Marble Wealth, LLC

CIK

2110081

Location

MONTGOMERY, AL

Portfolio Value

Small $653,651,963

Diversification

Diversified

Filing Date

Global Rank

#3,263 / 8,797 ▲ 332 · as of Jun 2026

Top Industry

Semiconductors 15.6%

Period ended 3 months ago

Filed Aug 7, 2026 · 2mo

3 quarters · since Dec 2025

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

19.8%

+13.6 pts

Top 5

42.2%

+14.0 pts

Top 10

57.1%

+10.7 pts

HHI

623

Diversified+342

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	52.1%	$340,697,817	30
Technology	17.1%	$111,554,512	28
Financial Services	8.1%	$52,899,660	30
Consumer Cyclical	4.2%	$27,616,820	11
Industrials	4.2%	$27,282,451	25
Communication Services	4.2%	$27,216,482	8
Consumer Defensive	4.0%	$25,960,774	13
Healthcare	2.5%	$16,322,492	20
Energy	1.5%	$9,998,832	11
Utilities	1.1%	$7,007,319	6
Basic Materials	0.8%	$5,410,270	7
Real Estate	0.3%	$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
VB	Vanguard Morningstar Small-Cap ETF	+394,834	508,052	$64,960,562
FBCG	Fidelity Blue Chip Growth ETF	+71,104	421,675	$18,067,986
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+64,104	73,907	$6,758,468
—		+34,407	72,301	$4,060,424
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+22,737	790,210	$129,626,714
ABI	VictoryShares Pioneer Asset-Based Income ETF	+15,278	539,908	$30,529,259
IVZ	Invesco Ltd.	+8,052	73,206	$1,491,206
FAAA	Fidelity AAA CLO ETF	+7,016	68,324	$3,108,058
KLAC	Kla Corp	+5,125	6,079	$1,834,095
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	+5,081	12,976	$656,326
BKNG	Booking Holdings Inc.	+4,469	4,657	$830,063
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+4,081	11,977	$605,676
VIG	Vanguard Dividend Appreciation ETF	+3,282	72,199	$17,083,727
DCOR	Dimensional US Core Equity 1 ETF	+2,681	14,259	$1,015,806
AAAA	Amplius Aggressive Asset Allocation ETF	+2,175	3,975	$465,432
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	$495,690
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
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
AAAP	Pacer Barings CLO Market Flex ETF	−8,002	369,397	$19,344,242
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
BNDW	Vanguard Total World Bond ETF	−2,126	53,623	$4,749,576
GEV	GE Vernova Inc.	−1,940	2,405	$2,825,538
FNDA	Schwab Fundamental U.S. Small Company ETF	−1,736	543,454	$18,769,559
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	$477,992
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
AKRE	Akre Focus ETF	−751	16,912	$899,549
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
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
STT	State Street Corp	54,689	$2,931,877
—		38,144	$2,802,858
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
CGDV	Capital Group Dividend Value ETF	5,600	$275,968
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

10 positions

Ticker	Company	Shares	Value
EQT	EQT Corp	14,362	$913,997
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
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

193 tracked positions · $653,651,963 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 193 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	790,210	+22,737	$129,626,714	—	19.83%
VB	Vanguard Morningstar Small-Cap ETF	Added	508,052	+394,834	$64,960,562	+143.7%	9.94%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	539,908	+15,278	$30,529,259	+16.5%	4.67%
NVDA	Nvidia Corp Technology	Reduced	130,982	-2,570	$26,208,188	+12.5%	4.01%
AAPL	Apple Inc. Technology	Reduced	85,524	-11,918	$24,747,224	+0.1%	3.79%
GOOGL	Alphabet Inc. Communication Services	Reduced	66,420	-6,758	$23,655,314	+12.5%	3.62%
AAAP	Pacer Barings CLO Market Flex ETF	Reduced	369,397	-8,002	$19,344,242	+3.2%	2.96%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	543,454	-1,736	$18,769,559	+12.6%	2.87%
FBCG	Fidelity Blue Chip Growth ETF	Added	421,675	+71,104	$18,067,986	+37.5%	2.76%
VIG	Vanguard Dividend Appreciation ETF	Added	72,199	+3,282	$17,083,727	+15.3%	2.61%
AMZN	Amazon Com Inc Consumer Cyclical	Added	67,759	+825	$16,149,680	+15.8%	2.47%
AVGO	Broadcom Inc. Technology	Reduced	39,037	-2,826	$14,746,226	+13.8%	2.26%
MSFT	Microsoft Corp Technology	Reduced	35,700	-1,448	$13,316,814	−3.2%	2.04%
WMT	Walmart Inc. Consumer Defensive	Reduced	83,602	-396	$9,468,762	−9.3%	1.45%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	11,029	-44	$8,512,199	+4.1%	1.30%
JPM	Jpmorgan Chase & Co Financial Services	Added	25,738	+180	$8,424,819	+12.1%	1.29%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	7,378	+19	$6,901,897	−5.9%	1.06%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	73,907	+64,104	$6,758,468	+547.7%	1.03%
BX	Blackstone Inc. Financial Services	Added	47,775	+104	$5,621,684	+2.6%	0.86%
QQQ	Invesco Qqq Trust, Series 1	Added	7,563	+350	$5,569,393	+33.8%	0.85%
GE	General Electric Co Industrials	Reduced	14,374	-6,361	$5,371,995	−8.7%	0.82%
BNDW	Vanguard Total World Bond ETF	Reduced	53,623	-2,126	$4,749,576	+0.3%	0.73%
SO	Southern Co Utilities	Reduced	47,119	-869	$4,509,759	−2.6%	0.69%
MU	Micron Technology Inc Technology	Added	3,713	+316	$4,285,878	+273.5%	0.66%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	11,884	-714	$4,191,249	+1.2%	0.64%
AMAT	Applied Materials Inc /De Technology	Added	5,790	+47	$4,186,170	+113.3%	0.64%
		Added	72,301	+34,407	$4,060,424	+102.2%	0.62%
SPY	Spdr S&P 500 ETF Trust	Reduced	5,342	-9	$3,989,245	+14.6%	0.61%
STX	Seagate Technology Holdings plc Technology	Reduced	4,092	-2,420	$3,948,780	+54.8%	0.60%
CSCO	Cisco Systems, Inc. Technology	Added	33,013	+262	$3,877,706	+52.6%	0.59%
SCHW	Schwab Charles Corp Financial Services	Added	39,246	+94	$3,621,228	−1.6%	0.55%
GLD	Spdr Gold Trust	Reduced	8,732	-43	$3,216,694	−14.8%	0.49%
GS	Goldman Sachs Group Inc Financial Services	Added	3,131	+216	$3,166,599	+28.4%	0.48%
FAAA	Fidelity AAA CLO ETF	Added	68,324	+7,016	$3,108,058	+11.1%	0.48%
STT	State Street Corp Financial Services	NEW	54,689	NEW	$2,931,877	NEW	0.45%
GEV	GE Vernova Inc. Industrials	Reduced	2,405	-1,940	$2,825,538	−25.5%	0.43%
		NEW	38,144	NEW	$2,802,858	NEW	0.43%
JNJ	Johnson & Johnson Healthcare	Added	10,610	+16	$2,694,621	+4.1%	0.41%
CAT	Caterpillar Inc Industrials	Added	2,486	+30	$2,647,341	+52.1%	0.41%
PWR	Quanta Services, Inc. Industrials	Added	3,493	+307	$2,515,099	+43.8%	0.38%
XOM	ExxonMobil Holdings Corp Energy	Added	18,378	+157	$2,512,640	−18.7%	0.38%
V	Visa Inc. Financial Services	Reduced	7,083	-181	$2,430,106	+10.7%	0.37%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	3,089	-39	$2,357,339	+93.0%	0.36%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	8,489	-542	$2,294,661	−18.2%	0.35%
CVX	Chevron Corp Energy	Added	13,191	+160	$2,186,540	−18.9%	0.33%
ABBV	AbbVie Inc. Healthcare	Reduced	8,657	-281	$2,178,447	+12.1%	0.33%
KO	Coca Cola Co Consumer Defensive	Reduced	24,964	-85	$2,028,824	+6.5%	0.31%
BAC	Bank Of America Corp /De/ Financial Services	Added	32,498	+570	$1,851,736	+19.0%	0.28%
KLAC	Kla Corp Technology	Added	6,079	+5,125	$1,834,095	+30.6%	0.28%
LRCX	Lam Research Corp Technology	Reduced	4,059	-873	$1,758,886	+66.9%	0.27%

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.