Marble Wealth, LLC Top Holdings and 13F Report (2026) About Marble Wealth, LLCInvestment ActivityMarble Wealth, LLC has $571.39 million in total holdings as of March 31, 2026.Marble Wealth, LLC owns shares of 222 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Approximately 4.26% of the portfolio was purchased this quarter.About 27.08% of the portfolio was sold this quarter.This quarter, Marble Wealth, LLC has purchased 272 new stocks and bought additional shares in 49 stocks.Marble Wealth, LLC sold shares of 150 stocks and completely divested from 67 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $58,143,518Vanguard Growth ETF $32,640,606Apple $24,729,803NVIDIA $23,291,442iShares Core MSCI EAFE ETF $20,668,533 Largest New Holdings this Quarter 31609A404 - FIDELITY COVINGTON TRUST $8,591,122 Holding31609A206 - FIDELITY COVINGTON TRUST $4,545,822 Holding26922B527 - ETF SER SOLUTIONS $1,053,743 Holding46434V878 - iShares Ultra Short-Term Bond Active ETF $399,645 Holding46641Q837 - JPMorgan Ultra-Short Income ETF $399,617 Holding Largest Purchases this Quarter FIDELITY COVINGTON TRUST 230,944 shares (about $8.59M)FIDELITY COVINGTON TRUST 119,627 shares (about $4.55M)iShares Core MSCI Emerging Markets ETF 47,257 shares (about $3.30M)ETF SER SOLUTIONS 31,682 shares (about $1.05M)Fidelity Total Bond ETF 16,205 shares (about $739.27K) Largest Sales this Quarter Pacer US Cash Cows 100 ETF 133,966 shares (about $8.38M)iShares Core MSCI EAFE ETF 87,297 shares (about $7.90M)Apple 24,759 shares (about $6.28M)Amazon.com 29,960 shares (about $6.24M)ExxonMobil 36,561 shares (about $6.20M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMarble Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$58,143,518$152,851 â–¼-0.3%89,01210.2%ETFVUGVanguard Growth ETF$32,640,606$1,570,268 â–¼-4.6%74,7285.7%ETFAAPLApple$24,729,803$6,283,586 â–¼-20.3%97,4424.3%Computer and TechnologyNVDANVIDIA$23,291,442$339,208 â–¼-1.4%133,5524.1%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$20,668,533$7,902,994 â–¼-27.7%228,3063.6%ETFVOOVanguard S&P 500 ETF$19,141,875$43,621 â–²0.2%32,0343.4%ETFVFLOVictoryShares Free Cash Flow ETF$18,402,696$1,075,909 â–¼-5.5%466,1273.2%ETFGOOGLAlphabet$15,142,987$5,126,358 â–¼-25.3%52,6602.7%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$14,821,365$560,879 â–¼-3.6%68,9172.6%ETFAMZNAmazon.com$13,940,425$6,239,805 â–¼-30.9%66,9342.4%Retail/WholesaleMSFTMicrosoft$13,751,047$3,138,295 â–¼-18.6%37,1482.4%Computer and TechnologyCOWZPacer US Cash Cows 100 ETF$13,047,763$8,380,912 â–¼-39.1%208,5642.3%ETFAVGOBroadcom$12,957,067$439,196 â–¼-3.3%41,8632.3%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$11,743,318$3,296,175 â–²39.0%168,3632.1%ETFWALMART INC$10,439,312$789,802 â–¼-7.0%83,9981.8%COMIJRiShares Core S&P Small-Cap ETF$8,890,840$588,480 â–²7.1%71,5221.6%ETFFIDELITY COVINGTON TRUST$8,591,122$8,591,122 â–²New Holding230,9441.5%ENHANCED INTLJPMJPMorgan Chase & Co.$7,518,032$221,205 â–¼-2.9%25,5581.3%FinanceCOSTCostco Wholesale$7,333,133$712,487 â–¼-8.9%7,3591.3%Retail/WholesaleFNDASchwab Fundamental U.S. Small Company ETF$6,043,442$138,995 â–¼-2.2%186,3531.1%ETFGOOGAlphabet$5,885,759$4,046,710 â–¼-40.7%20,5181.0%Computer and TechnologyGEGE Aerospace$5,884,010$41,431 â–²0.7%20,7351.0%AerospaceCOWGPacer US Large Cap Cash Cows Growth Leaders ETF$5,696,310$5,090,123 â–¼-47.2%168,8351.0%ETFBXBlackstone$5,481,642$33,347 â–²0.6%47,6711.0%FinanceBRK.BBerkshire Hathaway$5,304,217$1,330,726 â–¼-20.1%11,0690.9%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$5,051,140$146 â–²0.0%173,4000.9%ETFSOSouthern$4,631,803$286,568 â–¼-5.8%47,9880.8%UtilitiesFIDELITY COVINGTON TRUST$4,545,822$4,545,822 â–²New Holding119,6270.8%ENHANCED SMALLSCHDSchwab US Dividend Equity ETF$4,404,394$4,559,482 â–¼-50.9%143,5590.8%ETFQQQInvesco QQQ$4,163,162$230,870 â–¼-5.3%7,2130.7%FinanceHDHome Depot$4,143,385$903,138 â–¼-17.9%12,5980.7%Retail/WholesaleNOBLProShares S&P 500 Aristocrats ETF$4,017,194$3,694,813 â–¼-47.9%37,8940.7%ETFGE VERNOVA INC$3,792,529$873 â–¼0.0%4,3450.7%COMGLDSPDR Gold Shares$3,775,908$22,376 â–¼-0.6%8,7750.7%FinanceSPGPInvesco S&P 500 GARP ETF$3,709,588$31,533 â–²0.9%34,4690.6%ETFSCHWCharles Schwab$3,679,490$211,266 â–¼-5.4%39,1520.6%FinanceRSPInvesco S&P 500 Equal Weight ETF$3,609,361$3,854,821 â–¼-51.6%18,8070.6%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$3,601,912$259,427 â–²7.8%97,7720.6%ETFSPYSPDR S&P 500 ETF Trust$3,479,935$31,866 â–²0.9%5,3510.6%FinanceVTCVanguard Total Corporate Bond ETF$3,442,538$312,162 â–¼-8.3%44,8070.6%ETFXOMExxonMobil$3,091,457$6,203,104 â–¼-66.7%18,2210.5%EnergyBRK.ABerkshire Hathaway$2,872,5600.0%40.5%FinanceMCDMcDonald's$2,806,655$373,247 â–¼-11.7%9,0310.5%Retail/WholesaleFBNDFidelity Total Bond ETF$2,796,866$739,271 â–²35.9%61,3080.5%ETFCVXChevron$2,696,091$627,315 â–¼-18.9%13,0310.5%EnergyJNJJohnson & Johnson$2,589,481$894,610 â–¼-25.7%10,5940.5%MedicalSTXSeagate Technology$2,551,111$4,309 â–²0.2%6,5120.4%Computer and TechnologyCSCOCisco Systems$2,541,144$10,319 â–²0.4%32,7510.4%Computer and TechnologyGSThe Goldman Sachs Group$2,466,079$575,277 â–¼-18.9%2,9150.4%FinanceIJHiShares Core S&P Mid-Cap ETF$2,335,629$222,779 â–¼-8.7%34,5870.4%ETFVVisa$2,195,451$846,264 â–¼-27.8%7,2640.4%Business ServicesPALANTIR TECHNOLOGIES INC$2,172,212$47,686 â–¼-2.1%14,8500.4%CL AVTIVanguard Total Stock Market ETF$2,071,175$8,983 â–¼-0.4%6,4560.4%ETFAMATApplied Materials$1,962,934$90,576 â–²4.8%5,7430.3%Computer and TechnologyABBVAbbVie$1,943,971$1,928,964 â–¼-49.8%8,9380.3%MedicalKOCocaCola$1,904,959$356,367 â–¼-15.8%25,0490.3%Consumer StaplesPWRQuanta Services$1,749,396$41,182 â–²2.4%3,1860.3%ConstructionCATCaterpillar$1,739,871$996,742 â–¼-36.4%2,4560.3%IndustrialsAPOApollo Global Management$1,562,738$181,276 â–¼-10.4%14,0260.3%FinanceBACBank of America$1,556,492$490,279 â–¼-24.0%31,9280.3%FinanceMETAMeta Platforms$1,538,860$2,007,383 â–¼-56.6%2,6900.3%Computer and TechnologyITWIllinois Tool Works$1,530,418$172,562 â–¼-10.1%5,8800.3%IndustrialsARCCAres Capital$1,518,126$2,208,632 â–¼-59.3%84,2470.3%FinanceLINDE PLC$1,480,298$466,993 â–¼-24.0%2,9860.3%SHSTMOThermo Fisher Scientific$1,437,407$305,769 â–¼-17.5%2,9240.3%MedicalRTXRTX$1,424,509$421,084 â–¼-22.8%7,3850.2%AerospaceKLACKLA$1,404,361$41,218 â–²3.0%9540.2%Computer and TechnologySYYSysco$1,380,989$92,442 â–¼-6.3%19,3610.2%Consumer StaplesPGProcter & Gamble$1,378,882$811,642 â–¼-37.1%9,5460.2%Consumer StaplesLMTLockheed Martin$1,342,195$184,922 â–¼-12.1%2,2210.2%AerospaceLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$1,339,487$13,842 â–¼-1.0%12,2900.2%FinanceMRKMerck & Co., Inc.$1,335,598$43,906 â–²3.4%11,1030.2%MedicalBKLNInvesco Senior Loan ETF$1,329,787$277,677 â–²26.4%65,1540.2%ETFWMBWilliams Companies$1,282,663$1,504,640 â–¼-54.0%17,6240.2%EnergyCOPConocoPhillips$1,235,628$3,187,606 â–¼-72.1%9,3610.2%EnergyCRWDCrowdStrike$1,221,037$468,429 â–¼-27.7%3,1280.2%Computer and TechnologyBXSLBlackstone Secured Lending Fund$1,208,883$2,298,628 â–¼-65.5%51,0290.2%FinanceORLYO'Reilly Automotive$1,195,933$1,394,301 â–¼-53.8%12,9560.2%Retail/WholesaleSHYiShares 1-3 Year Treasury Bond ETF$1,167,115$32,037 â–¼-2.7%14,1350.2%ManufacturingMUMicron Technology$1,147,798$48,993 â–²4.5%3,3970.2%Computer and TechnologyAXPAmerican Express$1,130,074$276,771 â–¼-19.7%3,7360.2%FinanceABTAbbott Laboratories$1,063,582$293,335 â–¼-21.6%10,3590.2%MedicalEOGEOG Resources$1,062,040$1,262,130 â–¼-54.3%7,3460.2%EnergyLAM RESEARCH CORP$1,053,839$52,350 â–²5.2%4,9320.2%COM NEWETF SER SOLUTIONS$1,053,743$1,053,743 â–²New Holding31,6820.2%BAHL & GAYNOR INTSLATesla$1,044,636$19,703 â–²1.9%2,8100.2%Auto/Tires/TrucksDUKDuke Energy$1,035,457$148,222 â–¼-12.5%7,9080.2%UtilitiesLHXL3Harris Technologies$1,014,868$109,771 â–¼-9.8%2,9400.2%AerospaceGLGlobe Life$1,014,612$18,511 â–¼-1.8%7,2900.2%FinanceRFRegions Financial$1,013,639$26,251 â–²2.7%38,8070.2%FinanceEMREmerson Electric$1,007,115$105,336 â–¼-9.5%7,6870.2%IndustrialsLLYEli Lilly and Company$999,621$1,083,306 â–¼-52.0%1,0870.2%MedicalVMCVulcan Materials$983,189$2,995 â–¼-0.3%3,6110.2%ConstructionCHDChurch & Dwight$982,329$35,370 â–¼-3.5%10,5260.2%Consumer StaplesPROFESIONALLY MANAGED PORTFO$933,490$27,746 â–¼-2.9%17,6630.2%AKRE FOCUS ETFTRVTravelers Companies$916,577$107,060 â–¼-10.5%3,1420.2%FinanceEQTEQT$914,008$70,323 â–¼-7.1%14,3620.2%EnergySHOPIFY INC$911,888$83,632 â–¼-8.4%7,6870.2%CL A SUB VTG SHSMDLZMondelez International$881,223$122,546 â–¼-12.2%15,2880.2%Consumer StaplesFNDBSchwab Fundamental U.S. Broad Market ETF$876,988$19,149 â–²2.2%32,2420.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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