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Filers›Holding Co.›Marietta Wealth Management, LLC
DOSSIER · 13F-HR · Q1 2026

Marietta Wealth Management, LLC

Marietta Wealth's holding co. based in Greenwich, CT — $841M in tracked AUM across 129 positions as of Q1 2026.

MW
Marietta Wealth·Greenwich, CT·Holding Co.
CIK 0001697847 · last filed Mar 31, 2026
Total AUM
$841M
▲ 10.5%
vs prior
Holdings
129
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
Top sector
Tech
4% weight
concentration
AI Analysis · Q1 2026 · 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

Filing history loading…
AI Agent · grounded in Marietta
haiku-4-5 · 129 positions indexed
Sector mix
  • Tech4%
  • Financials52%
  • Health Care19%
  • Communications9%
  • Industrials19%
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