Marietta Wealth Management, LLC
CIK: 0001697847SEC EDGAR →
Portfolio Value
$727K
Holdings
124
As of
Q4 2025
New Positions
124
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | 162,816 | $51K | 7.01% |
| 2 | NVIDIA CORPORATION | 189,218 | $35K | 4.86% |
| 3 | APPLE INC | 122,889 | $33K | 4.60% |
| 4 | MICROSOFT CORP | 49,578 | $24K | 3.30% |
| 5 | VANGUARD INDEX FDS | 78,753 | $23K | 3.15% |
| 6 | BROADCOM INC | 63,666 | $22K | 3.03% |
| 7 | AMERICAN CENTY ETF TR | 244,424 | $19K | 2.59% |
| 8 | VANGUARD INDEX FDS | 71,456 | $18K | 2.54% |
| 9 | WISDOMTREE TR | 372,292 | $18K | 2.49% |
| 10 | AMAZON COM INC | 74,964 | $17K | 2.38% |
Quarterly Changes
New Positions (124)
$51K · 163K shares
$35K · 189K shares
$33K · 123K shares
$24K · 50K shares
$23K · 79K shares
$22K · 64K shares
$19K · 244K shares
$18K · 71K shares
$18K · 372K shares
$17K · 75K shares
$17K · 149K shares
$16K · 49K shares
$15K · 224K shares
$14K · 165K shares
$12K · 68K shares
$12K · 33K shares
$12K · 33K shares
$11K · 62K shares
$11K · 117K shares
$11K · 115K shares
$11K · 25K shares
$11K · 128K shares
$10K · 36K shares
$10K · 62K shares
$9K · 62K shares
$9K · 71K shares
$8K · 104K shares
$8K · 37K shares
$8K · 32K shares
$8K · 132K shares
$8K · 29K shares
$8K · 23K shares
$7K · 24K shares
$7K · 48K shares
$7K · 70K shares
$7K · 345K shares
$7K · 35K shares
$7K · 423K shares
$7K · 365K shares
$7K · 426K shares
$7K · 345K shares
$7K · 37K shares
$7K · 376K shares
$7K · 358K shares
$7K · 22K shares
$7K · 99K shares
$7K · 14K shares
$7K · 23K shares
$6K · 72K shares
$6K · 73K shares
$6K · 17K shares
$6K · 52K shares
$6K · 87K shares
$6K · 64K shares
$5K · 67K shares
$5K · 62K shares
$5K · 27K shares
$5K · 14K shares
$4K · 16K shares
$4K · 67K shares
$4K · 46K shares
$4K · 49K shares
$4K · 28K shares
$3K · 32K shares
$3K · 35K shares
$3K · 72K shares
$2K · 20K shares
$2K · 11K shares
$2K · 4K shares
$1K · 20K shares
$1K · 4K shares
$1K · 22K shares
$1K · 7K shares
$1K · 14K shares
$1K · 11K shares
$948 · 20K shares
$930 · 10K shares
$852 · 3K shares
$766 · 2K shares
$718 · 33K shares
$718 · 34K shares
$717 · 30K shares
$716 · 30K shares
$716 · 31K shares
$715 · 30K shares
$710 · 28K shares
$614 · 2K shares
$534 · 4K shares
$501 · 2K shares
$498 · 1K shares
$480 · 6K shares
$426 · 2K shares
$414 · 6K shares
$403 · 3K shares
$396 · 2K shares
$365 · 5K shares
$364 · 2K shares
$362 · 1K shares
$349 · 535 shares
$315 · 59 shares
$291 · 1K shares
$282 · 2K shares
$241 · 2K shares
$240 · 1K shares
$223 · 3K shares
$221 · 2K shares
$218 · 1K shares
$217 · 5K shares
$211 · 3K shares
$114 · 24K shares
$15 · 17K shares
$15 · 14K shares
$13 · 12K shares
$13 · 16K shares
$11 · 10K shares
$11 · 18K shares
$10 · 21K shares
$9 · 12K shares
$9 · 17K shares
$8 · 14K shares
$6 · 9K shares
$5 · 7K shares
$5 · 9K shares
$3 · 4 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 59 | $321K | 44.2% |
| Technology | 19 | $162K | 22.3% |
| Communication Services | 4 | $68K | 9.3% |
| Consumer Cyclical | 6 | $45K | 6.1% |
| Industrials | 9 | $30K | 4.2% |
| Healthcare | 8 | $28K | 3.9% |
| Consumer Defensive | 6 | $27K | 3.7% |
| Utilities | 4 | $16K | 2.2% |
| Energy | 4 | $14K | 2.0% |
| Basic Materials | 1 | $11K | 1.5% |
| Unknown | 4 | $6K | 0.8% |