MW

Marietta Wealth Management, LLC

13F
Marietta Wealth Management, LLC
Last update 2025-07-22 115 Stocks (8 new)
Value $767.00 Mil Turnover 4 %
Countries:
Top Holdings: GOOGL(3.94%)NVDA(3.88%)AAPL(3.24%)MSFT(3.11%)VO(2.91%)
Summary Stock Picks Current Portfolio
Marietta Wealth Management, LL... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GOOGL
Alphabet Inc
171,463
30,216.0
+88.95%
3.940
+1.85%
0.000
+26.47%
+1.32%
2,326,066.7
Interactive Media
NVDA
NVIDIA Corp
188,483
29,778.4
+0.27%
3.880
+0.01%
0.000
+68.92%
+24.40%
4,073,453.7
Semiconductors
AAPL
Apple Inc
121,266
24,880.2
+1.65%
3.240
+0.05%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
MSFT
Microsoft Corp
47,889
23,820.6
+0.81%
3.110
+0.03%
0.000
+38.00%
+20.34%
3,755,441.4
Software
VO
Vanguard Mid-Cap ETF
79,747
22,315.6
+2.10%
2.910
+0.06%
0.030
+16.39%
+9.15%
80,183.8
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
366,452
21,998.1
+2.72%
2.870
+0.08%
0.020
+17.83%
+18.98%
99,687.1
 
IJH
iShares Core S&P Mid-Cap ETF
302,507
18,761.5
+0.98%
2.450
+0.02%
0.020
+16.64%
+3.13%
97,920.0
 
AVGO
Broadcom Inc
66,057
18,208.7
-0.96%
2.370
-0.02%
0.000
+64.67%
+20.81%
1,310,340.0
Semiconductors
IEFA
iShares Core MSCI EAFE ETF
208,321
17,390.6
+1.50%
2.270
+0.03%
0.010
+10.95%
+20.93%
144,033.5
 
VB
Vanguard Small Cap ETF
69,123
16,380.7
+2.66%
2.140
+0.06%
0.030
+18.28%
+2.64%
61,525.5
 

Marietta Wealth Management, LLC's Historical Top Holdings Breakdowns

Marietta Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GOOGL
Alphabet Inc
2025-06-30
Add
Add
+1.85%
●
144.7 ($163.55) 178.6
$191.34
16.99%
Add 88.95%
171,463
80,719
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
2025-06-30
Add
Add
+0.08%
●
47.74 ($55.77) 60.03
$61.38
10.06%
Add 2.72%
366,452
9,701
UNH
UnitedHealth Group Inc
2025-06-30
Add
Add
+0.08%
●
274.35 ($384.44) 599.47
$285.13
-25.83%
Add 10.5%
20,872
1,983
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
WisdomTree International Hedged Quality Dividend Growth Fund
2025-06-30
Add
Add
+0.08%
●
38.54 ($43.78) 46
$45.22
3.29%
Add 4.18%
349,541
14,039
BSMV
Invesco BulletShares 2031 Municipal Bond ETF
Invesco BulletShares 2031 Municipal Bond ETF
2025-06-30
New Buy
New Buy
+0.07%
●
20.08 ($20.47) 20.98
$20.58
0.54%
New holding
24,351
24,351
BSMP
Invesco BulletShares 2025 Municipal Bond ETF
Invesco BulletShares 2025 Municipal Bond ETF
2025-06-30
New Buy
New Buy
+0.07%
●
24.37 ($24.48) 24.56
$24.48
0.02%
New holding
20,380
20,380
BSMQ
Invesco BulletShares 2026 Municipal Bond ETF
Invesco BulletShares 2026 Municipal Bond ETF
2025-06-30
New Buy
New Buy
+0.07%
●
23.2 ($23.46) 23.63
$23.50
0.17%
New holding
21,245
21,245
BSMR
Invesco BulletShares 2027 Municipal Bond ETF
Invesco BulletShares 2027 Municipal Bond ETF
2025-06-30
New Buy
New Buy
+0.07%
●
23.02 ($23.35) 23.64
$23.47
0.51%
New holding
21,380
21,380
BSMS
Invesco BulletShares 2028 Municipal Bond ETF
Invesco BulletShares 2028 Municipal Bond ETF
2025-06-30
New Buy
New Buy
+0.07%
●
22.66 ($23.04) 23.35
$23.13
0.39%
New holding
21,583
21,583
BSMT
Invesco BulletShares 2029 Municipal Bond ETF
Invesco BulletShares 2029 Municipal Bond ETF
2025-06-30
New Buy
New Buy
+0.07%
●
22.22 ($22.58) 22.92
$22.73
0.64%
New holding
22,085
22,085

Marietta Wealth Management, LLC Total Holding History ($B)

To

Marietta Wealth Management, LLC's Asset Allocation

To

Marietta Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Marietta Wealth Management, LLC's Hypothetical Growth since 2025-06-30

Marietta Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Marietta Wealth Management, LLC's Holdings Heat Map

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Marietta Wealth Management, LLC's Holdings Bubble Chart

Marietta Wealth Management, LLC News

  • 1

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