Marietta Wealth Management, LLC - Portfolio overview

Marietta Wealth Management, LLC has 135 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. NVDA - NVIDIA CORPORATION, 3.91%
2. AAPL - APPLE INC, 3.71%
3. VO - VANGUARD INDEX FDS, 2.73%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.