Marble Wealth, LLC

Q2 2026 13F-HR Holdings

Location
Montgomery, AL
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
234
Total value ($000)
$653,267
Net value change ($000)
+81,879 (14.3%)
New positions
22
Sold out positions
10
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 10,029 17.2%
VUG 7,560 23.2%
VFLO 3,764 20.5%
MU 3,138 273.3%
IEMG 2,989 25.5%
VOO 2,951 15.4%
XLF 2,932 NEW
NVDA 2,917 12.5%
XLV 2,809 851.2%
FENI 2,694 31.4%
Top Reduces (Value $000, Stocks/ETFs)
WMT -970 -9.3%
GEV -968 -25.5%
EQT -914 -100.0%
PLTR -846 -39.0%
XOM -578 -18.7%
GLD -559 -14.8%
GE -512 -8.7%
MCD -512 -18.2%
CVX -509 -18.9%
MSFT -434 -3.2%
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