StockDriftsStockDriftsTop 50 Marble Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 10.44% | 91.0K | $68.2M | +2.27%(+2.02K) | $677.45(+14.75%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 6.15% | 466.7K | $40.2M | +4.09%(+18.32K) | $80.52(+10.61%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.01% | 131.0K | $26.2M | -1.92%(-2.57K) | $186.54(+18.18%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.79% | 85.5K | $24.7M | -12.23%(-11.92K) | $263.24(+16.50%) | 2026-06-30 | |
| IEFA | ISHARES TR | 3.54% | 239.3K | $23.1M | +4.82%(+11.00K) | $88.57(+14.07%) | 2026-06-30 | |
| VFLO | VICTORY PORTFOLIOS II | 3.39% | 484.5K | $22.2M | +3.95%(+18.39K) | $38.58(+37.10%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 3.38% | 32.2K | $22.1M | +0.42%(+133) | $619.80(+14.72%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.62% | 72.2K | $17.1M | +4.76%(+3.28K) | $218.05(+13.10%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.53% | 46.3K | $16.6M | -12.04%(-6.34K) | $278.05(+26.40%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.47% | 67.8K | $16.1M | +1.23%(+825) | $225.13(+22.13%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +7.04% |
| Top 20 Holdings Unweighted | — | — | — | — | +7.47% |
Marble Wealth, LLC reports $653.27M in US-listed equity holdings across 234 positions in its most recent 13F filing. Its largest disclosed positions are IVV (10.4%), VUG (6.2%) and NVDA (4.0%). The top 20 holdings account for 59.16% of reported assets. Its disclosed equity book has returned +7.04% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Marble Wealth, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2110081). View Marble Wealth, LLC’s 13F filings on SEC