Marietta Wealth Management, LLC: 13F holdings
CIK 16978472026Q2
| Positions | 133 |
|---|
| Reported value | $970.6m |
|---|
| Filed | 2026-08-03 |
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Change since last quarter
| Positions | 133 (+4 vs prior quarter) |
|---|
| Reported value | $970.6m (+15.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOGL ALPHABET INC | 156,683 | $56.0m | 5.8% |
| NVDA NVIDIA CORPORATION | 187,746 | $37.6m | 3.9% |
| AAPL APPLE INC | 122,884 | $35.6m | 3.7% |
| VO VANGUARD INDEX FDS | 328,339 | $26.5m | 2.7% |
| AVGO BROADCOM INC | 63,756 | $24.1m | 2.5% |
| AVEM AMERICAN CENTY ETF TR | 239,063 | $23.1m | 2.4% |
| ASML HLDG NV | 11,223 | $22.3m | 2.3% |
| VB VANGUARD INDEX FDS | 72,359 | $21.9m | 2.3% |
| PANW PALO ALTO NETWORKS INC | 62,965 | $21.5m | 2.2% |
| MSFT MICROSOFT CORP | 54,877 | $20.5m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1697847")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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