Marietta Wealth Management, LLC — 13F holdings

Marietta Wealth Management, LLC reported 128 holdings worth $945M in its 13F filing for Q3 2026, filed October 22, 2026.

Largest positions

  1. NVDA NVIDIA CORPORATION — $41.9M (4.4%)
  2. AAPL APPLE INC — $41.8M (4.4%)
  3. GOOGL ALPHABET INC — $29.1M (3.1%)
  4. MSFT MICROSOFT CORP — $28.9M (3.1%)
  5. VO VANGUARD INDEX FDS — $25.9M (2.7%)
  6. AVGO BROADCOM INC — $21.5M (2.3%)
  7. PANW PALO ALTO NETWORKS INC — $21.4M (2.3%)
  8. AVEM AMERICAN CENTY ETF TR — $21.3M (2.3%)
  9. AMZN AMAZON COM INC — $21.0M (2.2%)
  10. VB VANGUARD INDEX FDS — $20.0M (2.1%)