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Marble Wealth, LLC

Q1 2026 13F Holdings

  • Location
    montgomery, AL
  • Num holdings

    222

  • Value ($000)

    $571,388

  • Date Filed
    05/14/2026
  • Form type
    13F-HR
  • CIK
    0002110081
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$58.14M
10 %

89,012

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$32.64M
6 %

74,728

A
AAPL

APPLE INC

COM
037833100
$24.73M
4 %

97,442

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$23.29M
4 %

133,552

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$20.67M
4 %

228,306

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$19.14M
3 %

32,034

V
VFLO

VICTORY PORTFOLIOS II

SHARES FREE CASH
92647X830
$18.4M
3 %

466,127

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$15.14M
3 %

52,660

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$14.82M
3 %

68,917

A
AMZN

AMAZON COM INC

COM
023135106
$13.94M
2 %

66,934

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