Marble Wealth, LLC

CIK

2110081

Location

MONTGOMERY, AL

Portfolio Value

Small $285,373,316

Diversification

Diversified

Filing Date

Global Rank

#3,486 / 8,605 ▼ 501 · as of Mar 2026

Top Industry

Semiconductors 14.3%

3Y Alpha vs SPY

-6.2%

Period ended 3 months ago

Filed May 14, 2026 · 56d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+8.3%

SPY

+10.0%

Annualised alpha

-4.7%

Max drawdown

−7.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

164 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.7%

+0.5 pts

Top 5

31.8%

+0.9 pts

Top 10

47.3%

+4.6 pts

HHI

307

Diversified+46

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.4%	$92,372,537	25
Financial Services	15.0%	$42,814,689	30
Consumer Defensive	9.4%	$26,859,645	13
Industrials	8.9%	$25,290,464	21
Consumer Cyclical	8.7%	$24,860,237	11
Communication Services	6.7%	$19,249,350	9
Healthcare	5.2%	$14,878,949	19
Energy	4.5%	$12,766,691	13
Unclassified	4.4%	$12,694,650	6
Utilities	2.6%	$7,351,559	7
Basic Materials	1.7%	$4,760,940	6
Real Estate	0.5%	$1,473,605	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ADBE	Adobe Inc.	+1,276	1,871	$454,802
SFBS	ServisFirst Bancshares, Inc.	+1,028	6,484	$472,229
FCX	Freeport-Mcmoran Inc	+1,021	13,247	$778,658
RF	Regions Financial Corp	+1,005	38,807	$1,013,638
ACIC	AMERICAN COASTAL INSURANCE Corp	+666	11,085	$124,706
GTN	Gray Media, Inc	+403	94,298	$409,253
MRK	Merck & Co., Inc.	+365	11,103	$1,335,579
BX	Blackstone Inc.	+290	47,671	$5,481,688
AMAT	Applied Materials Inc /De	+265	5,743	$1,962,899
LRCX	Lam Research Corp	+245	4,932	$1,053,771
GE	General Electric Co	+146	20,735	$5,883,970
MU	Micron Technology Inc	+145	3,397	$1,147,642
CSCO	Cisco Systems, Inc.	+133	32,751	$2,541,150
VLY	Valley National Bancorp	+123	13,252	$162,734
PWR	Quanta Services, Inc.	+75	3,186	$1,749,177
TSLA	Tesla, Inc.	+53	2,810	$1,044,617
SPY	Spdr S&P 500 ETF Trust	+49	5,351	$3,479,969
PEP	Pepsico Inc	+38	3,160	$490,716
ANET	Arista Networks, Inc.	+30	6,464	$793,649
KLAC	Kla Corp	+28	954	$140,467
ENB	Enbridge Inc	+23	4,217	$228,308
TGT	Target Corp	+21	2,567	$311,120
LAMR	Lamar Advertising Co/New	+16	5,379	$681,304
HWM	Howmet Aerospace Inc.	+16	1,264	$291,301
STX	Seagate Technology Holdings plc	+11	6,512	$2,551,141
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ARCC	Ares Capital Corp	−122,566	84,247	$1,518,130
BXSL	Blackstone Secured Lending Fund	−97,029	51,029	$1,208,877
FSK	FS KKR Capital Corp	−66,360	39,472	$401,824
T	At&T Inc.	−62,798	11,802	$342,139
XOM	Exxon Mobil Corp	−36,561	18,221	$3,091,374
VZ	Verizon Communications Inc	−30,397	7,880	$395,576
AMZN	Amazon Com Inc	−29,960	66,934	$13,940,344
AAPL	Apple Inc.	−24,759	97,442	$24,729,805
COP	Conocophillips	−24,149	9,361	$1,235,652
IAU	Ishares Gold Trust	−21,215	6,957	$613,329
WMB	Williams Companies, Inc.	−20,674	17,624	$1,282,674
GOOGL	Alphabet Inc.	−17,827	52,660	$15,142,909
ORLY	O Reilly Automotive Inc	−15,105	12,956	$1,195,968
FBTC	Fidelity Wise Origin Bitcoin Fund	−14,242	5,224	$308,372
BAC	Bank Of America Corp /De/	−10,057	31,928	$1,556,490
PSX	Phillips 66	−9,977	2,319	$422,475
ABBV	AbbVie Inc.	−8,869	8,938	$1,943,925
IBM	International Business Machines Corp	−8,775	884	$214,272
EOG	Eog Resources Inc	−8,730	7,346	$1,062,011
MSFT	Microsoft Corp	−8,478	37,148	$13,751,075
GILD	Gilead Sciences, Inc.	−7,637	1,951	$271,910
NFLX	Netflix Inc	−7,088	4,542	$436,713
F	Ford Motor Co	−6,929	13,930	$160,752
CMCSA	Comcast Corp	−6,806	8,817	$253,136
WMT	Walmart Inc.	−6,355	83,998	$10,439,271
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
O	Realty Income Corp	5,844	$357,535
AZN	Astrazeneca PLC	1,643	$324,032
WDC	Western Digital Corp	958	$259,129
CVE	Cenovus Energy Inc.	8,780	$232,933
APA	APA Corp	5,226	$221,791
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
CAH	Cardinal Health Inc	11,109	$2,282,899
KMI	Kinder Morgan, Inc.	56,007	$1,539,632
CRM	Salesforce, Inc.	3,258	$863,076
CTRA	Coterra Energy Inc.	31,694	$834,186
PHM	Pultegroup Inc/Mi/	6,703	$785,993
STLD	Steel Dynamics Inc	4,158	$704,573
OKE	Oneok Inc /New/	9,206	$676,641
BRO	Brown & Brown, Inc.	8,396	$669,161
VTRS	Viatris Inc	53,490	$665,950
VLO	Valero Energy Corp/Tx	3,797	$618,113
DHI	Horton D R Inc /De/	4,204	$605,502
ULTA	Ulta Beauty, Inc.	994	$601,379
TSCO	Tractor Supply Co /De/	11,701	$585,167
PINS	Pinterest, Inc.	22,300	$577,347
NVR	Nvr Inc	72	$525,079
C	Citigroup Inc	4,232	$493,832
INTU	Intuit Inc.	725	$480,254
GWW	W.W. Grainger, Inc.	454	$458,108
NDAQ	Nasdaq, Inc.	4,540	$440,970
SYK	Stryker Corp	1,247	$438,283
CHRW	C. H. Robinson Worldwide, Inc.	2,657	$427,139
PKG	Packaging Corp Of America	2,022	$416,997
IP	International Paper Co /New/	10,542	$415,249
INTC	Intel Corp	11,186	$412,763
CVS	CVS HEALTH Corp	4,937	$391,800
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

164 positions · $285,373,316 total · as of Mar 31, 2026

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

Showing 1–50 of 164 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	97,442	-24,759	$24,729,805	−25.6%	8.67%
NVDA	Nvidia Corp Technology	Reduced	133,552	-1,945	$23,291,468	−7.8%	8.16%
GOOGL	Alphabet Inc. Communication Services	Reduced	52,660	-17,827	$15,142,909	−31.4%	5.31%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	66,934	-29,960	$13,940,344	−37.7%	4.88%
MSFT	Microsoft Corp Technology	Reduced	37,148	-8,478	$13,751,075	−37.7%	4.82%
AVGO	Broadcom Inc. Technology	Reduced	41,863	-1,419	$12,957,017	−13.5%	4.54%
WMT	Walmart Inc. Consumer Defensive	Reduced	83,998	-6,355	$10,439,271	+3.7%	3.66%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	25,558	-752	$7,518,141	−11.3%	2.63%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	7,359	-715	$7,332,728	+5.3%	2.57%
GE	General Electric Co Industrials	Added	20,735	+146	$5,883,970	−7.2%	2.06%
BX	Blackstone Inc. Financial Services	Added	47,671	+290	$5,481,688	−24.9%	1.92%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	11,069	-2,777	$5,304,264	−23.8%	1.86%
SO	Southern Co Utilities	Reduced	47,988	-2,969	$4,631,801	+4.2%	1.62%
QQQ	Invesco Qqq Trust, Series 1	Reduced	7,213	-400	$4,163,199	−11.0%	1.46%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	12,598	-2,746	$4,143,356	−21.5%	1.45%
GEV	GE Vernova Inc. Industrials	Reduced	4,345	-1	$3,792,750	+33.5%	1.33%
GLD	Spdr Gold Trust	Reduced	8,775	-52	$3,775,794	+7.9%	1.32%
SCHW	Schwab Charles Corp Financial Services	Reduced	39,152	-2,248	$3,679,504	−11.0%	1.29%
SPY	Spdr S&P 500 ETF Trust	Added	5,351	+49	$3,479,969	−3.7%	1.22%
XOM	Exxon Mobil Corp Energy	Reduced	18,221	-36,561	$3,091,374	−53.1%	1.08%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	9,031	-1,201	$2,806,744	−10.2%	0.98%
CVX	Chevron Corp Energy	Reduced	13,031	-3,032	$2,696,113	+10.1%	0.94%
JNJ	Johnson & Johnson Healthcare	Reduced	10,594	-3,660	$2,589,597	−12.2%	0.91%
STX	Seagate Technology Holdings plc Technology	Added	6,512	+11	$2,551,141	+42.5%	0.89%
CSCO	Cisco Systems, Inc. Technology	Added	32,751	+133	$2,541,150	+1.1%	0.89%
GS	Goldman Sachs Group Inc Financial Services	Reduced	2,915	-680	$2,466,060	−22.0%	0.86%
V	Visa Inc. Financial Services	Reduced	7,264	-2,800	$2,195,471	−37.8%	0.77%
PLTR	Palantir Technologies Inc. Technology	Reduced	14,850	-326	$2,172,258	−19.5%	0.76%
AMAT	Applied Materials Inc /De Technology	Added	5,743	+265	$1,962,899	+39.4%	0.69%
ABBV	AbbVie Inc. Healthcare	Reduced	8,938	-8,869	$1,943,925	−52.2%	0.68%
KO	Coca Cola Co Consumer Defensive	Reduced	25,049	-4,686	$1,904,976	−8.4%	0.67%
PWR	Quanta Services, Inc. Industrials	Added	3,186	+75	$1,749,177	+33.2%	0.61%
CAT	Caterpillar Inc Industrials	Reduced	2,456	-1,407	$1,739,977	−21.4%	0.61%
APO	Apollo Global Management, Inc. Financial Services	Reduced	14,026	-1,627	$1,562,776	−31.0%	0.55%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	31,928	-10,057	$1,556,490	−32.6%	0.55%
META	Meta Platforms, Inc. Communication Services	Reduced	2,690	-3,509	$1,539,029	−62.4%	0.54%
ITW	Illinois Tool Works Inc Industrials	Reduced	5,880	-663	$1,530,505	−5.0%	0.54%
ARCC	Ares Capital Corp Financial Services	Reduced	84,247	-122,566	$1,518,130	−63.7%	0.53%
LIN	Linde PLC Basic Materials	Reduced	2,986	-942	$1,480,339	−11.6%	0.52%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	2,924	-622	$1,437,233	−30.1%	0.50%
RTX	RTX Corp Industrials	Reduced	7,385	-2,183	$1,424,566	−18.8%	0.50%
SYY	Sysco Corp Consumer Defensive	Reduced	19,361	-1,296	$1,381,020	−9.3%	0.48%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	9,546	-5,619	$1,378,824	−36.6%	0.48%
LMT	Lockheed Martin Corp Industrials	Reduced	2,221	-306	$1,342,350	+9.8%	0.47%
MRK	Merck & Co., Inc. Healthcare	Added	11,103	+365	$1,335,579	+18.2%	0.47%
WMB	Williams Companies, Inc. Energy	Reduced	17,624	-20,674	$1,282,674	−44.3%	0.45%
COP	Conocophillips Energy	Reduced	9,361	-24,149	$1,235,652	−60.6%	0.43%
BXSL	Blackstone Secured Lending Fund Financial Services	Reduced	51,029	-97,029	$1,208,877	−69.0%	0.42%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	12,956	-15,105	$1,195,968	−53.3%	0.42%
MU	Micron Technology Inc Technology	Added	3,397	+145	$1,147,642	+23.6%	0.40%