Back to Marble Wealth, LLC

Marble Wealth, LLC

All holdings · as of Jun 30, 2026

234 positions

CompanyClassValueShares% of portfolio
Medical Properties Trust Inc$73.0K15,7910.0%
AMERICAN COASTAL INSURANCE CorpACICCommon Stock$123.0K11,0850.0%
FORD MOTOR CO$195.8K14,0870.0%
VALLEY NATIONAL BANCORP$195.9K13,3730.0%
VANGUARD INDEX FDS$204.6K2,5390.0%
ISHARES TR$210.2K5750.0%
Eaton Corp plc$210.5K4940.0%
ENBRIDGE INC$211.9K3,9090.0%
RBC Bearings Inc$213.2K3310.0%
SPDR SERIES TRUST$215.4K2,3510.0%
KINDER MORGAN, INC.$217.5K6,8040.0%
PULTEGROUP INC/MI$220.4K1,6060.0%
DIMENSIONAL ETF TRUST$220.7K2,6810.0%
DIMENSIONAL ETF TRUST$228.6K3,2710.0%
DIMENSIONAL ETF TRUST$233.4K4,2430.0%
VANGUARD TAX-MANAGED FDS$235.6K3,3070.0%
VERTEX PHARMACEUTICALS INC / MA$236.7K4770.0%
WHEATON PRECIOUS METALS CORP$238.7K2,1250.0%
ENTERGY CORP /DE$241.5K2,1030.0%
AT&T INC.$242.3K11,7060.0%
INTERNATIONAL BUSINESS MACHINES CORP$242.4K8620.0%
CME Group Inc$243.8K1,1040.0%
TransDigm Group Inc.$246.5K1850.0%
Alkermes plc.$253.6K4,8400.0%
PROGRESSIVE CORP/OH$253.8K1,1620.0%
PIMCO ETF TR$254.4K2,5240.0%
Targa Resources Corp$259.9K9690.0%
FIDELITY WISE ORIGIN BITCOIN$264.0K5,1720.0%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$264.7K5540.0%
Chubb Ltd$265.4K7790.0%
Cencora Inc$270.5K9560.0%
PINNACLE WEST CAPITAL CORP$274.1K2,5620.0%
The PNC Financial Services Group, Inc.$274.8K1,1160.0%
CAPITAL GROUP DIVIDEND VALUE$276.0K5,6000.0%
STERLING INFRASTRUCTURE, INC.$276.1K3290.0%
CVS HEALTH Corp$278.3K2,6900.0%
WISDOMTREE TR$280.4K4,9610.0%
ISHARES SILVER TR$282.6K5,2850.0%
Western Digital Corp$286.6K4490.0%
GILEAD SCIENCES, INC.$292.1K2,3120.0%
iShares MSCI UAE ETF$292.8K3,0350.0%
T-Mobile US, Inc.TMUSCommon Stock$297.9K1,7760.0%
VICTORY PORTFOLIOS II$304.0K3,0770.0%
BRISTOL MYERS SQUIBB CO$308.6K5,3560.0%
U-Haul Holding Co$311.3K5,3950.0%
ASTRAZENECA PLC$311.5K1,6430.0%
ALTRIA GROUP, INC.$319.6K4,4420.0%
TARGET CORP$320.8K2,4560.0%
VANGUARD SCOTTSDALE FDS$321.3K3,8880.0%
VERIZON COMMUNICATIONS INC$325.5K7,6880.0%
← PrevPage 1 of 5Next →