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Home > Institutional Investor > Marietta Wealth Management, Llc > Profile

Instuitional Investor - Marietta Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Marietta Wealth Management, Llc
Portfolio Value $864,526,418
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Alphabet Inc.
 GOOGL 162,816 $50,962,000 5.89%
2.
Nvidia Corp
 NVDA 189,218 $35,289,140 4.08%
3.
Apple Inc.
 AAPL 122,889 $33,408,556 3.86%
4.
Microsoft Corp
 MSFT 49,578 $23,977,134 2.77%
5.
Vanguard Index Fds - MID CAP ETF
 78,753 $22,855,589 2.64%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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