Viewing historical filing for 2026Q1. View latest →
DOSSIER · 13F-HR · Q3 2026

Marotta Asset Management

$589M in tracked AUM across 101 positions as of Q3 2026.

MA
CIK 0001802091 · last filed Sep 30, 2026
Total AUM
$589M
as of Q3 2026
Holdings
101
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…