13F Insight
DOSSIER · 13F-HR · Q1 2026

Marietta Wealth Management, LLC

$841M in tracked AUM across 129 positions as of Q1 2026.

MW
CIK 0001697847 · last filed Mar 31, 2026
Total AUM
$841M
as of Q1 2026
Holdings
129
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Marietta Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$33M189K3.9%02
AAPL
APPLE INC
$31M123K3.7%03
VO
VANGUARD INDEX FDS
$23M80K2.7%04
GOOGL
ALPHABET INC
$23M80K2.7%05
AVGO
BROADCOM INC
$20M64K2.4%06
MSFT
MICROSOFT CORP
$19M52K2.3%07
AVEM
AMERICAN CENTY ETF TR
$19M240K2.3%08
VB
VANGUARD INDEX FDS
$19M72K2.2%09
WMT
WALMART INC
$18M148K2.2%10
IHDG
WISDOMTREE TR
$18M376K2.2%

Filing history

2026Q1Mar 31
$841M▼ 2.7%
129 positionsView →2025Q4Dec 31
$865M▲ 5.7%
124 positionsView →2025Q3Sep 30
$818M▲ 6.6%
120 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$503M▼ 5.1%
100 positionsLocked2023Q2Jun 30
$531M▲ 12.7%
107 positionsLocked
Showing 12 of 36