Marietta Wealth Management, LLC

13F filer · CIK 0001697847

Reported Aug 3, 2026

Net buyer this quarter

13F portfolio value$971MU.S. long equity reported on 13F

Positions876 new · 4 closed

Net flow last quarter+$36.6MBuys minus sells

Top 10 positions weight28.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 3, 202687 positions
GOOGLAlphabet Inc.	$56M	5.77%	0.00%	+96.3%	Q4 2016
NVDANvidia Corp	$37.6M	3.87%	0.00%	-0.7%	Q1 2020
AAPLApple Inc.	$35.6M	3.66%	0.00%	-0.5%	Q4 2016
AVGOBroadcom Inc.	$24.1M	2.48%	0.00%	-0.8%	Q1 2019
ASMLAsml Holding NV	$22.3M	2.30%	0.00%	-5.1%	Q4 2022
PANWPalo Alto Networks Inc	$21.5M	2.21%	0.01%	-3.5%	Q4 2022
MSFTMicrosoft Corp	$20.5M	2.11%	0.00%	+4.8%	Q4 2016
AMZNAmazon Com Inc	$19.9M	2.05%	0.00%	+1.8%	Q4 2017
LLYELI LILLY & Co	$17.2M	1.77%	0.00%	+1.5%	Q1 2021
GSGoldman Sachs Group Inc	$17.1M	1.76%	0.01%	-1.3%	Q4 2016
WMTWalmart Inc.	$16.8M	1.73%	0.00%	+0.3%	Q4 2016
JPMJPMorgan Chase & Co	$16.8M	1.73%	0.00%	+1.0%	Q4 2016
COSTCostco Wholesale Corp	$14.9M	1.54%	0.00%	+1.5%	Q4 2016
GLWCorning Inc	$13.8M	1.42%	0.01%	-8.5%	Q3 2019
HDHome Depot, Inc.	$13.1M	1.35%	0.00%	+6.3%	Q4 2016
RTXRTX Corp	$12.6M	1.30%	0.00%	+0.8%	Q2 2020
LINLinde PLC	$12.5M	1.28%	0.01%	+1.2%	Q4 2018
VOTVan Kampen Municipal Opportunity Trust II	$12.3M	1.27%	Not reported	+6.1%	Q4 2020
VVisa Inc.	$12.3M	1.26%	0.00%	+3.1%	Q4 2016
METAMeta Platforms, Inc.	$11.2M	1.16%	Not reported	+6.7%	Q1 2017
BRK.BBerkshire Hathaway Inc	$11M	1.13%	Not reported	+2.8%	Q4 2016
UNHUnitedhealth Group Inc	$10.9M	1.12%	0.00%	+3.3%	Q4 2016
BLKBlackRock, Inc.	$10.3M	1.06%	0.01%	+1.2%	Q4 2016
JNJJohnson & Johnson	$10M	1.03%	0.00%	+2.9%	Q4 2016
NEENextera Energy Inc	$9.42M	0.97%	0.01%	+2.3%	Q1 2019
LHLabcorp Holdings Inc.	$9.39M	0.97%	0.04%	+3.7%	Q2 2024
TMOThermo Fisher Scientific Inc.	$9.32M	0.96%	0.01%	+5.4%	Q4 2016
NFLXNetflix Inc	$9.15M	0.94%	0.00%	+4.4%	Q1 2022
MARMarriott International Inc	$9.13M	0.94%	0.01%	+1.1%	Q1 2020
WMWaste Management Inc	$8.92M	0.92%	0.01%	+4.7%	Q4 2016
DEDeere & Co	$8.84M	0.91%	0.01%	+0.1%	Q4 2020
BXBlackstone Inc.	$8.7M	0.90%	0.01%	+6.3%	Q3 2022
TPLTexas Pacific Land Corp	$8.48M	0.87%	0.03%	+1.8%	Q2 2024
PEPPepsico Inc	$8.35M	0.86%	0.00%	+2.6%	Q4 2016
REGNRegeneron Pharmaceuticals, Inc.	$7.91M	0.81%	0.01%	+3.9%	Q1 2021
SBUXStarbucks Corp	$7.79M	0.80%	0.01%	+3.0%	Q4 2016
SOSouthern Co	$7.44M	0.77%	0.01%	+4.3%	Q4 2016
UBERUber Technologies, Inc	$7.1M	0.73%	0.00%	+10.3%	Q1 2025
CVXChevron Corp	$6.51M	0.67%	0.00%	+2.4%	Q4 2016
SPYSPDR S&P 500 ETF Trust	$6.44M	0.66%	Not reported	-3.8%	Q4 2016
CRMSalesforce, Inc.	$6.23M	0.64%	0.00%	+13.4%	Q3 2019
DALDelta Air Lines, Inc.	$5.71M	0.59%	0.01%	-4.6%	Q1 2026
ANETArista Networks, Inc.	$5.4M	0.56%	0.00%	+4.2%	Q3 2025
NOCNorthrop Grumman Corp	$5.25M	0.54%	0.01%	+11.3%	Q3 2024
ORCLOracle Corp	$5.21M	0.54%	0.00%	+8.4%	Q4 2016
INTUIntuit Inc.	$5.11M	0.53%	0.01%	+21.1%	Q2 2022
SYKStryker Corp	$5M	0.52%	0.00%	+8.4%	Q1 2025
RKTRocket Companies, Inc.	$4.82M	0.50%	Not reported	+12.7%	Q1 2026
CBOECboe Global Markets, Inc.	$4.11M	0.42%	0.02%	+1.4%	Q1 2025
SPOTSpotify Technology S.A.	$3.64M	0.38%	0.00%	+10.7%	Q1 2026

Q1 2026Reported Apr 21, 202685 positions
NVDANvidia Corp	$33M	3.92%	0.00%	-0.1%	Q1 2020
AAPLApple Inc.	$31.3M	3.72%	0.00%	+0.5%	Q4 2016
GOOGLAlphabet Inc.	$23M	2.73%	0.00%	-51.0%	Q4 2016
AVGOBroadcom Inc.	$19.9M	2.36%	0.00%	+1.0%	Q1 2019
MSFTMicrosoft Corp	$19.4M	2.30%	0.00%	+5.6%	Q4 2016
WMTWalmart Inc.	$18.4M	2.19%	0.00%	-0.8%	Q4 2016
AMZNAmazon Com Inc	$17.1M	2.03%	0.00%	+9.3%	Q4 2017
COSTCostco Wholesale Corp	$15.7M	1.86%	0.00%	+1.2%	Q4 2016
ASMLAsml Holding NV	$15.6M	1.86%	0.00%	-2.8%	Q4 2022
JPMJPMorgan Chase & Co	$14.9M	1.77%	0.00%	+3.3%	Q4 2016
GSGoldman Sachs Group Inc	$14.5M	1.72%	0.01%	-0.6%	Q4 2016
LLYELI LILLY & Co	$13M	1.54%	0.00%	+0.3%	Q1 2021
RTXRTX Corp	$12.7M	1.51%	0.00%	-3.0%	Q2 2020
NFLXNetflix Inc	$11.8M	1.40%	0.00%	+6.4%	Q1 2022
LINLinde PLC	$11.8M	1.40%	0.01%	-4.7%	Q4 2018
HDHome Depot, Inc.	$11.5M	1.37%	0.00%	+4.4%	Q4 2016
METAMeta Platforms, Inc.	$10.7M	1.27%	Not reported	+3.4%	Q1 2017
VVisa Inc.	$10.5M	1.25%	0.00%	+4.2%	Q4 2016
PANWPalo Alto Networks Inc	$10.5M	1.24%	0.01%	+6.1%	Q4 2022
BRK.BBerkshire Hathaway Inc	$10.2M	1.21%	Not reported	+1.5%	Q4 2016
BLKBlackRock, Inc.	$10.2M	1.21%	0.01%	+1.8%	Q4 2016
VOTVan Kampen Municipal Opportunity Trust II	$9.75M	1.16%	Not reported	+4.7%	Q4 2020
NEENextera Energy Inc	$9.74M	1.16%	0.01%	+0.4%	Q1 2019
REGNRegeneron Pharmaceuticals, Inc.	$9.43M	1.12%	0.01%	+0.4%	Q1 2021
JNJJohnson & Johnson	$9.4M	1.12%	0.00%	+10.6%	Q4 2016
PEPPepsico Inc	$9.33M	1.11%	0.00%	-3.7%	Q4 2016
TPLTexas Pacific Land Corp	$9.03M	1.07%	0.03%	-15.9%	Q2 2024
WMWaste Management Inc	$8.78M	1.04%	0.01%	+2.0%	Q4 2016
TMOThermo Fisher Scientific Inc.	$8.67M	1.03%	0.00%	+2.4%	Q4 2016
LHLabcorp Holdings Inc.	$8.63M	1.03%	0.04%	+1.1%	Q2 2024
GLWCorning Inc	$8.02M	0.95%	0.01%	-4.4%	Q3 2019
BXBlackstone Inc.	$8M	0.95%	0.01%	+12.5%	Q3 2022
MARMarriott International Inc	$7.97M	0.95%	0.01%	+2.0%	Q1 2020
CVXChevron Corp	$7.94M	0.94%	0.00%	-20.3%	Q4 2016
DEDeere & Co	$7.84M	0.93%	0.01%	-0.9%	Q4 2020
SOSouthern Co	$7.19M	0.85%	0.01%	+4.2%	Q4 2016
INTUIntuit Inc.	$6.99M	0.83%	0.01%	+19.7%	Q2 2022
UNHUnitedhealth Group Inc	$6.85M	0.81%	0.00%	+10.9%	Q4 2016
SBUXStarbucks Corp	$6.63M	0.79%	0.01%	+1.6%	Q4 2016
CRMSalesforce, Inc.	$6.55M	0.78%	0.00%	+19.9%	Q3 2019
UBERUber Technologies, Inc	$6.42M	0.76%	0.00%	+34.1%	Q1 2025
NOCNorthrop Grumman Corp	$6.32M	0.75%	0.01%	+1.4%	Q3 2024
SPYSPDR S&P 500 ETF Trust	$5.83M	0.69%	Not reported	+0.2%	Q4 2016
ORCLOracle Corp	$4.82M	0.57%	0.00%	+23.6%	Q4 2016
SYKStryker Corp	$4.82M	0.57%	0.00%	+6.6%	Q1 2025
CBOECboe Global Markets, Inc.	$4.7M	0.56%	0.02%	+3.9%	Q1 2025
DALDelta Air Lines, Inc.	$4.25M	0.50%	0.01%	New	Q1 2026
RKTRocket Companies, Inc.	$3.87M	0.46%	Not reported	New	Q1 2026
ANETArista Networks, Inc.	$3.75M	0.45%	0.00%	+7.8%	Q3 2025
SPOTSpotify Technology S.A.	$3.47M	0.41%	0.00%	New	Q1 2026

Q4 2025Reported Jan 28, 202680 positions
GOOGLAlphabet Inc.	$51M	5.89%	0.00%	+75.2%	Q4 2016
NVDANvidia Corp	$35.3M	4.08%	0.00%	+0.3%	Q1 2020
AAPLApple Inc.	$33.4M	3.86%	0.00%	-0.4%	Q4 2016
MSFTMicrosoft Corp	$24M	2.77%	0.00%	+2.0%	Q4 2016
AVGOBroadcom Inc.	$22M	2.55%	0.00%	-2.5%	Q1 2019
AMZNAmazon Com Inc	$17.3M	2.00%	0.00%	+2.4%	Q4 2017
WMTWalmart Inc.	$16.6M	1.92%	0.00%	0.0%	Q4 2016
JPMJPMorgan Chase & Co	$15.8M	1.83%	0.00%	-0.7%	Q4 2016
GSGoldman Sachs Group Inc	$15.2M	1.75%	0.01%	-2.7%	Q4 2016
LLYELI LILLY & Co	$15.1M	1.75%	0.00%	+1.2%	Q1 2021
COSTCostco Wholesale Corp	$13.4M	1.55%	0.00%	+3.7%	Q4 2016
ASMLAsml Holding NV	$13M	1.51%	0.00%	-0.9%	Q4 2022
RTXRTX Corp	$12.5M	1.44%	0.01%	-2.1%	Q2 2020
METAMeta Platforms, Inc.	$11.9M	1.38%	Not reported	+7.5%	Q1 2017
VVisa Inc.	$11.7M	1.35%	0.00%	+3.7%	Q4 2016
HDHome Depot, Inc.	$11.5M	1.33%	0.00%	+4.0%	Q4 2016
PANWPalo Alto Networks Inc	$11.3M	1.31%	0.01%	+1.2%	Q4 2022
BLKBlackRock, Inc.	$11.1M	1.29%	0.01%	+4.3%	Q4 2016
NFLXNetflix Inc	$10.8M	1.25%	0.00%	+1.7%	Q1 2022
LINLinde PLC	$10.6M	1.23%	0.01%	+4.3%	Q4 2018
BRK.BBerkshire Hathaway Inc	$10.5M	1.22%	Not reported	-2.6%	Q4 2016
VOTVan Kampen Municipal Opportunity Trust II	$10.1M	1.17%	Not reported	+2.1%	Q4 2020
TMOThermo Fisher Scientific Inc.	$9.98M	1.15%	0.00%	+0.6%	Q4 2016
BXBlackstone Inc.	$9.53M	1.10%	0.01%	+5.4%	Q3 2022
REGNRegeneron Pharmaceuticals, Inc.	$9.39M	1.09%	0.01%	+1.1%	Q1 2021
PEPPepsico Inc	$8.96M	1.04%	0.00%	+0.7%	Q4 2016
INTUIntuit Inc.	$8.95M	1.04%	0.00%	+3.9%	Q2 2022
NEENextera Energy Inc	$8.39M	0.97%	0.01%	+1.8%	Q1 2019
WMWaste Management Inc	$8.23M	0.95%	0.01%	+4.1%	Q4 2016
LHLabcorp Holdings Inc.	$8.03M	0.93%	0.04%	+6.0%	Q2 2024
CRMSalesforce, Inc.	$7.75M	0.90%	0.00%	+5.0%	Q3 2019
UNHUnitedhealth Group Inc	$7.54M	0.87%	0.00%	+4.0%	Q4 2016
MARMarriott International Inc	$7.41M	0.86%	0.01%	+2.0%	Q1 2020
CVXChevron Corp	$7.33M	0.85%	0.00%	+3.2%	Q4 2016
JNJJohnson & Johnson	$7.19M	0.83%	0.00%	+0.1%	Q4 2016
DEDeere & Co	$6.54M	0.76%	0.01%	+0.8%	Q4 2020
TPLTexas Pacific Land Corp	$6.5M	0.75%	0.03%	+10.2%	Q2 2024
SOSouthern Co	$6.24M	0.72%	0.01%	+3.8%	Q4 2016
SBUXStarbucks Corp	$6.13M	0.71%	0.01%	+4.7%	Q4 2016
SPYSPDR S&P 500 ETF Trust	$6.09M	0.70%	Not reported	-1.3%	Q4 2016
ADBEAdobe Inc.	$6.06M	0.70%	0.00%	-3.8%	Q1 2020
DISWalt Disney Co	$5.88M	0.68%	0.00%	+1.0%	Q4 2016
UBERUber Technologies, Inc	$5.44M	0.63%	0.00%	+7.0%	Q1 2025
GLWCorning Inc	$5.4M	0.62%	0.01%	+4.3%	Q3 2019
NOCNorthrop Grumman Corp	$5.21M	0.60%	0.01%	+6.6%	Q3 2024
ORCLOracle Corp	$5.17M	0.60%	0.00%	+7.0%	Q4 2016
SYKStryker Corp	$4.83M	0.56%	0.00%	+1.5%	Q1 2025
CBOECboe Global Markets, Inc.	$4.04M	0.47%	0.02%	+1.9%	Q1 2025
ANETArista Networks, Inc.	$3.71M	0.43%	0.00%	+20.2%	Q3 2025
BRK.ABerkshire Hathaway Inc	$3.02M	0.35%	Not reported	Not reported	Q3 2019

Q3 2025Reported Oct 20, 202577 positions
NVDANvidia Corp	$35.2M	4.30%	0.00%	+0.1%	Q1 2020
AAPLApple Inc.	$31.4M	3.84%	0.00%	+1.8%	Q4 2016
MSFTMicrosoft Corp	$25.2M	3.08%	0.00%	+1.5%	Q4 2016
GOOGLAlphabet Inc.	$22.6M	2.76%	0.00%	-45.8%	Q4 2016
AVGOBroadcom Inc.	$21.5M	2.63%	0.00%	-1.2%	Q1 2019
AMZNAmazon Com Inc	$16.1M	1.97%	0.00%	+1.4%	Q4 2017
JPMJPMorgan Chase & Co	$15.6M	1.91%	0.00%	+0.2%	Q4 2016
WMTWalmart Inc.	$15.4M	1.88%	0.00%	+1.0%	Q4 2016
GSGoldman Sachs Group Inc	$14.1M	1.73%	0.01%	-0.5%	Q4 2016
COSTCostco Wholesale Corp	$13.9M	1.69%	0.00%	+5.1%	Q4 2016
NFLXNetflix Inc	$13.6M	1.66%	0.00%	+0.5%	Q1 2022
HDHome Depot, Inc.	$13M	1.59%	0.00%	+3.6%	Q4 2016
PANWPalo Alto Networks Inc	$12.4M	1.51%	0.01%	+28.2%	Q4 2022
METAMeta Platforms, Inc.	$12.3M	1.51%	Not reported	+1.6%	Q1 2017
ASMLAsml Holding NV	$11.9M	1.45%	0.00%	+13.1%	Q4 2022
RTXRTX Corp	$11.6M	1.42%	0.01%	+1.0%	Q2 2020
BLKBlackRock, Inc.	$11.6M	1.42%	0.01%	+2.8%	Q4 2016
LINLinde PLC	$11.4M	1.39%	0.01%	+2.1%	Q4 2018
VVisa Inc.	$11M	1.34%	0.00%	+2.0%	Q4 2016
BRK.BBerkshire Hathaway Inc	$10.8M	1.32%	Not reported	+3.8%	Q4 2016
LLYELI LILLY & Co	$10.6M	1.30%	0.00%	+3.0%	Q1 2021
VOTVan Kampen Municipal Opportunity Trust II	$10.4M	1.27%	Not reported	+47.0%	Q4 2020
BXBlackstone Inc.	$10M	1.23%	0.01%	+2.8%	Q3 2022
INTUIntuit Inc.	$8.88M	1.09%	0.00%	+2.0%	Q2 2022
PEPPepsico Inc	$8.71M	1.07%	0.00%	+4.2%	Q4 2016
LHLabcorp Holdings Inc.	$8.67M	1.06%	0.04%	+2.8%	Q2 2024
TMOThermo Fisher Scientific Inc.	$8.3M	1.01%	0.00%	+4.3%	Q4 2016
WMWaste Management Inc	$7.95M	0.97%	0.01%	+3.6%	Q4 2016
NEENextera Energy Inc	$7.74M	0.95%	0.00%	+2.9%	Q1 2019
UNHUnitedhealth Group Inc	$7.58M	0.93%	0.00%	+5.2%	Q4 2016
CVXChevron Corp	$7.24M	0.89%	0.00%	+3.3%	Q4 2016
ORCLOracle Corp	$6.98M	0.85%	0.00%	+842.0%	Q4 2016
REGNRegeneron Pharmaceuticals, Inc.	$6.76M	0.83%	0.01%	+5.0%	Q1 2021
CRMSalesforce, Inc.	$6.6M	0.81%	0.00%	+5.1%	Q3 2019
SOSouthern Co	$6.53M	0.80%	0.01%	+5.1%	Q4 2016
JNJJohnson & Johnson	$6.44M	0.79%	0.00%	+2.9%	Q4 2016
TPLTexas Pacific Land Corp	$6.39M	0.78%	0.03%	+9.0%	Q2 2024
DEDeere & Co	$6.37M	0.78%	0.01%	+2.3%	Q4 2020
ADBEAdobe Inc.	$6.35M	0.78%	0.00%	-18.2%	Q1 2020
MARMarriott International Inc	$6.1M	0.75%	0.01%	+22.5%	Q1 2020
UBERUber Technologies, Inc	$6.09M	0.75%	0.00%	+24.5%	Q1 2025
SPYSPDR S&P 500 ETF Trust	$6.04M	0.74%	Not reported	-0.3%	Q4 2016
SBUXStarbucks Corp	$5.88M	0.72%	0.01%	+4.2%	Q4 2016
DISWalt Disney Co	$5.86M	0.72%	0.00%	+1.6%	Q4 2016
NOCNorthrop Grumman Corp	$5.22M	0.64%	0.01%	+31.3%	Q3 2024
SYKStryker Corp	$5.01M	0.61%	0.00%	+5.1%	Q1 2025
GLWCorning Inc	$4.85M	0.59%	0.01%	Not reported	Q3 2019
CBOECboe Global Markets, Inc.	$3.87M	0.47%	0.02%	+5.0%	Q1 2025
ANETArista Networks, Inc.	$3.43M	0.42%	0.00%	New	Q3 2025
BRK.ABerkshire Hathaway Inc	$3.02M	0.37%	Not reported	Not reported	Q3 2019

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