SEC Form 13F

Marble Wealth, LLC 13F Holdings

Inspect Marble Wealth, LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-08-08T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-08-08
Reported value
$653,267,064
Positions
234

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Step 1 of 3

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
What you should see

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Step 2 of 3

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: 0001951757-26-001167
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

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Disclosed positions

See the complete disclosed positions
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ISHARES TRIVVCORE S&P500 ETF$68,173,47591,033SHNone
VANGUARD INDEX FDSVUGGROWTH ETF$40,200,755466,691SHNone
NVIDIA CORPORATIONNVDACOM$26,208,274130,982SHNone
APPLE INCAAPLCOM$24,747,18585,524SHNone
ISHARES TRIEFACORE MSCI EAFE$23,112,020239,304SHNone
VICTORY PORTFOLIOS IIVFLOSHS FR CA FL ETF$22,166,659484,517SHNone
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$22,092,67732,167SHNone
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$17,083,66772,199SHNone
ALPHABET INCGOOGLCAP STK CL A$16,553,66046,321SHNone
AMAZON COM INCAMZNCOM$16,149,67467,759SHNone
BROADCOM INCAVGOCOM$14,746,28439,037SHNone
ISHARES INCIEMGCORE MSCI EMKT$14,732,249177,840SHNone
MICROSOFT CORPMSFTCOM$13,316,65935,700SHNone
PACER FDS TRCOWZUS CASH COWS 100$12,732,273204,699SHNone
FIDELITY COVINGTON TRUSTFENIENHANCED INTL$11,285,081281,213SHNone
ISHARES TRIJRCORE S&P SCP ETF$11,030,84074,377SHNone
WALMART INCWMTCOM$9,468,81183,602SHNone
JPMORGAN CHASE & COJPMCOM$8,424,93925,738SHNone
ALPHABET INCGOOGCAP STK CL C$7,101,41220,099SHNone
SCHWAB STRATEGIC TRFNDAFUNDAMENTAL US S$7,062,168185,554SHNone
COSTCO WHOLESALE CORPORATIONCOSTCOM$6,901,6427,378SHNone
FIDELITY COVINGTON TRUSTFESMENHANCED SML CAP$6,782,899140,462SHNone
PACER FDS TRCOWGUS LRG CP CASH$6,612,016164,698SHNone
SCHWAB STRATEGIC TRSCHGUS LCAP GR ETF$5,867,995173,404SHNone
BLACKSTONE INCBXCOM$5,621,63947,775SHNone
INVESCO QQQ TRQQQUNIT SER 1$5,569,6127,563SHNone
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$5,516,62111,025SHNone
GE AEROSPACEGECOM NEW$5,372,09414,374SHNone
SCHWAB STRATEGIC TRSCHDUS DIVIDEND EQ$4,511,905142,287SHNone
SOUTHERN COSOCOM$4,509,80147,119SHNone
MICRON TECHNOLOGY INCMUCOM$4,285,6183,713SHNone
HOME DEPOT INCHDCOM$4,191,42311,884SHNone
APPLIED MATLS INCAMATCOM$4,185,8755,790SHNone
INVESCO EXCHANGE TRADED FD TSPGPS&P 500 GARP ETF$4,152,38033,955SHNone
PROSHARES TRNOBLS&P 500 DV ARIST$4,060,45172,301SHNone
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$3,989,3435,342SHNone
SEAGATE TECHNOLOGY HLDNGS PLSTXORD SHS$3,948,3134,092SHNone
INVESCO EXCHANGE TRADED FD TRSPS&P500 EQL WGT$3,906,31818,359SHNone
CISCO SYS INCCSCOCOM$3,877,68533,013SHNone
ISHARES TRUSHYBROAD USD HIGH$3,641,96998,378SHNone
SCHWAB CHARLES CORPSCHWCOM$3,621,19639,246SHNone
VANGUARD SCOTTSDALE FDSVTCTOTAL CORP BND$3,283,41842,753SHNone
SPDR GOLD TRGLDGOLD SHS$3,216,7918,732SHNone
GOLDMAN SACHS GROUP INCGSCOM$3,166,4293,131SHNone
SELECT SECTOR SPDR TRXLVST STR CARE ETF$3,138,63819,782SHNone
FIDELITY MERRIMACK STR TRFBNDTOTAL BD ETF$3,108,07868,324SHNone
BERKSHIRE HATHAWAY INC DELBRK.ACL A$2,995,4004SHNone
SELECT SECTOR SPDR TRXLFST STR FINL ETF$2,931,85454,689SHNone
GE VERNOVA INCGEVCOM$2,825,4202,405SHNone
JOHNSON & JOHNSONJNJCOM$2,694,70510,610SHNone

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.

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