Marble Wealth, LLC

CIK

2110081

Location

MONTGOMERY, AL

Portfolio Value

Small $324,101,569

Diversification

Diversified

Filing Date

Global Rank

#3,499 / 8,517 ▼ 70

Top Industry

Semiconductors 15.7%

3Y Alpha vs SPY

+37.1%

Period ended 46 days ago

Filed Aug 7, 2026 · 8d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+28.0%

SPY

+13.9%

Annualised alpha

+34.3%

Max drawdown

−7.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.

Portfolio Concentration

167 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.1%

+0.3 pts

Top 5

32.6%

+2.0 pts

Top 10

46.9%

−0.2 pts

HHI

304

Diversified+9

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	34.7%	$112,321,504	28
Financial Services	15.1%	$48,954,570	28
Consumer Cyclical	8.5%	$27,616,820	11
Industrials	8.4%	$27,282,451	25
Communication Services	8.4%	$27,216,482	8
Consumer Defensive	8.2%	$26,456,465	13
Healthcare	5.0%	$16,322,492	20
Unclassified	4.3%	$13,829,830	6
Energy	3.1%	$9,998,832	11
Utilities	2.2%	$7,007,319	6
Basic Materials	1.7%	$5,410,270	7
Real Estate	0.5%	$1,684,534	4

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
KLAC	Kla Corp	+5,125	6,079	$1,834,095
BKNG	Booking Holdings Inc.	+4,469	4,657	$830,063
AMZN	Amazon Com Inc	+825	67,759	$16,149,680
BAC	Bank Of America Corp /De/	+570	32,498	$1,851,736
GTN	Gray Media, Inc	+477	94,775	$376,256
MNST	Monster Beverage Corp	+454	5,157	$991,381
WMB	Williams Companies, Inc.	+440	18,064	$1,342,877
GILD	Gilead Sciences, Inc.	+361	2,312	$292,098
QQQ	Invesco Qqq Trust, Series 1	+350	7,563	$5,569,393
BMY	Bristol Myers Squibb Co	+317	5,356	$308,612
MU	Micron Technology Inc	+316	3,713	$4,285,878
PWR	Quanta Services, Inc.	+307	3,493	$2,515,099
CSCO	Cisco Systems, Inc.	+262	33,013	$3,877,706
META	Meta Platforms, Inc.	+243	2,933	$1,652,129
LLY	ELI LILLY & Co	+239	1,326	$1,590,444
GS	Goldman Sachs Group Inc	+216	3,131	$3,166,599
LMT	Lockheed Martin Corp	+202	2,423	$1,234,421
TJX	Tjx Companies Inc /De/	+193	4,365	$661,297
JPM	Jpmorgan Chase & Co	+180	25,738	$8,424,819
RTX	RTX Corp	+173	7,558	$1,433,979
PG	PROCTER & GAMBLE Co	+171	9,717	$1,424,900
CVX	Chevron Corp	+160	13,191	$2,186,540
F	Ford Motor Co	+157	14,087	$195,809
XOM	ExxonMobil Holdings Corp	+157	18,378	$2,512,640
ORLY	O Reilly Automotive Inc	+151	13,107	$1,207,023
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−11,918	85,524	$24,747,224
BXSL	Blackstone Secured Lending Fund	−8,214	42,815	$1,015,143
ARCC	Ares Capital Corp	−7,586	76,661	$1,420,528
GOOGL	Alphabet Inc.	−6,758	66,420	$23,655,314
GE	General Electric Co	−6,361	14,374	$5,371,995
ANET	Arista Networks, Inc.	−4,269	2,195	$372,886
PLTR	Palantir Technologies Inc.	−3,484	11,366	$1,326,071
AVGO	Broadcom Inc.	−2,826	39,037	$14,746,226
NVDA	Nvidia Corp	−2,570	130,982	$26,208,188
STX	Seagate Technology Holdings plc	−2,420	4,092	$3,948,780
GEV	GE Vernova Inc.	−1,940	2,405	$2,825,538
MSFT	Microsoft Corp	−1,448	35,700	$13,316,814
CL	Colgate Palmolive Co	−1,356	5,674	$520,192
SFBS	ServisFirst Bancshares, Inc.	−974	5,510	$955,985
LRCX	Lam Research Corp	−873	4,059	$1,758,886
SO	Southern Co	−869	47,119	$4,509,759
RF	Regions Financial Corp	−790	38,017	$1,148,113
HD	Home Depot, Inc.	−714	11,884	$4,191,249
ABT	Abbott Laboratories	−602	9,757	$885,350
SYY	Sysco Corp	−596	18,765	$1,568,378
MCD	Mcdonalds Corp	−542	8,489	$2,294,661
WDC	Western Digital Corp	−509	449	$286,785
QCOM	Qualcomm Inc/De	−440	3,374	$623,481
WMT	Walmart Inc.	−396	83,602	$9,468,762
MRK	Merck & Co., Inc.	−362	10,741	$1,380,218
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
SNDK	Sandisk Corp	319	$725,319
INTC	Intel Corp	4,707	$657,238
BE	Bloom Energy Corp	1,711	$517,919
CVS	CVS HEALTH Corp	2,690	$278,280
STRL	Sterling Infrastructure, Inc.	329	$276,149
TSM	Taiwan Semiconductor Manufacturing Co Ltd	554	$264,573
ALKS	Alkermes plc.	4,840	$253,616
WPM	Wheaton Precious Metals Corp.	2,125	$238,680
PHM	Pultegroup Inc/Mi/	1,606	$220,359
KMI	Kinder Morgan, Inc.	6,804	$217,523
RBC	RBC Bearings INC	331	$213,183
ETN	Eaton Corp plc	494	$210,503
No positions match the current search.

Sold Out

Positions the filer fully exited

16 positions

Ticker	Company	Shares	Value
VIG	Vanguard Dividend Appreciation ETF	68,917	$14,821,290
FNDA	Schwab Fundamental U.S. Small Company ETF	186,353	$6,043,427
AKRE	Akre Focus ETF	17,663	$933,489
EQT	EQT Corp	14,362	$913,997
VEU	Vanguard FTSE All-World Ex-US ETF	11,559	$868,080
FSK	FS KKR Capital Corp	39,472	$401,824
HON	Honeywell International Inc	1,541	$348,312
CMCSA	Comcast Corp	8,817	$253,136
CVE	Cenovus Energy Inc.	8,780	$232,933
BSX	Boston Scientific Corp	3,688	$231,422
LOW	Lowes Companies Inc	948	$223,993
APA	APA Corp	5,226	$221,791
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	2,330	$213,521
VEA	Vanguard FTSE Developed Markets ETF	3,289	$210,759
CEG	Constellation Energy Corp	744	$207,762
FUSB	First US Bancshares, Inc.	12,786	$195,625
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

167 tracked positions · $324,101,569 total · filing declares 234 positions · $653,267,064 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 167 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	130,982	-2,570	$26,208,188	+12.5%	8.09%
AAPL	Apple Inc. Technology	Reduced	85,524	-11,918	$24,747,224	+0.1%	7.64%
GOOGL	Alphabet Inc. Communication Services	Reduced	66,420	-6,758	$23,655,314	+12.5%	7.30%
AMZN	Amazon Com Inc Consumer Cyclical	Added	67,759	+825	$16,149,680	+15.8%	4.98%
AVGO	Broadcom Inc. Technology	Reduced	39,037	-2,826	$14,746,226	+13.8%	4.55%
MSFT	Microsoft Corp Technology	Reduced	35,700	-1,448	$13,316,814	−3.2%	4.11%
WMT	Walmart Inc. Consumer Defensive	Reduced	83,602	-396	$9,468,762	−9.3%	2.92%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	11,029	-44	$8,512,199	+4.1%	2.63%
JPM	Jpmorgan Chase & Co Financial Services	Added	25,738	+180	$8,424,819	+12.1%	2.60%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	7,378	+19	$6,901,897	−5.9%	2.13%
BX	Blackstone Inc. Financial Services	Added	47,775	+104	$5,621,684	+2.6%	1.73%
QQQ	Invesco Qqq Trust, Series 1	Added	7,563	+350	$5,569,393	+33.8%	1.72%
GE	General Electric Co Industrials	Reduced	14,374	-6,361	$5,371,995	−8.7%	1.66%
SO	Southern Co Utilities	Reduced	47,119	-869	$4,509,759	−2.6%	1.39%
MU	Micron Technology Inc Technology	Added	3,713	+316	$4,285,878	+273.5%	1.32%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	11,884	-714	$4,191,249	+1.2%	1.29%
AMAT	Applied Materials Inc /De Technology	Added	5,790	+47	$4,186,170	+113.3%	1.29%
SPY	Spdr S&P 500 ETF Trust	Reduced	5,342	-9	$3,989,245	+14.6%	1.23%
STX	Seagate Technology Holdings plc Technology	Reduced	4,092	-2,420	$3,948,780	+54.8%	1.22%
CSCO	Cisco Systems, Inc. Technology	Added	33,013	+262	$3,877,706	+52.6%	1.20%
SCHW	Schwab Charles Corp Financial Services	Added	39,246	+94	$3,621,228	−1.6%	1.12%
GLD	Spdr Gold Trust	Reduced	8,732	-43	$3,216,694	−14.8%	0.99%
GS	Goldman Sachs Group Inc Financial Services	Added	3,131	+216	$3,166,599	+28.4%	0.98%
GEV	GE Vernova Inc. Industrials	Reduced	2,405	-1,940	$2,825,538	−25.5%	0.87%
JNJ	Johnson & Johnson Healthcare	Added	10,610	+16	$2,694,621	+4.1%	0.83%
CAT	Caterpillar Inc Industrials	Added	2,486	+30	$2,647,341	+52.1%	0.82%
PWR	Quanta Services, Inc. Industrials	Added	3,493	+307	$2,515,099	+43.8%	0.78%
XOM	ExxonMobil Holdings Corp Energy	Added	18,378	+157	$2,512,640	−18.7%	0.78%
V	Visa Inc. Financial Services	Reduced	7,083	-181	$2,430,106	+10.7%	0.75%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	3,089	-39	$2,357,339	+93.0%	0.73%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	8,489	-542	$2,294,661	−18.2%	0.71%
CVX	Chevron Corp Energy	Added	13,191	+160	$2,186,540	−18.9%	0.67%
ABBV	AbbVie Inc. Healthcare	Reduced	8,657	-281	$2,178,447	+12.1%	0.67%
KO	Coca Cola Co Consumer Defensive	Reduced	24,964	-85	$2,028,824	+6.5%	0.63%
BAC	Bank Of America Corp /De/ Financial Services	Added	32,498	+570	$1,851,736	+19.0%	0.57%
KLAC	Kla Corp Technology	Added	6,079	+5,125	$1,834,095	+30.6%	0.57%
LRCX	Lam Research Corp Technology	Reduced	4,059	-873	$1,758,886	+66.9%	0.54%
APO	Apollo Global Management, Inc. Financial Services	Added	14,054	+28	$1,662,728	+6.4%	0.51%
META	Meta Platforms, Inc. Communication Services	Added	2,933	+243	$1,652,129	+7.3%	0.51%
ITW	Illinois Tool Works Inc Industrials	Added	5,881	+1	$1,590,634	+3.9%	0.49%
LLY	ELI LILLY & Co Healthcare	Added	1,326	+239	$1,590,444	+59.1%	0.49%
SYY	Sysco Corp Consumer Defensive	Reduced	18,765	-596	$1,568,378	+13.6%	0.48%
LIN	Linde PLC Basic Materials	Reduced	2,959	-27	$1,535,543	+3.7%	0.47%
APH	Amphenol Corp /De/ Technology	Added	2,175	+46	$1,533,984	—	0.47%
RTX	RTX Corp Industrials	Added	7,558	+173	$1,433,979	+0.7%	0.44%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	9,717	+171	$1,424,900	+3.3%	0.44%
ARCC	Ares Capital Corp Financial Services	Reduced	76,661	-7,586	$1,420,528	−6.4%	0.44%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	2,815	-109	$1,411,328	−1.8%	0.44%
MRK	Merck & Co., Inc. Healthcare	Reduced	10,741	-362	$1,380,218	+3.3%	0.43%
WMB	Williams Companies, Inc. Energy	Added	18,064	+440	$1,342,877	+4.7%	0.41%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.