Marietta Wealth Management, LLC

Est. AUM

$841.4M

13F long equity, this entity only

Positions

129

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$33.0M	189125	3.92%	SOLE
2	APPLE INC	COM	$31.3M	123490	3.72%	SOLE
3	VANGUARD INDEX FDS	MID CAP ETF	$23.0M	80144	2.74%	SOLE
4	ALPHABET INC	CAP STK CL A	$23.0M	79824	2.73%	SOLE
5	BROADCOM INC	COM	$19.9M	64293	2.36%	SOLE
6	MICROSOFT CORP	COM	$19.4M	52350	2.30%	SOLE
7	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$19.4M	240390	2.30%	SOLE
8	VANGUARD INDEX FDS	SMALL CP ETF	$18.8M	71731	2.23%	SOLE
9	WALMART INC	COM	$18.4M	148166	2.19%	SOLE
10	WISDOMTREE TR	ITL HDG QTLY DIV	$18.1M	375752	2.15%	SOLE
11	AMAZON COM INC	COM	$17.1M	81900	2.03%	SOLE
12	COSTCO WHOLESALE CORPORATION	COM	$15.7M	15710	1.86%	SOLE
13	ASML HLDG NV	N Y REGISTRY SHS	$15.6M	11823	1.86%	SOLE
14	JPMORGAN CHASE & CO	COM	$14.9M	50757	1.77%	SOLE
15	ISHARES TR	CORE S&P MCP ETF	$14.9M	220386	1.77%	SOLE
16	GOLDMAN SACHS GROUP INC	COM	$14.5M	17148	1.72%	SOLE
17	AMERICAN CENTY ETF TR	INTL EQT ETF	$14.0M	164681	1.66%	SOLE
18	ELI LILLY & CO	COM	$13.0M	14123	1.54%	SOLE
19	RTX CORPORATION	COM	$12.7M	66043	1.51%	SOLE
20	NETFLIX INC.	COM	$11.8M	122759	1.40%	SOLE
21	LINDE PLC	SHS	$11.8M	23737	1.40%	SOLE
22	HOME DEPOT INC	COM	$11.5M	34963	1.37%	SOLE
23	SPDR SERIES TRUST	STATE STREET SPD	$11.4M	118237	1.36%	SOLE
24	ISHARES TR	MRGSTR MD CP VAL	$11.0M	130251	1.31%	SOLE
25	META PLATFORMS INC	CL A	$10.7M	18659	1.27%	SOLE
26	VISA INC	COM CL A	$10.5M	34727	1.25%	SOLE
27	PALO ALTO NETWORKS INC	COM	$10.5M	65263	1.24%	SOLE
28	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$10.2M	21293	1.21%	SOLE
29	BLACKROCK INC	COM	$10.2M	10568	1.21%	SOLE
30	VANGUARD INDEX FDS	MCAP GR IDXVIP	$9.7M	37873	1.16%	SOLE
31	NEXTERA ENERGY INC	COM	$9.7M	104866	1.16%	SOLE
32	REGENERON PHARMACEUTICALS	COM	$9.4M	12209	1.12%	SOLE
33	JOHNSON & JOHNSON	COM	$9.4M	38446	1.12%	SOLE
34	PEPSICO INC	COM	$9.3M	60093	1.11%	SOLE
35	TEXAS PACIFIC LAND CORPORATI	COM	$9.0M	19038	1.07%	SOLE
36	WASTE MGMT INC DEL	COM	$8.8M	38216	1.04%	SOLE
37	ISHARES TR	CORE S&P SCP ETF	$8.7M	69925	1.03%	SOLE
38	THERMO FISHER SCIENTIFIC INC	COM	$8.7M	17632	1.03%	SOLE
39	LABCORP HOLDINGS INC	COM SHS	$8.6M	32347	1.03%	SOLE
40	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$8.2M	137007	0.97%	SOLE
41	CORNING INC	COM	$8.0M	59014	0.95%	SOLE
42	BLACKSTONE INC	COM	$8.0M	69554	0.95%	SOLE
43	MARRIOTT INTL INC NEW	CL A	$8.0M	24356	0.95%	SOLE
44	CHEVRON CORPORATION	COM	$7.9M	38370	0.94%	SOLE
45	DEERE & CO	COM	$7.8M	13916	0.93%	SOLE
46	INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$7.5M	385203	0.89%	SOLE
47	INVESCO EXCH TRD SLF IDX FD	BULLETSHS 2032	$7.5M	364437	0.89%	SOLE
48	INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$7.5M	446909	0.89%	SOLE
49	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2031 CP	$7.4M	451928	0.88%	SOLE
50	INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$7.4M	364079	0.88%	SOLE

1–50 of 129

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.