Marble Wealth, LLC
CIK: 0002110081SEC EDGAR →
Portfolio Value
$720K
Holdings
272
As of
Q4 2025
New Positions
272
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 78,323 | $38.0M | 5277.78% |
| 2 | APPLE INC | 122,201 | $33.0M | 4583.33% |
| 3 | ISHARES TR | 315,603 | $28.0M | 3888.89% |
| 4 | NVIDIA CORPORATION | 135,497 | $25.0M | 3472.22% |
| 5 | AMAZON COM INC | 96,894 | $22.0M | 3055.56% |
| 6 | MICROSOFT CORP | 45,626 | $22.0M | 3055.56% |
| 7 | ALPHABET INC | 70,487 | $22.0M | 3055.56% |
| 8 | PACER FDS TR | 342,530 | $20.0M | 2777.78% |
| 9 | VICTORY PORTFOLIOS II | 493,379 | $19.0M | 2638.89% |
| 10 | VANGUARD SPECIALIZED FUNDS | 71,525 | $15.0M | 2083.33% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 84 | $214.1M | 43.6% |
| Technology | 35 | $107.0M | 21.8% |
| Unknown | 16 | $40.0M | 8.1% |
| Communication Services | 10 | $34.0M | 6.9% |
| Consumer Cyclical | 22 | $33.0M | 6.7% |
| Energy | 15 | $16.0M | 3.3% |
| Consumer Defensive | 11 | $15.0M | 3.1% |
| Healthcare | 24 | $12.0M | 2.4% |
| Industrials | 33 | $11.0M | 2.2% |
| Utilities | 9 | $7.0M | 1.4% |
| Basic Materials | 9 | $2.0M | 0.4% |
| Real Estate | 4 | $0 | 0.0% |