Institutions / Marietta Wealth Management, LLC

Marietta Wealth Management, LLC

CIK 1697847 · Institution · as of Dec 31, 2025
Portfolio value
$864.53M
Positions
124
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 124 →
CompanyClassValueShares% of portfolio
Alphabet Inc.$50.96M162,8165.9%
NVIDIA Corp$35.29M189,2184.1%
Apple Inc.$33.41M122,8893.9%
Microsoft Corp$23.98M49,5782.8%
Vanguard Index Fds$22.86M78,7532.6%
Broadcom Inc.$22.03M63,6662.5%
American Centy ETF Tr$18.83M244,4242.2%
Vanguard Index Fds$18.43M71,4562.1%
WisdomTree Tr$18.12M372,2922.1%
Amazon.com Inc$17.30M74,9642.0%
Walmart Inc.$16.64M149,3501.9%
JPMorgan Chase & Co$15.83M49,1391.8%
The Goldman Sachs Group, Inc.$15.16M17,2521.8%
ELI LILLY & Co$15.13M14,0791.8%
iShares Tr$14.76M223,6881.7%
American Centy ETF Tr$13.60M165,2621.6%
Costco Wholesale Corp /New$13.39M15,5271.5%
Asml Holding N V$13.02M12,1681.5%
RTX Corp$12.49M68,0961.4%
Meta Platforms Inc$11.91M18,0401.4%
Visa Inc$11.69M33,3441.4%
Home Depot, Inc.$11.52M33,4781.3%
Palo Alto Networks Inc$11.33M61,5171.3%
BlackRock, Inc.$11.12M10,3851.3%
SPDR Series Trust$10.98M116,5671.3%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.