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Home > Institutional Investor > Marble Wealth, Llc > Profile

Instuitional Investor - Marble Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Marble Wealth, Llc
Portfolio Value $653,267,064
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 91,033 $68,173,475 10.44%
2.
Vanguard Index Fds - GROWTH ETF
 466,691 $40,200,755 6.15%
3.
Nvidia Corp
 NVDA 130,982 $26,208,274 4.01%
4.
Apple Inc.
 AAPL 85,524 $24,747,185 3.79%
5.
Ishares Trust
 HYG 239,304 $23,112,020 3.54%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.