Marble Wealth, LLC Top Holdings and 13F Report (2026)

About Marble Wealth, LLC

Investment Activity

Marble Wealth, LLC has $653.27 million in total holdings as of June 30, 2026.
Marble Wealth, LLC owns shares of 234 different stocks, but just 53 companies or ETFs make up 80% of its holdings.
Approximately 10.33% of the portfolio was purchased this quarter.
About 3.62% of the portfolio was sold this quarter.
This quarter, Marble Wealth, LLC has purchased 222 new stocks and bought additional shares in 116 stocks.
Marble Wealth, LLC sold shares of 83 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $68,173,475
Vanguard Growth ETF: $40,200,755
NVIDIA: $26,208,274
Apple: $24,747,185
iShares Core MSCI EAFE ETF: $23,112,020

Largest New Holdings this Quarter

81369Y605 - Financial Select Sector SPDR Fund: $2,931,854 Holding
81369Y308 - Consumer Staples Select Sector SPDR Fund: $2,226,174 Holding
81369Y886 - Utilities Select Sector SPDR Fund: $1,126,660 Holding
81369Y407 - Consumer Discretionary Select Sector SPDR Fund: $833,685 Holding
80004C200 - SANDISK CORP: $725,711 Holding

Largest Purchases this Quarter

Vanguard Growth ETF: 391,963 shares (about $33.76M)
Financial Select Sector SPDR Fund: 54,689 shares (about $2.93M)
Health Care Select Sector SPDR Fund: 17,534 shares (about $2.78M)
Consumer Staples Select Sector SPDR Fund: 26,799 shares (about $2.23M)
FIDELITY COVINGTON TRUST: 50,269 shares (about $2.02M)

Largest Sales this Quarter

Apple: 11,918 shares (about $3.45M)
GE Aerospace: 6,361 shares (about $2.38M)
Seagate Technology: 2,420 shares (about $2.34M)
GE VERNOVA INC: 1,940 shares (about $2.28M)
Alphabet: 6,339 shares (about $2.27M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$68,173,475	$1,513,502 â–²	2.3%	91,033	10.4%	ETF
VUG Vanguard Growth ETF	$40,200,755	$33,763,686 â–²	524.5%	466,691	6.2%	ETF
NVDA NVIDIA	$26,208,274	$514,233 â–¼	-1.9%	130,982	4.0%	Technology
AAPL Apple	$24,747,185	$3,448,587 â–¼	-12.2%	85,524	3.8%	Technology
IEFA iShares Core MSCI EAFE ETF	$23,112,020	$1,062,189 â–²	4.8%	239,304	3.5%	ETF
VFLO VictoryShares Free Cash Flow ETF	$22,166,659	$841,343 â–²	3.9%	484,517	3.4%	ETF
VOO Vanguard S&P 500 ETF	$22,092,677	$91,346 â–²	0.4%	32,167	3.4%	ETF
VIG Vanguard Dividend Appreciation ETF	$17,083,667	$776,584 â–²	4.8%	72,199	2.6%	ETF
GOOGL Alphabet	$16,553,660	$2,265,358 â–¼	-12.0%	46,321	2.5%	Communication Services
AMZN Amazon.com	$16,149,674	$196,630 â–²	1.2%	67,759	2.5%	Consumer Discretionary
AVGO Broadcom	$14,746,284	$1,067,526 â–¼	-6.8%	39,037	2.3%	Technology
IEMG iShares Core MSCI Emerging Markets ETF	$14,732,249	$785,074 â–²	5.6%	177,840	2.3%	ETF
MSFT Microsoft	$13,316,659	$540,127 â–¼	-3.9%	35,700	2.0%	Technology
COWZ Pacer US Cash Cows 100 ETF	$12,732,273	$240,403 â–¼	-1.9%	204,699	1.9%	ETF
FIDELITY COVINGTON TRUST	$11,285,081	$2,017,296 â–²	21.8%	281,213	1.7%	ENHANCED INTL
IJR iShares Core S&P Small-Cap ETF	$11,030,840	$423,425 â–²	4.0%	74,377	1.7%	ETF
WALMART INC	$9,468,811	$44,851 â–¼	-0.5%	83,602	1.4%	COM
JPM JPMorgan Chase & Co.	$8,424,939	$58,920 â–²	0.7%	25,738	1.3%	Finance
GOOG Alphabet	$7,101,412	$148,042 â–¼	-2.0%	20,099	1.1%	Communication Services
FNDA Schwab Fundamental U.S. Small Company ETF	$7,062,168	$30,410 â–¼	-0.4%	185,554	1.1%	ETF
COST Costco Wholesale	$6,901,642	$17,773 â–²	0.3%	7,378	1.1%	Consumer Staples
FIDELITY COVINGTON TRUST	$6,782,899	$1,006,121 â–²	17.4%	140,462	1.0%	ENHANCED SML CAP
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF	$6,612,016	$166,085 â–¼	-2.5%	164,698	1.0%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$5,867,995	$135 â–²	0.0%	173,404	0.9%	ETF
BX Blackstone	$5,621,639	$12,238 â–²	0.2%	47,775	0.9%	Finance
QQQ Invesco QQQ	$5,569,612	$257,750 â–²	4.9%	7,563	0.9%	ETF
BRK.B Berkshire Hathaway	$5,516,621	$22,016 â–¼	-0.4%	11,025	0.8%	Finance
GE GE Aerospace	$5,372,094	$2,377,340 â–¼	-30.7%	14,374	0.8%	Industrials
SCHD Schwab US Dividend Equity ETF	$4,511,905	$40,335 â–¼	-0.9%	142,287	0.7%	ETF
SO Southern	$4,509,801	$83,173 â–¼	-1.8%	47,119	0.7%	Utilities
MU Micron Technology	$4,285,618	$364,733 â–²	9.3%	3,713	0.7%	Technology
HD Home Depot	$4,191,423	$251,824 â–¼	-5.7%	11,884	0.6%	Consumer Discretionary
AMAT Applied Materials	$4,185,875	$33,979 â–²	0.8%	5,790	0.6%	Technology
SPGP Invesco S&P 500 GARP ETF	$4,152,380	$62,857 â–¼	-1.5%	33,955	0.6%	ETF
NOBL ProShares S&P 500 Aristocrats ETF	$4,060,451	$1,932,310 â–²	90.8%	72,301	0.6%	ETF
SPY SPDR S&P 500 ETF Trust	$3,989,343	$6,721 â–¼	-0.2%	5,342	0.6%	ETF
STX Seagate Technology	$3,948,313	$2,335,024 â–¼	-37.2%	4,092	0.6%	Technology
RSP Invesco S&P 500 Equal Weight ETF	$3,906,318	$95,323 â–¼	-2.4%	18,359	0.6%	ETF
CSCO Cisco Systems	$3,877,685	$30,774 â–²	0.8%	33,013	0.6%	Technology
USHY iShares Broad USD High Yield Corporate Bond ETF	$3,641,969	$22,434 â–²	0.6%	98,378	0.6%	ETF
SCHW Charles Schwab	$3,621,196	$8,673 â–²	0.2%	39,246	0.6%	Finance
VTC Vanguard Total Corporate Bond ETF	$3,283,418	$157,747 â–¼	-4.6%	42,753	0.5%	ETF
GLD SPDR Gold Shares	$3,216,791	$15,841 â–¼	-0.5%	8,732	0.5%	ETF
GS The Goldman Sachs Group	$3,166,429	$218,444 â–²	7.4%	3,131	0.5%	Finance
XLV Health Care Select Sector SPDR Fund	$3,138,638	$2,781,967 â–²	780.0%	19,782	0.5%	ETF
FBND Fidelity Total Bond ETF	$3,108,078	$319,160 â–²	11.4%	68,324	0.5%	ETF
BRK.A Berkshire Hathaway	$2,995,400		0.0%	4	0.5%	Finance
XLF Financial Select Sector SPDR Fund	$2,931,854	$2,931,854 â–²	New Holding	54,689	0.4%	ETF
GE VERNOVA INC	$2,825,420	$2,279,133 â–¼	-44.6%	2,405	0.4%	COM
JNJ Johnson & Johnson	$2,694,705	$4,064 â–²	0.2%	10,610	0.4%	Healthcare
CAT Caterpillar	$2,647,468	$31,949 â–²	1.2%	2,486	0.4%	Industrials
IJH iShares Core S&P Mid-Cap ETF	$2,608,667	$58,373 â–¼	-2.2%	33,830	0.4%	ETF
PWR Quanta Services	$2,515,168	$221,058 â–²	9.6%	3,493	0.4%	Industrials
XOM ExxonMobil	$2,512,683	$21,465 â–²	0.9%	18,378	0.4%	Energy
VTI Vanguard Total Stock Market ETF	$2,462,671	$73,640 â–²	3.1%	6,655	0.4%	ETF
V Visa	$2,430,140	$62,100 â–¼	-2.5%	7,083	0.4%	Finance
CRWD CrowdStrike	$2,357,137	$29,760 â–¼	-1.2%	3,089	0.4%	Technology
MCD McDonald's	$2,294,540	$146,500 â–¼	-6.0%	8,489	0.4%	Consumer Discretionary
XLP Consumer Staples Select Sector SPDR Fund	$2,226,174	$2,226,174 â–²	New Holding	26,799	0.3%	ETF
CVX Chevron	$2,186,532	$26,522 â–²	1.2%	13,191	0.3%	Energy
ABBV AbbVie	$2,178,438	$70,711 â–¼	-3.1%	8,657	0.3%	Healthcare
KO CocaCola	$2,028,792	$6,908 â–¼	-0.3%	24,964	0.3%	Consumer Staples
BAC Bank of America	$1,851,755	$32,479 â–²	1.8%	32,498	0.3%	Finance
KLAC KLA	$1,834,240	$1,546,386 â–²	537.2%	6,079	0.3%	Technology
LAM RESEARCH CORP	$1,758,789	$378,276 â–¼	-17.7%	4,059	0.3%	COM NEW
APO Apollo Global Management	$1,662,708	$3,313 â–²	0.2%	14,054	0.3%	Finance
META Meta Platforms	$1,652,026	$136,871 â–²	9.0%	2,933	0.3%	Communication Services
LLY Eli Lilly and Company	$1,590,863	$286,739 â–²	22.0%	1,326	0.2%	Healthcare
ITW Illinois Tool Works	$1,590,604	$270 â–²	0.0%	5,881	0.2%	Industrials
SYY Sysco	$1,568,368	$49,813 â–¼	-3.1%	18,765	0.2%	Consumer Staples
LINDE PLC	$1,535,396	$14,010 â–¼	-0.9%	2,959	0.2%	SHS
BKLN Invesco Senior Loan ETF	$1,491,202	$164,019 â–²	12.4%	73,206	0.2%	ETF
RTX RTX	$1,433,891	$32,821 â–²	2.3%	7,558	0.2%	Industrials
PG Procter & Gamble	$1,424,835	$25,074 â–²	1.8%	9,717	0.2%	Consumer Staples
ARCC Ares Capital	$1,420,525	$140,568 â–¼	-9.0%	76,661	0.2%	Finance
TMO Thermo Fisher Scientific	$1,411,095	$54,639 â–¼	-3.7%	2,815	0.2%	Healthcare
MRK Merck & Co., Inc.	$1,380,276	$46,519 â–¼	-3.3%	10,741	0.2%	Healthcare
WMB Williams Companies	$1,342,888	$32,710 â–²	2.5%	18,064	0.2%	Energy
UNH UnitedHealth Group	$1,330,165	$18,290 â–²	1.4%	3,200	0.2%	Healthcare
PALANTIR TECHNOLOGIES INC	$1,326,021	$406,463 â–¼	-23.5%	11,366	0.2%	CL A
GL Globe Life	$1,303,013	$357 â–²	0.0%	7,292	0.2%	Finance
AXP American Express	$1,298,914	$35,179 â–²	2.8%	3,840	0.2%	Finance
LMT Lockheed Martin	$1,234,652	$102,930 â–²	9.1%	2,423	0.2%	Industrials
AMD Advanced Micro Devices	$1,224,351	$6,970 â–²	0.6%	2,108	0.2%	Technology
ORLY O'Reilly Automotive	$1,206,988	$13,905 â–²	1.2%	13,107	0.2%	Consumer Discretionary
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$1,168,283	$172,227 â–¼	-12.8%	10,711	0.2%	ETF
TSLA Tesla	$1,155,471	$26,500 â–¼	-2.2%	2,747	0.2%	Consumer Discretionary
RF Regions Financial	$1,148,113	$23,858 â–¼	-2.0%	38,017	0.2%	Finance
ETF SER SOLUTIONS	$1,133,168	$3,912 â–¼	-0.3%	31,573	0.2%	BAHL GA GROW ETF
XLU Utilities Select Sector SPDR Fund	$1,126,660	$1,126,660 â–²	New Holding	24,849	0.2%	ETF
ROK Rockwell Automation	$1,111,561	$13,368 â–¼	-1.2%	2,245	0.2%	Industrials
EMR Emerson Electric	$1,105,824	$5,440 â–²	0.5%	7,725	0.2%	Industrials
VMC Vulcan Materials	$1,095,408	$30,092 â–²	2.8%	3,713	0.2%	Materials
MS Morgan Stanley	$1,064,806	$8,570 â–²	0.8%	5,094	0.2%	Finance
TRV Travelers Companies	$1,039,798	$2,641 â–²	0.3%	3,150	0.2%	Finance
CHD Church & Dwight	$1,019,311	$484 â–¼	0.0%	10,521	0.2%	Consumer Staples
BXSL Blackstone Secured Lending Fund	$1,015,147	$194,755 â–¼	-16.1%	42,815	0.2%	Finance
DUK Duke Energy	$1,011,008	$10,000 â–²	1.0%	7,987	0.2%	Utilities
FNDB Schwab Fundamental U.S. Broad Market ETF	$993,151	$11,057 â–²	1.1%	32,605	0.2%	ETF
XLE Energy Select Sector SPDR Fund	$990,907	$775,763 â–²	360.6%	18,658	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Marble Wealth, LLC Top Holdings and 13F Report (2026)

About Marble Wealth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Marble Wealth, LLC Top Holdings and 13F Report (2026)

About Marble Wealth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMarble Wealth, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools