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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 $697,093,919
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Alphabet Inc.
 GOOGL 161,974 $30,661,752 4.39%
2.
Apple Inc.
 AAPL 117,315 $29,377,907 4.21%
3.
Nvidia Corp
 NVDA 181,868 $24,423,009 3.5%
4.
Vanguard Index Fds - MID CAP ETF
 76,078 $20,094,612 2.88%
5.
Vanguard Index Fds - SMALL CP ETF
 83,219 $19,995,956 2.86%
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)