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Marietta Wealth Management, LLC

Portfolio Manager
Marietta Wealth Management, LLC
Performance
-3.68% (2026 Q1)
AUM (13F)
$841.43M
# of Holdings
129
Performance Rank
Allocation (Top 20)
43.76%

Marietta Wealth Management, LLC Holdings Map

Top 50 Marietta Wealth Management, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
3.92%189.1K$33.0M
-0.05%(-93)
2025-Q1: 188.0K shares2025-Q2: 188.5K shares2025-Q3: 188.7K shares2025-Q4: 189.2K shares2026-Q1: 189.1K shares
$18.91(+1094.18%)
2026-03-31
AAPL
APPLE INC
3.72%123.5K$31.3M
+0.49%(+601)
2025-Q1: 119.3K shares2025-Q2: 121.3K shares2025-Q3: 123.4K shares2025-Q4: 122.9K shares2026-Q1: 123.5K shares
$59.47(+402.59%)
2026-03-31
VO
VANGUARD INDEX FDS
2.74%80.1K$23.0M
+1.77%(+1.39K)
2025-Q1: 78.1K shares2025-Q2: 79.7K shares2025-Q3: 78.0K shares2025-Q4: 78.8K shares2026-Q1: 80.1K shares
$49.21(+56.55%)
2026-03-31
GOOGL
ALPHABET INC
2.73%79.8K$23.0M
-50.97%(-82.99K)
2025-Q1: 90.7K shares2025-Q2: 171.5K shares2025-Q3: 92.9K shares2025-Q4: 162.8K shares2026-Q1: 79.8K shares
$204.49(+96.89%)
2026-03-31
AVGO
BROADCOM INC
2.36%64.3K$19.9M
+0.98%(+627)
2025-Q1: 66.7K shares2025-Q2: 66.1K shares2025-Q3: 65.3K shares2025-Q4: 63.7K shares2026-Q1: 64.3K shares
$46.56(+795.08%)
2026-03-31
MSFT
MICROSOFT CORP
2.3%52.4K$19.4M
+5.59%(+2.77K)
2025-Q1: 47.5K shares2025-Q2: 47.9K shares2025-Q3: 48.6K shares2025-Q4: 49.6K shares2026-Q1: 52.4K shares
$156.42(+159.06%)
2026-03-31
AVEM
AMERICAN CENTY ETF TR
2.3%240.4K$19.4M
-1.65%(-4.03K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 244.4K shares2026-Q1: 240.4K shares
$76.06(+24.74%)
2026-03-31
VB
VANGUARD INDEX FDS
2.23%71.7K$18.8M
+0.38%(+275)
2025-Q1: 67.3K shares2025-Q2: 69.1K shares2025-Q3: 71.0K shares2025-Q4: 71.5K shares2026-Q1: 71.7K shares
$195.93(+45.80%)
2026-03-31
WMT
WALMART INC
2.19%148.2K$18.4M
-0.79%(-1.18K)
2025-Q1: 150.7K shares2025-Q2: 147.8K shares2025-Q3: 149.3K shares2025-Q4: 149.3K shares2026-Q1: 148.2K shares
$27.43(+379.27%)
2026-03-31
IHDG
WISDOMTREE TR
2.15%375.8K$18.1M
+0.93%(+3.46K)
2025-Q1: 335.5K shares2025-Q2: 349.5K shares2025-Q3: 368.2K shares2025-Q4: 372.3K shares2026-Q1: 375.8K shares
$41.14(+22.05%)
2026-03-31

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