Fund Holdings

Marietta Wealth Management, LLC

Filing Period:

Comparing Q4 2025 vs Q3 2025

Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.

Showing 1100 of 130 holdings (page size 100)
Issuer
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Change
ALPHABET INC0162,816+162,816050,962,000+50,962,000
AMERICAN CENTY ETF TR0244,424+244,424018,825,536+18,825,536
SPDR SERIES TRUST0116,567+116,567010,979,446+10,979,446
ELI LILLY & CO014,079+14,079015,130,420+15,130,420
SPDR SERIES TRUST032,297+32,29703,446,090+3,446,090
REGENERON PHARMACEUTICALS012,160+12,16009,385,939+9,385,939
APPLE INC0122,889+122,889033,408,556+33,408,556
THERMO FISHER SCIENTIFIC INC017,220+17,22009,978,129+9,978,129
MARRIOTT INTL INC NEW023,891+23,89107,411,944+7,411,944
WALMART INC0149,350+149,350016,639,105+16,639,105
AMAZON COM INC074,964+74,964017,303,202+17,303,202
WISDOMTREE TR0372,292+372,292018,115,729+18,115,729
SALESFORCE INC029,241+29,24107,746,233+7,746,233
ASML HOLDING N V012,168+12,168013,018,056+13,018,056
GOLDMAN SACHS GROUP INC017,252+17,252015,164,771+15,164,771
RTX CORPORATION068,096+68,096012,488,806+12,488,806
AMERICAN CENTY ETF TR0165,262+165,262013,604,368+13,604,368
JOHNSON & JOHNSON034,749+34,74907,191,222+7,191,222
VISA INC033,344+33,344011,694,226+11,694,226
INVESCO EXCH TRD SLF IDX FD028,300+28,3000710,613+710,613
NEXTERA ENERGY INC0104,465+104,46508,386,439+8,386,439
CORNING INC061,697+61,69705,402,189+5,402,189
BROADCOM INC063,666+63,666022,034,885+22,034,885
INVESCO EXCH TRD SLF IDX FD0345,287+345,28707,112,912+7,112,912
INVESCO EXCH TRD SLF IDX FD0358,194+358,19407,070,750+7,070,750
COCA COLA CO05,924+5,9240414,147+414,147
INVESCO EXCH TRD SLF IDX FD0365,126+365,12607,147,333+7,147,333
VANGUARD SCOTTSDALE FDS0132,182+132,18207,921,667+7,921,667
VANGUARD INDEX FDS071,456+71,456018,431,948+18,431,948
INVESCO EXCH TRD SLF IDX FD0375,562+375,56207,073,711+7,073,711
ISHARES TR0128,156+128,156010,552,134+10,552,134
INVESCO EXCH TRD SLF IDX FD0345,244+345,24407,206,969+7,206,969
COINBASE GLOBAL INC01,611+1,6110364,312+364,312
INVESCO EXCH TRD SLF IDX FD0423,334+423,33407,162,811+7,162,811
INVESCO EXCH TRD SLF IDX FD0426,463+426,46307,119,800+7,119,800
WASTE MGMT INC DEL037,465+37,46508,231,435+8,231,435
ARISTA NETWORKS INC028,321+28,32103,710,901+3,710,901
TESLA INC04,050+4,05001,821,366+1,821,366
STARBUCKS CORP072,851+72,85106,134,802+6,134,802
PEPSICO INC062,429+62,42908,959,752+8,959,752
BOEING CO01,109+1,1090240,786+240,786
COREWEAVE INC03,118+3,1180223,280+223,280
JPMORGAN CHASE & CO.049,139+49,139015,833,569+15,833,569
KIMBERLY-CLARK CORP02,198+2,1980221,774+221,774
CHENIERE ENERGY INC01,124+1,1240218,494+218,494
ISHARES TR07,460+7,46005,109,545+5,109,545
VANGUARD SCOTTSDALE FDS066,785+66,78503,922,283+3,922,283
VANGUARD INDEX FDS037,220+37,22007,108,735+7,108,735
VANGUARD SCOTTSDALE FDS048,659+48,65903,879,582+3,879,582
DEERE & CO014,044+14,04406,538,476+6,538,476
CBOE GLOBAL MKTS INC016,084+16,08404,037,084+4,037,084
VANGUARD SCOTTSDALE FDS046,464+46,46403,891,360+3,891,360
WISDOMTREE TR098,776+98,77606,999,280+6,999,280
GE VERNOVA INC0535+5350349,660+349,660
TEXAS PACIFIC LAND CORPORATI022,631+22,63106,500,076+6,500,076
ISHARES INC019,563+19,56301,421,839+1,421,839
CHEVRON CORP NEW048,117+48,11707,333,512+7,333,512
NVIDIA CORPORATION0189,218+189,218035,289,140+35,289,140
DIMENSIONAL ETF TRUST072,158+72,15802,856,739+2,856,739
INTUIT013,512+13,51208,950,619+8,950,619
SPDR S&P 500 ETF TR08,938+8,93806,094,793+6,094,793
VANGUARD INDEX FDS022,379+22,37907,044,810+7,044,810
CONSTELLATION ENERGY CORP02,171+2,1710766,949+766,949
ISHARES TR0223,688+223,688014,763,376+14,763,376
CISCO SYS INC04,741+4,7410365,199+365,199
ACCENTURE PLC IRELAND01,871+1,8710501,989+501,989
ISHARES TR010,734+10,73402,276,351+2,276,351
DIMENSIONAL ETF TRUST020,360+20,3600948,572+948,572
INTERNATIONAL BUSINESS MACHS02,076+2,0760614,932+614,932
ISHARES TR035,382+35,38202,994,732+2,994,732
ISHARES TR09,688+9,6880930,339+930,339
ISHARES TR070,955+70,95508,527,408+8,527,408
DISNEY WALT CO051,673+51,67305,878,863+5,878,863
EXXON MOBIL CORP03,355+3,3550403,741+403,741
LOCKHEED MARTIN CORP01,031+1,0310498,664+498,664
ISHARES TR019,742+19,74202,433,399+2,433,399
VANGUARD INDEX FDS02,544+2,5440852,927+852,927
NOVARTIS AG01,753+1,7530241,686+241,686
TRAVELERS COMPANIES INC01,005+1,0050291,510+291,510
ISHARES TR03,594+3,5940534,392+534,392
BECTON DICKINSON & CO02,045+2,0450396,873+396,873
GE AEROSPACE01,177+1,1770362,426+362,426
ISHARES TR011,220+11,22001,086,994+1,086,994
QUALCOMM INC01,652+1,6520282,575+282,575
INVESCO EXCH TRD SLF IDX FD034,012+34,0120718,844+718,844
INVESCO EXCH TRD SLF IDX FD032,644+32,6440718,984+718,984
INVESCO EXCH TRD SLF IDX FD030,469+30,4690716,022+716,022
BERKSHIRE HATHAWAY INC DEL04+403,019,200+3,019,200
INVESCO EXCH TRD SLF IDX FD030,959+30,9590716,701+716,701
INVESCO EXCH TRD SLF IDX FD030,334+30,3340717,247+717,247
INVESCO EXCH TRD SLF IDX FD030,245+30,2450715,754+715,754
BOOKING HOLDINGS INC059+590315,964+315,964
FB FINL CORP022,109+22,10901,233,682+1,233,682
EXELON CORP05,000+5,0000217,950+217,950
STEWART INFORMATION SVCS COR03,012+3,0120211,623+211,623
CITIZENS INC023,794+23,7940114,925+114,925
NORTHROP GRUMMAN CORP09,129+9,12905,205,447+5,205,447
CHURCH & DWIGHT CO INC05,728+5,7280480,293+480,293
ILLINOIS TOOL WKS INC01,730+1,7300426,099+426,099
UNITEDHEALTH GROUP INC022,839+22,83907,539,276+7,539,276
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