Holdings of Marble Wealth, LLC
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 206 in 1 countries
- Top ten
- 44.1 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 201 | Dimensional U S Targeted Value ETF | 3,271 | 204.3K $ | |
| 202 | First US Bancshares Inc | 12,786 | 195.6K $ | |
| 203 | Valley National Bancorp | 13,252 | 162.7K $ | |
| 204 | Ford Motor Co | 13,930 | 160.8K $ | |
| 205 | American Coastal Insurance Corp | 11,085 | 124.7K $ | |
| 206 | Medical Properties Trust Inc | 15,777 | 73K $ |
Sector breakdown
- Funds 17.3 %
- Technology 16.6 %
- Financials 7.3 %
- Consumer staples 4.9 %
- Consumer discretionary 4.7 %
- Communication 4.5 %
- Industrials 4.5 %
- Health care 2.4 %
- Energy 1.8 %
- Utilities 1.3 %
- Materials 0.5 %
- Real estate 0.1 %
- Unattributed 34.2 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 100.0 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 206 | 546.1M $ | 100.00 % |
Cite this page
Titelia. "Holdings of Marble Wealth, LLC". https://titelia.com/en/funds/US13F2110081