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Emily Farrior

Marble Wealth, Llc

Assets Managed
$571.388M
Holdings
222
Last Quarter
2026 - Q1
Filed Date
1mo 14d ago
Growth Rate
-20.64%(2Q avg: -10.32%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Marble Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 222 positions.

Assets under management

The assets under management (AUM) of Marble Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 571.388M in assets, with a quarterly growth rate of -20.64% and a 2-quarter average growth rate of -10.32%. The portfolio is managed by Emily Farrior, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.26%
10.18%
$58.144M
89,012 shares@ $653.21 avg price
VUG
Vanguard Growth Etf
Recent Activity
Decreased -4.58%
5.72%
$32.641M
74,728 shares@ $436.8 avg price
AAPL
Apple Inc
Recent Activity
Decreased -20.26%
4.33%
$24.73M
97,442 shares@ $253.79 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -1.43%
4.08%
$23.291M
133,552 shares@ $174.4 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -27.66%
3.62%
$20.669M
228,306 shares@ $90.53 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 0.23%
3.36%
$19.142M
32,034 shares@ $597.55 avg price
VFLO
Victoryshares Free Cash Flow
Recent Activity
Decreased -5.52%
3.23%
$18.403M
466,127 shares@ $39.49 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -25.29%
2.66%
$15.143M
52,660 shares@ $287.57 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Decreased -3.64%
2.6%
$14.821M
68,917 shares@ $215.07 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -30.92%
2.44%
$13.94M
66,934 shares@ $208.28 avg price

1-10 of 222