Marietta Wealth Management, LLC
Top Portfolio Positions
81 positions ·
$547,333,583 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
189,125 | $32,983,400 | 6.03% | |
| AAPL |
Apple Inc.
Technology
|
123,490 | $31,340,527 | 5.73% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
79,824 | $22,954,189 | 4.19% | |
| AVGO |
Broadcom Inc.
Technology
|
64,293 | $19,899,326 | 3.64% | |
| MSFT |
Microsoft Corp
Technology
|
52,350 | $19,378,399 | 3.54% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
148,166 | $18,414,070 | 3.36% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
81,900 | $17,057,313 | 3.12% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
15,710 | $15,653,915 | 2.86% | |
| ASML |
Asml Holding NV
Technology
|
11,823 | $15,616,173 | 2.85% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
50,757 | $14,930,679 | 2.73% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CIA
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $119,683 | 23,794 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $114,925 | 23,794 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $124,918 | 23,794 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $83,041 | 23,794 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $108,262 | 23,794 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $95,413 | 23,794 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $86,134 | 23,794 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $64,238 | 23,617 | Shares | Sole | 2024-07-19 | |
| No 13F history on record for this holder in this stock. | ||||||