Marble Wealth, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, Marble Wealth, LLC held in its portfolio 272 assets valued at $720,015,570 (i.e. $720.02M).
The most valuable assets in the portfolio included: ISHARES TR ($61.13M), VANGUARD INDEX FDS ($38.21M), and APPLE INC ($33.22M).
The chart below shows the top 10 valuable assets, and the table below shows the top 272 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Marble Wealth, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 89246 | 61128285 | CORE S&P500 ETF |
| VANGUARD INDEX FDS | 78323 | 38210523 | GROWTH ETF |
| APPLE INC | 122201 | 33221436 | COM |
| ISHARES TR | 315603 | 28233861 | CORE MSCI EAFE |
| NVIDIA CORPORATION | 135497 | 25270140 | COM |
| AMAZON COM INC | 96894 | 22365014 | COM |
| MICROSOFT CORP | 45626 | 22065600 | COM |
| ALPHABET INC | 70487 | 22062394 | CAP STK CL A |
| PACER FDS TR | 342530 | 20610034 | US CASH COWS 100 |
| VANGUARD INDEX FDS | 31961 | 20043631 | S&P 500 ETF SHS |
| VICTORY PORTFOLIOS II | 493379 | 19429267 | SHARES FREE CASH |
| VANGUARD SPECIALIZED FUNDS | 71525 | 15719676 | DIV APP ETF |
| BROADCOM INC | 43282 | 14979969 | COM |
| PACER FDS TR | 319703 | 11256758 | US LRG CP CASH |
| ALPHABET INC | 34625 | 10865476 | CAP STK CL C |
| WALMART INC | 90353 | 10066240 | COM |
| JPMORGAN CHASE & CO. | 26310 | 8477583 | COM |
| ISHARES INC | 121106 | 8140774 | CORE MSCI EMKT |
| ISHARES TR | 66788 | 8026595 | CORE S&P SCP ETF |
| SCHWAB STRATEGIC TR | 292173 | 8014300 | US DIVIDEND EQ |
| PROSHARES TR | 72747 | 7570814 | S&P 500 DV ARIST |
| INVESCO EXCHANGE TRADED FD T | 38893 | 7450409 | S&P500 EQL WGT |
| BLACKSTONE INC | 47381 | 7303383 | COM |
| COSTCO WHSL CORP NEW | 8074 | 6962668 | COM |
| BERKSHIRE HATHAWAY INC DEL | 13846 | 6959642 | CL B NEW |
| EXXON MOBIL CORP | 54782 | 6592481 | COM |
| GE AEROSPACE | 20589 | 6341916 | COM NEW |
| SCHWAB STRATEGIC TR | 190639 | 6007048 | FUNDAMENTAL US S |
| SCHWAB STRATEGIC TR | 173395 | 5656136 | US LCAP GR ETF |
| HOME DEPOT INC | 15344 | 5279755 | COM |
| INVESCO QQQ TR | 7613 | 4676865 | UNIT SER 1 |
| SOUTHERN CO | 50957 | 4443475 | COM |
| ARES CAPITAL CORP | 206813 | 4183825 | COM |
| SCHWAB CHARLES CORP | 41400 | 4136306 | COM |
| META PLATFORMS INC | 6199 | 4091602 | CL A |
| ABBVIE INC | 17807 | 4068785 | COM |
| BLACKSTONE SECD LENDING FD | 148058 | 3898380 | COMMON STOCK |
| INVESCO EXCHANGE TRADED FD T | 34176 | 3891282 | S&P 500 GARP ETF |
| VANGUARD SCOTTSDALE FDS | 48870 | 3794283 | TOTAL CORP BND |
| SPDR S&P 500 ETF TR | 5302 | 3615424 | TR UNIT |
| VISA INC | 10064 | 3529423 | COM CL A |
| SPDR GOLD TR | 8827 | 3498333 | GOLD SHS |
| ISHARES TR | 90730 | 3392860 | BROAD USD HIGH |
| GOLDMAN SACHS GROUP INC | 3595 | 3160289 | COM |
| CONOCOPHILLIPS | 33510 | 3136915 | COM |
| MCDONALDS CORP | 10232 | 3127166 | COM |
| BERKSHIRE HATHAWAY INC DEL | 4 | 3019200 | CL A |
| JOHNSON & JOHNSON | 14254 | 2949770 | COM |
| INTERNATIONAL BUSINESS MACHS | 9659 | 2861072 | COM |
| GE VERNOVA INC | 4346 | 2840184 | COM |
| PALANTIR TECHNOLOGIES INC | 15176 | 2697478 | CL A |
| OREILLY AUTOMOTIVE INC | 28061 | 2559419 | COM |
| CISCO SYS INC | 32618 | 2512585 | COM |
| ISHARES TR | 37886 | 2500483 | CORE S&P MCP ETF |
| CHEVRON CORP NEW | 16063 | 2448110 | COM |
| ELI LILLY & CO | 2265 | 2433795 | COM |
| BANK AMERICA CORP | 41985 | 2309162 | COM |
| WILLIAMS COS INC | 38298 | 2302070 | COM |
| ISHARES GOLD TR | 28172 | 2286703 | ISHARES NEW |
| CARDINAL HEALTH INC | 11109 | 2282838 | COM |
| APOLLO GLOBAL MGMT INC | 15653 | 2265942 | COM |
| CATERPILLAR INC | 3863 | 2212978 | COM |
| VANGUARD INDEX FDS | 6484 | 2173840 | TOTAL STK MKT |
| PROCTER AND GAMBLE CO | 15165 | 2173361 | COM |
| COCA COLA CO | 29735 | 2078764 | COM |
| FIDELITY MERRIMACK STR TR | 45103 | 2076526 | TOTAL BD ETF |
| THERMO FISHER SCIENTIFIC INC | 3546 | 2054702 | COM |
| CROWDSTRIKE HLDGS INC | 4328 | 2028956 | CL A |
| AT&T INC | 74600 | 1853068 | COM |
| SEAGATE TECHNOLOGY HLDNGS PL | 6501 | 1790414 | ORD SHS |
| RTX CORPORATION | 9568 | 1754711 | COM |
| AMERICAN EXPRESS CO | 4651 | 1720547 | COM |
| EOG RES INC | 16076 | 1688138 | COM |
| UNITEDHEALTH GROUP INC | 5077 | 1675936 | COM |
| LINDE PLC | 3928 | 1674756 | SHS |
| ABBOTT LABS | 13216 | 1655771 | COM |
| ILLINOIS TOOL WKS INC | 6543 | 1611468 | COM |
| PHILLIPS 66 | 12296 | 1586688 | COM |
| FS KKR CAP CORP | 105832 | 1567369 | COM |
| VERIZON COMMUNICATIONS INC | 38277 | 1559038 | COM |
| KINDER MORGAN INC DEL | 56007 | 1539637 | COM |
| SYSCO CORP | 20657 | 1522184 | COM |
| FIDELITY WISE ORIGIN BITCOIN | 19466 | 1483869 | SHS |
| APPLIED MATLS INC | 5478 | 1407782 | COM |
| ORACLE CORP | 7035 | 1371132 | COM |
| ISHARES TR | 12417 | 1368274 | IBOXX INV CP ETF |
| SHOPIFY INC | 8392 | 1350860 | CL A SUB VTG SHS |
| MASTERCARD INCORPORATED | 2327 | 1328396 | CL A |
| BOOKING HOLDINGS INC | 248 | 1326911 | COM |
| QUANTA SVCS INC | 3111 | 1312954 | COM |
| MORGAN STANLEY | 7081 | 1257099 | COM NEW |
| TESLA INC | 2757 | 1239900 | COM |
| LOCKHEED MARTIN CORP | 2527 | 1222392 | COM |
| ISHARES TR | 14523 | 1202814 | 1 3 YR TREAS BD |
| WELLS FARGO CO NEW | 12893 | 1201653 | COM |
| PROFESIONALLY MANAGED PORTFO | 18188 | 1191496 | AKRE FOCUS ETF |
| GILEAD SCIENCES INC | 9588 | 1176776 | COM |
| QUALCOMM INC | 6744 | 1153608 | COM |
| MERCK & CO INC | 10738 | 1130239 | COM |
| EMERSON ELEC CO | 8491 | 1126863 | COM |
| KLA CORP | 926 | 1124656 | COM NEW |
| M & T BK CORP | 5574 | 1123044 | COM |
| NETFLIX INC | 11630 | 1090393 | COM |
| INVESCO EXCH TRADED FD TR II | 51549 | 1082530 | SR LN ETF |
| DUKE ENERGY CORP NEW | 9040 | 1059619 | COM NEW |
| GLOBE LIFE INC | 7423 | 1038132 | COM |
| VULCAN MATLS CO | 3622 | 1033012 | COM |
| REGIONS FINANCIAL CORP NEW | 37802 | 1024430 | COM |
| TRAVELERS COMPANIES INC | 3509 | 1017759 | COM |
| ADVANCED MICRO DEVICES INC | 4575 | 979770 | COM |
| INTUITIVE SURGICAL INC | 1689 | 956506 | COM NEW |
| L3HARRIS TECHNOLOGIES INC | 3258 | 956376 | COM |
| ROCKWELL AUTOMATION INC | 2455 | 955301 | COM |
| ISHARES TR | 41094 | 946182 | US TREAS BD ETF |
| MONDELEZ INTL INC | 17414 | 937398 | CL A |
| NORFOLK SOUTHN CORP | 3220 | 929799 | COM |
| MICRON TECHNOLOGY INC | 3252 | 928016 | COM |
| CHURCH & DWIGHT CO INC | 10905 | 914419 | COM |
| TJX COS INC NEW | 5881 | 903384 | COM |
| SALESFORCE INC | 3258 | 863037 | COM |
| VANGUARD INTL EQUITY INDEX F | 11557 | 850122 | ALLWRLD EX US |
| PHILIP MORRIS INTL INC | 5281 | 847095 | COM |
| BLACKROCK INC | 788 | 843927 | COM |
| ARISTA NETWORKS INC | 6434 | 843012 | COM SHS |
| SCHWAB STRATEGIC TR | 31538 | 837965 | FUNDAMENTAL US B |
| AMERIPRISE FINL INC | 1707 | 836987 | COM |
| COTERRA ENERGY INC | 31694 | 834176 | COM |
| WASTE MGMT INC DEL | 3791 | 832862 | COM |
| EQT CORP | 15467 | 829007 | COM |
| LAM RESEARCH CORP | 4687 | 802318 | COM NEW |
| ISHARES TR | 7382 | 790683 | NATIONAL MUN ETF |
| NEXTERA ENERGY INC | 9846 | 790421 | COM |
| PULTE GROUP INC | 6703 | 786019 | COM |
| DISNEY WALT CO | 6663 | 758001 | COM |
| COLGATE PALMOLIVE CO | 9419 | 744262 | COM |
| DIAMONDBACK ENERGY INC | 4861 | 730778 | COM |
| STEEL DYNAMICS INC | 4158 | 704564 | COM |
| HCA HEALTHCARE INC | 1462 | 682680 | COM |
| LAMAR ADVERTISING CO NEW | 5363 | 678911 | CL A |
| ONEOK INC NEW | 9206 | 676653 | COM |
| BROWN & BROWN INC | 8396 | 669137 | COM |
| VIATRIS INC | 53490 | 665948 | COM |
| ISHARES TR | 4322 | 642595 | CORE S&P TTL STK |
| FREEPORT-MCMORAN INC | 12226 | 620956 | CL B |
| AMGEN INC | 1891 | 618977 | COM |
| VALERO ENERGY CORP | 3797 | 618148 | COM |
| APTARGROUP INC | 5000 | 609800 | COM |
| CSX CORP | 16785 | 608468 | COM |
| D R HORTON INC | 4204 | 605477 | COM |
| PALO ALTO NETWORKS INC | 3274 | 603124 | COM |
| LABCORP HOLDINGS INC | 2401 | 602359 | COM SHS |
| ULTA BEAUTY INC | 994 | 601139 | COM |
| TRACTOR SUPPLY CO | 11701 | 585144 | COM |
| UNION PAC CORP | 2525 | 584010 | COM |
| SHERWIN WILLIAMS CO | 1801 | 583430 | COM |
| PINTEREST INC | 22300 | 577347 | CL A |
| PARKER-HANNIFIN CORP | 656 | 576411 | COM |
| BOSTON SCIENTIFIC CORP | 5988 | 570974 | COM |
| VANGUARD SCOTTSDALE FDS | 5726 | 569880 | VNG RUS2000IDX |
| DEERE & CO | 1172 | 545764 | COM |
| TE CONNECTIVITY PLC | 2372 | 539698 | ORD SHS |
| NUCOR CORP | 3240 | 528502 | COM |
| NVR INC | 72 | 528215 | COM |
| T-MOBILE US INC | 2598 | 527457 | COM |
| HONEYWELL INTL INC | 2659 | 518796 | COM |
| PNC FINL SVCS GROUP INC | 2457 | 512848 | COM |
| JOHNSON CTLS INTL PLC | 4221 | 505506 | SHS |
| SELECT SECTOR SPDR TR | 3500 | 503886 | STATE STREET TEC |
| ISHARES TR | 1064 | 503769 | RUS 1000 GRW ETF |
| ANALOG DEVICES INC | 1826 | 495238 | COM |
| CITIGROUP INC | 4232 | 493799 | COM NEW |
| INTUIT | 725 | 480107 | COM |
| VICTORY PORTFOLIOS II | 5216 | 474718 | VCSHS US 500 VOL |
| COMCAST CORP NEW | 15623 | 466968 | CL A |
| BRISTOL-MYERS SQUIBB CO | 8567 | 462115 | COM |
| ALTRIA GROUP INC | 7959 | 458938 | COM |
| WW GRAINGER INC | 454 | 457676 | COM |
| PROGRESSIVE CORP | 2006 | 456729 | COM |
| GRAY MEDIA INC | 93895 | 454452 | COM |
| CME GROUP INC | 1656 | 452294 | COM |
| AMERICAN ELEC PWR CO INC | 3893 | 448927 | COM |
| PEPSICO INC | 3122 | 448124 | COM |
| TEXAS INSTRS INC | 2545 | 441462 | COM |
| LOWES COS INC | 1829 | 441050 | COM |
| NASDAQ INC | 4540 | 440970 | COM |
| MID-AMER APT CMNTYS INC | 3162 | 439200 | COM |
| CONSTELLATION ENERGY CORP | 1242 | 438901 | COM |
| CHUBB LIMITED | 1404 | 438178 | COM |
| STRYKER CORPORATION | 1247 | 438117 | COM |
| DANAHER CORPORATION | 1893 | 433415 | COM |
| C H ROBINSON WORLDWIDE INC | 2657 | 427217 | COM NEW |
| MONSTER BEVERAGE CORP NEW | 5503 | 421935 | COM |
| VANGUARD SCOTTSDALE FDS | 1360 | 420140 | VNG RUS1000IDX |
| CENCORA INC | 1239 | 418505 | COM |
| PACKAGING CORP AMER | 2022 | 417099 | COM |
| INTERNATIONAL PAPER CO | 10542 | 415252 | COM |
| INTEL CORP | 11186 | 412754 | COM |
| KOPPERS HOLDINGS INC | 15085 | 408509 | COM |
| MERCADOLIBRE INC | 202 | 406881 | COM |
| VERTEX PHARMACEUTICALS INC | 865 | 391966 | COM |
| CVS HEALTH CORP | 4937 | 391798 | COM |
| SERVISFIRST BANCSHARES INC | 5456 | 391683 | COM |
| SERVICENOW INC | 2547 | 390206 | COM |
| ISHARES SILVER TR | 6000 | 386520 | ISHARES |
| S&P GLOBAL INC | 738 | 385726 | COM |
| DARDEN RESTAURANTS INC | 2090 | 384542 | COM |
| REINSURANCE GRP OF AMERICA I | 1871 | 380593 | COM NEW |
| THE TRADE DESK INC | 9750 | 370110 | COM CL A |
| TRANSDIGM GROUP INC | 271 | 360550 | COM |
| TRAVEL PLUS LEISURE CO | 5012 | 353488 | COM |
| LENNAR CORP | 3386 | 348130 | CL A |
| INTERCONTINENTAL EXCHANGE IN | 2092 | 338889 | COM |
| COPART INC | 8630 | 337864 | COM |
| SELECT SECTOR SPDR TR | 2120 | 328203 | STATE STREET HEA |
| ISHARES TR | 1016 | 328178 | RUS 2000 GRW ETF |
| EBAY INC. | 3759 | 327379 | COM |
| EATON CORP PLC | 1028 | 327333 | SHS |
| NXP SEMICONDUCTORS N V | 1502 | 325976 | COM |
| MEDTRONIC PLC | 3378 | 324445 | SHS |
| MARSH & MCLENNAN COS INC | 1727 | 320413 | COM |
| CONSTRUCTION PARTNERS INC | 2930 | 318078 | COM CL A |
| UBER TECHNOLOGIES INC | 3825 | 312501 | COM |
| OCCIDENTAL PETE CORP | 7568 | 311208 | COM |
| CAPITAL ONE FINL CORP | 1283 | 310915 | COM |
| ISHARES TR | 2503 | 308543 | S&P 500 GRWT ETF |
| ASTRAZENECA PLC | 3341 | 307167 | SPONSORED ADR |
| GENERAL MTRS CO | 3748 | 304794 | COM |
| DIMENSIONAL ETF TRUST | 4064 | 301459 | US EQUITY MARKET |
| VANGUARD SCOTTSDALE FDS | 3575 | 299432 | INT-TERM CORP |
| EXPEDITORS INTL WASH INC | 1966 | 292890 | COM |
| AMPHENOL CORP NEW | 2143 | 289668 | CL A |
| EXPEDIA GROUP INC | 1018 | 288536 | COM NEW |
| SCHWAB STRATEGIC TR | 9632 | 285215 | US LCAP VA ETF |
| ISHARES TR | 3019 | 284310 | MSCI USA MIN VOL |
| MCKESSON CORP | 339 | 278155 | COM |
| FORD MTR CO | 20859 | 273676 | COM |
| AUTOMATIC DATA PROCESSING IN | 1031 | 265157 | COM |
| US BANCORP DEL | 4818 | 257074 | COM NEW |
| WISDOMTREE TR | 4961 | 255968 | US MIDCAP DIVID |
| HOWMET AEROSPACE INC | 1248 | 255783 | COM |
| GENERAL DYNAMICS CORP | 759 | 255679 | COM |
| MSCI INC | 444 | 254960 | COM |
| PAYPAL HLDGS INC | 4367 | 254927 | COM |
| GENERAC HLDGS INC | 1831 | 249746 | COM |
| TARGET CORP | 2546 | 248839 | COM |
| SIMON PPTY GROUP INC NEW | 1343 | 248675 | COM |
| 3M CO | 1551 | 248365 | COM |
| ECOLAB INC | 946 | 248318 | COM |
| ACCENTURE PLC IRELAND | 917 | 246160 | SHS CLASS A |
| PACCAR INC | 2225 | 243621 | COM |
| PINNACLE WEST CAP CORP | 2702 | 239691 | COM |
| ENTERGY CORP NEW | 2554 | 236068 | COM |
| TARGA RES CORP | 1252 | 230972 | COM |
| REPUBLIC SVCS INC | 1086 | 230229 | COM |
| TRANE TECHNOLOGIES PLC | 586 | 228262 | SHS |
| WEC ENERGY GROUP INC | 2160 | 227844 | COM |
| BERKLEY W R CORP | 3175 | 222665 | COM |
| U HAUL HOLDING COMPANY | 4759 | 222436 | COM SER N |
| AMERICAN TOWER CORP NEW | 1265 | 222030 | COM |
| CUMMINS INC | 435 | 221997 | COM |
| OLD REP INTL CORP | 4806 | 219357 | COM |
| WATSCO INC | 635 | 213974 | COM |
| FIRST US BANCSHARES INC | 15286 | 213552 | COM |
| AUTODESK INC | 709 | 209833 | COM |
| NEWMONT CORP | 2093 | 208970 | COM |
| ADOBE INC | 595 | 208290 | COM |
| VANGUARD TAX-MANAGED FDS | 3284 | 205136 | VAN FTSE DEV MKT |
| CADENCE DESIGN SYSTEM INC | 647 | 202239 | COM |
| ENBRIDGE INC | 4194 | 200608 | COM |
| VALLEY NATL BANCORP | 13129 | 153347 | COM |
| AMERICAN COASTAL INS CORP | 10419 | 131597 | COM |
| MEDICAL PPTYS TRUST INC | 18664 | 93319 | COM |
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