marrick wealth, LLC
Filing Date
Global Rank
#8,192
/ 8,605
▲ 13
· as of Mar 2026
Top Industry
Consumer Electronics
20.3%
3Y Alpha vs SPY
+6.2%
Period ended 3 months ago
Filed Apr 15, 2026 · 3mo
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+12.4%
SPY
+10.0%
Annualised alpha
+7.0%
Max drawdown
−9.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
19 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
19.6%
+1.6 pts
Top 5
57.4%
+2.0 pts
Top 10
78.4%
+1.9 pts
HHI
917
Diversified+56
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 51.3% | $4,387,281 |
| Financial Services | 20.2% | $1,731,173 |
| Communication Services | 9.5% | $816,784 |
| Consumer Cyclical | 9.1% | $776,220 |
| Unclassified | 3.5% | $300,978 |
| Consumer Defensive | 3.5% | $296,936 |
| Healthcare | 2.9% | $251,067 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | −609 | 5,633 | $982,395 | |
| AVGO | Broadcom Inc. | −281 | 869 | $268,964 | |
| AMZN | Amazon Com Inc | −136 | 2,233 | $465,066 | |
| AAPL | Apple Inc. | −46 | 6,622 | $1,680,597 | |
| ABBV | AbbVie Inc. | −27 | 1,033 | $224,667 | |
| JPM | Jpmorgan Chase & Co | −27 | 791 | $232,680 | |
| COST | Costco Wholesale Corp /New | −20 | 298 | $296,936 | |
| BRK-B | Berkshire Hathaway Inc | −18 | 859 | $411,632 | |
| TSLA | Tesla, Inc. | −18 | 837 | $311,154 | |
| No positions match the current search. | |||||
19 positions ·
$8,560,439 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 6,622 | $1,680,597 | 19.63% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 5,633 | $982,395 | 11.48% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,591 | $959,110 | 11.20% | |
| TCBK |
Trico Bancshares /
Financial Services
|
Held | 16,414 | $780,321 | 9.12% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 1,768 | $508,406 | 5.94% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 2,233 | $465,066 | 5.43% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 859 | $411,632 | 4.81% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 837 | $311,154 | 3.63% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 539 | $308,378 | 3.60% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Held | 488 | $300,978 | 3.52% | |
| BCML |
BayCom Corp
Financial Services
|
Held | 10,000 | $297,300 | 3.47% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 298 | $296,936 | 3.47% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 869 | $268,964 | 3.14% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 1,218 | $260,237 | 3.04% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 1,160 | $235,978 | 2.76% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 791 | $232,680 | 2.72% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 1,033 | $224,667 | 2.62% | |
| CLOV |
Clover Health Investments, Corp. /De
Healthcare
|
NEW | 15,000 | $26,400 | 0.31% | |
| ABTC |
American Bitcoin Corp.
Financial Services
|
NEW | 10,000 | $9,240 | 0.11% |