Marble Wealth, LLC
CIK 2110081
13F filing for Q2 2026・No. 3,335
- Holdings
- US$653.27M
- Quarter change
- +US$81.88M
- Entries
- 234
- Net bought (estimate)
- +US$7.29M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 22
- Sold out 10
- Cut 85
- Added 114
- Corporate actions 0
- Unchanged 13
Largest holdings
234 stocks worth US$653.27M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Added | 91,033 | US$68.17M | 10.44% |
| VUGVANGUARD INDEX FDSGROWTH ETF | AddedSplit 6:1 | 466,691 | US$40.2M | 6.15% |
| NVDANvidiaCOM | Cut | 130,982 | US$26.21M | 4.01% |
| AAPLAppleCOM | Cut | 85,524 | US$24.75M | 3.79% |
| ISHARES TRCORE MSCI EAFE | Added | 239,304 | US$23.11M | 3.54% |
| VICTORY PORTFOLIOS IISHS FR CA FL ETF | Added | 484,517 | US$22.17M | 3.39% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 32,167 | US$22.09M | 3.38% |
| VANGUARD SPECIALIZED FUNDSDIV APP ETF | Added | 72,199 | US$17.08M | 2.62% |
| GOOGLAlphabetCAP STK CL A | Cut | 46,321 | US$16.55M | 2.53% |
| AMZNAmazonCOM | Added | 67,759 | US$16.15M | 2.47% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.