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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 $681,249,559
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 119,301 $26,500,305 3.89%
2.
Nvidia Corp
 NVDA 187,976 $20,372,803 2.99%
3.
Vanguard Index Fds - MID CAP ETF
 78,106 $20,199,765 2.97%
4.
Ishares Inc - CORE MSCI EMKT
 356,751 $19,253,851 2.83%
5.
Microsoft Corp
 MSFT 47,502 $17,831,738 2.62%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)