Marietta Wealth Management, LLC Q4 2025 Filing

Filed January 28, 2026

Portfolio Value

$864.5M

Holdings

124

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (124 positions)

#StockSharesValue% PortfolioType
101
IBMINTERNATIONAL BUSINESS MACHS
2,076$614K0.07%
102
ITOTISHARES TR
3,594$534K0.06%
103
ACNACCENTURE PLC IRELAND
1,871$501K0.06%
104
LMTLOCKHEED MARTIN CORP
1,031$498K0.06%
105
CHDCHURCH & DWIGHT CO INC
5,728$480K0.06%
106
ITWILLINOIS TOOL WKS INC
1,730$426K0.05%
107
KOCOCA COLA CO
5,924$414K0.05%
108
XOMEXXON MOBIL CORP
3,355$403K0.05%
109
BDXBECTON DICKINSON & CO
2,045$396K0.05%
110
CSCOCISCO SYS INC
4,741$365K0.04%
111
COINCOINBASE GLOBAL INC
1,611$364K0.04%
112
GEGE AEROSPACE
1,177$362K0.04%
113
GEVGE VERNOVA INC
535$349K0.04%
114
BKNGBOOKING HOLDINGS INC
59$315K0.04%
115
TRVTRAVELERS COMPANIES INC
1,005$291K0.03%
116
QCOMQUALCOMM INC
1,652$282K0.03%
117
NVSNNOVARTIS AG
1,753$241K0.03%
118
BABOEING CO
1,109$240K0.03%
119
CRWVCOREWEAVE INC
3,118$223K0.03%
120
KMBKIMBERLY-CLARK CORP
2,198$221K0.03%
121
LNGCHENIERE ENERGY INC
1,124$218K0.03%
122
PEOEXELON CORP
5,000$217K0.03%
123
STCSTEWART INFORMATION SVCS COR
3,012$211K0.02%
124
CIACITIZENS INC
23,794$114K0.01%
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