13F Insight
DOSSIER · 13F-HR · Q3 2026

Marietta Wealth Management, LLC

$945M in tracked AUM across 128 positions as of Q3 2026.

MW
CIK 0001697847 · last filed Sep 30, 2026
Total AUM
$945M
as of Q3 2026
Holdings
128
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Marietta Wealth Management, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$42M189K4.4%02
AAPL
APPLE INC
$42M122K4.4%03
GOOGL
ALPHABET INC
$29M84K3.1%04
MSFT
MICROSOFT CORP
$29M54K3.1%05
VO
VANGUARD INDEX FDS
$26M324K2.7%06
AVGO
BROADCOM INC
$22M62K2.3%07
PANW
PALO ALTO NETWORKS INC
$21M57K2.3%08
AVEM
AMERICAN CENTY ETF TR
$21M234K2.3%09
AMZN
AMAZON COM INC
$21M83K2.2%10
VB
VANGUARD INDEX FDS
$20M71K2.1%

Filing history

2026Q3Sep 30
$945M▼ 2.7%
128 positionsView →2026Q2Jun 30
$971M▲ 15.4%
133 positionsView →2026Q1Mar 31
$841M▼ 2.7%
129 positionsView →2025Q4Dec 31
$865M▲ 5.7%
124 positionsView →2025Q3Sep 30
$818M▲ 6.6%
120 positionsLocked2025Q2Jun 30
$767M▲ 12.6%
115 positionsLocked2025Q1Mar 31
$681M▼ 2.3%
108 positionsLocked2024Q4Dec 31
$697M▲ 1.3%
108 positionsLocked2024Q3Sep 30
$688M▲ 7.3%
109 positionsLocked2024Q2Jun 30
$641M▲ 5.9%
106 positionsLocked2024Q1Mar 31
$606M▲ 7.9%
100 positionsLocked2023Q4Dec 31
$561M▲ 11.5%
102 positionsLocked
Showing 12 of 38