Marble Wealth, LLC

13F filer, CIK 2110081, MONTGOMERY, AL

Marble Wealth, LLC reported $720,015,570 across 272 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-10. Its ten largest share positions make up 40.72% of the portfolio.

Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC13F-HR 0001951757-26-000415

Period: 2025-12-31
Reported value: $720M
Holdings: 272
Top 10 weight: 40.72%
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Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001951757-26-000415, largest first. % of portfolio is the value over $720,015,570, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Timeline
IVVISHARES TR	89,246	$61.1M	8.49%	Timeline
VUGVANGUARD INDEX FDS	78,323	$38.2M	5.31%	Timeline
AAPLAPPLE INC	122,201	$33.2M	4.61%	Timeline
IEFAISHARES TR	315,603	$28.2M	3.92%	Timeline
NVDANVIDIA CORPORATION	135,497	$25.3M	3.51%	Timeline
AMZNAMAZON COM INC	96,894	$22.4M	3.11%	Timeline
MSFTMICROSOFT CORP	45,626	$22.1M	3.06%	Timeline
GOOGLALPHABET INC	70,487	$22.1M	3.06%	Timeline
COWZPACER FDS TR	342,530	$20.6M	2.86%	Timeline
VOOVANGUARD INDEX FDS	31,961	$20M	2.78%	Timeline
VFLOVICTORY PORTFOLIOS II	493,379	$19.4M	2.7%	Timeline
VIGVANGUARD SPECIALIZED FUNDS	71,525	$15.7M	2.18%	Timeline
AVGOBROADCOM INC	43,282	$15M	2.08%	Timeline
COWGPACER FDS TR	319,703	$11.3M	1.56%	Timeline
GOOGALPHABET INC	34,625	$10.9M	1.51%	Timeline
WMTWALMART INC	90,353	$10.1M	1.4%	Timeline
JPMJPMORGAN CHASE & CO	26,310	$8.48M	1.18%	Timeline
IEMGISHARES INC	121,106	$8.14M	1.13%	Timeline
IJRISHARES TR	66,788	$8.03M	1.11%	Timeline
SCHDSCHWAB STRATEGIC TR	292,173	$8.01M	1.11%	Timeline
NOBLPROSHARES TR	72,747	$7.57M	1.05%	Timeline
RSPINVESCO EXCHANGE TRADED FD T	38,893	$7.45M	1.03%	Timeline
BXBLACKSTONE INC	47,381	$7.3M	1.01%	Timeline
COSTCOSTCO WHOLESALE CORPORATION	8,074	$6.96M	0.97%	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	13,846	$6.96M	0.97%	Timeline
XOMEXXON MOBIL CORP	54,782	$6.59M	0.92%	Timeline
GEGE AEROSPACE	20,589	$6.34M	0.88%	Timeline
FNDASCHWAB STRATEGIC TR	190,639	$6.01M	0.83%	Timeline
SCHGSCHWAB STRATEGIC TR	173,395	$5.66M	0.79%	Timeline
HDHOME DEPOT INC	15,344	$5.28M	0.73%	Timeline
QQQINVESCO QQQ TR	7,613	$4.68M	0.65%	Timeline
SOSOUTHERN CO	50,957	$4.44M	0.62%	Timeline
ARCCARES CAPITAL CORP	206,813	$4.18M	0.58%	Timeline
SCHWCHARLES SCHWAB CORP (THE)	41,400	$4.14M	0.57%	Timeline
METAMETA PLATFORMS INC	6,199	$4.09M	0.57%	Timeline
ABBVABBVIE INC	17,807	$4.07M	0.57%	Timeline
BXSLBLACKSTONE SECD LENDING FD	148,058	$3.9M	0.54%	Timeline
SPGPINVESCO EXCHANGE TRADED FD T	34,176	$3.89M	0.54%	Timeline
VTCVANGUARD SCOTTSDALE FDS	48,870	$3.79M	0.53%	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	5,302	$3.62M	0.5%	Timeline
VVISA INC	10,064	$3.53M	0.49%	Timeline
GLDSPDR GOLD TR	8,827	$3.5M	0.49%	Timeline
USHYISHARES TR	90,730	$3.39M	0.47%	Timeline
GSGOLDMAN SACHS GROUP INC	3,595	$3.16M	0.44%	Timeline
COPCONOCOPHILLIPS	33,510	$3.14M	0.44%	Timeline
MCDMCDONALDS CORP	10,232	$3.13M	0.43%	Timeline
BRK-ABERKSHIRE HATHAWAY INC DEL	4	$3.02M	0.42%	Timeline
JNJJOHNSON & JOHNSON	14,254	$2.95M	0.41%	Timeline
IBMINTERNATIONAL BUSINESS MACHS	9,659	$2.86M	0.4%	Timeline
GEVGE VERNOVA INC	4,346	$2.84M	0.39%	Timeline
PLTRPALANTIR TECHNOLOGIES INC	15,176	$2.7M	0.37%	Timeline
ORLYOREILLY AUTOMOTIVE INC	28,061	$2.56M	0.36%	Timeline
CSCOCISCO SYS INC	32,618	$2.51M	0.35%	Timeline
IJHISHARES TR	37,886	$2.5M	0.35%	Timeline
CVXCHEVRON CORPORATION	16,063	$2.45M	0.34%	Timeline
LLYELI LILLY & CO	2,265	$2.43M	0.34%	Timeline
BACBANK OF AMER CORP	41,985	$2.31M	0.32%	Timeline
WMBWILLIAMS COS INC	38,298	$2.3M	0.32%	Timeline
IAUISHARES GOLD TR	28,172	$2.29M	0.32%	Timeline
CAHCARDINAL HEALTH INC	11,109	$2.28M	0.32%	Timeline
APOAPOLLO GLOBAL MGMT INC	15,653	$2.27M	0.31%	Timeline
CATCATERPILLAR INC	3,863	$2.21M	0.31%	Timeline
VTIVANGUARD INDEX FDS	6,484	$2.17M	0.3%	Timeline
PGPROCTER & GAMBLE CO	15,165	$2.17M	0.3%	Timeline
KOCOCA COLA CO	29,735	$2.08M	0.29%	Timeline
FBNDFIDELITY MERRIMACK STR TR	45,103	$2.08M	0.29%	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	3,546	$2.05M	0.29%	Timeline
CRWDCROWDSTRIKE HLDGS INC	4,328	$2.03M	0.28%	Timeline
TAT&T INC	74,600	$1.85M	0.26%	Timeline
STXSEAGATE TECHNOLOGY HLDNGS PL	6,501	$1.79M	0.25%	Timeline
RTXRTX CORPORATION	9,568	$1.75M	0.24%	Timeline
AXPAMERICAN EXPRESS CO	4,651	$1.72M	0.24%	Timeline
EOGEOG RES INC	16,076	$1.69M	0.23%	Timeline
UNHUNITEDHEALTH GROUP INC	5,077	$1.68M	0.23%	Timeline
LINLINDE PLC	3,928	$1.67M	0.23%	Timeline
ABTABBOTT LABORATORIES	13,216	$1.66M	0.23%	Timeline
ITWILLINOIS TOOL WKS INC	6,543	$1.61M	0.22%	Timeline
PSXPHILLIPS 66	12,296	$1.59M	0.22%	Timeline
FSKFS KKR CAP CORP	105,832	$1.57M	0.22%	Timeline
VZVERIZON COMMUNICATIONS INC	38,277	$1.56M	0.22%	Timeline
KMIKINDER MORGAN INC DEL	56,007	$1.54M	0.21%	Timeline
SYYSYSCO CORP	20,657	$1.52M	0.21%	Timeline
FBTCFIDELITY WISE ORIGIN BITCOIN	19,466	$1.48M	0.21%	Timeline
AMATAPPLIED MATLS INC	5,478	$1.41M	0.2%	Timeline
ORCLORACLE CORP	7,035	$1.37M	0.19%	Timeline
LQDISHARES TR	12,417	$1.37M	0.19%	Timeline
SHOPSHOPIFY INC	8,392	$1.35M	0.19%	Timeline
MAMASTERCARD INCORPORATED	2,327	$1.33M	0.18%	Timeline
BKNGBOOKING HOLDINGS INC	248	$1.33M	0.18%	Timeline
PWRQUANTA SVCS INC	3,111	$1.31M	0.18%	Timeline
MSMORGAN STANLEY	7,081	$1.26M	0.17%	Timeline
TSLATESLA INC	2,757	$1.24M	0.17%	Timeline
LMTLOCKHEED MARTIN CORP	2,527	$1.22M	0.17%	Timeline
SHYISHARES TR	14,523	$1.2M	0.17%	Timeline
WFCWELLS FARGO & CO	12,893	$1.2M	0.17%	Timeline
AKREPROFESIONALLY MANAGED PORTFO	18,188	$1.19M	0.17%	Timeline
GILDGILEAD SCIENCES INC	9,588	$1.18M	0.16%	Timeline
QCOMQUALCOMM INC	6,744	$1.15M	0.16%	Timeline
MRKMERCK & CO INC	10,738	$1.13M	0.16%	Timeline
EMREMERSON ELEC CO	8,491	$1.13M	0.16%	Timeline
KLACKLA CORP	926	$1.12M	0.16%	Timeline
MTBM & T BK CORP	5,574	$1.12M	0.16%	Timeline
NFLXNETFLIX INC.	11,630	$1.09M	0.15%	Timeline
BKLNINVESCO EXCH TRADED FD TR II	51,549	$1.08M	0.15%	Timeline
DUKDUKE ENERGY CORP NEW	9,040	$1.06M	0.15%	Timeline
GLGLOBE LIFE INC	7,423	$1.04M	0.14%	Timeline
VMCVULCAN MATLS CO	3,622	$1.03M	0.14%	Timeline
RFREGIONS FINANCIAL CORP NEW	37,802	$1.02M	0.14%	Timeline
TRVTRAVELERS COMPANIES INC	3,509	$1.02M	0.14%	Timeline
AMDADVANCED MICRO DEVICES INC	4,575	$980K	0.14%	Timeline
ISRGINTUITIVE SURGICAL INC	1,689	$957K	0.13%	Timeline
LHXL3HARRIS TECHNOLOGIES INC	3,258	$956K	0.13%	Timeline
ROKROCKWELL AUTOMATION INC	2,455	$955K	0.13%	Timeline
GOVTISHARES TR	41,094	$946K	0.13%	Timeline
MDLZMONDELEZ INTL INC	17,414	$937K	0.13%	Timeline
NSCNORFOLK SOUTHN CORP	3,220	$930K	0.13%	Timeline
MUMICRON TECHNOLOGY INC	3,252	$928K	0.13%	Timeline
CHDCHURCH & DWIGHT CO INC	10,905	$914K	0.13%	Timeline
TJXTJX COS INC NEW	5,881	$903K	0.13%	Timeline
CRMSALESFORCE INC	3,258	$863K	0.12%	Timeline
VEUVANGUARD INTL EQUITY INDEX F	11,557	$850K	0.12%	Timeline
PMPHILIP MORRIS INTL INC	5,281	$847K	0.12%	Timeline
BLKBLACKROCK INC	788	$844K	0.12%	Timeline
ANETARISTA NETWORKS INC	6,434	$843K	0.12%	Timeline
FNDBSCHWAB STRATEGIC TR	31,538	$838K	0.12%	Timeline
AMPAMERIPRISE FINL INC	1,707	$837K	0.12%	Timeline
CTRACOTERRA ENERGY INC	31,694	$834K	0.12%	Timeline
WMWASTE MGMT INC DEL	3,791	$833K	0.12%	Timeline
EQTEQT CORP	15,467	$829K	0.12%	Timeline
LRCXLAM RESEARCH CORP	4,687	$802K	0.11%	Timeline
MUBISHARES TR	7,382	$791K	0.11%	Timeline
NEENEXTERA ENERGY INC	9,846	$790K	0.11%	Timeline
PHMPULTE GROUP INC	6,703	$786K	0.11%	Timeline
DISDISNEY WALT CO	6,663	$758K	0.11%	Timeline
CLCOLGATE PALMOLIVE CO	9,419	$744K	0.1%	Timeline
FANGDIAMONDBACK ENERGY INC	4,861	$731K	0.1%	Timeline
STLDSTEEL DYNAMICS INC	4,158	$705K	0.1%	Timeline
HCAHCA HEALTHCARE INC	1,462	$683K	0.09%	Timeline
LAMRLAMAR ADVERTISING CO	5,363	$679K	0.09%	Timeline
OKEONEOK INC NEW	9,206	$677K	0.09%	Timeline
BROBROWN & BROWN INC	8,396	$669K	0.09%	Timeline
VTRSVIATRIS INC	53,490	$666K	0.09%	Timeline
ITOTISHARES TR	4,322	$643K	0.09%	Timeline
FCXFREEPORT MCMORAN INC	12,226	$621K	0.09%	Timeline
AMGNAMGEN INC	1,891	$619K	0.09%	Timeline
VLOVALERO ENERGY CORP	3,797	$618K	0.09%	Timeline
ATRAPTARGROUP INC	5,000	$610K	0.08%	Timeline
CSXCSX CORP	16,785	$608K	0.08%	Timeline
DHID R HORTON INC	4,204	$605K	0.08%	Timeline
PANWPALO ALTO NETWORKS INC	3,274	$603K	0.08%	Timeline
LHLABCORP HOLDINGS INC	2,401	$602K	0.08%	Timeline
ULTAULTA BEAUTY INC	994	$601K	0.08%	Timeline
TSCOTRACTOR SUPPLY CO	11,701	$585K	0.08%	Timeline
UNPUNION PAC CORP	2,525	$584K	0.08%	Timeline
SHWSHERWIN WILLIAMS CO	1,801	$583K	0.08%	Timeline
PINSPINTEREST INC	22,300	$577K	0.08%	Timeline
PHPARKER-HANNIFIN CORP	656	$576K	0.08%	Timeline
BSXBOSTON SCIENTIFIC CORP	5,988	$571K	0.08%	Timeline
VTWOVANGUARD SCOTTSDALE FDS	5,726	$570K	0.08%	Timeline
DEDEERE & CO	1,172	$546K	0.08%	Timeline
TELTE CONNECTIVITY PLC	2,372	$540K	0.07%	Timeline
NUENUCOR CORP	3,240	$529K	0.07%	Timeline
NVRNVR INC	72	$528K	0.07%	Timeline
TMUST-MOBILE US INC	2,598	$527K	0.07%	Timeline
HONHONEYWELL INTL INC	2,659	$519K	0.07%	Timeline
PNCPNC FINL SVCS GROUP INC	2,457	$513K	0.07%	Timeline
JCIJOHNSON CONTROLS INTERNATION	4,221	$506K	0.07%	Timeline
XLKSELECT SECTOR SPDR TR	3,500	$504K	0.07%	Timeline
IWFISHARES TR	1,064	$504K	0.07%	Timeline
ADIANALOG DEVICES INC	1,826	$495K	0.07%	Timeline
CCITIGROUP INC	4,232	$494K	0.07%	Timeline
INTUINTUIT	725	$480K	0.07%	Timeline
CFAVICTORY PORTFOLIOS II	5,216	$475K	0.07%	Timeline
CMCSACOMCAST CORP NEW	15,623	$467K	0.06%	Timeline
BMYBRISTOL-MYERS SQUIBB CO	8,567	$462K	0.06%	Timeline
MOALTRIA GROUP INC	7,959	$459K	0.06%	Timeline
GWWWW GRAINGER INC	454	$458K	0.06%	Timeline
PGRPROGRESSIVE CORP	2,006	$457K	0.06%	Timeline
GTNGRAY MEDIA INC	93,895	$454K	0.06%	Timeline
CMECME GROUP INC	1,656	$452K	0.06%	Timeline
AEPAMERICAN ELEC PWR CO INC	3,893	$449K	0.06%	Timeline
PEPPEPSICO INC	3,122	$448K	0.06%	Timeline
TXNTEXAS INSTRS INC	2,545	$441K	0.06%	Timeline
LOWLOWES COS INC	1,829	$441K	0.06%	Timeline
NDAQNASDAQ INC	4,540	$441K	0.06%	Timeline
MAAMID-AMER APT CMNTYS INC	3,162	$439K	0.06%	Timeline
CEGCONSTELLATION ENERGY CORP	1,242	$439K	0.06%	Timeline
CBCHUBB LIMITED	1,404	$438K	0.06%	Timeline
SYKSTRYKER CORPORATION	1,247	$438K	0.06%	Timeline
DHRDANAHER CORP DEL	1,893	$433K	0.06%	Timeline
CHRWC H ROBINSON WORLDWIDE IN	2,657	$427K	0.06%	Timeline
MNSTMONSTER BEVERAGE CORP NEW	5,503	$422K	0.06%	Timeline
VONEVANGUARD SCOTTSDALE FDS	1,360	$420K	0.06%	Timeline
CORCENCORA INC	1,239	$419K	0.06%	Timeline
PKGPACKAGING CORP AMER	2,022	$417K	0.06%	Timeline
IPINTERNATIONAL PAPER CO	10,542	$415K	0.06%	Timeline
INTCINTEL CORP	11,186	$413K	0.06%	Timeline
KOPKOPPERS HOLDINGS INC	15,085	$409K	0.06%	Timeline
MELIMERCADOLIBRE INC	202	$407K	0.06%	Timeline
VRTXVERTEX PHARMACEUTICALS INC	865	$392K	0.05%	Timeline
CVSCVS HEALTH CORP	4,937	$392K	0.05%	Timeline
SFBSSERVISFIRST BANCSHARES INC	5,456	$392K	0.05%	Timeline
NOWSERVICENOW INC	2,547	$390K	0.05%	Timeline
SLVISHARES SILVER TR	6,000	$387K	0.05%	Timeline
SPGIS&P GLOBAL INC	738	$386K	0.05%	Timeline
DRIDARDEN RESTAURANTS INC	2,090	$385K	0.05%	Timeline
RGAREINSURANCE GROUP AMER INC	1,871	$381K	0.05%	Timeline
TTDTHE TRADE DESK INC	9,750	$370K	0.05%	Timeline
TDGTRANSDIGM GROUP INC	271	$361K	0.05%	Timeline
TNLTRAVEL PLUS LEISURE CO	5,012	$353K	0.05%	Timeline
LENLENNAR CORP	3,386	$348K	0.05%	Timeline
ICEINTERCONTINENTAL EXCHANGE IN	2,092	$339K	0.05%	Timeline
CPRTCOPART INC	8,630	$338K	0.05%	Timeline
XLVSELECT SECTOR SPDR TR	2,120	$328K	0.05%	Timeline
IWOISHARES TR	1,016	$328K	0.05%	Timeline
EBAYEBAY INC.	3,759	$327K	0.05%	Timeline
ETNEATON CORP PLC	1,028	$327K	0.05%	Timeline
NXPINXP SEMICONDUCTORS N V	1,502	$326K	0.05%	Timeline
MDTMEDTRONIC PLC	3,378	$324K	0.05%	Timeline
MRSHMARSH & MCLENNAN COS INC	1,727	$320K	0.04%	Timeline
ROADCONSTRUCTION PARTNERS INC	2,930	$318K	0.04%	Timeline
UBERUBER TECHNOLOGIES INC	3,825	$313K	0.04%	Timeline
OXYOCCIDENTAL PETE CORP	7,568	$311K	0.04%	Timeline
COFCAPITAL ONE FINL CORP	1,283	$311K	0.04%	Timeline
IVWISHARES TR	2,503	$309K	0.04%	Timeline
AZNASTRAZENECA PLC-SPONS ADR	3,341	$307K	0.04%	Timeline
GMGENERAL MTRS CO	3,748	$305K	0.04%	Timeline
DFUSDIMENSIONAL ETF TRUST	4,064	$301K	0.04%	Timeline
VCITVANGUARD SCOTTSDALE FDS	3,575	$299K	0.04%	Timeline
EXPDEXPEDITORS INTL WASH INC	1,966	$293K	0.04%	Timeline
APHAMPHENOL CORP	2,143	$290K	0.04%	Timeline
EXPEEXPEDIA GROUP INC	1,018	$289K	0.04%	Timeline
SCHVSCHWAB STRATEGIC TR	9,632	$285K	0.04%	Timeline
USMVISHARES TR	3,019	$284K	0.04%	Timeline
MCKMCKESSON CORP	339	$278K	0.04%	Timeline
FFORD MTR CO	20,859	$274K	0.04%	Timeline
ADPAUTOMATIC DATA PROCESSING IN	1,031	$265K	0.04%	Timeline
USBUS BANCORP	4,818	$257K	0.04%	Timeline
DONWISDOMTREE TR	4,961	$256K	0.04%	Timeline
HWMHOWMET AEROSPACE INC	1,248	$256K	0.04%	Timeline
GDGENERAL DYNAMICS CORP	759	$256K	0.04%	Timeline
MSCIMSCI INC	444	$255K	0.04%	Timeline
PYPLPAYPAL HLDGS INC	4,367	$255K	0.04%	Timeline
GNRCGENERAC HLDGS INC	1,831	$250K	0.03%	Timeline
TGTTARGET CORP	2,546	$249K	0.03%	Timeline
SPGSIMON PPTY GROUP INC NEW	1,343	$249K	0.03%	Timeline
MMM3M CO	1,551	$248K	0.03%	Timeline
ECLECOLAB INC	946	$248K	0.03%	Timeline
ACNACCENTURE PLC IRELAND	917	$246K	0.03%	Timeline
PCARPACCAR INC	2,225	$244K	0.03%	Timeline
PNWPINNACLE WEST CAP CORP	2,702	$240K	0.03%	Timeline
ETRENTERGY CORP NEW	2,554	$236K	0.03%	Timeline
TRGPTARGA RES CORP	1,252	$231K	0.03%	Timeline
RSGREPUBLIC SVCS INC	1,086	$230K	0.03%	Timeline
TTTRANE TECHNOLOGIES PLC	586	$228K	0.03%	Timeline
WECWEC ENERGY GROUP INC	2,160	$228K	0.03%	Timeline
WRBBERKLEY W R CORP	3,175	$223K	0.03%	Timeline
UHAL-BU HAUL HOLDING COMPANY	4,759	$222K	0.03%	Timeline
AMTAMERICAN TOWER CORP	1,265	$222K	0.03%	Timeline
CMICUMMINS INC	435	$222K	0.03%	Timeline
ORIOLD REP INTL CORP	4,806	$219K	0.03%	Timeline
WSOWATSCO INC	635	$214K	0.03%	Timeline
FUSBFIRST US BANCSHARES INC	15,286	$214K	0.03%	Timeline
ADSKAUTODESK INC	709	$210K	0.03%	Timeline
NEMNEWMONT CORP	2,093	$209K	0.03%	Timeline
ADBEADOBE INC	595	$208K	0.03%	Timeline
VEAVANGUARD TAX-MANAGED FDS	3,284	$205K	0.03%	Timeline
CDNSCADENCE DESIGN SYSTEM INC	647	$202K	0.03%	Timeline
ENBENBRIDGE INC	4,194	$201K	0.03%	Timeline
VLYVALLEY NATL BANCORP	13,129	$153K	0.02%	Timeline
ACICAMERICAN COASTAL INS CORP	10,419	$132K	0.02%	Timeline
MPTMEDICAL PROPERTIES TRUST INC	18,664	$93.3K	0.01%	Timeline

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001951757-26-000415	base		2026-02-10	acceptance time not in the bulk data set	2026-10-07 03:01:36 UTC