Marble Wealth
Latest statistics and disclosures from Marble Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, VUG, AAPL, NVDA, IEFA, and represent 27.91% of Marble Wealth's stock portfolio.
- Added to shares of these 10 stocks: FENI (+$8.6M), FESM, IEMG, BGIG, FBND, IJR, ICSH, JPST, O, AZN.
- Started 17 new stock positions in XLE, O, WDC, EFA, AZN, MINT, JPST, DFUV, APA, FESM. DFAT, BOXX, FENI, CVE, BIL, BGIG, ICSH.
- Reduced shares in these 10 stocks: COWZ (-$8.4M), IEFA (-$7.9M), AAPL (-$6.3M), AMZN (-$6.2M), XOM (-$6.2M), GOOGL (-$5.1M), COWG (-$5.1M), SCHD, GOOG, RSP.
- Sold out of its positions in AMT, AstraZeneca, ADSK, ADP, WRB, BRO, CHRW, CVS, CTRA, CDNS.
- Marble Wealth was a net seller of stock by $-130M.
- Marble Wealth has $571M in assets under management (AUM), dropping by -20.64%.
- Central Index Key (CIK): 0002110081
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Portfolio Holdings for Marble Wealth
Marble Wealth holds 222 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 10.2 | $58M | 89k | 653.21 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 5.7 | $33M | -4% | 75k | 436.79 |
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| Apple (AAPL) | 4.3 | $25M | -20% | 97k | 253.79 |
|
| NVIDIA Corporation (NVDA) | 4.1 | $23M | 134k | 174.40 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 3.6 | $21M | -27% | 228k | 90.53 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.4 | $19M | 32k | 597.55 |
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| Victory Portfolios Ii Shares Free Cash (VFLO) | 3.2 | $18M | -5% | 466k | 39.48 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $15M | -25% | 53k | 287.56 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 2.6 | $15M | -3% | 69k | 215.06 |
|
| Amazon (AMZN) | 2.4 | $14M | -30% | 67k | 208.27 |
|
| Microsoft Corporation (MSFT) | 2.4 | $14M | -18% | 37k | 370.17 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 2.3 | $13M | -39% | 209k | 62.56 |
|
| Broadcom (AVGO) | 2.3 | $13M | -3% | 42k | 309.51 |
|
| Ishares Core Msci Emkt (IEMG) | 2.1 | $12M | +39% | 168k | 69.75 |
|
| Wal-Mart Stores (WMT) | 1.8 | $10M | -7% | 84k | 124.28 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.6 | $8.9M | +7% | 72k | 124.31 |
|
| Fidelity Covington Trust Enhanced Intl (FENI) | 1.5 | $8.6M | NEW | 231k | 37.20 |
|
| JPMorgan Chase & Co. (JPM) | 1.3 | $7.5M | -2% | 26k | 294.16 |
|
| Costco Wholesale Corporation (COST) | 1.3 | $7.3M | -8% | 7.4k | 996.49 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 1.1 | $6.0M | -2% | 186k | 32.43 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $5.9M | -40% | 21k | 286.86 |
|
| Ge Aerospace Com New (GE) | 1.0 | $5.9M | 21k | 283.77 |
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| Pacer Fds Tr Us Lrg Cp Cash (COWG) | 1.0 | $5.7M | -47% | 169k | 33.74 |
|
| Blackstone Group Inc Com Cl A (BX) | 1.0 | $5.5M | 48k | 114.99 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $5.3M | -20% | 11k | 479.20 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.9 | $5.1M | 173k | 29.13 |
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| Southern Company (SO) | 0.8 | $4.6M | -5% | 48k | 96.52 |
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| Fidelity Covington Trust Enhanced Small (FESM) | 0.8 | $4.5M | NEW | 120k | 38.00 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.8 | $4.4M | -50% | 144k | 30.68 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $4.2M | -5% | 7.2k | 577.17 |
|
| Home Depot (HD) | 0.7 | $4.1M | -17% | 13k | 328.89 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.7 | $4.0M | -47% | 38k | 106.01 |
|
| Ge Vernova (GEV) | 0.7 | $3.8M | 4.3k | 872.85 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.7 | $3.8M | 8.8k | 430.30 |
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| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.6 | $3.7M | 35k | 107.62 |
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| Charles Schwab Corporation (SCHW) | 0.6 | $3.7M | -5% | 39k | 93.98 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.6 | $3.6M | -51% | 19k | 191.92 |
|
| Ishares Tr Broad Usd High (USHY) | 0.6 | $3.6M | +7% | 98k | 36.84 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.6 | $3.5M | 5.4k | 650.33 |
|
|
| Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 0.6 | $3.4M | -8% | 45k | 76.83 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $3.1M | -66% | 18k | 169.66 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $2.9M | 4.00 | 718140.00 |
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| McDonald's Corporation (MCD) | 0.5 | $2.8M | -11% | 9.0k | 310.78 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.5 | $2.8M | +35% | 61k | 45.62 |
|
| Chevron Corporation (CVX) | 0.5 | $2.7M | -18% | 13k | 206.90 |
|
| Johnson & Johnson (JNJ) | 0.5 | $2.6M | -25% | 11k | 244.43 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.4 | $2.6M | 6.5k | 391.76 |
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| Cisco Systems (CSCO) | 0.4 | $2.5M | 33k | 77.59 |
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| Goldman Sachs (GS) | 0.4 | $2.5M | -18% | 2.9k | 846.00 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $2.3M | -8% | 35k | 67.53 |
|
| Visa Com Cl A (V) | 0.4 | $2.2M | -27% | 7.3k | 302.24 |
|
| Palantir Technologies Cl A (PLTR) | 0.4 | $2.2M | -2% | 15k | 146.28 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $2.1M | 6.5k | 320.81 |
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| Applied Materials (AMAT) | 0.3 | $2.0M | +4% | 5.7k | 341.80 |
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| Abbvie (ABBV) | 0.3 | $1.9M | -49% | 8.9k | 217.50 |
|
| Coca-Cola Company (KO) | 0.3 | $1.9M | -15% | 25k | 76.05 |
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| Quanta Services (PWR) | 0.3 | $1.7M | +2% | 3.2k | 549.09 |
|
| Caterpillar (CAT) | 0.3 | $1.7M | -36% | 2.5k | 708.42 |
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| Apollo Global Mgmt (APO) | 0.3 | $1.6M | -10% | 14k | 111.42 |
|
| Bank of America Corporation (BAC) | 0.3 | $1.6M | -23% | 32k | 48.75 |
|
| Meta Platforms Cl A (META) | 0.3 | $1.5M | -56% | 2.7k | 572.07 |
|
| Illinois Tool Works (ITW) | 0.3 | $1.5M | -10% | 5.9k | 260.28 |
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| Ares Capital Corporation (ARCC) | 0.3 | $1.5M | -59% | 84k | 18.02 |
|
| Linde SHS (LIN) | 0.3 | $1.5M | -23% | 3.0k | 495.75 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $1.4M | -17% | 2.9k | 491.59 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.4M | -22% | 7.4k | 192.89 |
|
| Kla Corp Com New (KLAC) | 0.2 | $1.4M | +3% | 954.00 | 1472.08 |
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| SYSCO Corporation (SYY) | 0.2 | $1.4M | -6% | 19k | 71.33 |
|
| Procter & Gamble Company (PG) | 0.2 | $1.4M | -37% | 9.5k | 144.45 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $1.3M | -12% | 2.2k | 604.32 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $1.3M | 12k | 108.99 |
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| Merck & Co (MRK) | 0.2 | $1.3M | +3% | 11k | 120.29 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.2 | $1.3M | +26% | 65k | 20.41 |
|
| Williams Companies (WMB) | 0.2 | $1.3M | -53% | 18k | 72.78 |
|
| ConocoPhillips (COP) | 0.2 | $1.2M | -72% | 9.4k | 132.00 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $1.2M | -27% | 3.1k | 390.36 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.2 | $1.2M | -65% | 51k | 23.69 |
|
| O'reilly Automotive (ORLY) | 0.2 | $1.2M | -53% | 13k | 92.31 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $1.2M | -2% | 14k | 82.57 |
|
| Micron Technology (MU) | 0.2 | $1.1M | +4% | 3.4k | 337.89 |
|
| American Express Company (AXP) | 0.2 | $1.1M | -19% | 3.7k | 302.48 |
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| Abbott Laboratories (ABT) | 0.2 | $1.1M | -21% | 10k | 102.67 |
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| EOG Resources (EOG) | 0.2 | $1.1M | -54% | 7.3k | 144.57 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $1.1M | +5% | 4.9k | 213.67 |
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| Etf Ser Solutions Bahl & Gaynor In (BGIG) | 0.2 | $1.1M | NEW | 32k | 33.26 |
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| Tesla Motors (TSLA) | 0.2 | $1.0M | 2.8k | 371.76 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $1.0M | -12% | 7.9k | 130.94 |
|
| L3harris Technologies (LHX) | 0.2 | $1.0M | -9% | 2.9k | 345.19 |
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| Globe Life (GL) | 0.2 | $1.0M | 7.3k | 139.18 |
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| Regions Financial Corporation (RF) | 0.2 | $1.0M | +2% | 39k | 26.12 |
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| Emerson Electric (EMR) | 0.2 | $1.0M | -9% | 7.7k | 131.02 |
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| Eli Lilly & Co. (LLY) | 0.2 | $1000k | -52% | 1.1k | 919.61 |
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| Vulcan Materials Company (VMC) | 0.2 | $983k | 3.6k | 272.28 |
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| Church & Dwight (CHD) | 0.2 | $982k | -3% | 11k | 93.32 |
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| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.2 | $934k | -2% | 18k | 52.85 |
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| Travelers Companies (TRV) | 0.2 | $917k | -10% | 3.1k | 291.72 |
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| EQT Corporation (EQT) | 0.2 | $914k | -7% | 14k | 63.64 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $912k | -8% | 7.7k | 118.63 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $881k | -12% | 15k | 57.64 |
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| Schwab Strategic Tr Fundamental Us B (FNDB) | 0.2 | $877k | +2% | 32k | 27.20 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $868k | 12k | 75.10 |
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| UnitedHealth (UNH) | 0.1 | $854k | -37% | 3.2k | 270.57 |
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| Morgan Stanley Com New (MS) | 0.1 | $832k | -28% | 5.1k | 164.58 |
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| Norfolk Southern (NSC) | 0.1 | $821k | -11% | 2.9k | 286.99 |
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| Rockwell Automation (ROK) | 0.1 | $815k | -7% | 2.3k | 358.88 |
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| Arista Networks Com Shs (ANET) | 0.1 | $794k | 6.5k | 122.77 |
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| Booking Holdings (BKNG) | 0.1 | $791k | -24% | 188.00 | 4205.06 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $787k | 7.4k | 106.15 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $779k | +8% | 13k | 58.78 |
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| Waste Management (WM) | 0.1 | $746k | -14% | 3.2k | 229.82 |
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| Diamondback Energy (FANG) | 0.1 | $701k | -27% | 3.5k | 197.81 |
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| Ameriprise Financial (AMP) | 0.1 | $692k | -8% | 1.6k | 444.35 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $689k | -26% | 30k | 22.91 |
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| Lamar Advertising Cl A (LAMR) | 0.1 | $681k | 5.4k | 126.67 |
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| TJX Companies (TJX) | 0.1 | $666k | -29% | 4.2k | 159.71 |
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| Oracle Corporation (ORCL) | 0.1 | $635k | -38% | 4.3k | 147.13 |
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| Aptar (ATR) | 0.1 | $630k | 5.0k | 126.02 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $617k | 4.3k | 142.42 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $613k | -75% | 7.0k | 88.15 |
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| Wells Fargo & Company (WFC) | 0.1 | $604k | -41% | 7.6k | 79.61 |
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| Colgate-Palmolive Company (CL) | 0.1 | $599k | -25% | 7.0k | 85.23 |
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| Nextera Energy (NEE) | 0.1 | $597k | -34% | 6.4k | 92.88 |
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| Labcorp Holdings Com Shs (LH) | 0.1 | $597k | -6% | 2.2k | 266.81 |
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| Koppers Holdings (KOP) | 0.1 | $584k | 15k | 38.68 |
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| CSX Corporation (CSX) | 0.1 | $577k | -16% | 14k | 41.05 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $574k | 5.7k | 100.17 |
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| Hca Holdings (HCA) | 0.1 | $559k | -19% | 1.2k | 473.33 |
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| Blackrock (BLK) | 0.1 | $541k | -28% | 563.00 | 961.11 |
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| Philip Morris International (PM) | 0.1 | $528k | -39% | 3.2k | 165.36 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $510k | -34% | 1.1k | 460.93 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $496k | -57% | 993.00 | 499.45 |
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| Qualcomm (QCOM) | 0.1 | $491k | -43% | 3.8k | 128.79 |
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| Pepsi (PEP) | 0.1 | $491k | 3.2k | 155.28 |
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| Sherwin-Williams Company (SHW) | 0.1 | $487k | -15% | 1.5k | 320.65 |
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| Victory Portfolios Ii Vcshs Us 500 Vol (CFA) | 0.1 | $478k | 5.2k | 91.48 |
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| Servisfirst Bancshares (SFBS) | 0.1 | $472k | +18% | 6.5k | 72.83 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $466k | 3.5k | 132.91 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $455k | +214% | 1.9k | 243.10 |
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| Nucor Corporation (NUE) | 0.1 | $448k | -18% | 2.6k | 169.12 |
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| Netflix (NFLX) | 0.1 | $437k | -60% | 4.5k | 96.14 |
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| Occidental Petroleum Corporation (OXY) | 0.1 | $436k | -11% | 6.7k | 65.00 |
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| Deere & Company (DE) | 0.1 | $433k | -34% | 769.00 | 563.28 |
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| Advanced Micro Devices (AMD) | 0.1 | $426k | -54% | 2.1k | 203.42 |
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| Phillips 66 (PSX) | 0.1 | $423k | -81% | 2.3k | 182.18 |
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| Johnson Controls Internation SHS (JCI) | 0.1 | $417k | -24% | 3.2k | 130.96 |
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| Gray Television (GTN) | 0.1 | $409k | 94k | 4.34 |
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| Union Pacific Corporation (UNP) | 0.1 | $406k | -33% | 1.7k | 242.69 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.1 | $402k | 1.4k | 295.23 |
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| Fs Kkr Capital Corp (FSK) | 0.1 | $402k | -62% | 40k | 10.18 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $401k | -31% | 448.00 | 895.31 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.1 | $400k | NEW | 7.9k | 50.62 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $400k | NEW | 7.9k | 50.61 |
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| Te Connectivity Ord Shs (TEL) | 0.1 | $399k | -19% | 1.9k | 209.03 |
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| Verizon Communications (VZ) | 0.1 | $396k | -79% | 7.9k | 50.20 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $389k | -14% | 911.00 | 426.49 |
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| American Electric Power Company (AEP) | 0.1 | $388k | -23% | 3.0k | 131.09 |
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| Metropcs Communications (TMUS) | 0.1 | $384k | -29% | 1.8k | 210.02 |
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| Reinsurance Group Amer Com New (RGA) | 0.1 | $382k | 1.9k | 204.12 |
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| Mid-America Apartment (MAA) | 0.1 | $362k | -6% | 3.0k | 122.11 |
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| Danaher Corporation (DHR) | 0.1 | $360k | 1.9k | 189.58 |
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| Palo Alto Networks (PANW) | 0.1 | $359k | -31% | 2.2k | 160.34 |
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| Realty Income (O) | 0.1 | $358k | NEW | 5.8k | 61.18 |
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| Amgen (AMGN) | 0.1 | $357k | -46% | 1.0k | 351.74 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $354k | -13% | 5.2k | 68.14 |
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| Honeywell International (HON) | 0.1 | $348k | -42% | 1.5k | 226.08 |
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| Walt Disney Company (DIS) | 0.1 | $347k | -45% | 3.6k | 96.38 |
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| MercadoLibre (MELI) | 0.1 | $346k | 200.00 | 1729.02 |
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| Analog Devices (ADI) | 0.1 | $342k | -41% | 1.1k | 318.16 |
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| At&t (T) | 0.1 | $342k | -84% | 12k | 28.99 |
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| Monster Beverage Corp (MNST) | 0.1 | $341k | -14% | 4.7k | 72.46 |
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| Cme (CME) | 0.1 | $330k | -32% | 1.1k | 295.33 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $330k | +6% | 2.2k | 146.62 |
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| Astrazeneca Ord (AZN) | 0.1 | $324k | NEW | 1.6k | 197.17 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $318k | +7% | 3.8k | 82.75 |
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| Construction Partners Com Cl A (ROAD) | 0.1 | $317k | -2% | 2.9k | 111.11 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $315k | NEW | 3.2k | 97.13 |
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| Target Corporation (TGT) | 0.1 | $311k | 2.6k | 121.19 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $308k | -73% | 5.2k | 59.03 |
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| Bristol Myers Squibb (BMY) | 0.1 | $306k | -41% | 5.0k | 60.65 |
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| eBay (EBAY) | 0.1 | $301k | -12% | 3.3k | 91.02 |
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| AmerisourceBergen (COR) | 0.1 | $300k | -22% | 955.00 | 313.98 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $294k | 9.6k | 30.50 |
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| Howmet Aerospace (HWM) | 0.1 | $291k | 1.3k | 230.44 |
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| Altria (MO) | 0.1 | $290k | -44% | 4.4k | 65.99 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $288k | 4.1k | 70.92 |
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| M&T Bank Corporation (MTB) | 0.0 | $284k | -75% | 1.4k | 206.69 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $283k | 2.5k | 113.13 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $281k | 3.0k | 92.75 |
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| Gilead Sciences (GILD) | 0.0 | $272k | -79% | 2.0k | 139.37 |
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| Amphenol Corp Cl A (APH) | 0.0 | $269k | 2.1k | 126.35 |
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| Chubb (CB) | 0.0 | $267k | -41% | 819.00 | 325.87 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $261k | 5.0k | 52.54 |
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| Western Digital (WDC) | 0.0 | $259k | NEW | 958.00 | 270.42 |
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| Pinnacle West Capital Corporation (PNW) | 0.0 | $256k | -6% | 2.5k | 100.75 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $253k | -43% | 8.8k | 28.71 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $248k | NEW | 4.1k | 61.26 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $246k | NEW | 2.4k | 100.57 |
|
| Targa Res Corp (TRGP) | 0.0 | $243k | -22% | 968.00 | 250.82 |
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| U Haul Holding Company Com Ser N (UHAL.B) | 0.0 | $241k | +13% | 5.4k | 44.67 |
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| Entergy Corporation (ETR) | 0.0 | $235k | -18% | 2.1k | 112.37 |
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| Progressive Corporation (PGR) | 0.0 | $233k | -41% | 1.2k | 198.28 |
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| Cenovus Energy (CVE) | 0.0 | $233k | NEW | 8.8k | 26.53 |
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| Boston Scientific Corporation (BSX) | 0.0 | $231k | -38% | 3.7k | 62.75 |
|
| PNC Financial Services (PNC) | 0.0 | $231k | -54% | 1.1k | 208.02 |
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| Enbridge (ENB) | 0.0 | $228k | 4.2k | 54.15 |
|
|
| Lowe's Companies (LOW) | 0.0 | $224k | -48% | 948.00 | 236.21 |
|
| Apa Corporation (APA) | 0.0 | $222k | NEW | 5.2k | 42.44 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $216k | -31% | 186.00 | 1159.72 |
|
| International Business Machines (IBM) | 0.0 | $214k | -90% | 884.00 | 242.38 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.0 | $214k | NEW | 2.3k | 91.64 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $213k | -56% | 1.1k | 194.21 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $211k | 3.3k | 64.09 |
|
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.0 | $209k | NEW | 1.8k | 116.29 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $208k | -46% | 467.00 | 446.14 |
|
| Constellation Energy (CEG) | 0.0 | $208k | -40% | 744.00 | 279.39 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $206k | NEW | 4.2k | 48.45 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $204k | NEW | 3.3k | 62.45 |
|
| First Us Bancshares (FUSB) | 0.0 | $196k | -16% | 13k | 15.30 |
|
| Valley National Ban (VLY) | 0.0 | $163k | 13k | 12.28 |
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| Ford Motor Company (F) | 0.0 | $161k | -33% | 14k | 11.54 |
|
| United Ins Hldgs (ACIC) | 0.0 | $125k | +6% | 11k | 11.25 |
|
| Medical Properties Trust (MPT) | 0.0 | $73k | -15% | 16k | 4.63 |
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Past Filings by Marble Wealth
SEC 13F filings are viewable for Marble Wealth going back to 2025
- Marble Wealth 2026 Q1 filed May 14, 2026
- Marble Wealth 2025 Q4 filed Feb. 10, 2026