Marble Wealth, LLC
CIK: 0002110081SEC EDGAR →
Portfolio Value
$720.0M
Holdings
272
As of
Q4 2025
New Positions
272
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 89,246 | $61.0M | 8.47% |
| 2 | VANGUARD INDEX FDS | 78,323 | $38.0M | 5.28% |
| 3 | APPLE INC | 122,201 | $33.0M | 4.58% |
| 4 | ISHARES TR | 315,603 | $28.0M | 3.89% |
| 5 | NVIDIA CORPORATION | 135,497 | $25.0M | 3.47% |
| 6 | AMAZON COM INC | 96,894 | $22.0M | 3.06% |
| 7 | ALPHABET INC | 70,487 | $22.0M | 3.06% |
| 8 | MICROSOFT CORP | 45,626 | $22.0M | 3.06% |
| 9 | PACER FDS TR | 342,530 | $20.0M | 2.78% |
| 10 | VANGUARD INDEX FDS | 31,961 | $20.0M | 2.78% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 84 | $301.0M | 49.9% |
| Technology | 35 | $108.0M | 17.9% |
| Unknown | 16 | $47.0M | 7.8% |
| Communication Services | 10 | $38.0M | 6.3% |
| Consumer Cyclical | 22 | $34.0M | 5.6% |
| Consumer Defensive | 11 | $21.0M | 3.5% |
| Energy | 15 | $16.0M | 2.7% |
| Healthcare | 24 | $16.0M | 2.7% |
| Industrials | 33 | $13.0M | 2.2% |
| Utilities | 9 | $7.0M | 1.2% |
| Basic Materials | 9 | $2.0M | 0.3% |
| Real Estate | 4 | $0 | 0.0% |