Marietta Wealth Management, LLC
CIK 1697847
13F filing for Q2 2026・No. 2,636
- Holdings
- US$970.65M
- Quarter change
- +US$129.22M
- Entries
- 133
- Net bought (estimate)
- +US$44.16M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 8
- Sold out 4
- Cut 29
- Added 72
- Corporate actions 0
- Unchanged 24
Largest holdings
133 stocks worth US$970.65M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGLAlphabetCAP STK CL A | Added | 156,683 | US$55.99M | 5.77% |
| NVDANvidiaCOM | Cut | 187,746 | US$37.57M | 3.87% |
| AAPLAppleCOM | Cut | 122,884 | US$35.56M | 3.66% |
| VANGUARD INDEX FDSMID CAP ETF | AddedSplit 4:1 | 328,339 | US$26.45M | 2.73% |
| AVGOBroadcomCOM | Cut | 63,756 | US$24.08M | 2.48% |
| AMERICAN CENTY ETF TRAVANTIS EMGMKT | Cut | 239,063 | US$23.07M | 2.38% |
| ASMLASML HLDG NVN Y REGISTRY SHS | Cut | 11,223 | US$22.33M | 2.30% |
| VANGUARD INDEX FDSSMALL CP ETF | Added | 72,359 | US$21.93M | 2.26% |
| PANWPALO ALTO NETWORKS INCCOM | Cut | 62,965 | US$21.47M | 2.21% |
| MSFTMicrosoftCOM | Added | 54,877 | US$20.47M | 2.11% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 3, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.