Marble Wealth, LLC

CIK 2110081 · Lihat di SEC EDGAR ↗

Nilai portofolio QoQ: +14.3% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas42,32%

Bobot 25 kepemilikan teratas64,01%

Posisi di atas 1%23

Jumlah posisi efektif35,7

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 3,86% Perkiraan pembelian $67.506.347 · penjualan $23.621.471

Posisi baru22

Meningkat116

Menurun83

Tertutup10

Nilai Portofolio $653.3M #3.266 dari 9.337 berdasarkan nilai 13F · top 35.0%

Posisi 234

Per tanggal 30 Juni 2026 Data per Q2 2026

Rincian sektor

Technology 16,2%

Financials 7,4%

Retail 6,3%

Communication Services 4,8%

Industrials 4,4%

Healthcare 2,4%

Energy 1,5%

Utilities 1,1%

Materials 0,8%

Consumer Discretionary 0,7%

Consumer Staples 0,7%

Consumer products 0,5%

Real Estate 0,3%

Lainnya/Tidak terpetakan 52,9%

Portofolio lengkap 234 posisi

Cari posisi berdasarkan ticker atau nama perusahaan

					Rentetan
IVV iShares Trust	$68.173.475	10,44%	91.033	$10.029.957	Naik ×1
VUG VANGUARD INDEX FUNDS	$40.200.755	6,15%	466.691	$7.560.149	Naik ×1
NVDA NVIDIA Corporation - Common Stock	$26.208.274	4,01%	130.982	$2.916.832	Turun ×2
AAPL Apple Inc. - Common Stock	$24.747.185	3,79%	85.524	$17.382	Turun ×2
IEFA iShares Trust	$23.112.020	3,54%	239.304	$2.443.487	Naik ×1
VFLO VictoryShares Free Cash Flow ETF	$22.166.659	3,39%	484.517	$3.763.963	Naik ×1
VOO VANGUARD INDEX FUNDS	$22.092.677	3,38%	32.167	$2.950.802	Naik ×2
VIG VANGUARD SPECIALIZED FUNDS	$17.083.667	2,62%	72.199	$2.262.302	Naik ×1
GOOGL Alphabet Inc. - Class A Common Stock	$16.553.660	2,53%	46.321	$1.410.673	Turun ×2
AMZN Amazon.com, Inc. - Common Stock	$16.149.674	2,47%	67.759	$2.209.249	Naik ×1
AVGO Broadcom Inc. - Common Stock	$14.746.284	2,26%	39.037	$1.789.217	Turun ×2
IEMG iShares, Inc.	$14.732.249	2,26%	177.840	$2.988.931	Naik ×2
MSFT Microsoft Corporation - Common Stock	$13.316.659	2,04%	35.700	$-434.388	Turun ×2
COWZ Pacer Funds Trust	$12.732.273	1,95%	204.699	$-315.490	Turun ×2
FENI Fidelity Covington Trust	$11.285.081	1,73%	281.213	$2.693.959	Naik ×1
IJR iShares Trust	$11.030.840	1,69%	74.377	$2.140.000	Naik ×2
WMT Walmart Inc. - Common Stock	$9.468.811	1,45%	83.602	$-970.501	Turun ×2
JPM JP Morgan Chase & Co. Common Stock	$8.424.939	1,29%	25.738	$906.907	Naik ×1
GOOG Alphabet Inc. - Class C Capital Stock	$7.101.412	1,09%	20.099	$1.215.653	Turun ×2
FNDA SCHWAB STRATEGIC TRUST	$7.062.168	1,08%	185.554	$1.018.726	Turun ×2
COST Costco Wholesale Corporation - Common Stock	$6.901.642	1,06%	7.378	$-431.491	Naik ×1
FESM Fidelity Covington Trust	$6.782.899	1,04%	140.462	$2.237.077	Naik ×1
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF	$6.612.016	1,01%	164.698	$915.706	Turun ×2
SCHG SCHWAB STRATEGIC TRUST	$5.867.995	0,90%	173.404	$816.855	Naik ×2
BX Blackstone Inc. Common Stock	$5.621.639	0,86%	47.775	$139.997	Naik ×2
QQQ Invesco QQQ Trust, Series 1	$5.569.612	0,85%	7.563	$1.406.450	Naik ×1
BRK-B (diajukan sebagai BRKB) Berkshire Hathaway Inc. Class B	$5.516.621	0,84%	11.025	$212.404	Turun ×2
GE GE Aerospace Common Stock	$5.372.094	0,82%	14.374	$-511.916	Turun ×1
SCHD SCHWAB STRATEGIC TRUST	$4.511.905	0,69%	142.287	$107.511	Turun ×2
SO Southern Company (The) Common Stock	$4.509.801	0,69%	47.119	$-122.002	Turun ×2
MU Micron Technology, Inc. - Common Stock	$4.285.618	0,66%	3.713	$3.137.820	Naik ×2
HD Home Depot, Inc. (The) Common Stock	$4.191.423	0,64%	11.884	$48.038	Turun ×2
AMAT Applied Materials, Inc. - Common Stock	$4.185.875	0,64%	5.790	$2.222.941	Naik ×2
SPGP Invesco Exchange-Traded Fund Trust	$4.152.380	0,64%	33.955	$442.792	Turun ×1
NOBL ProShares Trust	$4.060.451	0,62%	72.301	$43.257	Naik ×1
SPY SPY	$3.989.343	0,61%	5.342	$509.408	Turun ×1
STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland)	$3.948.313	0,60%	4.092	$1.397.202	Turun ×1
RSP Invesco Exchange-Traded Fund Trust	$3.906.318	0,60%	18.359	$296.957	Turun ×2
CSCO Cisco Systems, Inc. - Common Stock	$3.877.685	0,59%	33.013	$1.336.541	Naik ×2
USHY iShares Trust	$3.641.969	0,56%	98.378	$40.057	Naik ×2
SCHW Charles Schwab Corporation (The) Common Stock	$3.621.196	0,55%	39.246	$-58.294	Naik ×1
VTC Vanguard Total Corporate Bond ETF	$3.283.418	0,50%	42.753	$-159.120	Turun ×2
GLD SPDR Gold Shares	$3.216.791	0,49%	8.732	$-559.117	Turun ×2
GS Goldman Sachs Group, Inc. (The) Common Stock	$3.166.429	0,48%	3.131	$700.350	Naik ×1
XLV SELECT SECTOR SPDR TRUST	$3.138.638	0,48%	19.782	$2.809.046	Naik ×2
FBND Fidelity Merrimack Street Trust	$3.108.078	0,48%	68.324	$311.212	Naik ×2
BRK-A (diajukan sebagai BRKA) Berkshire Hathaway Inc. Class A	$2.995.400	0,46%	4	$122.840
XLF SELECT SECTOR SPDR TRUST	$2.931.854	0,45%	54.689		Naik ×1
GEV GE Vernova Inc. Common Stock	$2.825.420	0,43%	2.405	$-967.109	Turun ×2
JNJ Johnson & Johnson Common Stock	$2.694.705	0,41%	10.610	$105.224	Naik ×1
CAT Caterpillar, Inc. Common Stock	$2.647.468	0,41%	2.486	$907.597	Naik ×1
IJH iShares Trust	$2.608.667	0,40%	33.830	$273.038	Turun ×2
PWR Quanta Services, Inc. Common Stock	$2.515.168	0,39%	3.493	$765.772	Naik ×2
XOM Exxon Mobil Corporation Common Stock	$2.512.683	0,38%	18.378	$-578.774	Naik ×1
VTI VANGUARD INDEX FUNDS	$2.462.671	0,38%	6.655	$391.496	Naik ×1
V Visa Inc.	$2.430.140	0,37%	7.083	$234.689	Turun ×2
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock	$2.357.137	0,36%	3.089	$1.136.100	Turun ×2
MCD McDonald's Corporation Common Stock	$2.294.540	0,35%	8.489	$-512.115	Turun ×2
XLP XLP	$2.226.174	0,34%	26.799		Naik ×1
CVX Chevron Corporation Common Stock	$2.186.532	0,33%	13.191	$-509.559	Naik ×1
ABBV AbbVie Inc. Common Stock	$2.178.438	0,33%	8.657	$234.467	Turun ×2
KO Coca-Cola Company (The) Common Stock	$2.028.792	0,31%	24.964	$123.833	Turun ×2
BAC Bank of America Corporation Common Stock	$1.851.755	0,28%	32.498	$295.263	Naik ×1
KLAC KLA Corporation - Common Stock	$1.834.240	0,28%	6.079	$429.879	Naik ×2
LRCX Lam Research Corporation - Common Stock	$1.758.789	0,27%	4.059	$704.950	Turun ×1
APO Apollo Global Management, Inc. (New) Common Stock	$1.662.708	0,25%	14.054	$99.970	Naik ×1
META Meta Platforms, Inc. - Class A Common Stock	$1.652.026	0,25%	2.933	$113.166	Naik ×1
LLY Eli Lilly and Company Common Stock	$1.590.863	0,24%	1.326	$591.242	Naik ×1
ITW Illinois Tool Works Inc. Common Stock	$1.590.604	0,24%	5.881	$60.186	Naik ×1
SYY Sysco Corporation Common Stock	$1.568.368	0,24%	18.765	$187.379	Turun ×2
LIN Linde plc - Ordinary Shares	$1.535.396	0,24%	2.959	$55.098	Turun ×2
BKLN Invesco Exchange-Traded Fund Trust II	$1.491.202	0,23%	73.206	$161.415	Naik ×2
RTX RTX Corporation Common Stock	$1.433.891	0,22%	7.558	$9.382	Naik ×1
PG Procter & Gamble Company (The) Common Stock	$1.424.835	0,22%	9.717	$45.953	Naik ×1
ARCC Ares Capital Corporation - Closed End Fund	$1.420.525	0,22%	76.661	$-97.601	Turun ×2
TMO Thermo Fisher Scientific Inc Common Stock	$1.411.095	0,22%	2.815	$-26.312	Turun ×2
MRK Merck & Company, Inc. Common Stock (new)	$1.380.276	0,21%	10.741	$44.678	Turun ×1
WMB Williams Companies, Inc. (The) Common Stock	$1.342.888	0,21%	18.064	$60.225	Naik ×1
UNH UnitedHealth Group Incorporated Common Stock (DE)	$1.330.165	0,20%	3.200	$476.254	Naik ×1
PLTR Palantir Technologies Inc. - Class A Common Stock	$1.326.021	0,20%	11.366	$-846.191	Turun ×2
GL Globe Life Inc. Common Stock	$1.303.013	0,20%	7.292	$288.401	Naik ×1
AXP American Express Company Common Stock	$1.298.914	0,20%	3.840	$168.840	Naik ×1
LMT Lockheed Martin Corporation Common Stock	$1.234.652	0,19%	2.423	$-107.543	Naik ×1
AMD Advanced Micro Devices, Inc. - Common Stock	$1.224.351	0,19%	2.108	$797.973	Naik ×1
ORLY O'Reilly Automotive, Inc. - Common Stock	$1.206.988	0,18%	13.107	$11.055	Naik ×1
LQD iShares Trust	$1.168.283	0,18%	10.711	$-171.204	Turun ×2
TSLA Tesla, Inc. - Common Stock	$1.155.471	0,18%	2.747	$110.835	Turun ×1
RF Regions Financial Corporation Common Stock	$1.148.113	0,18%	38.017	$134.474	Turun ×1
BGIG ETF Series Solutions	$1.133.168	0,17%	31.573	$79.425	Turun ×1
XLU XLU	$1.126.660	0,17%	24.849		Naik ×1
ROK Rockwell Automation, Inc. Common Stock	$1.111.561	0,17%	2.245	$296.186	Turun ×2
EMR Emerson Electric Company Common Stock	$1.105.824	0,17%	7.725	$98.709	Naik ×1
VMC Vulcan Materials Company (Holding Company) Common Stock	$1.095.408	0,17%	3.713	$112.219	Naik ×1
MS Morgan Stanley Common Stock	$1.064.806	0,16%	5.094	$233.207	Naik ×1
TRV The Travelers Companies, Inc. Common Stock	$1.039.798	0,16%	3.150	$123.221	Naik ×1
CHD Church & Dwight Company, Inc. Common Stock	$1.019.311	0,16%	10.521	$36.982	Turun ×2
BXSL Blackstone Secured Lending Fund Common Shares of Beneficial Interest	$1.015.147	0,16%	42.815	$-193.736	Turun ×2
DUK Duke Energy Corporation (Holding Company) Common Stock	$1.011.008	0,15%	7.987	$-24.449	Naik ×1
FNDB SCHWAB STRATEGIC TRUST	$993.151	0,15%	32.605	$116.163	Naik ×2
XLE SELECT SECTOR SPDR TRUST	$990.907	0,15%	18.658	$742.744	Naik ×1
Tidak ada hasil

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas	Nilai	Saham	% dari portofolio
XLF	$2.931.854	54.689	0,45%
XLP	$2.226.174	26.799	0,34%
XLU	$1.126.660	24.849	0,17%
XLY	$833.685	7.109	0,13%
SNDK	$725.711	319	0,11%
INTC	$657.184	4.707	0,10%
XLB	$576.691	11.345	0,09%
BE	$518.023	1.711	0,08%
MTUM	$405.648	1.183	0,06%
CVS	$278.280	2.690	0,04%
STRL	$276.149	329	0,04%
CGDV	$275.968	5.600	0,04%
TSM	$264.738	554	0,04%
ALKS	$253.592	4.840	0,04%
WPM	$238.710	2.125	0,04%

Penggerak teratas (QoQ)

Sekuritas	Aksi	Saham Δ	Nilai Δ
IVV	Beli lebih banyak	+2K	+$10.0M
VUG	Beli lebih banyak	+392K	+$7.6M
VFLO	Beli lebih banyak	+18K	+$3.8M
MU	Beli lebih banyak	+316	+$3.1M
IEMG	Beli lebih banyak	+9K	+$3.0M
VOO	Beli lebih banyak	+133	+$3.0M
NVDA	Dipangkas	-3K	+$2.9M
FENI	Beli lebih banyak	+50K	+$2.7M
IEFA	Beli lebih banyak	+11K	+$2.4M
VIG	Beli lebih banyak	+3K	+$2.3M

1 position hidden — reported move looks larger than the position itself (data completeness check)

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

Sekuritas	Kuartal	Saham sebelumnya	Nilai sebelumnya	Harga sejak keluar
CAH	31 Maret 2026	11.109	$2.282.838	8,0%
KMI	31 Maret 2026	56.007	$1.539.637	-7,3%
EQT	30 Juni 2026	14.362	$914.008	-5,6%
CRM	31 Maret 2026	3.258	$863.037	25,7%
CTRA	31 Maret 2026	31.694	$834.176	Tidak lagi dilacak
PHM	31 Maret 2026	6.703	$786.019	-1,6%
STLD	31 Maret 2026	4.158	$704.564	28,9%
OKE	31 Maret 2026	9.206	$676.653	-2,8%
BRO	31 Maret 2026	8.396	$669.137	-8,1%
VTRS	31 Maret 2026	53.490	$665.948	30,3%
VLO	31 Maret 2026	3.797	$618.148	64,4%
DHI	31 Maret 2026	4.204	$605.477	-1,6%
ULTA	31 Maret 2026	994	$601.139	4,0%
TSCO	31 Maret 2026	11.701	$585.144	-31,4%
PINS	31 Maret 2026	22.300	$577.347	5,0%
NVR	31 Maret 2026	72	$528.215	-9,0%
C	31 Maret 2026	4.232	$493.799	13,3%
INTU	31 Maret 2026	725	$480.107	-35,0%
GWW	31 Maret 2026	454	$457.676	17,4%
NDAQ	31 Maret 2026	4.540	$440.970	6,4%
SYK	31 Maret 2026	1.247	$438.117	-16,2%
CHRW	31 Maret 2026	2.657	$427.217	-5,0%
PKG	31 Maret 2026	2.022	$417.099	7,7%
IP	31 Maret 2026	10.542	$415.252	-10,4%
INTC	31 Maret 2026	11.186	$412.754	170,4%
FSK	30 Juni 2026	39.472	$401.829	4,5%
CVS	31 Maret 2026	4.937	$391.798	20,4%
NOW	31 Maret 2026	2.547	$390.206	28,5%
SPGI	31 Maret 2026	738	$385.726	-9,2%
DRI	31 Maret 2026	2.090	$384.542	2,2%
TTD	31 Maret 2026	9.750	$370.110	-47,3%
TNL	31 Maret 2026	5.012	$353.488	-9,1%
HON	30 Juni 2026	1.541	$348.385	-4,4%
LEN	31 Maret 2026	3.386	$348.130	-8,1%
ICE	31 Maret 2026	2.092	$338.889	-4,5%
CPRT	31 Maret 2026	8.630	$337.864	-18,0%
IWO	31 Maret 2026	1.016	$328.178
ETN	31 Maret 2026	1.028	$327.333	21,9%
NXPI	31 Maret 2026	1.502	$325.976	23,8%
MDT	31 Maret 2026	3.378	$324.445	-0,3%
MRSH	31 Maret 2026	1.727	$320.413	-2,0%
UBER	31 Maret 2026	3.825	$312.501	-5,3%
COF	31 Maret 2026	1.283	$310.915	6,7%
GM	31 Maret 2026	3.748	$304.794	5,1%
EXPD	31 Maret 2026	1.966	$292.890	34,4%
EXPE	31 Maret 2026	1.018	$288.536	14,8%
MCK	31 Maret 2026	339	$278.155	4,3%
ADP	31 Maret 2026	1.031	$265.157	26,8%
USB	31 Maret 2026	4.818	$257.074	10,6%
GD	31 Maret 2026	759	$255.679	-3,8%
MSCI	31 Maret 2026	444	$254.960	-0,6%
PYPL	31 Maret 2026	4.367	$254.927	16,7%
CMCSA	30 Juni 2026	8.817	$253.148	-12,1%
GNRC	31 Maret 2026	1.831	$249.746	11,0%
SPG	31 Maret 2026	1.343	$248.675	7,7%
MMM	31 Maret 2026	1.551	$248.365	11,5%
ECL	31 Maret 2026	946	$248.318	2,9%
ACN	31 Maret 2026	917	$246.160	0,3%
PCAR	31 Maret 2026	2.225	$243.621	-5,0%
CVE	30 Juni 2026	8.780	$232.939	30,6%
BSX	30 Juni 2026	3.688	$231.434	-0,2%
RSG	31 Maret 2026	1.086	$230.229	-4,3%
TT	31 Maret 2026	586	$228.262	11,3%
WEC	31 Maret 2026	2.160	$227.844	-12,2%
LOW	30 Juni 2026	948	$223.927	-18,0%
WRB	31 Maret 2026	3.175	$222.665	4,1%
AMT	31 Maret 2026	1.265	$222.030	-6,0%
CMI	31 Maret 2026	435	$221.997	-1,8%
APA	30 Juni 2026	5.226	$221.809	34,1%
ORI	31 Maret 2026	4.806	$219.357	-4,6%
WSO	31 Maret 2026	635	$213.974	-18,2%
ADSK	31 Maret 2026	709	$209.833	-11,4%
NEM	31 Maret 2026	2.093	$208.970	6,8%
CEG	30 Juni 2026	744	$207.867	3,7%
CDNS	31 Maret 2026	647	$202.239	26,4%
FUSB	30 Juni 2026	12.786	$195.633	-0,3%