Institutional Fund
Marble Wealth, LLC
Montgomery, ALCIK 21100812 filings on record
Portfolio Value
$571.39M
Q1 2026
Holdings
222
Reported positions
New Buys
17
Opened this quarter
QoQ Change
-20.6%
from $720.02M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr10.2%
- Vanguard Index Fds5.7%
- Apple Inc4.3%
- Nvidia Corporation4.1%
- Ishares Tr3.6%
- Vanguard Index Fds3.4%
- Other68.7%
Portfolio Holdings
222 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 89.0K | $58.14M | 10.2% | −234 | Reduced |
| 2 | Vanguard Index Fds | 74.7K | $32.64M | 5.7% | −3.6K | Reduced |
| 3 | Apple Inc | 97.4K | $24.73M | 4.3% | −24.8K | Reduced |
| 4 | Nvidia Corporation | 133.6K | $23.29M | 4.1% | −1.9K | Reduced |
| 5 | Ishares Tr | 228.3K | $20.67M | 3.6% | −87.3K | Reduced |
| 6 | Vanguard Index Fds | 32.0K | $19.14M | 3.4% | +73 | Added |
| 7 | Victory Portfolios II | 466.1K | $18.40M | 3.2% | −27.3K | Reduced |
| 8 | Alphabet Inc | 52.7K | $15.14M | 2.7% | −17.8K | Reduced |
| 9 | Vanguard Specialized Funds | 68.9K | $14.82M | 2.6% | −2.6K | Reduced |
| 10 | Amazon Com Inc | 66.9K | $13.94M | 2.4% | −30.0K | Reduced |
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