Marble Wealth, LLC 13F Holdings · Q2 2026
Marble Wealth, LLC reported 234 securities worth $653.27M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (10.44%), VUG (6.15%), NVDA (4.01%). Among its top 25 positions this quarter: 15 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $68.2M | 10.44% | 91,033 | Added |
| 2 | VUG | VANGUARD INDEX FDS | $40.2M | 6.15% | 466,691 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $26.2M | 4.01% | 130,982 | Trimmed |
| 4 | AAPL | APPLE INC | $24.7M | 3.79% | 85,524 | Trimmed |
| 5 | IEFA | ISHARES TR | $23.1M | 3.54% | 239,304 | Added |
| 6 | VFLO | VICTORY PORTFOLIOS II | $22.2M | 3.39% | 484,517 | Added |
| 7 | VOO | VANGUARD INDEX FDS | $22.1M | 3.38% | 32,167 | Added |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | $17.1M | 2.62% | 72,199 | Added |
| 9 | GOOGL | ALPHABET INC | $16.6M | 2.53% | 46,321 | Trimmed |
| 10 | AMZN | AMAZON COM INC | $16.1M | 2.47% | 67,759 | Added |
| 11 | AVGO | BROADCOM INC | $14.7M | 2.26% | 39,037 | Trimmed |
| 12 | IEMG | ISHARES INC | $14.7M | 2.26% | 177,840 | Added |
| 13 | MSFT | MICROSOFT CORP | $13.3M | 2.04% | 35,700 | Trimmed |
| 14 | COWZ | PACER FDS TR | $12.7M | 1.95% | 204,699 | Trimmed |
| 15 | FENI | FIDELITY COVINGTON TRUST | $11.3M | 1.73% | 281,213 | Added |
| 16 | IJR | ISHARES TR | $11.0M | 1.69% | 74,377 | Added |
| 17 | WMT | WALMART INC | $9.5M | 1.45% | 83,602 | Trimmed |
| 18 | JPM | JPMORGAN CHASE & CO | $8.4M | 1.29% | 25,738 | Added |
| 19 | GOOG | ALPHABET INC | $7.1M | 1.09% | 20,099 | Trimmed |
| 20 | FNDA | SCHWAB STRATEGIC TR | $7.1M | 1.08% | 185,554 | Trimmed |
| 21 | COST | COSTCO WHOLESALE CORPORATION | $6.9M | 1.06% | 7,378 | Added |
| 22 | FESM | FIDELITY COVINGTON TRUST | $6.8M | 1.04% | 140,462 | Added |
| 23 | COWG | PACER FDS TR | $6.6M | 1.01% | 164,698 | Trimmed |
| 24 | SCHG | SCHWAB STRATEGIC TR | $5.9M | 0.90% | 173,404 | Added |
| 25 | BX | BLACKSTONE INC | $5.6M | 0.86% | 47,775 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR