Marble Wealth, LLC

Q1 2026 13F-HR Holdings

Location
Montgomery, AL
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
222
Total value ($000)
$571,388
Net value change ($000)
-148,628 (-20.6%)
New positions
17
Sold out positions
67
Turnover %
8.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
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)
FENI 8,591 NEW
FESM 4,546 NEW
IEMG 3,602 44.2%
BGIG 1,054 NEW
GEV 953 33.6%
IJR 864 10.8%
STX 761 42.5%
FBND 720 34.7%
AMAT 555 39.4%
PWR 436 33.2%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -8,491 -25.6%
AMZN -8,425 -37.7%
MSFT -8,315 -37.7%
IEFA -7,565 -26.8%
COWZ -7,562 -36.7%
GOOGL -6,919 -31.4%
VUG -5,570 -14.6%
COWG -5,561 -49.4%
GOOGL -4,979 -45.8%
RSP -3,841 -51.6%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type