Marietta Wealth Management, LLC Top Holdings and 13F Report (2026) About Marietta Wealth Management, LLCInvestment ActivityMarietta Wealth Management, LLC has $841.43 million in total holdings as of March 31, 2026.Marietta Wealth Management, LLC owns shares of 129 different stocks, but just 55 companies or ETFs make up 80% of its holdings.Approximately 4.42% of the portfolio was purchased this quarter.About 4.98% of the portfolio was sold this quarter.This quarter, Marietta Wealth Management, LLC has purchased 124 new stocks and bought additional shares in 68 stocks.Marietta Wealth Management, LLC sold shares of 29 stocks and completely divested from 3 stocks this quarter.Largest Holdings NVIDIA $32,983,384Apple $31,340,619Vanguard Mid-Cap ETF $23,015,718Alphabet $22,954,093Broadcom $19,899,440 Largest New Holdings this Quarter 247361702 - Delta Air Lines $4,248,471 Holding77311W101 - Rocket Companies $3,868,362 HoldingL8681T102 - Spotify Technology $3,474,865 Holding02079K107 - Alphabet $1,946,058 Holding293792107 - Enterprise Products Partners $802,497 Holding Largest Purchases this Quarter Delta Air Lines 63,906 shares (about $4.25M)Rocket Companies 271,464 shares (about $3.87M)Spotify Technology 7,166 shares (about $3.47M)Alphabet 6,784 shares (about $1.95M)Uber Technologies 22,686 shares (about $1.63M) Largest Sales this Quarter Alphabet 82,992 shares (about $23.87M)Walt Disney 48,115 shares (about $4.64M)Adobe 15,634 shares (about $3.80M)Chevron 9,747 shares (about $2.02M)Texas Pacific Land 3,593 shares (about $1.71M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMarietta Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$32,983,384$16,219 ▼0.0%189,1253.9%Computer and TechnologyAAPLApple$31,340,619$152,528 ▲0.5%123,4903.7%Computer and TechnologyVOVanguard Mid-Cap ETF$23,015,718$399,467 ▲1.8%80,1442.7%ETFGOOGLAlphabet$22,954,093$23,865,079 ▼-51.0%79,8242.7%Computer and TechnologyAVGOBroadcom$19,899,440$194,064 ▲1.0%64,2932.4%Computer and TechnologyMSFTMicrosoft$19,378,573$1,026,120 ▲5.6%52,3502.3%Computer and TechnologyAVEMAvantis Emerging Markets Equity ETF$19,370,626$325,060 ▼-1.7%240,3902.3%ETFVBVanguard Small-Cap ETF$18,787,752$72,028 ▲0.4%71,7312.2%ETFWALMART INC$18,414,095$147,148 ▼-0.8%148,1662.2%COMIHDGWisdomTree International Hedged Quality Dividend Growth Fund$18,092,459$166,599 ▲0.9%375,7522.2%FinanceAMZNAmazon.com$17,057,323$1,444,562 ▲9.3%81,9002.0%Retail/WholesaleCOSTCostco Wholesale$15,654,049$182,348 ▲1.2%15,7101.9%Retail/WholesaleASMLASML$15,616,173$455,686 ▼-2.8%11,8231.9%Computer and TechnologyJPMJPMorgan Chase & Co.$14,930,745$475,953 ▲3.3%50,7571.8%FinanceIJHiShares Core S&P Mid-Cap ETF$14,882,651$222,984 ▼-1.5%220,3861.8%ETFGSThe Goldman Sachs Group$14,507,365$87,985 ▼-0.6%17,1481.7%FinanceAVDEAvantis International Equity ETF$13,971,536$49,292 ▼-0.4%164,6811.7%ETFLLYEli Lilly and Company$12,989,918$40,470 ▲0.3%14,1231.5%MedicalRTXRTX$12,739,733$396,025 ▼-3.0%66,0431.5%AerospaceNFLXNetflix$11,803,278$709,491 ▲6.4%122,7591.4%Consumer DiscretionaryLINDE PLC$11,767,855$585,988 ▼-4.7%23,7371.4%SHSHDHome Depot$11,498,861$488,397 ▲4.4%34,9631.4%Retail/WholesaleSLYGSPDR S&P 600 Small Cap Growth ETF$11,424,059$161,355 ▲1.4%118,2371.4%ETFIMCViShares Morningstar Mid-Cap Value ETF$11,043,435$177,626 ▲1.6%130,2511.3%ETFMETAMeta Platforms$10,675,376$354,149 ▲3.4%18,6591.3%Computer and TechnologyVVisa$10,496,035$418,004 ▲4.1%34,7271.2%Business ServicesPANWPalo Alto Networks$10,462,964$600,559 ▲6.1%65,2631.2%Computer and TechnologyBRK.BBerkshire Hathaway$10,203,606$149,510 ▲1.5%21,2931.2%FinanceBLACKROCK INC$10,163,368$175,993 ▲1.8%10,5681.2%COMVOTVanguard Mid-Cap Growth ETF$9,746,617$440,841 ▲4.7%37,8731.2%ETFNEENextEra Energy$9,739,918$37,245 ▲0.4%104,8661.2%UtilitiesREGNRegeneron Pharmaceuticals$9,433,162$37,859 ▲0.4%12,2091.1%MedicalJNJJohnson & Johnson$9,397,651$903,686 ▲10.6%38,4461.1%MedicalPEPPepsiCo$9,331,878$362,759 ▼-3.7%60,0931.1%Consumer StaplesTPLTexas Pacific Land$9,034,673$1,705,094 ▼-15.9%19,0381.1%EnergyWMWaste Management$8,781,655$172,572 ▲2.0%38,2161.0%Business ServicesIJRiShares Core S&P Small-Cap ETF$8,692,435$128,040 ▼-1.5%69,9251.0%ETFTMOThermo Fisher Scientific$8,666,657$202,510 ▲2.4%17,6321.0%MedicalLABCORP HOLDINGS INC$8,630,503$89,381 ▲1.0%32,3471.0%COM SHSVGITVanguard Intermediate-Term Treasury ETF$8,158,767$287,329 ▲3.7%137,0071.0%ETFGLWCorning$8,024,145$364,808 ▼-4.3%59,0141.0%Computer and TechnologyBXBlackstone$7,998,018$890,138 ▲12.5%69,5541.0%FinanceMARMarriott International$7,966,117$152,088 ▲1.9%24,3560.9%Consumer DiscretionaryCVXChevron$7,938,755$2,016,655 ▼-20.3%38,3700.9%EnergyDEDeere & Company$7,838,904$72,103 ▼-0.9%13,9160.9%IndustrialsBSCQInvesco BulletShares 2026 Corporate Bond ETF$7,523,006$392,103 ▲5.5%385,2030.9%ETFBSCWInvesco BulletShares 2032 Corporate Bond ETF$7,502,993$395,144 ▲5.6%364,4370.9%ETFBSCUInvesco BulletShares 2030 Corporate Bond ETF$7,471,916$394,153 ▲5.6%446,9090.9%ManufacturingBSCVInvesco BulletShares 2031 Corporate Bond ETF$7,438,735$419,154 ▲6.0%451,9280.9%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$7,435,585$383,789 ▲5.4%364,0790.9%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$7,430,183$400,625 ▲5.7%378,6080.9%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$7,396,628$388,491 ▲5.5%396,3810.9%ETFVTVVanguard Value ETF$7,330,318$27,665 ▲0.4%37,3610.9%ETFSOSouthern$7,189,717$287,631 ▲4.2%74,4890.9%UtilitiesINTUIntuit$6,994,611$1,152,293 ▲19.7%16,1770.8%Computer and TechnologyUNHUnitedHealth Group$6,853,179$673,223 ▲10.9%25,3270.8%MedicalEPSWisdomTree U.S. LargeCap Fund$6,783,043$55,441 ▲0.8%99,5900.8%FinanceILCGiShares Morningstar Growth ETF$6,718,961$45,353 ▲0.7%70,3700.8%ETFVVVanguard Large-Cap ETF$6,696,707$8,667 ▲0.1%22,4080.8%ETFSBUXStarbucks$6,630,935$104,193 ▲1.6%74,0140.8%Retail/WholesaleCRMSalesforce$6,547,077$1,088,659 ▲19.9%35,0730.8%Computer and TechnologyUBERUber Technologies$6,418,170$1,631,804 ▲34.1%89,2280.8%Computer and TechnologyNOCNorthrop Grumman$6,316,184$88,009 ▲1.4%9,2580.8%AerospaceSPYSPDR S&P 500 ETF Trust$5,826,241$13,657 ▲0.2%8,9590.7%FinanceIEMGiShares Core MSCI Emerging Markets ETF$5,742,587$317,432 ▼-5.2%82,3310.7%ETFIEFAiShares Core MSCI EAFE ETF$5,657,220$150,099 ▼-2.6%62,4900.7%ETFORCLOracle$4,824,767$921,056 ▲23.6%32,7970.6%Computer and TechnologySYKStryker$4,818,772$298,688 ▲6.6%14,6650.6%MedicalIVViShares Core S&P 500 ETF$4,717,381$155,461 ▼-3.2%7,2220.6%ETFCBOECboe Global Markets$4,697,523$176,793 ▲3.9%16,7130.6%Financial ServicesDALDelta Air Lines$4,248,471$4,248,471 ▲New Holding63,9060.5%TransportationVGSHVanguard Short-Term Treasury ETF$4,055,124$145,530 ▲3.7%69,2710.5%ETFVCSHVanguard Short-Term Corporate Bond ETF$3,992,116$134,918 ▲3.5%50,3610.5%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$3,954,209$109,313 ▲2.8%47,7850.5%ETFRKTRocket Companies$3,868,362$3,868,362 ▲New Holding271,4640.5%FinanceARISTA NETWORKS INC$3,746,877$269,625 ▲7.8%30,5170.4%COM SHSSPOTSpotify Technology$3,474,865$3,474,865 ▲New Holding7,1660.4%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$3,122,546$39,654 ▼-1.3%31,8920.4%ETFIXUSiShares Core MSCI Total International Stock ETF$3,008,487$57,009 ▼-1.9%34,7240.4%ManufacturingBRK.ABerkshire Hathaway$2,872,5600.0%40.3%FinanceDFACDimensional U.S. Core Equity 2 ETF$2,800,295$3,769 ▼-0.1%72,0610.3%ETFIVEiShares S&P 500 Value ETF$2,266,899$422 ▲0.0%10,7360.3%ETFIVWiShares S&P 500 Growth ETF$2,233,0180.0%19,7420.3%ETFGOOGAlphabet$1,946,058$1,946,058 ▲New Holding6,7840.2%Computer and TechnologyTSLATesla$1,656,518$150,931 ▲10.0%4,4560.2%Auto/Tires/TrucksEMXCiShares MSCI Emerging Markets ex China ETF$1,538,8260.0%19,5630.2%ManufacturingTTTrane Technologies$1,520,2680.0%3,6480.2%ConstructionIJKiShares S&P Mid-Cap 400 Growth ETF$1,128,9560.0%11,2200.1%ETFICEIntercontinental Exchange$1,049,215$41,679 ▼-3.8%6,6710.1%FinanceDFUVDimensional US Marketwide Value ETF$950,301$36,345 ▼-3.7%19,6100.1%ETFEFAiShares MSCI EAFE ETF$940,9950.0%9,6880.1%FinanceFIDELITY WISE ORIGIN BITCOIN$854,1640.0%14,4700.1%SHSIBMInternational Business Machines$836,730$333,529 ▲66.3%3,4520.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$816,1410.0%2,5440.1%ETFEPDEnterprise Products Partners$802,497$802,497 ▲New Holding21,2080.1%EnergyBSMRInvesco BulletShares 2027 Municipal Bond ETF$722,511$7,096 ▲1.0%30,5450.1%ETFBSMSInvesco BulletShares 2028 Municipal Bond ETF$719,847$7,019 ▲1.0%30,7690.1%ETFBSMQInvesco BulletShares 2026 Municipal Bond ETF$716,6410.0%30,3340.1%ETFBSMTInvesco BulletShares 2029 Municipal Bond ETF$712,7940.0%30,9590.1%ETFBSMUInvesco BulletShares 2030 Municipal Bond ETF$712,0770.0%32,6440.1%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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