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Marble Wealth, LLC - Portfolio Stock Holdings

Marble Wealth, LLC disclosed 242 stock positions in a recent SEC 13F filing. $648,987,969 of stock holdings were filed, with the largest holdings including IVV, VUG, and NVDA. This filing represented positions held on June 30, 2026, and was filed on Aug. 7, 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:

June 30, 2026

No. of Stocks:

242

Est. Stock Holding Value:

$648,987,969

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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