Marietta Wealth Management, LLC
Q3 2026 13F filing
Updated 14 days ago128 disclosed positions worth $944.8M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVIDIA CORPORATION | $41.9M | 189.4K | 4.44% | Added(+0.9%) |
| 2 | A APPLE INC | $41.8M | 121.7K | 4.42% | Trimmed(-0.9%) |
| 3 | G ALPHABET INC | $29.1M | 83.8K | 3.08% | Trimmed(-46.5%) |
| 4 | M MICROSOFT CORP | $28.9M | 54.2K | 3.06% | Trimmed(-1.2%) |
| 5 | V VANGUARD INDEX FDS | $25.9M | 323.6K | 2.74% | Trimmed(-1.4%) |
| 6 | A BROADCOM INC | $21.5M | 62.2K | 2.28% | Trimmed(-2.5%) |
| 7 | P PALO ALTO NETWORKS INC | $21.4M | 57.0K | 2.26% | Trimmed(-9.5%) |
| 8 | ? N/A AMERICAN CENTY ETF TR | $21.3M | 233.7K | 2.25% | Trimmed(-2.3%) |
| 9 | A AMAZON COM INC | $21M | 82.7K | 2.23% | Trimmed(-0.7%) |
| 10 | V VANGUARD INDEX FDS | $20M | 70.6K | 2.12% | Trimmed(-2.4%) |
| 11 | B WISDOMTREE TR | $20M | 385.7K | 2.11% | Trimmed(-0.9%) |
| 12 | A ASML HLDG NV | $17.5M | 10.6K | 1.86% | Trimmed(-5.2%) |
| 13 | W WALMART INC | $17.2M | 148.2K | 1.82% | Trimmed(-0.2%) |
| 14 | L ELI LILLY & CO | $16.8M | 13.9K | 1.78% | Trimmed(-2.9%) |
| 15 | J JPMORGAN CHASE & CO | $16.7M | 49.8K | 1.77% | Trimmed(-2.8%) |
| 16 | C COSTCO WHOLESALE CORPORATION | $15.9M | 16.2K | 1.68% | Added(+1.6%) |
| 17 | E ISHARES TR | $15.5M | 213.9K | 1.64% | Trimmed(-1.6%) |
| 18 | M META PLATFORMS INC | $15.2M | 20.6K | 1.61% | Added(+3.5%) |
| 19 | ? N/A AMERICAN CENTY ETF TR | $14.9M | 167.3K | 1.58% | Trimmed(-1.7%) |
| 20 | G GOLDMAN SACHS GROUP INC | $14.4M | 16.4K | 1.53% | Trimmed(-2.9%) |
| 21 | V VISA INC | $13.9M | 35.4K | 1.47% | Trimmed(-1.0%) |
| 22 | S SPDR SERIES TRUST | $12.5M | 118.0K | 1.33% | Trimmed(-2.1%) |
| 23 | ? N/A ISHARES TR | $12.5M | 131.6K | 1.33% | Trimmed(-3.2%) |
| 24 | T THERMO FISHER SCIENTIFIC INC | $12.2M | 18.2K | 1.29% | Trimmed(-2.3%) |
| 25 | R RTX CORPORATION | $12.1M | 65.0K | 1.28% | Trimmed(-2.3%) |
| 26 | L LINDE PLC | $11.6M | 23.6K | 1.23% | Trimmed(-1.6%) |
| 27 | V VANGUARD INDEX FDS | $11.6M | 39.9K | 1.23% | Trimmed(-0.7%) |
| 28 | B BERKSHIRE HATHAWAY INC DEL | $11.6M | 22.0K | 1.23% | Added(+0.6%) |
| 29 | H HOME DEPOT INC | $11.3M | 38.1K | 1.19% | Added(+2.5%) |
| 30 | B BLACKROCK INC | $11.2M | 10.4K | 1.18% | Trimmed(-2.7%) |
| 31 | L LABCORP HOLDINGS INC | $10.5M | 33.0K | 1.11% | Trimmed(-1.8%) |
| 32 | U UNITEDHEALTH GROUP INC | $10.2M | 25.8K | 1.08% | Trimmed(-1.3%) |
| 33 | J JOHNSON & JOHNSON | $9.9M | 38.9K | 1.05% | Trimmed(-1.6%) |
| 34 | R REGENERON PHARMACEUTICALS | $9.8M | 12.6K | 1.04% | Trimmed(-0.4%) |
| 35 | N NETFLIX INC. | $9.5M | 134.0K | 1.00% | Added(+4.5%) |
| 36 | C SALESFORCE INC | $9.3M | 39.6K | 0.99% | Trimmed(-0.4%) |
| 37 | V VANGUARD SCOTTSDALE FDS | $9.3M | 163.7K | 0.98% | Added(+9.5%) |
| 38 | M MARRIOTT INTL INC NEW | $9.1M | 24.3K | 0.96% | Trimmed(-1.2%) |
| 39 | E ISHARES TR | $9M | 66.8K | 0.96% | Trimmed(-2.0%) |
| 40 | D DEERE & CO | $8.7M | 13.4K | 0.93% | Trimmed(-3.5%) |
| 41 | W WASTE MGMT INC DEL | $8.7M | 40.5K | 0.93% | Added(+1.3%) |
| 42 | C CHEVRON CORPORATION | $8.7M | 39.4K | 0.93% | Added(+0.2%) |
| 43 | N NEXTERA ENERGY INC | $8.5M | 108.4K | 0.90% | Added(+1.0%) |
| 44 | B BLACKSTONE INC | $8M | 75.2K | 0.84% | Added(+1.7%) |
| 45 | V VANGUARD INDEX FDS | $7.9M | 35.8K | 0.84% | Trimmed(-4.4%) |
| 46 | P PEPSICO INC | $7.9M | 60.8K | 0.83% | Trimmed(-1.4%) |
| 47 | ? N/A INVESCO EXCH TRD SLF IDX FD | $7.9M | 400.9K | 0.83% | Added(+1.6%) |
| 48 | ? N/A INVESCO EXCH TRD SLF IDX FD | $7.8M | 387.5K | 0.83% | Added(+1.5%) |
| 49 | ? N/A INVESCO EXCH TRD SLF IDX FD | $7.8M | 480.6K | 0.83% | Added(+2.3%) |
| 50 | I INVESCO EXCH TRD SLF IDX FD | $7.8M | 394.9K | 0.82% | Added(+3.1%) |