Marble Wealth, LLC
•CIK: 2110081•Filing: Q4 2025
Marble Wealth, LLC manages $720M across a diversified portfolio of 272 positions. The fund exhibits a significant allocation to core U.S. equity indices, notably holding IVV at $61.1M and VUG at $38.2M. Key technology and growth names anchor the portfolio, with substantial positions in AAPL ($33.2M), NVDA ($25.3M), and AMZN ($22.4M). This structure suggests a concentrated, growth-oriented mandate emphasizing established market leaders.
Total AUM
$720.0M
QoQ Performance
N/A
Positions
244
Top 10 Concentration
41.9%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
VUG
IVV8.5%
VUG5.3%
AAPL4.6%
IEFA3.9%
NVDA3.5%
AMZN3.1%
MSFT3.1%
GOOGL3.1%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other45.5%
Technology20.6%
ETF12.1%
Consumer7.3%
Financial5.5%
Healthcare2.7%
Industrial2.0%
Energy1.7%