13F Filings History of Marble Wealth, LLC

13F snapshot Latest parsed holdings, value, and filing-period context. 1 signal
Form 13F summary
  • Marble Wealth, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
  • Form 13F is generally due within 45 days after each calendar quarter ends.
  • Marble Wealth, LLC reported 234 equity holdings with a total reported market value of $653,267,064 for Q2 2026. Top reported holdings included IVV, VUG, NVDA, AAPL, and IEFA.
Manager Names, identifiers, and filing context for this profile. 2 identity fields
Manager signature
Emily Farrior - Chief Compliance Officer
Manager location
Montgomery, AL

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Holdings Value

Form 13F evidence

Quarterly portfolio filings

SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.

Latest quarter
Q2 2026
Latest value
$653,267,064
Quarter delta
+$81,878,769
Accepted
07 Aug 2026, 09:59
Rows shown
1-3 of 3
Quarter Holdings SEC-reported value Bought Sold Net Top Holdings Form Type Accepted by SEC
Q2 2026 234 $653,267,064 +$67,506,349 -$23,621,470 +$43,884,879 IVV, VUG, NVDA, AAPL, IEFA 13F-HR 07 Aug 2026, 09:59
Q1 2026 222 $571,388,295 +$24,323,311 -$154,714,113 -$130,390,802 IVV, VUG, AAPL, NVDA, IEFA 13F-HR 14 May 2026, 17:20
Q4 2025 272 $720,015,570 $0 $0 $0 IVV, VUG, AAPL, IEFA, NVDA 13F-HR 10 Feb 2026, 17:11
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