Marietta Wealth Management, LLC
•CIK: 1697847•Filing: Q4 2025
**Marietta Wealth Management, LLC** manages $865M across a diversified portfolio of 124 positions. The fund exhibits significant concentration in mega-cap technology, with top holdings including GOOGL at $51.0M and NVDA at $35.3M. Further notable allocations include AAPL ($33.4M), MSFT ($24.0M), and VO ($22.9M). This structure indicates a core focus on established, market-leading technology and growth equities.
Total AUM
$864.5M
QoQ Performance
+5.7%
Positions
86
Top 10 Concentration
30.2%
Latest Filing
Q4 2025
Top Holdings Allocation
GOOGL
GOOGL5.9%
NVDA4.1%
AAPL3.9%
MSFT2.8%
VO2.6%
AVGO2.5%
AVEM2.2%
VB2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other44.8%
Technology24.0%
Consumer9.3%
Financial7.8%
Healthcare4.6%
Industrial2.3%
Communication1.9%
Utilities1.7%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW8 new positions
↑62 increased
↓25 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023