Marble Wealth, LLC

Q3 2026 13F-HR Holdings

Location
Montgomery, AL
Holdings as of
9/30/2026
Date filed
11/10/2026
Form type
13F-HR
Num holdings
225
Total value ($000)
$671,741
Net value change ($000)
+18,474 (2.8%)
New positions
4
Sold out positions
13
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VFLO 6,274 28.3%
MSFT 4,677 35.1%
NVDA 3,693 14.1%
AAPL 3,584 14.5%
VUG 3,272 8.1%
XOM 3,029 NEW
IVV 2,517 3.7%
FBND 2,024 65.1%
FENI 1,256 11.1%
VOO 1,058 4.8%
Top Reduces (Value $000, Stocks/ETFs)
XOM -2,513 -100.0%
IEMG -2,353 -16.0%
AMAT -1,242 -29.7%
AVGO -1,146 -7.8%
WMT -921 -9.7%
GE -921 -17.1%
HD -911 -21.7%
SO -805 -17.8%
IJR -783 -7.1%
GOOGL -720 -4.3%
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