Marble Wealth
Latest statistics and disclosures from Marble Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, VUG, NVDA, AAPL, IEFA, and represent 27.93% of Marble Wealth's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$34M), XLF, XLV, XLP, FENI, NOBL, KLAC, IVV, XLU, IEFA.
- Started 22 new stock positions in VO, MTUM, OEF, CGDV, STRL, XLF, RBC, PHM, XLB, ETN. XLY, WPM, SNDK, DFAS, KMI, TSM, CVS, XLU, XLP, ALKS, INTC, BE.
- Reduced shares in these 10 stocks: AAPL, GE, STX, GEV, GOOGL, AVGO, , ANET, MSFT, NVDA.
- Sold out of its positions in APA, BSX, CVE, CMCSA, CEG, EQT, FSK, FUSB, Honeywell International, LOW.
- Marble Wealth was a net buyer of stock by $44M.
- Marble Wealth has $653M in assets under management (AUM), dropping by 14.33%.
- Central Index Key (CIK): 0002110081
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Portfolio Holdings for Marble Wealth
Marble Wealth holds 234 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 10.4 | $68M | +2% | 91k | 748.89 |
|
| Vanguard Index Fds Growth Etf (VUG) | 6.2 | $40M | +524% | 467k | 86.14 |
|
| NVIDIA Corporation (NVDA) | 4.0 | $26M | 131k | 200.09 |
|
|
| Apple (AAPL) | 3.8 | $25M | -12% | 86k | 289.36 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 3.5 | $23M | +4% | 239k | 96.58 |
|
| Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO) | 3.4 | $22M | +3% | 485k | 45.75 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.4 | $22M | 32k | 686.81 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 2.6 | $17M | +4% | 72k | 236.62 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $17M | -12% | 46k | 357.37 |
|
| Amazon (AMZN) | 2.5 | $16M | 68k | 238.34 |
|
|
| Broadcom (AVGO) | 2.3 | $15M | -6% | 39k | 377.75 |
|
| Ishares Core Msci Emkt (IEMG) | 2.3 | $15M | +5% | 178k | 82.84 |
|
| Microsoft Corporation (MSFT) | 2.0 | $13M | -3% | 36k | 373.02 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 1.9 | $13M | 205k | 62.20 |
|
|
| Fidelity Covington Trust Enhanced Intl (FENI) | 1.7 | $11M | +21% | 281k | 40.13 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.7 | $11M | +3% | 74k | 148.31 |
|
| Wal-Mart Stores (WMT) | 1.4 | $9.5M | 84k | 113.26 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.3 | $8.4M | 26k | 327.33 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $7.1M | -2% | 20k | 353.32 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 1.1 | $7.1M | 186k | 38.06 |
|
|
| Costco Wholesale Corporation (COST) | 1.1 | $6.9M | 7.4k | 935.44 |
|
|
| Fidelity Covington Trust Enhanced Sml Cap (FESM) | 1.0 | $6.8M | +17% | 141k | 48.29 |
|
| Pacer Fds Tr Us Lrg Cp Cash (COWG) | 1.0 | $6.6M | -2% | 165k | 40.15 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.9 | $5.9M | 173k | 33.84 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.9 | $5.6M | 48k | 117.67 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $5.6M | +4% | 7.6k | 736.43 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $5.5M | 11k | 500.37 |
|
|
| Ge Aerospace Com New (GE) | 0.8 | $5.4M | -30% | 14k | 373.74 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.7 | $4.5M | 142k | 31.71 |
|
|
| Southern Company (SO) | 0.7 | $4.5M | 47k | 95.71 |
|
|
| Micron Technology (MU) | 0.7 | $4.3M | +9% | 3.7k | 1154.22 |
|
| Home Depot (HD) | 0.6 | $4.2M | -5% | 12k | 352.69 |
|
| Applied Materials (AMAT) | 0.6 | $4.2M | 5.8k | 722.95 |
|
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.6 | $4.2M | 34k | 122.29 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.6 | $4.1M | +90% | 72k | 56.16 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.6 | $4.0M | 5.3k | 746.79 |
|
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.6 | $3.9M | -37% | 4.1k | 964.89 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.6 | $3.9M | -2% | 18k | 212.77 |
|
| Cisco Systems (CSCO) | 0.6 | $3.9M | 33k | 117.46 |
|
|
| Ishares Tr Broad Usd High (USHY) | 0.6 | $3.6M | 98k | 37.02 |
|
|
| Charles Schwab Corporation (SCHW) | 0.6 | $3.6M | 39k | 92.27 |
|
|
| Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 0.5 | $3.3M | -4% | 43k | 76.80 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $3.2M | 8.7k | 368.39 |
|
|
| Goldman Sachs (GS) | 0.5 | $3.2M | +7% | 3.1k | 1011.32 |
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.5 | $3.1M | +779% | 20k | 158.66 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.5 | $3.1M | +11% | 68k | 45.49 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $3.0M | 4.00 | 748850.00 |
|
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.4 | $2.9M | NEW | 55k | 53.61 |
|
| Ge Vernova (GEV) | 0.4 | $2.8M | -44% | 2.4k | 1174.81 |
|
| Johnson & Johnson (JNJ) | 0.4 | $2.7M | 11k | 253.98 |
|
|
| Caterpillar (CAT) | 0.4 | $2.6M | 2.5k | 1064.95 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $2.6M | -2% | 34k | 77.11 |
|
| Quanta Services (PWR) | 0.4 | $2.5M | +9% | 3.5k | 720.06 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $2.5M | 18k | 136.72 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $2.5M | +3% | 6.7k | 370.05 |
|
| Visa Com Cl A (V) | 0.4 | $2.4M | -2% | 7.1k | 343.09 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $2.4M | 3.1k | 763.07 |
|
|
| McDonald's Corporation (MCD) | 0.4 | $2.3M | -6% | 8.5k | 270.30 |
|
| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.3 | $2.2M | NEW | 27k | 83.07 |
|
| Chevron Corporation (CVX) | 0.3 | $2.2M | 13k | 165.76 |
|
|
| Abbvie (ABBV) | 0.3 | $2.2M | -3% | 8.7k | 251.64 |
|
| Coca-Cola Company (KO) | 0.3 | $2.0M | 25k | 81.27 |
|
|
| Bank of America Corporation (BAC) | 0.3 | $1.9M | 33k | 56.98 |
|
|
| Kla Corp Com New (KLAC) | 0.3 | $1.8M | +537% | 6.1k | 301.73 |
|
| Lam Research Corp Com New (LRCX) | 0.3 | $1.8M | -17% | 4.1k | 433.31 |
|
| Apollo Global Mgmt (APO) | 0.3 | $1.7M | 14k | 118.31 |
|
|
| Meta Platforms Cl A (META) | 0.3 | $1.7M | +9% | 2.9k | 563.25 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $1.6M | +21% | 1.3k | 1199.75 |
|
| Illinois Tool Works (ITW) | 0.2 | $1.6M | 5.9k | 270.46 |
|
|
| SYSCO Corporation (SYY) | 0.2 | $1.6M | -3% | 19k | 83.58 |
|
| Linde SHS (LIN) | 0.2 | $1.5M | 3.0k | 518.89 |
|
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.2 | $1.5M | +12% | 73k | 20.37 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $1.4M | +2% | 7.6k | 189.72 |
|
| Procter & Gamble Company (PG) | 0.2 | $1.4M | 9.7k | 146.63 |
|
|
| Ares Capital Corporation (ARCC) | 0.2 | $1.4M | -9% | 77k | 18.53 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $1.4M | -3% | 2.8k | 501.28 |
|
| Merck & Co (MRK) | 0.2 | $1.4M | -3% | 11k | 128.51 |
|
| Williams Companies (WMB) | 0.2 | $1.3M | +2% | 18k | 74.34 |
|
| UnitedHealth (UNH) | 0.2 | $1.3M | 3.2k | 415.68 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $1.3M | -23% | 11k | 116.67 |
|
| Globe Life (GL) | 0.2 | $1.3M | 7.3k | 178.69 |
|
|
| American Express Company (AXP) | 0.2 | $1.3M | +2% | 3.8k | 338.26 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $1.2M | +9% | 2.4k | 509.56 |
|
| Advanced Micro Devices (AMD) | 0.2 | $1.2M | 2.1k | 580.81 |
|
|
| O'reilly Automotive (ORLY) | 0.2 | $1.2M | 13k | 92.09 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $1.2M | -12% | 11k | 109.07 |
|
| Tesla Motors (TSLA) | 0.2 | $1.2M | -2% | 2.7k | 420.63 |
|
| Regions Financial Corporation (RF) | 0.2 | $1.1M | -2% | 38k | 30.20 |
|
| Etf Ser Solutions Bahl Ga Grow Etf (BGIG) | 0.2 | $1.1M | 32k | 35.89 |
|
|
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.2 | $1.1M | NEW | 25k | 45.34 |
|
| Rockwell Automation (ROK) | 0.2 | $1.1M | 2.2k | 495.13 |
|
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| Emerson Electric (EMR) | 0.2 | $1.1M | 7.7k | 143.15 |
|
|
| Vulcan Materials Company (VMC) | 0.2 | $1.1M | +2% | 3.7k | 295.02 |
|
| Morgan Stanley Com New (MS) | 0.2 | $1.1M | 5.1k | 209.03 |
|
|
| Travelers Companies (TRV) | 0.2 | $1.0M | 3.2k | 330.09 |
|
|
| Church & Dwight (CHD) | 0.2 | $1.0M | 11k | 96.88 |
|
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| Blackstone Secd Lending Common Stock (BXSL) | 0.2 | $1.0M | -16% | 43k | 23.71 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $1.0M | 8.0k | 126.58 |
|
|
| Schwab Strategic Tr Fundamental Us B (FNDB) | 0.2 | $993k | 33k | 30.46 |
|
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.2 | $991k | +360% | 19k | 53.11 |
|
| ConocoPhillips (COP) | 0.2 | $980k | 9.4k | 103.96 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $969k | 12k | 83.75 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $968k | -16% | 12k | 82.11 |
|
| EOG Resources (EOG) | 0.1 | $955k | 7.4k | 129.74 |
|
|
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.1 | $900k | -4% | 17k | 53.19 |
|
| Norfolk Southern (NSC) | 0.1 | $896k | 2.8k | 314.62 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $885k | -5% | 9.8k | 90.74 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $880k | 7.7k | 114.19 |
|
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $880k | 15k | 57.84 |
|
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| L3harris Technologies (LHX) | 0.1 | $866k | 3.0k | 290.62 |
|
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| Lamar Advertising Cl A (LAMR) | 0.1 | $842k | 5.4k | 155.98 |
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| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.1 | $834k | NEW | 7.1k | 117.27 |
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| Booking Holdings (BKNG) | 0.1 | $830k | +2377% | 4.7k | 178.24 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $825k | 13k | 62.89 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $793k | 7.4k | 107.61 |
|
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| Palo Alto Networks (PANW) | 0.1 | $767k | 2.3k | 341.06 |
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| Sandisk Corp (SNDK) | 0.1 | $726k | NEW | 319.00 | 2274.96 |
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| Ameriprise Financial (AMP) | 0.1 | $716k | 1.6k | 458.79 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $713k | 4.3k | 164.26 |
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| Waste Management (WM) | 0.1 | $711k | 3.2k | 222.86 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $682k | -2% | 5.6k | 121.42 |
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| Koppers Holdings (KOP) | 0.1 | $677k | 15k | 44.90 |
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| CSX Corporation (CSX) | 0.1 | $669k | 14k | 47.53 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $669k | 3.5k | 190.50 |
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| TJX Companies (TJX) | 0.1 | $661k | +4% | 4.4k | 151.51 |
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| Intel Corporation (INTC) | 0.1 | $657k | NEW | 4.7k | 139.62 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.1 | $656k | +64% | 13k | 50.58 |
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| Oracle Corporation (ORCL) | 0.1 | $634k | 4.3k | 146.55 |
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| Labcorp Holdings Com Shs (LH) | 0.1 | $628k | 2.2k | 280.00 |
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| Aptar (ATR) | 0.1 | $626k | 5.0k | 125.20 |
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| Qualcomm (QCOM) | 0.1 | $624k | -11% | 3.4k | 184.79 |
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| Wells Fargo & Company (WFC) | 0.1 | $615k | 7.4k | 82.64 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $610k | -10% | 27k | 22.78 |
|
| Diamondback Energy (FANG) | 0.1 | $609k | -2% | 3.5k | 175.76 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $606k | +51% | 12k | 50.57 |
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| Nucor Corporation (NUE) | 0.1 | $600k | 2.7k | 222.78 |
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| Philip Morris International (PM) | 0.1 | $585k | 3.2k | 180.90 |
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| Select Sector Spdr Tr St Str Mater Etf (XLB) | 0.1 | $577k | NEW | 11k | 50.83 |
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| Nextera Energy (NEE) | 0.1 | $564k | 6.4k | 87.77 |
|
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| Blackrock (BLK) | 0.1 | $533k | 555.00 | 961.03 |
|
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| Colgate-Palmolive Company (CL) | 0.1 | $520k | -19% | 5.7k | 91.68 |
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| Bloom Energy Corp Com Cl A (BE) | 0.1 | $518k | NEW | 1.7k | 302.76 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $508k | -3% | 6.7k | 75.51 |
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| Monster Beverage Corp (MNST) | 0.1 | $496k | +9% | 5.2k | 96.13 |
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| Deere & Company (DE) | 0.1 | $493k | 777.00 | 634.31 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $484k | +327% | 3.9k | 124.19 |
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| Servisfirst Bancshares (SFBS) | 0.1 | $478k | -15% | 5.5k | 86.75 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $469k | -8% | 913.00 | 513.42 |
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| Johnson Controls Internation SHS (JCI) | 0.1 | $466k | 3.2k | 146.10 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.1 | $465k | +120% | 4.0k | 117.09 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.1 | $463k | 1.4k | 338.72 |
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| Hca Holdings (HCA) | 0.1 | $461k | 1.2k | 389.89 |
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| Analog Devices (ADI) | 0.1 | $448k | +4% | 1.1k | 397.33 |
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| Union Pacific Corporation (UNP) | 0.1 | $446k | 1.6k | 272.05 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $443k | 453.00 | 977.80 |
|
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| Intuitive Surgical Com New (ISRG) | 0.1 | $440k | 1.1k | 397.63 |
|
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| Sherwin-Williams Company (SHW) | 0.1 | $439k | -16% | 1.3k | 344.30 |
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| Pepsi (PEP) | 0.1 | $428k | 3.2k | 135.41 |
|
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| Mid-America Apartment (MAA) | 0.1 | $408k | 2.9k | 138.93 |
|
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| American Electric Power Company (AEP) | 0.1 | $407k | 3.0k | 136.79 |
|
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $406k | NEW | 1.2k | 342.90 |
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| Reinsurance Group Amer Com New (RGA) | 0.1 | $398k | 1.9k | 212.60 |
|
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| Phillips 66 (PSX) | 0.1 | $398k | 2.4k | 169.03 |
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| Amgen (AMGN) | 0.1 | $390k | +6% | 1.1k | 362.18 |
|
| Te Connectivity Ord Shs (TEL) | 0.1 | $386k | 1.9k | 201.59 |
|
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| Amphenol Corp Cl A (APH) | 0.1 | $383k | +2% | 2.2k | 176.30 |
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| Gray Television (GTN) | 0.1 | $376k | 95k | 3.97 |
|
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| Arista Networks Com Shs (ANET) | 0.1 | $373k | -66% | 2.2k | 169.86 |
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| eBay (EBAY) | 0.1 | $370k | 3.3k | 111.76 |
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| Realty Income (O) | 0.1 | $362k | 5.8k | 61.96 |
|
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| Danaher Corporation (DHR) | 0.1 | $355k | 1.9k | 190.47 |
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| Construction Partners Com Cl A (ROAD) | 0.1 | $353k | +4% | 3.0k | 118.76 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $346k | -9% | 1.7k | 205.04 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $345k | 2.5k | 137.51 |
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| MercadoLibre (MELI) | 0.1 | $341k | 201.00 | 1697.39 |
|
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $337k | 3.2k | 103.87 |
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| Walt Disney Company (DIS) | 0.1 | $337k | -2% | 3.5k | 96.24 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $336k | +2% | 1.1k | 298.01 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $334k | 9.6k | 34.81 |
|
|
| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 0.1 | $333k | 4.1k | 81.95 |
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| Netflix (NFLX) | 0.1 | $331k | 4.6k | 71.39 |
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| M&T Bank Corporation (MTB) | 0.1 | $329k | 1.4k | 238.08 |
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| Howmet Aerospace (HWM) | 0.1 | $328k | -3% | 1.2k | 268.95 |
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| Occidental Petroleum Corporation (OXY) | 0.0 | $326k | 6.7k | 48.57 |
|
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| Verizon Communications (VZ) | 0.0 | $326k | -2% | 7.7k | 42.34 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $321k | 3.9k | 82.65 |
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| Target Corporation (TGT) | 0.0 | $321k | -4% | 2.5k | 130.63 |
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| Altria (MO) | 0.0 | $320k | 4.4k | 71.94 |
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| Astrazeneca Ord (AZN) | 0.0 | $312k | 1.6k | 189.57 |
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| U Haul Holding Company Com Ser N (UHAL.B) | 0.0 | $311k | 5.4k | 57.70 |
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| Bristol Myers Squibb (BMY) | 0.0 | $309k | +6% | 5.4k | 57.62 |
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| Victory Portfolios Ii Vcshs Us 500 Vol (CFA) | 0.0 | $304k | -41% | 3.1k | 98.81 |
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| Metropcs Communications (TMUS) | 0.0 | $298k | -2% | 1.8k | 167.72 |
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| Ishares Tr Msci Usa Min Etf (USMV) | 0.0 | $293k | 3.0k | 96.46 |
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| Gilead Sciences (GILD) | 0.0 | $292k | +18% | 2.3k | 126.34 |
|
| Western Digital (WDC) | 0.0 | $287k | -53% | 449.00 | 638.20 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $283k | 5.3k | 53.47 |
|
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $280k | 5.0k | 56.52 |
|
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| CVS Caremark Corporation (CVS) | 0.0 | $278k | NEW | 2.7k | 103.45 |
|
| Sterling Construction Company (STRL) | 0.0 | $276k | NEW | 329.00 | 839.36 |
|
| Capital Group Dividend Value Shs Creat Unit (CGDV) | 0.0 | $276k | NEW | 5.6k | 49.28 |
|
| PNC Financial Services (PNC) | 0.0 | $275k | 1.1k | 246.27 |
|
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| Pinnacle West Capital Corporation (PNW) | 0.0 | $274k | 2.6k | 107.00 |
|
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| AmerisourceBergen (COR) | 0.0 | $271k | 956.00 | 282.98 |
|
|
| Chubb (CB) | 0.0 | $265k | -4% | 779.00 | 340.66 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $265k | NEW | 554.00 | 477.87 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $264k | 5.2k | 51.05 |
|
|
| Targa Res Corp (TRGP) | 0.0 | $260k | 969.00 | 268.25 |
|
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $254k | +3% | 2.5k | 100.80 |
|
| Progressive Corporation (PGR) | 0.0 | $254k | 1.2k | 218.39 |
|
|
| Alkermes SHS (ALKS) | 0.0 | $254k | NEW | 4.8k | 52.40 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $247k | 185.00 | 1332.37 |
|
|
| Cme (CME) | 0.0 | $244k | 1.1k | 220.80 |
|
|
| International Business Machines (IBM) | 0.0 | $242k | -2% | 862.00 | 281.24 |
|
| At&t (T) | 0.0 | $242k | 12k | 20.70 |
|
|
| Entergy Corporation (ETR) | 0.0 | $242k | 2.1k | 114.86 |
|
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $239k | NEW | 2.1k | 112.33 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $237k | +2% | 477.00 | 496.29 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $236k | 3.3k | 71.24 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $233k | 4.2k | 55.00 |
|
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $229k | 3.3k | 69.90 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $221k | NEW | 2.7k | 82.33 |
|
| Pulte (PHM) | 0.0 | $220k | NEW | 1.6k | 137.22 |
|
| Kinder Morgan (KMI) | 0.0 | $218k | NEW | 6.8k | 31.97 |
|
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.0 | $215k | 2.4k | 91.62 |
|
|
| RBC Bearings Incorporated (RBC) | 0.0 | $213k | NEW | 331.00 | 644.06 |
|
| Enbridge (ENB) | 0.0 | $212k | -7% | 3.9k | 54.21 |
|
| Eaton Corp SHS (ETN) | 0.0 | $211k | NEW | 494.00 | 426.15 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $210k | NEW | 575.00 | 365.65 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $205k | NEW | 2.5k | 80.58 |
|
| Valley National Ban (VLY) | 0.0 | $196k | 13k | 14.65 |
|
|
| Ford Motor Company (F) | 0.0 | $196k | 14k | 13.90 |
|
|
| United Ins Hldgs (ACIC) | 0.0 | $123k | 11k | 11.10 |
|
|
| Medical Properties Trust (MPT) | 0.0 | $73k | 16k | 4.62 |
|
Past Filings by Marble Wealth
SEC 13F filings are viewable for Marble Wealth going back to 2025
- Marble Wealth 2026 Q2 filed Aug. 7, 2026
- Marble Wealth 2026 Q1 filed May 14, 2026
- Marble Wealth 2025 Q4 filed Feb. 10, 2026