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Marietta Wealth Management, LLC 13F holdings

Filed 2026-08-03 · Marietta Wealth Management, LLC · 133 positions · $970.6M

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TickerCompanySharesValue% of portfolio
GOOGLALPHABET INC156.7K$56.0M5.8%
NVDANVIDIA CORPORATION187.7K$37.6M3.9%
AAPLAPPLE INC122.9K$35.6M3.7%
VOVANGUARD INDEX FDS328.3K$26.5M2.7%
AVGOBROADCOM INC63.8K$24.1M2.5%
AVEMAMERICAN CENTY ETF TR239.1K$23.1M2.4%
ASMLASML HLDG NV11.2K$22.3M2.3%
VBVANGUARD INDEX FDS72.4K$21.9M2.3%
PANWPALO ALTO NETWORKS INC63.0K$21.5M2.2%
MSFTMICROSOFT CORP54.9K$20.5M2.1%
IHDGWISDOMTREE TR389.4K$20.4M2.1%
AMZNAMAZON COM INC83.3K$19.9M2.0%
LLYELI LILLY & CO14.3K$17.2M1.8%
GSGOLDMAN SACHS GROUP INC16.9K$17.1M1.8%
WMTWALMART INC148.6K$16.8M1.7%
JPMJPMORGAN CHASE & CO51.2K$16.8M1.7%
IJHISHARES TR217.5K$16.8M1.7%
AVDEAMERICAN CENTY ETF TR170.2K$15.2M1.6%
COSTCOSTCO WHOLESALE CORPORATION15.9K$14.9M1.5%
SLYGSPDR SERIES TRUST120.6K$14.4M1.5%
GLWCORNING INC54.0K$13.8M1.4%
HDHOME DEPOT INC37.2K$13.1M1.4%
RTXRTX CORPORATION66.6K$12.6M1.3%
LINLINDE PLC24.0K$12.5M1.3%
IMCVISHARES TR136.0K$12.4M1.3%
VOTVANGUARD INDEX FDS40.2K$12.3M1.3%
VVISA INC35.8K$12.3M1.3%
METAMETA PLATFORMS INC19.9K$11.2M1.2%
BRK-BBERKSHIRE HATHAWAY INC DEL21.9K$11.0M1.1%
UNHUNITEDHEALTH GROUP INC26.2K$10.9M1.1%
BLKBLACKROCK INC10.7K$10.3M1.1%
IJRISHARES TR68.1K$10.1M1.0%
JNJJOHNSON & JOHNSON39.5K$10.0M1.0%
NEENEXTERA ENERGY INC107.3K$9.4M1.0%
LHLABCORP HOLDINGS INC33.5K$9.4M1.0%
TMOTHERMO FISHER SCIENTIFIC INC18.6K$9.3M1.0%
NFLXNETFLIX INC.128.2K$9.2M0.9%
MARMARRIOTT INTL INC NEW24.6K$9.1M0.9%
WMWASTE MGMT INC DEL40.0K$8.9M0.9%
DEDEERE & CO13.9K$8.8M0.9%
VGITVANGUARD SCOTTSDALE FDS149.4K$8.8M0.9%
BXBLACKSTONE INC73.9K$8.7M0.9%
TPLTEXAS PACIFIC LAND CORPORATI19.4K$8.5M0.9%
PEPPEPSICO INC61.7K$8.3M0.9%
ILCGISHARES TR70.0K$8.2M0.8%
VTVVANGUARD INDEX FDS37.4K$8.2M0.8%
REGNREGENERON PHARMACEUTICALS12.7K$7.9M0.8%
BSCWINVESCO EXCH TRD SLF IDX FD383.1K$7.9M0.8%
BSCUINVESCO EXCH TRD SLF IDX FD470.1K$7.8M0.8%
BSCVINVESCO EXCH TRD SLF IDX FD476.3K$7.8M0.8%
BSCQINVESCO EXCH TRD SLF IDX FD399.4K$7.8M0.8%
SBUXSTARBUCKS CORP76.3K$7.8M0.8%
BSCSINVESCO EXCH TRD SLF IDX FD381.8K$7.8M0.8%
BSCTINVESCO EXCH TRD SLF IDX FD417.0K$7.7M0.8%
BSCRINVESCO EXCH TRD SLF IDX FD394.6K$7.7M0.8%
EPSWISDOMTREE TR99.5K$7.7M0.8%
VVVANGUARD INDEX FDS22.4K$7.7M0.8%
SOSOUTHERN CO77.7K$7.4M0.8%
UBERUBER TECHNOLOGIES INC98.4K$7.1M0.7%
ACWIISHARES INC81.3K$6.7M0.7%
Top Fund Holdings
13F
Top Fund Holdings

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