§ 13F · FUND PROFILE
Marietta Wealth Management, LLC.
AUM · $971M (13F)Positions · 133Turnover · n/a · Q2Filed · Aug 3, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 157K | $56M | 5.8% | +96% |
| 2 | NVDA | NVIDIA CORPORATION | 188K | $38M | 3.9% | −1% |
| 3 | AAPL | APPLE INC | 123K | $36M | 3.7% | ±0% |
| 4 | VO | VANGUARD INDEX FDS | 328K | $26M | 2.7% | +310% |
| 5 | AVGO | BROADCOM INC | 64K | $24M | 2.5% | −1% |
| 6 | AVEM | AMERICAN CENTY ETF TR | 239K | $23M | 2.4% | −1% |
| 7 | ASML | ASML HLDG NV | 11K | $22M | 2.3% | −5% |
| 8 | VB | VANGUARD INDEX FDS | 72K | $22M | 2.3% | +1% |
| 9 | PANW | PALO ALTO NETWORKS INC | 63K | $21M | 2.2% | −4% |
| 10 | MSFT | MICROSOFT CORP | 55K | $20M | 2.1% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MARIETTA SIGNAL
AC read
Marietta Wealth Management, LLC is a Other fund managing $971 million in assets. The fund runs a portfolio of 133 positions.
Read the full dossier →