marrick wealth, LLC
Clone Performance
Feb 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.
Portfolio Concentration
23 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 50.9% | $6,071,534 |
| Financial Services | 15.4% | $1,832,913 |
| Unclassified | 8.5% | $1,015,422 |
| Communication Services | 8.3% | $991,701 |
| Consumer Cyclical | 8.0% | $950,289 |
| Healthcare | 4.4% | $526,157 |
| Consumer Defensive | 2.3% | $278,770 |
| Energy | 2.1% | $254,709 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +961 | 6,594 | $1,319,393 | |
| AMZN | Amazon Com Inc | +300 | 2,533 | $603,715 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | +227 | 715 | $502,888 | |
| MSFT | Microsoft Corp | +67 | 2,658 | $991,487 | |
| AAPL | Apple Inc. | +52 | 6,674 | $1,931,188 | |
| AVGO | Broadcom Inc. | +28 | 897 | $338,841 | |
| LRCX | Lam Research Corp | +9 | 1,227 | $531,695 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TCBK | Trico Bancshares / | −4,976 | 11,438 | $615,936 | |
| GOOGL | Alphabet Inc. | −1,007 | 1,927 | $688,651 | |
| TSLA | Tesla, Inc. | −13 | 824 | $346,574 | |
| ABBV | AbbVie Inc. | −5 | 1,028 | $258,685 | |
| JPM | Jpmorgan Chase & Co | −3 | 788 | $257,936 | |
| BRK-B | Berkshire Hathaway Inc | −1 | 858 | $429,334 | |
| META | Meta Platforms, Inc. | −1 | 538 | $303,050 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | 696 | $512,534 | |
| MU | Micron Technology Inc | 393 | $453,635 | |
| LLY | ELI LILLY & Co | 223 | $267,472 | |
| KLAC | Kla Corp | 865 | $260,979 | |
| XOM | ExxonMobil Holdings Corp | 1,863 | $254,709 | |
| CSCO | Cisco Systems, Inc. | 2,080 | $244,316 | |
| V | Visa Inc. | 585 | $200,707 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DCOR | Dimensional US Core Equity 1 ETF | 22,710 | $1,636,936 | |
| VIG | Vanguard Dividend Appreciation ETF | 1,367 | $293,987 | |
| AMD | Advanced Micro Devices Inc | 1,160 | $235,978 | |
| CLOV | Clover Health Investments, Corp. /De | 15,000 | $26,400 | |
| ABTC | American Bitcoin Corp. | 10,000 | $9,240 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 6,674 | $1,931,188 | 16.20% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 6,594 | $1,319,393 | 11.07% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,658 | $991,487 | 8.32% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,927 | $688,651 | 5.78% | |
| TCBK |
Trico Bancshares /
Financial Services
|
Reduced | 11,438 | $615,936 | 5.17% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 2,533 | $603,715 | 5.06% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 1,227 | $531,695 | 4.46% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
NEW | 696 | $512,534 | 4.30% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Added | 715 | $502,888 | 4.22% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 393 | $453,635 | 3.81% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 858 | $429,334 | 3.60% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 824 | $346,574 | 2.91% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 897 | $338,841 | 2.84% | |
| BCML |
BayCom Corp
Financial Services
|
Held | 10,000 | $329,000 | 2.76% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 538 | $303,050 | 2.54% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 298 | $278,770 | 2.34% | |
| LLY |
ELI LILLY & Co
Healthcare
|
NEW | 223 | $267,472 | 2.24% | |
| KLAC |
Kla Corp
Technology
|
NEW | 865 | $260,979 | 2.19% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 1,028 | $258,685 | 2.17% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 788 | $257,936 | 2.16% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
NEW | 1,863 | $254,709 | 2.14% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
NEW | 2,080 | $244,316 | 2.05% | |
| V |
Visa Inc.
Financial Services
|
NEW | 585 | $200,707 | 1.68% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.