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

Marotta Asset Management

Marotta Asset's holding co. based in London, UK — $543M in tracked AUM across 103 positions as of Q1 2026.

MA
Marotta Asset·London, UK·Holding Co.
CIK 0001802091 · last filed Mar 31, 2026
Total AUM
$543M
▲ 17.4%
vs prior
Holdings
103
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
Top sector
Tech
28% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Marotta Asset Management 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
VOE
VANGUARD MID CAP VALUE ETF
$40M217K7.4%
02
XCEM
COLUMBIA EMRG MKTS CORE EX-CHINA ETF
$36M872K6.6%
03
VTIP
VANGUARD SHORT INFLATION-PROTECTED ETF
$33M656K6.0%
04
VBR
VANGUARD SMALL CAP VALUE ETF
$32M148K5.9%
05
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
$29M613K5.4%
06
VGT
VANGUARD INFO TECHNOLOGY ETF
$29M41K5.3%
07
VWO
VANGUARD FTSE EMERGING MARKET ETF
$18M329K3.3%
08
VWOB
VANGUARD EMERGING MARKET GOVT BOND ETF
$16M246K3.0%
09
VDC
VANGUARD CONSUMER STAPLES ETF
$15M69K2.8%
10
VHT
VANGUARD HEALTH CARE ETF
$15M53K2.7%

Filing history

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