13F Insight
DOSSIER · 13F-HR · Q2 2026

Marietta Wealth Management, LLC

$971M in tracked AUM across 133 positions as of Q2 2026.

MW
CIK 0001697847 · last filed Jun 30, 2026
Total AUM
$971M
as of Q2 2026
Holdings
133
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Marietta Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
GOOGL
ALPHABET INC
$56M157K5.8%02
NVDA
NVIDIA CORPORATION
$38M188K3.9%03
AAPL
APPLE INC
$36M123K3.7%04
VO
VANGUARD INDEX FDS
$26M328K2.7%05
AVGO
BROADCOM INC
$24M64K2.5%06
AVEM
AMERICAN CENTY ETF TR
$23M239K2.4%07
N07059210
ASML HLDG NV
$22M11K2.3%08
VB
VANGUARD INDEX FDS
$22M72K2.3%09
PANW
PALO ALTO NETWORKS INC
$21M63K2.2%10
MSFT
MICROSOFT CORP
$20M55K2.1%

Filing history

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 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 positionsLocked
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