Fund HoldingsMarietta Wealth Management, LLC

Total Portfolio Value
$970.65M
Total Bought
$122.71M
Total Sold
$74.17M
Net Transaction
+$48.54M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ALPHABET INC(GOOG)0156,683+156,683055,9945.77%+55,994
SPDR SERIES TRUST
ST STR SP600GRWO
0120,589+120,589014,3661.48%+14,366
PALO ALTO NETWORKS INC(PANW)062,965+62,965021,4722.21%+21,472
ASML HLDG NV
N Y REGISTRY SHS
11,82311,223-60015,61622,3272.30%+6,711
CORNING INC(GLW)59,01454,010-5,0048,02413,7961.42%+5,772
NVIDIA CORPORATION(NVDA)0187,746+187,746037,5663.87%+37,566
APPLE INC(AAPL)0122,884+122,884035,5583.66%+35,558
ELI LILLY & CO(LLY)014,341+14,341017,2011.77%+17,201
BROADCOM INC(AVGO)063,756+63,756024,0842.48%+24,084
UNITEDHEALTH GROUP INC(UNH)026,173+26,173010,8781.12%+10,878
SPDR SERIES TRUST
ST STR P500GRW
031,892+31,89203,7950.39%+3,795
AMERICAN CENTY ETF TR240,390239,063-1,32719,37123,0672.38%+3,697
VANGUARD INDEX FDS80,144328,339+248,19523,01626,4542.73%+3,439
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
071,889+71,88903,1890.33%+3,189
VANGUARD INDEX FDS71,73172,359+62818,78821,9332.26%+3,146
AMAZON COM INC(AMZN)083,337+83,337019,8632.05%+19,863
GOLDMAN SACHS GROUP INC(GS)016,930+16,930017,1231.76%+17,123
VANGUARD INDEX FDS040,200+40,200012,3131.27%+12,313
WISDOMTREE TR(WT)375,752389,425+13,67318,09220,3982.10%+2,306
ISHARES TR220,386217,473-2,91314,88316,7691.73%+1,887
JPMORGAN CHASE & CO(JPM)051,246+51,246016,7741.73%+16,774
VISA INC(V)035,785+35,785012,2771.26%+12,277
ARISTA NETWORKS INC(ANET)30,51731,792+1,2753,7475,4010.56%+1,654
HOME DEPOT INC(HD)34,96337,161+2,19811,49913,1061.35%+1,607
ISHARES TR070,015+70,01508,1930.84%+8,193
DELTA AIR LINES INC(DAL)63,90660,999-2,9074,2485,7130.59%+1,465
ISHARES TR69,92568,135-1,7908,69210,1051.04%+1,413
ISHARES TR130,251135,955+5,70411,04312,4231.28%+1,380
FB FINL CORP(FBK)022,109+22,10901,2240.13%+1,224
AMERICAN CENTY ETF TR164,681170,179+5,49813,97215,1801.56%+1,208
MARRIOTT INTL INC NEW(MAR)24,35624,632+2767,9669,1280.94%+1,162
STARBUCKS CORP(SBUX)74,01476,253+2,2396,6317,7920.80%+1,161
MICROSOFT CORP(MSFT)054,877+54,877020,4702.11%+20,470
DEERE & CO(DE)13,91613,930+147,8398,8360.91%+997
ISHARES INC
CORE MSCI EMKT
82,33181,348-9835,7436,7390.69%+996
VANGUARD INDEX FDS022,363+22,36307,6910.79%+7,691
WISDOMTREE TR(WT)099,476+99,47607,7380.80%+7,738
ROCKET COS INC(RKT)271,464305,903+34,4393,8684,8180.50%+950
VANGUARD INDEX FDS37,36137,425+647,3308,1560.84%+826
LABCORP HOLDINGS INC(LH)32,34733,547+1,2008,6319,3930.97%+763
BLACKROCK ETF TRUST II033,837+33,83707600.08%+760
BERKSHIRE HATHAWAY INC DEL021,884+21,884010,9511.13%+10,951
ISHARES TR07,272+7,27205,4460.56%+5,446
LINDE PLC(LIN)23,73724,030+29311,76812,4701.28%+702
BLACKSTONE INC(BX)073,912+73,91208,6970.90%+8,697
UBER TECHNOLOGIES INC(UBER)89,22898,387+9,1596,4187,1000.73%+681
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
137,007149,448+12,4418,1598,8140.91%+656
THERMO FISHER SCIENTIFIC INC(TMO)018,588+18,58809,3190.96%+9,319
JOHNSON & JOHNSON(JNJ)38,44639,543+1,0979,39810,0431.03%+645
STATE STR SPDR S&P 500 ETF T(SPY)08,619+8,61906,4370.66%+6,437
META PLATFORMS INC(META)019,917+19,917011,2191.16%+11,219
ISHARES TR19,74219,74202,2332,7150.28%+482
ISHARES INC
MSCI EMRG CHN
19,56319,56301,5392,0010.21%+462
CATERPILLAR INC(CAT)0371+37103950.04%+395
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
47,78552,511+4,7263,9544,3400.45%+386
ORACLE CORP(ORCL)035,536+35,53605,2080.54%+5,208
ISHARES TR
CORE MSCI EAFE
62,49062,460-305,6576,0320.62%+375
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
50,36155,161+4,8003,9924,3590.45%+367
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2031 CP
451,928476,339+24,4117,4397,8050.80%+366
INVESCO EXCH TRD SLF IDX FD
BULLETSHS 2032
364,437383,058+18,6217,5037,8570.81%+354
INVESCO EXCH TRD SLF IDX FD
INVSCO 30 CORP
446,909470,052+23,1437,4727,8240.81%+352
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2029
396,381416,957+20,5767,3977,7450.80%+348
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
69,27175,504+6,2334,0554,3940.45%+339
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 28
364,079381,772+17,6937,4367,7750.80%+339
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 CB
378,608394,650+16,0427,4307,7410.80%+311
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
385,203399,441+14,2387,5237,7990.80%+276
TRANE TECHNOLOGIES PLC(TT)3,6483,64801,5201,7920.18%+271
PALANTIR TECHNOLOGIES INC(PLTR)02,257+2,25702630.03%+263
SOUTHERN CO(SO)74,48977,714+3,2257,1907,4380.77%+248
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,246+1,24602370.02%+237
PULTE GROUP INC(PHM)01,662+1,66202280.02%+228
CISCO SYS INC(CSCO)4,7415,041+3003685920.06%+224
D R HORTON INC(DHI)01,333+1,33302170.02%+217
TESLA INC(TSLA)4,4564,452-41,6571,8730.19%+216
UNITED PARCEL SVCS INC(UPS)02,000+2,00002150.02%+215
ISHARES TR11,22011,22001,1291,3180.14%+189
ISHARES TR
CORE MSCI TOTAL
34,72433,470-1,2543,0083,1940.33%+186
STRYKER CORPORATION(SYK)14,66515,893+1,2284,8195,0040.52%+185
ISHARES TR10,73610,738+22,2672,4380.25%+171
INTERNATIONAL BUSINESS MACHS(IBM)3,4523,579+1278371,0060.10%+170
SPOTIFY TECHNOLOGY S A(SPOT)7,1667,931+7653,4753,6410.38%+166
GE VERNOVA INC(GEV)53553504676290.06%+162
VANGUARD INDEX FDS2,5442,594+508169600.10%+144
WASTE MGMT INC DEL(WM)38,21640,002+1,7868,7828,9160.92%+134
BLACKROCK INC(BLK)010,698+10,698010,2871.06%+10,287
BOOKING HOLDINGS INC(BKNG)592,084+2,0252483710.04%+123
BERKSHIRE HATHAWAY INC DEL4402,8732,9950.31%+123
GE AEROSPACE(GE)1,1771,17703344400.05%+106
ISHARES TR3,0263,245+2194315330.05%+102
QUALCOMM INC(QCOM)1,7041,620-842192990.03%+80
TRAVELERS COMPANIES INC(TRV)1,0051,105+1002933650.04%+72
COREWEAVE INC(CRWV)3,1183,11802423100.03%+69
ISHARES TR9,6889,68809411,0060.10%+65
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
19,61018,415-1,1959501,0130.10%+63
BOEING CO(BA)1,2151,324+1092422870.03%+45
CHURCH & DWIGHT CO INC(CHD)5,7285,72805355550.06%+20
TARGET CORP(TGT)3,7473,617-1304544720.05%+18
ILLINOIS TOOL WKS INC(ITW)1,7301,73004504680.05%+18
CITIZENS INC23,79423,79401201370.01%+17
INVESCO EXCH TRD SLF IDX FD
BULLETSHS 32 MUN
28,60028,60007117190.07%+8
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