Marble Wealth, LLC
All 13F Filings
- Location
- Montgomery, AL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 653,267
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 234 | 653,267 | 13F-HR | Marble Wealth, LLC |
| Q1 2026 | 5/14/2026 | 222 | 571,388 | 13F-HR | Marble Wealth, LLC |
| Q4 2025 | 2/10/2026 | 272 | 720,016 | 13F-HR | Marble Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 347.1 K | 53.1% | 11.01 K | 0 | 11.01 K |
| ETFs | 306.1 K | 46.9% | 70.87 K | 0 | 70.87 K |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
653,267
Holdings
234
QoQ value change ($000)
81,879
(14.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.