Marietta Wealth Management, LLC holds a diversified book of 133 stocks worth $970.6M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened FB Financial Corp and trimmed Nvidia Corp. Their largest long position is Alphabet Inc-CL A at 6% of the equity book. Cloning the disclosed picks since 2024 would be +21% (+11.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Marietta Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Marietta Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~34 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
66% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Marietta Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $754.6B |
| MORGAN STANLEY | 80 / 80 | $583.9B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $433.9B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $178.8B |
| ROYAL BANK OF CANADA | 80 / 80 | $164.2B |
| UBS Group AG | 80 / 80 | $158.4B |
| AMERIPRISE FINANCIAL INC | 80 / 80 | $135.5B |
| PNC FINANCIAL SERVICES GROUP, INC. | 80 / 80 | $97.6B |
Ranked by how many of Marietta Wealth Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc CAP STK CL A | $56.0M | 156.7K | 5.8% | ▲+96% Added · +77K sh | |
| 2 | Nvidia Corporation COM | $37.6M | 187.7K | 3.9% | ▼−0.7% Reduced · −1K sh | |
| 3 | Apple Inc COM | $35.6M | 122.9K | 3.7% | ▼−0.5% Reduced · −606 sh | |
| 4 | Vanguard Index FDS MID CAP ETF | $26.5M | 328.3K | 2.7% | ▲+310% Added · +248K sh | |
| 5 | Broadcom Inc COM | $24.1M | 63.8K | 2.5% | ▼−0.8% Reduced · −537 sh | |
| 6 | American Centy ETF TR AVANTIS EMGMKT | $23.1M | 239.1K | 2.4% | ▼−0.6% Reduced · −1K sh | |
| 7 | ASML Hldg NV N Y REGISTRY SHS | $22.3M | 11.2K | 2.3% | ▼−5.1% Reduced · −600 sh | |
| 8 | Vanguard Index FDS SMALL CP ETF | $21.9M | 72.4K | 2.3% | ▲+0.9% Added · +628 sh | |
| 9 | Palo Alto Networks Inc COM | $21.5M | 63.0K | 2.2% | ▼−3.5% Reduced · −2K sh | |
| 10 | Microsoft Corp COM | $20.5M | 54.9K | 2.1% | ▲+4.8% Added · +3K sh | |
| 11 | Wisdomtree TR ITL HDG QTLY DIV | $20.4M | 389.4K | 2.1% | ▲+3.6% Added · +14K sh | |
| 12 | Amazon Com Inc COM | $19.9M | 83.3K | 2.0% | ▲+1.8% Added · +1K sh | |
| 13 | Eli Lilly & Co COM | $17.2M | 14.3K | 1.8% | ▲+1.5% Added · +218 sh | |
| 14 | Goldman Sachs Group Inc COM | $17.1M | 16.9K | 1.8% | ▼−1.3% Reduced · −218 sh | |
| 15 | Walmart Inc COM | $16.8M | 148.6K | 1.7% | ▲+0.3% Added · +400 sh | |
| 16 | JPMorgan Chase & Co COM | $16.8M | 51.2K | 1.7% | ▲+1.0% Added · +489 sh | |
| 17 | Ishares TR CORE S&P MCP ETF | $16.8M | 217.5K | 1.7% | ▼−1.3% Reduced · −3K sh | |
| 18 | American Centy ETF TR INTL EQT ETF | $15.2M | 170.2K | 1.6% | ▲+3.3% Added · +5K sh | |
| 19 | Costco Wholesale Corporation COM | $14.9M | 15.9K | 1.5% | ▲+1.5% Added · +232 sh | |
| 20 | SPDR Series Trust ST STR SP600GRWO | $14.4M | 120.6K | 1.5% | ▲+2.0% Added · +2K sh | |
| 21 | Corning Inc COM | $13.8M | 54.0K | 1.4% | ▼−8.5% Reduced · −5K sh | |
| 22 | Home Depot Inc COM | $13.1M | 37.2K | 1.4% | ▲+6.3% Added · +2K sh | |
| 23 | RTX Corporation COM | $12.6M | 66.6K | 1.3% | ▲+0.8% Added · +517 sh | |
| 24 | Linde PLC SHS | $12.5M | 24.0K | 1.3% | ▲+1.2% Added · +293 sh | |
| 25 | Ishares TR MRGSTR MD CP VAL | $12.4M | 136.0K | 1.3% | ▲+4.4% Added · +6K sh | |
| 26 | Vanguard Index FDS MCAP GR IDXVIP | $12.3M | 40.2K | 1.3% | ▲+6.1% Added · +2K sh | |
| 27 | Visa Inc COM CL A | $12.3M | 35.8K | 1.3% | ▲+3.0% Added · +1K sh | |
| 28 | Meta Platforms Inc CL A | $11.2M | 19.9K | 1.2% | ▲+6.7% Added · +1K sh | |
| 29 | Berkshire Hathaway Inc Del CL B NEW | $11.0M | 21.9K | 1.1% | ▲+2.8% Added · +591 sh | |
| 30 | Unitedhealth Group Inc COM | $10.9M | 26.2K | 1.1% | ▲+3.3% Added · +846 sh | |
| 31 | BlackRock Inc COM | $10.3M | 10.7K | 1.1% | ▲+1.2% Added · +130 sh | |
| 32 | Ishares TR CORE S&P SCP ETF | $10.1M | 68.1K | 1.0% | ▼−2.5% Reduced · −2K sh | |
| 33 | Johnson & Johnson COM | $10.0M | 39.5K | 1.0% | ▲+2.9% Added · +1K sh | |
| 34 | NextEra Energy Inc COM | $9.4M | 107.3K | 1.0% | ▲+2.3% Added · +2K sh | |
| 35 | Labcorp Holdings Inc COM SHS | $9.4M | 33.5K | 1.0% | ▲+3.7% Added · +1K sh | |
| 36 | Thermo Fisher Scientific Inc COM | $9.3M | 18.6K | 1.0% | ▲+5.4% Added · +956 sh | |
| 37 | Netflix Inc. COM | $9.2M | 128.2K | 0.9% | ▲+4.4% Added · +5K sh | |
| 38 | Marriott Intl Inc New CL A | $9.1M | 24.6K | 0.9% | ▲+1.1% Added · +276 sh | |
| 39 | Waste Mgmt Inc Del COM | $8.9M | 40.0K | 0.9% | ▲+4.7% Added · +2K sh | |
| 40 | Deere & Co COM | $8.8M | 13.9K | 0.9% | ▲+0.1% Added · +14 sh | |
| 41 | Vanguard Scottsdale FDS INTER TERM TREAS | $8.8M | 149.4K | 0.9% | ▲+9.1% Added · +12K sh | |
| 42 | Blackstone Inc COM | $8.7M | 73.9K | 0.9% | ▲+6.3% Added · +4K sh | |
| 43 | Texas Pacific Land Corporati COM | $8.5M | 19.4K | 0.9% | ▲+1.8% Added · +334 sh | |
| 44 | Pepsico Inc COM | $8.3M | 61.7K | 0.9% | ▲+2.6% Added · +2K sh | |
| 45 | Ishares TR MORNINGSTAR GRWT | $8.2M | 70.0K | 0.8% | ▼−0.5% Reduced · −355 sh | |
| 46 | Vanguard Index FDS VALUE ETF | $8.2M | 37.4K | 0.8% | ▲+0.2% Added · +64 sh | |
| 47 | Regeneron Pharmaceuticals COM | $7.9M | 12.7K | 0.8% | ▲+3.9% Added · +477 sh | |
| 48 | Invesco Exch TRD SLF Idx FD BULLETSHS 2032 | $7.9M | 383.1K | 0.8% | ▲+5.1% Added · +19K sh | |
| 49 | Invesco Exch TRD SLF Idx FD INVSCO 30 CORP | $7.8M | 470.1K | 0.8% | ▲+5.2% Added · +23K sh | |
| 50 | Invesco Exch TRD SLF Idx FD BULETSHS 2031 CP | $7.8M | 476.3K | 0.8% | ▲+5.4% Added · +24K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 3, 2026 | 133 | $970.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 129 | $841.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 28, 2026 | 124 | $864.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 120 | $817.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 115 | $766.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 108 | $681.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 108 | $697.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 22, 2024 | 109 | $688.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.