Institutions / Marble Wealth, LLC / Holdings

Marble Wealth, LLC

All holdings · as of Jun 30, 2026

Company	Class	Value	Shares	% of portfolio
CATERPILLAR INC	—	$2.65M	2,486	0.4%
ISHARES TR	—	$2.61M	33,830	0.4%
Quanta Services Inc	—	$2.52M	3,493	0.4%
EXXON MOBIL CORP	—	$2.51M	18,378	0.4%
VANGUARD INDEX FDS	—	$2.46M	6,655	0.4%
Visa Inc	—	$2.43M	7,083	0.4%
CrowdStrike Holdings, Inc.	—	$2.36M	3,089	0.4%
MCDONALD'S CORP	—	$2.29M	8,489	0.4%
SELECT SECTOR SPDR TR	—	$2.23M	26,799	0.3%
CHEVRON CORP	—	$2.19M	13,191	0.3%
AbbVie Inc.	—	$2.18M	8,657	0.3%
COCA COLA CO	—	$2.03M	24,964	0.3%
BANK OF AMERICA CORP /DE	—	$1.85M	32,498	0.3%
KLA CORP	—	$1.83M	6,079	0.3%
LAM RESEARCH CORP	—	$1.76M	4,059	0.3%
Apollo Global Management, Inc.	—	$1.66M	14,054	0.3%
Meta Platforms Inc	—	$1.65M	2,933	0.3%
ELI LILLY & Co	—	$1.59M	1,326	0.2%
ILLINOIS TOOL WORKS INC	—	$1.59M	5,881	0.2%
SYSCO CORP	—	$1.57M	18,765	0.2%
LINDE PLC	—	$1.54M	2,959	0.2%
INVESCO EXCH TRADED FD TR II	—	$1.49M	73,206	0.2%
RTX Corp	—	$1.43M	7,558	0.2%
PROCTER & GAMBLE Co	—	$1.42M	9,717	0.2%
ARES CAPITAL CORPARCC	Common Stock	$1.42M	76,661	0.2%
THERMO FISHER SCIENTIFIC INC.	—	$1.41M	2,815	0.2%
Merck & Co., Inc.	—	$1.38M	10,741	0.2%
Williams Cos Inc/The	—	$1.34M	18,064	0.2%
UNITEDHEALTH GROUP INC	—	$1.33M	3,200	0.2%
Palantir Technologies Inc	—	$1.33M	11,366	0.2%
GLOBE LIFE INC.	—	$1.30M	7,292	0.2%
AMERICAN EXPRESS CO	—	$1.30M	3,840	0.2%
LOCKHEED MARTIN CORP	—	$1.23M	2,423	0.2%
ADVANCED MICRO DEVICES INC	—	$1.22M	2,108	0.2%
O REILLY AUTOMOTIVE INC	—	$1.21M	13,107	0.2%
iShares MSCI UAE ETF	—	$1.17M	10,711	0.2%
Tesla Inc	—	$1.16M	2,747	0.2%
Regions Financial Corp	—	$1.15M	38,017	0.2%
ETF SER SOLUTIONS	—	$1.13M	31,573	0.2%
SELECT SECTOR SPDR TR	—	$1.13M	24,849	0.2%
Rockwell Automation Inc	—	$1.11M	2,245	0.2%
EMERSON ELECTRIC CO	—	$1.11M	7,725	0.2%
Vulcan Materials Co	—	$1.10M	3,713	0.2%
Morgan Stanley	—	$1.06M	5,094	0.2%
TRAVELERS COMPANIES, INC.	—	$1.04M	3,150	0.2%
CHURCH & DWIGHT CO INC /DE	—	$1.02M	10,521	0.2%
Blackstone Secured Lending FundBXSL	Common Stock	$1.02M	42,815	0.2%
Duke Energy Corp	—	$1.01M	7,987	0.2%
SCHWAB STRATEGIC TR	—	$993.2K	32,605	0.2%
SELECT SECTOR SPDR TR	—	$990.9K	18,658	0.2%