ko.io
Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

marrick wealth, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

marrick wealth, LLC (CIK 2109850) reported $140.8M across 62 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAC ($34.9M, 24.75%), DFAX ($24.5M, 17.39%), AVUS ($15.1M, 10.70%), DFCF ($8.0M, 5.69%), AVDE ($7.7M, 5.49%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1DFACDIMENSIONAL ETF TRUST$34.9M24.75%785,884Added
2DFAXDIMENSIONAL ETF TRUST$24.5M17.39%664,948Added
3AVUSAMERICAN CENTY ETF TR$15.1M10.70%117,661Added
4DFCFDIMENSIONAL ETF TRUST$8.0M5.69%189,699Added
5AVDEAMERICAN CENTY ETF TR$7.7M5.49%86,643Added
6DFGPDIMENSIONAL ETF TRUST$4.9M3.50%90,617Added
7DFICDIMENSIONAL ETF TRUST$2.9M2.08%78,550Trimmed
8AVIGAMERICAN CENTY ETF TR$2.7M1.89%64,421Added
9AVEMAMERICAN CENTY ETF TR$2.7M1.89%27,612Added
10AVREAMERICAN CENTY ETF TR$2.5M1.80%53,531Added
11DFATDIMENSIONAL ETF TRUST$2.4M1.71%34,550Added
12DCORDIMENSIONAL ETF TRUST$2.1M1.47%25,227Added
13AAPLAPPLE INC$1.9M1.37%6,674Added
14IVVISHARES TR$1.9M1.35%2,544Added
15DFGRDIMENSIONAL ETF TRUST$1.6M1.16%56,390Added
16NVDANVIDIA CORPORATION$1.3M0.94%6,594Added
17DFCADIMENSIONAL ETF TRUST$1.3M0.91%25,416Added
18DFASDIMENSIONAL ETF TRUST$1.2M0.86%14,676Hold
19VOOVANGUARD INDEX FDS$1.1M0.81%1,664Hold
20AVUVAMERICAN CENTY ETF TR$1.1M0.80%9,001Added
21DFEMDIMENSIONAL ETF TRUST$999,0530.71%24,583Trimmed
22MSFTMICROSOFT CORP$991,3920.70%2,658Added
23DFARDIMENSIONAL ETF TRUST$980,2680.70%37,472Added
24DFUSDIMENSIONAL ETF TRUST$928,6260.66%11,333Trimmed
25AVGEAMERICAN CENTY ETF TR$723,7730.51%7,303Added

Source: SEC Form 13F filings · as of 2026-06-30