Marble Wealth, LLC
223 holdingsFiling period: 2026-03-31Current AUM: $651.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 89.0K | $58.1M | $66.8M | 10.25% | -234 | 2026-03-31 |
| 2 | VUG | VANGUARD INDEX FDS | 74.7K | $32.6M | $38.2M | 5.86% | -3,595 | 2026-03-31 |
| 3 | AAPL | APPLE INC | 97.4K | $24.7M | $30.1M | 4.62% | -24,759 | 2026-03-31 |
| 4 | NVDA | NVIDIA CORPORATION | 133.6K | $23.3M | $26.8M | 4.11% | -1,945 | 2026-03-31 |
| 5 | IEFA | ISHARES TR | 228.3K | $20.7M | $22.4M | 3.44% | -87,297 | 2026-03-31 |
| 6 | VOO | VANGUARD INDEX FDS | 32.0K | $19.1M | $22.0M | 3.38% | +73 | 2026-03-31 |
| 7 | VFLO | VICTORY PORTFOLIOS II | 466.1K | $18.4M | $23.2M | 3.56% | -27,252 | 2026-03-31 |
| 8 | GOOGL | ALPHABET INC | 52.7K | $15.1M | $18.8M | 2.88% | -17,827 | 2026-03-31 |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | 68.9K | $14.8M | $16.5M | 2.53% | -2,608 | 2026-03-31 |
| 10 | AMZN | AMAZON COM INC | 66.9K | $13.9M | $18.2M | 2.79% | -29,960 | 2026-03-31 |
| 11 | MSFT | MICROSOFT CORP | 37.1K | $13.8M | $17.3M | 2.65% | -8,478 | 2026-03-31 |
| 12 | COWZ | PACER FDS TR | 208.6K | $13.0M | $14.0M | 2.14% | -133,966 | 2026-03-31 |
| 13 | AVGO | BROADCOM INC | 41.9K | $13.0M | $16.3M | 2.50% | -1,419 | 2026-03-31 |
| 14 | IEMG | ISHARES INC | 168.4K | $11.7M | $13.1M | 2.01% | +47.3K | 2026-03-31 |
| 15 | WMT | WALMART INC | 84.0K | $10.4M | $9.3M | 1.43% | -6,355 | 2026-03-31 |
| 16 | IJR | ISHARES TR | 71.5K | $8.9M | $10.4M | 1.60% | +4.7K | 2026-03-31 |
| 17 | FENI | FIDELITY COVINGTON TRUST | 230.9K | $8.6M | $9.4M | 1.44% | -- | 2026-03-31 |
| 18 | JPM | JPMORGAN CHASE & CO | 25.6K | $7.5M | $9.0M | 1.38% | -752 | 2026-03-31 |
| 19 | COST | COSTCO WHOLESALE CORPORATION | 7.4K | $7.3M | $7.0M | 1.08% | -715 | 2026-03-31 |
| 20 | FNDA | SCHWAB STRATEGIC TR | 186.4K | $6.0M | $6.9M | 1.06% | -4,286 | 2026-03-31 |
| 21 | GOOG | ALPHABET INC | 20.5K | $5.9M | $7.3M | 1.12% | -14,107 | 2026-03-31 |
| 22 | GE | GE AEROSPACE | 20.7K | $5.9M | $7.5M | 1.15% | +146 | 2026-03-31 |
| 23 | COWG | PACER FDS TR | 168.8K | $5.7M | $6.4M | 0.98% | -150,868 | 2026-03-31 |
| 24 | BX | BLACKSTONE INC | 47.7K | $5.5M | $6.1M | 0.93% | +290 | 2026-03-31 |
| 25 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 11.1K | $5.3M | $5.3M | 0.81% | -2,777 | 2026-03-31 |
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