF 0.13% 41,094 $946K —
MDLZ Mondelez International Inc. Class A 0.13% 17,414 $937K —
NSC Norfolk Southern Corp. 0.13% 3,220 $930K —
MU Micron Technology Inc. 0.13% 3,252 $928K —
CHD Church & Dwight Co. Inc. 0.13% 10,905 $914K —
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.13% 5,881 $903K —
CRM Salesforce Inc. 0.12% 3,258 $863K —
VEU Vanguard Ftse All-World Ex-U 0.12% 11,557 $850K —
PM Philip Morris International 0.12% 5,281 $847K —
BLK BlackRock Inc. 0.12% 788 $844K —
ANET Arista Networks Inc. 0.12% 6,434 $843K —
FNDB Schwab Fndmntl US BRD Mr ETF 0.12% 31,538 $838K —
AMP Ameriprise Financial Inc. 0.12% 1,707 $837K —
CTRA Coterra Energy Inc. 0.12% 31,694 $834K —
WM Waste Management Inc. 0.12% 3,791 $833K —
EQT Eqt Corp. 0.12% 15,467 $829K —
LRCX Lam Research Corp. 0.11% 4,687 $802K —
MUB iShares National Muni Bond E 0.11% 7,382 $791K —
NEE Nextera Energy Inc. 0.11% 9,846 $790K —
PHM Pultegroup Inc. 0.11% 6,703 $786K —
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.11% 6,663 $758K —
CL Colgate-Palmolive Co. 0.10% 9,419 $744K —
FANG Diamondback Energy Inc. 0.10% 4,861 $731K —
STLD Steel Dynamics Inc. 0.10% 4,158 $705K —
HCA HCA Healthcare Inc. 0.09% 1,462 $683K —
LAMR Lamar Advertising Co. Class A 0.09% 5,363 $679K —
OKE Oneok Inc. 0.09% 9,206 $677K —
BRO Brown & Brown Inc. 0.09% 8,396 $669K —
VTRS Viatris Inc. 0.09% 53,490 $666K —
ITOT iShares Core S&P Total U.S. 0.09% 4,322 $643K —
FCX Freeport-McMoran Inc. 0.09% 12,226 $621K —
AMGN Amgen Inc. 0.09% 1,891 $619K —
VLO Valero Energy Corp. 0.09% 3,797 $618K —
ATR Aptargroup Inc. 0.08% 5,000 $610K —
CSX CSX Corp. 0.08% 16,785 $608K —
DHI D.R. Horton Inc. 0.08% 4,204 $605K —
PANW Palo Alto Networks Inc. 0.08% 3,274 $603K —
LH Labcorp Holdings Inc. 0.08% 2,401 $602K —
ULTA Ulta Beauty Inc. 0.08% 994 $601K —
TSCO Tractor Supply Company 0.08% 11,701 $585K —
UNP Union Pacific Corp. 0.08% 2,525 $584K —
SHW The Sherwin-Williams Co. 0.08% 1,801 $583K —
PINS Pinterest Inc. Class A 0.08% 22,300 $577K —
PH Parker Hannifin Corp. 0.08% 656 $576K —
BSX Boston Scientific Corp. 0.08% 5,988 $571K —
VTWO Vanguard Russell 2000 ETF 0.08% 5,726 $570K —
DE Deere & Co. 0.08% 1,172 $546K —
TEL Te Connectivity PLC 0.07% 2,372 $540K —
NUE Nucor Corp. 0.07% 3,240 $529K —
NVR NVR Inc. 0.07% 72 $528K —
TMUS T-Mobile US Inc. 0.07% 2,598 $527K —
HON Honeywell International Inc. 0.07% 2,659 $519K —
PNC PNC Financial Services Group 0.07% 2,457 $513K —
JCI Johnson Controls Internation 0.07% 4,221 $506K —
XLK SS Technology Select Sector 0.07% 3,500 $504K —
IWF iShares Russell 1000 Growth 0.07% 1,064 $504K —
ADI Analog Devices Inc. 0.07% 1,826 $495K —
C Citigroup Inc. 0.07% 4,232 $494K —
INTU Intuit Inc. 0.07% 725 $480K —
CFA Victoryshares US 500 Volatil 0.07% 5,216 $475K —
CMCSA Comcast Corp. Class A 0.06% 15,623 $467K —
BMY Bristol-Myers Squibb Co. 0.06% 8,567 $462K —
MO Altria Group Inc. 0.06% 7,959 $459K —
GWW WW Grainger Inc. 0.06% 454 $458K —
PGR Progressive Corp. 0.06% 2,006 $457K —
GTN Gray Media Inc. 0.06% 93,895 $454K —
CME Cme Group Inc. 0.06% 1,656 $452K —
AEP American Electric Power 0.06% 3,893 $449K —
PEP Pepsico Inc. 0.06% 3,122 $448K —
TXN Texas Instruments Inc. 0.06% 2,545 $441K —
LOW Lowe's Cos Inc. 0.06% 1,829 $441K —
NDAQ Nasdaq Inc. 0.06% 4,540 $441K —
MAA Mid-America Apartment Comm 0.06% 3,162 $439K —
CEG Constellation Energy 0.06% 1,242 $439K —
CB Chubb Ltd. 0.06% 1,404 $438K —
SYK Stryker Corp. 0.06% 1,247 $438K —
DHR Danaher Corp. 0.06% 1,893 $433K —
CHRW C.H. Robinson Worldwide Inc. 0.06% 2,657 $427K —
MNST Monster Beverage Corp. 0.06% 5,503 $422K —
VONE Vanguard Russell 1000 0.06% 1,360 $420K —
COR Cencora Inc. 0.06% 1,239 $419K —
PKG Packaging Corp. of America 0.06% 2,022 $417K —
IP International Paper Co. 0.06% 10,542 $415K —
INTC Intel Corp. 0.06% 11,186 $413K —
KOP Koppers Holdings Inc. 0.06% 15,085 $409K —
MELI MercadoLibre Inc. 0.06% 202 $407K —
VRTX Vertex Pharmaceuticals Inc. 0.05% 865 $392K —
CVS CVS Health Corp. 0.05% 4,937 $392K —
SFBS Servisfirst Bancshares Inc. 0.05% 5,456 $392K —
NOW ServiceNow Inc. 0.05% 2,547 $390K —
SLV iShares Silver Trust 0.05% 6,000 $387K —
SPGI S&P Global Inc. 0.05% 738 $386K —
DRI Darden Restaurants Inc. 0.05% 2,090 $385K —
RGA Reinsurance Group of America 0.05% 1,871 $381K —
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.05% 9,750 $370K —
TDG Transdigm Group Inc. 0.05% 271 $361K —
TNL Travel + Leisure Co. 0.05% 5,012 $353K —
LEN Lennar Corp. Class A 0.05% 3,386 $348K —
ICE Intercontinental Exchange Inc. 0.05% 2,092 $339K —
CPRT Copart Inc. 0.05% 8,630 $338K —
XLV SS Health Care Select Sector 0.05% 2,120 $328K —
IWO iShares Russell 2000 Growth 0.05% 1,016 $328K —
EBAY eBay Inc. 0.05% 3,759 $327K —
ETN Eaton Corp. PLC 0.05% 1,028 $327K —
NXPI NXP Semiconductors NV 0.05% 1,502 $326K —
MDT Medtronic PLC 0.05% 3,378 $324K —
MRSH Marsh & McLennan Cos 0.04% 1,727 $320K —
ROAD Construction Partners Inc. Class A 0.04% 2,930 $318K —
UBER Uber Technologies Inc. 0.04% 3,825 $313K —
OXY Occidental Petroleum Corp. 0.04% 7,568 $311K —
COF Capital One Financial Corp. 0.04% 1,283 $311K —
IVW iShares S&P 500 Growth ETF 0.04% 2,503 $309K —
AZN Astrazeneca PLC-Spons ADR 0.04% 3,341 $307K —
GM General Motors Co. 0.04% 3,748 $305K —
DFUS Dimensional US Eq MKT ETF 0.04% 4,064 $301K —
VCIT Vanguard Int-Term Corporate 0.04% 3,575 $299K —
EXPD Expeditors Intl Wash Inc. 0.04% 1,966 $293K —
APH Amphenol Corp. Class A 0.04% 2,143 $290K —
EXPE Expedia Group Inc. 0.04% 1,018 $289K —
SCHV Schwab US Large-Cap Value 0.04% 9,632 $285K —
USMV iShares MSCI USA Min Vol Fac 0.04% 3,019 $284K —
MCK McKesson Corp. 0.04% 339 $278K —
F Ford Motor Co. filed as FORD MTR CO 0.04% 20,859 $274K —
ADP Automatic Data Processing 0.04% 1,031 $265K —
USB US Bancorp 0.04% 4,818 $257K —
DON Wisdomtree US Midcap Dividen 0.04% 4,961 $256K —
HWM Howmet Aerospace Inc. 0.04% 1,248 $256K —
GD General Dynamics Corp. 0.04% 759 $256K —
MSCI MSCI Inc. 0.04% 444 $255K —
PYPL PayPal Holdings Inc. 0.04% 4,367 $255K —
GNRC Generac Holdings Inc. 0.03% 1,831 $250K —
TGT Target Corp. 0.03% 2,546 $249K —
SPG Simon Property Group Inc. 0.03% 1,343 $249K —
MMM 3M Co. 0.03% 1,551 $248K —
ECL Ecolab Inc. 0.03% 946 $248K —
ACN Accenture PLC Class A 0.03% 917 $246K —
PCAR Paccar Inc. 0.03% 2,225 $244K —
PNW Pinnacle West Capital 0.03% 2,702 $240K —
ETR Entergy Corp. 0.03% 2,554 $236K —
TRGP Targa Resources Corp. 0.03% 1,252 $231K —
RSG Republic Services Inc. 0.03% 1,086 $230K —
TT Trane Technologies PLC 0.03% 586 $228K —
WEC WEC Energy Group Inc. 0.03% 2,160 $228K —
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.03% 3,175 $223K —
UHAL.B U-Haul Holding Co.-Non Voting 0.03% 4,759 $222K —
AMT American Tower Corp. 0.03% 1,265 $222K —
CMI Cummins Inc. 0.03% 435 $222K —
ORI Old Republic Intl Corp. 0.03% 4,806 $219K —
WSO Watsco Inc. 0.03% 635 $214K —
FUSB First US Bancshares Inc. 0.03% 15,286 $214K —
ADSK Autodesk Inc. 0.03% 709 $210K —
NEM Newmont Corp. 0.03% 2,093 $209K —
ADBE Adobe Inc. 0.03% 595 $208K —
VEA Vanguard Ftse Developed ETF 0.03% 3,284 $205K —
CDNS Cadence Design SYS Inc. 0.03% 647 $202K —
ENB Enbridge Inc. 0.03% 4,194 $201K —
VLY Valley National Bancorp 0.02% 13,129 $153K —
ACIC American Coastal Insurance C 0.02% 10,419 $132K —
MPT Medical Properties Trust Inc. 0.01% 18,664 $93K —

Portfolio Sells Q4 2025

No earlier filing to compare with.

Portfolio Buys Q4 2025

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 234$653.3MIVV, VUG, NVDA, AAPL, IEFA
Q1 2026 222$571.4MIVV, VUG, AAPL, NVDA, IEFA
Q4 2025 272$720.0MIVV, VUG, AAPL, IEFA, NVDA