Marble Wealth, LLC
Q4 2025 13F Holdings
- Locationmontgomery, AL
- Num holdings
272
- Value ($000)
$720,016
- Date Filed02/10/2026
- Form type13F-HR
- CIK0002110081
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $61.13M | 9 % | 89,246 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $38.21M | 5 % | 78,323 | ||
APPLE INC | COM | 037833100 | $33.22M | 5 % | 122,201 | ||
ISHARES TR | CORE MSCI EAFE | 46432F842 | $28.23M | 4 % | 315,603 | ||
NVIDIA CORPORATION | COM | 67066G104 | $25.27M | 4 % | 135,497 | ||
AMAZON COM INC | COM | 023135106 | $22.37M | 3 % | 96,894 | ||
MICROSOFT CORP | COM | 594918104 | $22.07M | 3 % | 45,626 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | $22.06M | 3 % | 70,487 | ||
PACER FDS TR | US CASH COWS 100 | 69374H881 | $20.61M | 3 % | 342,530 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $20.04M | 3 % | 31,961 |
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