Top 50 Marietta Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 3.92% | 189.1K | $33.0M | -0.05%(-93) | $18.91(+1094.18%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.72% | 123.5K | $31.3M | +0.49%(+601) | $59.47(+402.59%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 2.74% | 80.1K | $23.0M | +1.77%(+1.39K) | $49.21(+56.55%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.73% | 79.8K | $23.0M | -50.97%(-82.99K) | $204.49(+96.89%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.36% | 64.3K | $19.9M | +0.98%(+627) | $46.56(+795.08%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.3% | 52.4K | $19.4M | +5.59%(+2.77K) | $156.42(+159.06%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 2.3% | 240.4K | $19.4M | -1.65%(-4.03K) | $76.06(+24.74%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 2.23% | 71.7K | $18.8M | +0.38%(+275) | $195.93(+45.80%) | 2026-03-31 | |
| WMT | WALMART INC | 2.19% | 148.2K | $18.4M | -0.79%(-1.18K) | $27.43(+379.27%) | 2026-03-31 | |
| IHDG | WISDOMTREE TR | 2.15% | 375.8K | $18.1M | +0.93%(+3.46K) | $41.14(+22.05%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.28% | +74.00% |
| Top 20 Holdings Unweighted | +21.61% | +79.83% |
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