Institutions / Marble Wealth, LLC
Marble Wealth, LLC
CIK 2110081 · Institution · as of Jun 30, 2026
Portfolio value
$653.27M
Positions
234
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$653.27M-9.3%Positions
234-14.0%Top holdings
Jun 30, 2026View all 234 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $68.17M | 10.4% |
| Vanguard Index Fds | $40.20M | 6.2% |
| NVIDIA Corp | $26.21M | 4.0% |
| Apple Inc. | $24.75M | 3.8% |
| iShares Tr | $23.11M | 3.5% |
| Victory Portfolios II | $22.17M | 3.4% |
| Vanguard Index Fds | $22.09M | 3.4% |
| Vanguard Specialized Funds | $17.08M | 2.6% |
| Alphabet Inc. | $16.55M | 2.5% |
| Amazon.com Inc | $16.15M | 2.5% |
| Broadcom Inc. | $14.75M | 2.3% |
| iShares Inc | $14.73M | 2.3% |
| Microsoft Corp | $13.32M | 2.0% |
| Pacer Fds Tr | $12.73M | 1.9% |
| Fidelity Covington Trust | $11.29M | 1.7% |
| iShares Tr | $11.03M | 1.7% |
| Walmart Inc. | $9.47M | 1.4% |
| JPMORGAN CHASE & CO | $8.42M | 1.3% |
| Alphabet Inc. | $7.10M | 1.1% |
| Schwab Strategic Tr | $7.06M | 1.1% |
| Costco Wholesale Corp /New | $6.90M | 1.1% |
| Fidelity Covington Trust | $6.78M | 1.0% |
| Pacer Fds Tr | $6.61M | 1.0% |
| Schwab Strategic Tr | $5.87M | 0.9% |
| Blackstone Inc | $5.62M | 0.9% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 922908736 | $33.45M | +388K +495.85% | 466,691 6.15% of portfolio | medium |
| Q2 2026 as of | New | 31609A404 | $11.29M | +281K | 281,213 1.73% of portfolio | medium |
| Q2 2026 as of | Trim | Apple Inc. | $-10.61M | -37K -30.01% | 85,524 3.79% of portfolio | medium |
| Q2 2026 as of | Trim | Alphabet Inc. | $-8.64M | -24K -34.28% | 46,321 2.53% of portfolio | medium |
| Q2 2026 as of | Trim | 69374H881 | $-8.57M | -138K -40.24% | 204,699 1.95% of portfolio | medium |
| Q2 2026 as of | Trim | 46432F842 | $-7.37M | -76K -24.18% | 239,304 3.54% of portfolio | medium |
| Q2 2026 as of | Trim | Amazon.com Inc | $-6.94M | -29K -30.07% | 67,759 2.47% of portfolio | medium |
| Q2 2026 as of | New | 31609A206 | $6.78M | +140K | 140,462 1.04% of portfolio | medium |
| Q2 2026 as of | Trim | 69374H360 | $-6.22M | -155K -48.48% | 164,698 1.01% of portfolio | medium |
| Q2 2026 as of | Trim | Alphabet Inc. | $-5.13M | -15K -41.95% | 20,099 1.09% of portfolio | medium |