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Marble Wealth, LLC - Portfolio Stock Holdings

Marble Wealth, LLC disclosed 288 stock positions in a recent SEC 13F filing. $537,852,963 of stock holdings were filed, with the largest holdings including IVV, AAPL, and NVDA. This filing represented positions held on March 31, 2026, and was filed on May 14, 2026.

We estimate the fund has a total AUM of $1,045,227,948 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

March 31, 2026

No. of Stocks:

288

Est. Stock Holding Value:

$537,852,963

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Marble Wealth, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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