StockDriftsStockDriftsTop 50 Marietta Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 5.77% | 156.7K | $56.0M | +96.29%(+76.86K) | $254.11(+35.65%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.87% | 187.7K | $37.6M | -0.73%(-1.38K) | $18.91(+1095.42%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.66% | 122.9K | $35.6M | -0.49%(-606) | $59.47(+413.54%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 2.73% | 328.3K | $26.5M | +2.42%(+7.76K) | $49.83(+69.23%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.48% | 63.8K | $24.1M | -0.84%(-537) | $46.56(+745.60%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 2.38% | 239.1K | $23.1M | -0.55%(-1.33K) | $76.06(+23.13%) | 2026-06-30 | |
| ASML | ASML HLDG NV | 2.3% | 11.2K | $22.3M | -5.07%(-600) | $591.77(+215.62%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 2.26% | 72.4K | $21.9M | +0.88%(+628) | $196.65(+56.86%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 2.21% | 63.0K | $21.5M | -3.52%(-2.30K) | $119.60(+216.23%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.11% | 54.9K | $20.5M | +4.83%(+2.53K) | $166.07(+192.69%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.03% | +81.73% | +11.34% | +71.12% |
| Top 20 Holdings Unweighted | +22.84% | +85.38% | +11.54% | +72.68% |
Marietta Wealth Management, LLC reports $970.65M in US-listed equity holdings across 133 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (5.8%), NVDA (3.9%) and AAPL (3.7%). The top 20 holdings account for 47.22% of reported assets. Its disclosed equity book has returned +81.73% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Marietta Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1697847). View Marietta Wealth Management, LLC’s 13F filings on SEC