Read this manager's filing book
Disclosed positions
Marble Wealth, LLC: source evidence dated 2026-08-08T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IVV
- Class
- CORE S&P500 ETF
- Reported value
- $68,173,475
- Reported amount
- 91,033
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001951757-26-001167Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
Show the table · 50 rows, 7 columns
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| ISHARES TR | IVV | CORE S&P500 ETF | $68,173,475 | 91,033 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $40,200,755 | 466,691 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $26,208,274 | 130,982 | SH | None |
| APPLE INC | AAPL | COM | $24,747,185 | 85,524 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $23,112,020 | 239,304 | SH | None |
| VICTORY PORTFOLIOS II | VFLO | SHS FR CA FL ETF | $22,166,659 | 484,517 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $22,092,677 | 32,167 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $17,083,667 | 72,199 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $16,553,660 | 46,321 | SH | None |
| AMAZON COM INC | AMZN | COM | $16,149,674 | 67,759 | SH | None |
| BROADCOM INC | AVGO | COM | $14,746,284 | 39,037 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $14,732,249 | 177,840 | SH | None |
| MICROSOFT CORP | MSFT | COM | $13,316,659 | 35,700 | SH | None |
| PACER FDS TR | COWZ | US CASH COWS 100 | $12,732,273 | 204,699 | SH | None |
| FIDELITY COVINGTON TRUST | FENI | ENHANCED INTL | $11,285,081 | 281,213 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $11,030,840 | 74,377 | SH | None |
| WALMART INC | WMT | COM | $9,468,811 | 83,602 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $8,424,939 | 25,738 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $7,101,412 | 20,099 | SH | None |
| SCHWAB STRATEGIC TR | FNDA | FUNDAMENTAL US S | $7,062,168 | 185,554 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $6,901,642 | 7,378 | SH | None |
| FIDELITY COVINGTON TRUST | FESM | ENHANCED SML CAP | $6,782,899 | 140,462 | SH | None |
| PACER FDS TR | COWG | US LRG CP CASH | $6,612,016 | 164,698 | SH | None |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $5,867,995 | 173,404 | SH | None |
| BLACKSTONE INC | BX | COM | $5,621,639 | 47,775 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $5,569,612 | 7,563 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $5,516,621 | 11,025 | SH | None |
| GE AEROSPACE | GE | COM NEW | $5,372,094 | 14,374 | SH | None |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $4,511,905 | 142,287 | SH | None |
| SOUTHERN CO | SO | COM | $4,509,801 | 47,119 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $4,285,618 | 3,713 | SH | None |
| HOME DEPOT INC | HD | COM | $4,191,423 | 11,884 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $4,185,875 | 5,790 | SH | None |
| INVESCO EXCHANGE TRADED FD T | SPGP | S&P 500 GARP ETF | $4,152,380 | 33,955 | SH | None |
| PROSHARES TR | NOBL | S&P 500 DV ARIST | $4,060,451 | 72,301 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $3,989,343 | 5,342 | SH | None |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | ORD SHS | $3,948,313 | 4,092 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $3,906,318 | 18,359 | SH | None |
| CISCO SYS INC | CSCO | COM | $3,877,685 | 33,013 | SH | None |
| ISHARES TR | USHY | BROAD USD HIGH | $3,641,969 | 98,378 | SH | None |
| SCHWAB CHARLES CORP | SCHW | COM | $3,621,196 | 39,246 | SH | None |
| VANGUARD SCOTTSDALE FDS | VTC | TOTAL CORP BND | $3,283,418 | 42,753 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $3,216,791 | 8,732 | SH | None |
| GOLDMAN SACHS GROUP INC | GS | COM | $3,166,429 | 3,131 | SH | None |
| SELECT SECTOR SPDR TR | XLV | ST STR CARE ETF | $3,138,638 | 19,782 | SH | None |
| FIDELITY MERRIMACK STR TR | FBND | TOTAL BD ETF | $3,108,078 | 68,324 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $2,995,400 | 4 | SH | None |
| SELECT SECTOR SPDR TR | XLF | ST STR FINL ETF | $2,931,854 | 54,689 | SH | None |
| GE VERNOVA INC | GEV | COM | $2,825,420 | 2,405 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $2,694,705 | 10,610 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.
