Marble Wealth, LLC holds a diversified book of 234 stocks worth $653.3M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened SS Financial Select Sector and trimmed Nvidia Corp. Their largest long position is Ishares Core S&P 500 ETF at 10% of the equity book. Cloning the disclosed picks since 2026 would be +9% (+19.6%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +12.7%, a 3.6-point gap that is the cost of the ~38-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Marble Wealth, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
47% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $68.2M | 91.0K | 10.4% | ▲+2.3% Added · +2K sh | |
| 2 | Vanguard Index FDS GROWTH ETF | $40.2M | 466.7K | 6.2% | ▲+525% Added · +392K sh | |
| 3 | Nvidia Corporation COM | $26.2M | 131.0K | 4.0% | ▼−1.9% Reduced · −3K sh | |
| 4 | Apple Inc COM | $24.7M | 85.5K | 3.8% | ▼−12% Reduced · −12K sh | |
| 5 | Ishares TR CORE MSCI EAFE | $23.1M | 239.3K | 3.5% | ▲+4.8% Added · +11K sh | |
| 6 | Victory Portfolios II SHS FR CA FL ETF | $22.2M | 484.5K | 3.4% | ▲+3.9% Added · +18K sh | |
| 7 | Vanguard Index FDS S&P 500 ETF SHS | $22.1M | 32.2K | 3.4% | ▲+0.4% Added · +133 sh | |
| 8 | Vanguard Specialized Funds DIV APP ETF | $17.1M | 72.2K | 2.6% | ▲+4.8% Added · +3K sh | |
| 9 | Alphabet Inc CAP STK CL A | $16.6M | 46.3K | 2.5% | ▼−12% Reduced · −6K sh | |
| 10 | Amazon Com Inc COM | $16.1M | 67.8K | 2.5% | ▲+1.2% Added · +825 sh | |
| 11 | Broadcom Inc COM | $14.7M | 39.0K | 2.3% | ▼−6.8% Reduced · −3K sh | |
| 12 | Ishares Inc CORE MSCI EMKT | $14.7M | 177.8K | 2.3% | ▲+5.6% Added · +9K sh | |
| 13 | Microsoft Corp COM | $13.3M | 35.7K | 2.0% | ▼−3.9% Reduced · −1K sh | |
| 14 | Pacer FDS TR US CASH COWS 100 | $12.7M | 204.7K | 1.9% | ▼−1.9% Reduced · −4K sh | |
| 15 | Fidelity Covington Trust ENHANCED INTL | $11.3M | 281.2K | 1.7% | ▲+22% Added · +50K sh | |
| 16 | Ishares TR CORE S&P SCP ETF | $11.0M | 74.4K | 1.7% | ▲+4.0% Added · +3K sh | |
| 17 | Walmart Inc COM | $9.5M | 83.6K | 1.4% | ▼−0.5% Reduced · −396 sh | |
| 18 | JPMorgan Chase & Co COM | $8.4M | 25.7K | 1.3% | ▲+0.7% Added · +180 sh | |
| 19 | Alphabet Inc CAP STK CL C | $7.1M | 20.1K | 1.1% | ▼−2.0% Reduced · −419 sh | |
| 20 | Schwab Strategic TR FUNDAMENTAL US S | $7.1M | 185.6K | 1.1% | ▼−0.4% Reduced · −799 sh | |
| 21 | Costco Wholesale Corporation COM | $6.9M | 7.4K | 1.1% | ▲+0.3% Added · +19 sh | |
| 22 | Fidelity Covington Trust ENHANCED SML CAP | $6.8M | 140.5K | 1.0% | ▲+17% Added · +21K sh | |
| 23 | Pacer FDS TR US LRG CP CASH | $6.6M | 164.7K | 1.0% | ▼−2.5% Reduced · −4K sh | |
| 24 | Schwab Strategic TR US LCAP GR ETF | $5.9M | 173.4K | 0.9% | ▲~0% Added · +4 sh | |
| 25 | Blackstone Inc COM | $5.6M | 47.8K | 0.9% | ▲+0.2% Added · +104 sh | |
| 26 | Invesco QQQ TR UNIT SER 1 | $5.6M | 7.6K | 0.9% | ▲+4.8% Added · +350 sh | |
| 27 | Berkshire Hathaway Inc Del CL B NEW | $5.5M | 11.0K | 0.8% | ▼−0.4% Reduced · −44 sh | |
| 28 | Ge Aerospace COM NEW | $5.4M | 14.4K | 0.8% | ▼−31% Reduced · −6K sh | |
| 29 | Schwab Strategic TR US DIVIDEND EQ | $4.5M | 142.3K | 0.7% | ▼−0.9% Reduced · −1K sh | |
| 30 | Southern Co COM | $4.5M | 47.1K | 0.7% | ▼−1.8% Reduced · −869 sh | |
| 31 | Micron Technology Inc COM | $4.3M | 3.7K | 0.7% | ▲+9.3% Added · +316 sh | |
| 32 | Home Depot Inc COM | $4.2M | 11.9K | 0.6% | ▼−5.7% Reduced · −714 sh | |
| 33 | Applied Matls Inc COM | $4.2M | 5.8K | 0.6% | ▲+0.8% Added · +47 sh | |
| 34 | Invesco Exchange Traded FD T S&P 500 GARP ETF | $4.2M | 34.0K | 0.6% | ▼−1.5% Reduced · −514 sh | |
| 35 | Proshares TR S&P 500 DV ARIST | $4.1M | 72.3K | 0.6% | ▲+91% Added · +34K sh | |
| 36 | State STR SPDR S&P 500 ETF T TR UNIT | $4.0M | 5.3K | 0.6% | ▼−0.2% Reduced · −9 sh | |
| 37 | Seagate Technology HLDNGS PL ORD SHS | $3.9M | 4.1K | 0.6% | ▼−37% Reduced · −2K sh | |
| 38 | Invesco Exchange Traded FD T S&P500 EQL WGT | $3.9M | 18.4K | 0.6% | ▼−2.4% Reduced · −448 sh | |
| 39 | Cisco Sys Inc COM | $3.9M | 33.0K | 0.6% | ▲+0.8% Added · +262 sh | |
| 40 | Ishares TR BROAD USD HIGH | $3.6M | 98.4K | 0.6% | ▲+0.6% Added · +606 sh | |
| 41 | Schwab Charles Corp COM | $3.6M | 39.2K | 0.6% | ▲+0.2% Added · +94 sh | |
| 42 | Vanguard Scottsdale FDS TOTAL CORP BND | $3.3M | 42.8K | 0.5% | ▼−4.6% Reduced · −2K sh | |
| 43 | SPDR Gold TR GOLD SHS | $3.2M | 8.7K | 0.5% | ▼−0.5% Reduced · −43 sh | |
| 44 | Goldman Sachs Group Inc COM | $3.2M | 3.1K | 0.5% | ▲+7.4% Added · +216 sh | |
| 45 | Select Sector SPDR TR ST STR CARE ETF | $3.1M | 19.8K | 0.5% | ▲+780% Added · +18K sh | |
| 46 | Fidelity Merrimack STR TR TOTAL BD ETF | $3.1M | 68.3K | 0.5% | ▲+11% Added · +7K sh | |
| 47 | Berkshire Hathaway Inc Del CL A | $3.0M | 4 | 0.5% | —Held | |
| 48 | Select Sector SPDR TR ST STR FINL ETF | $2.9M | 54.7K | 0.4% | ▲New New position | |
| 49 | Ge Vernova Inc COM | $2.8M | 2.4K | 0.4% | ▼−45% Reduced · −2K sh | |
| 50 | Johnson & Johnson COM | $2.7M | 10.6K | 0.4% | ▲+0.1% Added · +16 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2110081/holdings"
Use Arkolith to show Marble Wealth, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.