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CIK: 0002110081
Total reported value
$653.3M
$653.3M
272 檔
28.5%
According to the latest 13F quarterly dataset, Marble Wealth, LLC managed an equity portfolio of $653.3M at the end of Q4 2025, spanning 272 distinct U.S. exchange-listed positions.
During Q4 2025, Marble Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 272 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.49% | +0.26% | — | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 5.31% | +0.44% | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.61% | -0.54% | — | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.92% | -0.08% | — | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.51% | -0.07% | — | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.11% | +0.03% | — | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.06% | -0.37% | — | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.06% | -0.12% | — | |
| 9 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.86% | -0.33% | — | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.78% | +0.03% | — | |
| 11 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 2.70% | +0.17% | — | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.18% | +0.03% | — | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 2.08% | -0.01% | — | |
| 14 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 1.56% | +0.01% | — | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.51% | +0.06% | — | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 1.40% | -0.38% | — | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.18% | -0.03% | — | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.13% | +0.20% | — | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.11% | +0.13% | — | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.11% | -0.08% | — | |
| 21 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.05% | -0.08% | — | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.03% | -0.03% | — | |
| 23 | BX | Blackstone Inc | Stock-Financials | 1.01% | -0.10% | — | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.97% | -0.22% | — | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.97% | -0.09% | — | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.92% | -0.16% | — | |
| 27 | GE | General Electric | Stock-Industrials | 0.88% | -0.21% | — | |
| 28 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.83% | +0.02% | — | |
| 29 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.79% | +0.02% | — | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.73% | -0.09% | — | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.65% | +0.12% | — | |
| 32 | SO | Southern Co/the | Stock-Utilities | 0.62% | -0.12% | — | |
| 33 | ARCC | Ares Capital CORP | Stock-Financials | 0.58% | -0.05% | — | |
| 34 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.57% | -0.09% | — | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.57% | -0.02% | — | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.57% | -0.01% | — | |
| 37 | BXSL | Blackstone Secured Lending F | Stock-Financials | 0.54% | -0.05% | — | |
| 38 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.54% | -0.01% | — | |
| 39 | VTC | Vanguard Total Corporate Bnd | ETF-Corp Bonds | 0.53% | -0.10% | — | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.50% | — | — | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.49% | -0.01% | — | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.49% | -0.17% | — | |
| 43 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.47% | -0.07% | — | |
| 44 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.44% | +0.05% | — | |
| 45 | COP | Conocophillips | Stock-Energy | 0.44% | -0.07% | — | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.43% | -0.14% | — | |
| 47 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.42% | -0.04% | — | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.41% | -0.04% | — | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.40% | — | — | |
| 50 | GEV | GE Vernova Inc | Stock-Industrials | 0.39% | -0.23% | — |
According to official SEC Form 13F filings, Marble Wealth, LLC reported a total U.S. public equity portfolio value of $653.3M across 272 disclosed positions in Q4 2025.
During Q4 2025, Marble Wealth, LLC's top holdings by market value included IVV (8.5%)、VUG (5.3%)、AAPL (4.6%). The largest single position, IVV, represented 8.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VUG, AAPL) accounted for 28.5% of total reported equity market value during Q4 2025.
In Q4 2025, Marble Wealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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