Marble Wealth, LLC

Q4 2025 13F-HR Holdings

Location
Montgomery, AL
Holdings as of
12/31/2025
Date filed
2/10/2026
Form type
13F-HR
Num holdings
272
Total value ($000)
$720,016
Net value change ($000)
—
New positions
272
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: — SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 61,128 —
VUG 38,211 —
AAPL 33,221 —
IEFA 28,234 —
NVDA 25,270 —
AMZN 22,365 —
MSFT 22,066 —
GOOGL 22,062 —
COWZ 20,610 —
VOO 20,044 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type