Managers / Q1 2026
Marble Wealth, LLC
CIK 0002110081 · 4137 CARMICHAEL ROAD, SUITE 210, MONTGOMERY, AL, 36106 · (334) 679-4800
Reported Value
$571M
Q1 2026
Positions
222
Filings on Record
2
2019–present window
Filed
May 14, 2026
original filing
Summary
Marble Wealth, Llc reported $571M in U.S.-listed holdings across 222 positions for Q1 2026.
Its largest position, IVV, represents 10.2% of the portfolio.
Compared with Q4 2025, the fund opened 17 new positions and exited 67.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.