marrick wealth, LLC: 13F holdings
CIK 21098502026Q2
| Positions | 62 |
|---|
| Reported value | $140.8m |
|---|
| Filed | 2026-07-14 |
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Change since last quarter
| Positions | 62 (+10 vs prior quarter) |
|---|
| Reported value | $140.8m (+18.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 785,884 | $34.9m | 24.8% |
| DFAX DIMENSIONAL ETF TRUST | 664,948 | $24.5m | 17.4% |
| AVUS AMERICAN CENTY ETF TR | 117,661 | $15.1m | 10.7% |
| DFCF DIMENSIONAL ETF TRUST | 189,699 | $8.0m | 5.7% |
| AVDE AMERICAN CENTY ETF TR | 86,643 | $7.7m | 5.5% |
| DFGP DIMENSIONAL ETF TRUST | 90,617 | $4.9m | 3.5% |
| DFIC DIMENSIONAL ETF TRUST | 78,550 | $2.9m | 2.1% |
| AVIG AMERICAN CENTY ETF TR | 64,421 | $2.7m | 1.9% |
| AVEM AMERICAN CENTY ETF TR | 27,612 | $2.7m | 1.9% |
| NNN AMERICAN CENTY ETF TR | 53,531 | $2.5m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2109850")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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