Marble Wealth, LLC ETF holdings
Montgomery, AL
Reported $345.1M in 71 ETFs in its Form 13F for June 30, 2026.
ETF value
$345.1M
ETFs held
71
Change from prior quarter
+20.3%
With price moves
ETFs as a share of its 13F
52.8%
of $653.3M
Top 10 of 71 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $68.2M | 91,033 | +2,021 shares |
| VUG | Vanguard Morningstar Growth ETF | $40.2M | 466,691 | +391,963 shares |
| IEFA | iShares Core MSCI EAFE ETF | $23.1M | 239,304 | +10,998 shares |
| VFLO | Victoryshares Free Cash Flow ETF | $22.2M | 484,517 | +18,390 shares |
| VOO | Vanguard S&P 500 ETF | $22.1M | 32,167 | +133 shares |
| VIG | Vanguard Dividend Appreciation ETF | $17.1M | 72,199 | +3,282 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $14.7M | 177,840 | +9,477 shares |
| COWZ | Pacer US Cash Cows 100 ETF | $12.7M | 204,699 | −3,865 shares |
| FENI | Fidelity Enhanced International ETF | $11.3M | 281,213 | +50,269 shares |
| IJR | iShares Core S&P Small-Cap ETF | $11.0M | 74,377 | +2,855 shares |
61 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002110081. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Marble Wealth, LLC own?
Marble Wealth, LLC reported 71 ETF positions worth $345.1M in its Form 13F for June 30, 2026. The largest was IVV, at $68.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.