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Manager record

Marble Wealth, LLC

Montgomery, AL · CIK 2110081 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$653.27MReported 13F valueQ2 2026 · as filed
234Holdings listed
+14.3%vs prior quartervalue change includes market moves
3Quarters on record
Aug 07Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $720.0M$720.0MQ4 2025272 holdingsQ1 2026: $571.4M$571.4MQ1 2026222 holdingsQ2 2026: $653.3M$653.3MQ2 2026234 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 07 2026 13F-HR · period Q2 2026

$653.27M · 234 holdings listed · View original SEC filing ↗
May 14 2026 13F-HR · period Q1 2026

$571.39M · 222 holdings listed · View original SEC filing ↗
Feb 10 2026 13F-HR · period Q4 2025

$720.02M · 272 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 07, 2026 · Change methodology