Institutional Manager · CIK 0002110081
Marble Wealth, LLC
MONTGOMERY, AL · File #028-26190
Latest AUM
$720.0M
Positions
272
Top-10 Concentration
53.6%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 89,246 | $61.1M | 11.18% |
| 2 | VANGUARD INDEX FDS | 922908736 | 78,323 | $38.2M | 6.99% |
| 3 | APPLE INC | AAPL | 122,201 | $33.2M | 6.08% |
| 4 | ISHARES TR | 46432F842 | 315,603 | $28.2M | 5.17% |
| 5 | NVIDIA CORPORATION | NVDA | 135,497 | $25.3M | 4.62% |
| 6 | AMAZON COM INC | AMZN | 96,894 | $22.4M | 4.09% |
| 7 | MICROSOFT CORP | MSFT | 45,626 | $22.1M | 4.04% |
| 8 | ALPHABET INC | GOOG | 70,487 | $22.1M | 4.04% |
| 9 | PACER FDS TR | 69374H881 | 342,530 | $20.6M | 3.77% |
| 10 | VANGUARD INDEX FDS | 922908363 | 31,961 | $20.0M | 3.67% |
| 11 | VICTORY PORTFOLIOS II | 92647X830 | 493,379 | $19.4M | 3.55% |
| 12 | VANGUARD SPECIALIZED FUNDS | 921908844 | 71,525 | $15.7M | 2.88% |
| 13 | BROADCOM INC | AVGO | 43,282 | $15.0M | 2.74% |
| 14 | PACER FDS TR | 69374H360 | 319,703 | $11.3M | 2.06% |
| 15 | ALPHABET INC | GOOG | 34,625 | $10.9M | 1.99% |
| 16 | WALMART INC | WMT | 90,353 | $10.1M | 1.84% |
| 17 | JPMORGAN CHASE & CO. | VYLD | 26,310 | $8.5M | 1.55% |
| 18 | ISHARES INC | 46434G103 | 121,106 | $8.1M | 1.49% |
| 19 | ISHARES TR | 464287804 | 66,788 | $8.0M | 1.47% |
| 20 | SCHWAB STRATEGIC TR | 808524797 | 292,173 | $8.0M | 1.47% |