Marietta Wealth Management, LLC Portfolio Holdings
Marietta Wealth Management, LLC
- $762 Million
- Q3 2025
Marietta Wealth Management, LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $762 Million distributed in 120 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $35.2M, Apple Inc. with a value of $31.4M, Microsoft Corp with a value of $25.2M, Vanguard Mid Cap ETF with a value of $22.9M, and Alphabet Inc. with a value of $22.6M.
Examining the 13F form we can see an increase of $34.5M in the current position value, from $727M to 762M.
Below you can find more details about Marietta Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$762 Million
ETFs: $260 Million
Technology: $179 Million
Financial Services: $71.5 Million
Communication Services: $54.4 Million
Healthcare: $45.3 Million
Consumer Cyclical: $43 Million
Consumer Defensive: $38.5 Million
Industrials: $34.4 Million
Other: $29.2 Million