Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Marietta Wealth Management, LLC (CIK 1697847) reported $841.4M across 129 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($33.0M, 3.92%), AAPL ($31.3M, 3.72%), VO ($23.0M, 2.74%), GOOGL ($23.0M, 2.73%), AVGO ($19.9M, 2.36%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $33.0M | 3.92% | 189,125 | Trimmed |
| 2 | AAPL | APPLE INC | $31.3M | 3.72% | 123,490 | Added |
| 3 | VO | VANGUARD INDEX FDS | $23.0M | 2.74% | 80,144 | Added |
| 4 | GOOGL | ALPHABET INC | $23.0M | 2.73% | 79,824 | Trimmed |
| 5 | AVGO | BROADCOM INC | $19.9M | 2.36% | 64,293 | Added |
| 6 | AVEM | AMERICAN CENTY ETF TR | $19.4M | 2.30% | 240,390 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $19.4M | 2.30% | 52,350 | Added |
| 8 | VB | VANGUARD INDEX FDS | $18.8M | 2.23% | 71,731 | Added |
| 9 | WMT | WALMART INC | $18.4M | 2.19% | 148,166 | Trimmed |
| 10 | IHDG | WISDOMTREE TR | $18.1M | 2.15% | 375,752 | Added |
| 11 | AMZN | AMAZON COM INC | $17.1M | 2.03% | 81,900 | Added |
| 12 | ASML | ASML HLDG NV | $15.6M | 1.86% | 11,823 | Trimmed |
| 13 | COST | COSTCO WHOLESALE CORPORATION | $15.7M | 1.86% | 15,710 | Added |
| 14 | JPM | JPMORGAN CHASE & CO | $14.9M | 1.77% | 50,757 | Added |
| 15 | IJH | ISHARES TR | $14.9M | 1.77% | 220,386 | Trimmed |
| 16 | GS | GOLDMAN SACHS GROUP INC | $14.5M | 1.72% | 17,148 | Trimmed |
| 17 | AVDE | AMERICAN CENTY ETF TR | $14.0M | 1.66% | 164,681 | Trimmed |
| 18 | LLY | ELI LILLY & CO | $13.0M | 1.54% | 14,123 | Added |
| 19 | RTX | RTX CORPORATION | $12.7M | 1.51% | 66,043 | Trimmed |
| 20 | NFLX | NETFLIX INC. | $11.8M | 1.40% | 122,759 | Added |
| 21 | LIN | LINDE PLC | $11.8M | 1.40% | 23,737 | Trimmed |
| 22 | HD | HOME DEPOT INC | $11.5M | 1.37% | 34,963 | Added |
| 23 | SLYG | SPDR SERIES TRUST | $11.4M | 1.36% | 118,237 | Added |
| 24 | IMCV | ISHARES TR | $11.0M | 1.31% | 130,251 | Added |
| 25 | META | META PLATFORMS INC | $10.7M | 1.27% | 18,659 | Added |
Source: SEC Form 13F filings · as of 2026-03-31