Marietta Wealth Management, LLC

CIK 0001697847 • 6 13F filings • Apr 22, 2025 – Aug 3, 2026

Import this data to Google Sheets with:

=jivedata("marietta-wealth-management-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: Marietta Wealth Management, LLC, CCO
Address: 472 N. SESSIONS STREET, UNIT 24, MARIETTA, GA, 30060
Phone: 678-556-5788
AUM: $864.5M

AUM over time

$970.6M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $864.5M123 positionsView on SEC.gov

			% of Portfolio
ACCENTURE PLC IRELAND	SHS CLASS A	$502K	0.1%Prev: 0.1%	1,871 SH	Increased
ADOBE INC	COM	$6.1M	0.7%Prev: 0.8%	17,310 SH	Decreased-678 SH
ALPHABET INC	CAP STK CL A	$51.0M	5.9%Prev: 2.8%	162,816 SH	Increased+69,895 SH
AMAZON COM INC	COM	$17.3M	2.0%Prev: 2.0%	74,964 SH	Increased+1,772 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$18.8M	2.2%	244,424 SH	New
AMERICAN CENTY ETF TR	INTL EQT ETF	$13.6M	1.6%Prev: 1.6%	165,262 SH	Increased+2,457 SH
APPLE INC	COM	$33.4M	3.9%Prev: 3.8%	122,889 SH	Increased-506 SH
ARISTA NETWORKS INC	COM SHS	$3.7M	0.4%Prev: 0.4%	28,321 SH	Increased+4,757 SH
ASML HOLDING N V	N Y REGISTRY SHS	$13.0M	1.5%Prev: 1.5%	12,168 SH	Increased-114 SH
BECTON DICKINSON & CO	COM	$397K	0.0%Prev: 0.0%	2,045 SH	Increased-25 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$3.0M	0.3%Prev: 0.4%	4 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$10.5M	1.2%Prev: 1.3%	20,981 SH	Decreased-564 SH
BLACKROCK INC	COM	$11.1M	1.3%Prev: 1.4%	10,385 SH	Decreased+432 SH
BLACKSTONE INC	COM	$9.5M	1.1%Prev: 1.2%	61,813 SH	Decreased+3,146 SH
BOEING CO	COM	$241K	0.0%	1,109 SH	New
BOOKING HOLDINGS INC	COM	$316K	0.0%Prev: 0.0%	59 SH	Decreased
BROADCOM INC	COM	$22.0M	2.5%Prev: 2.6%	63,666 SH	Increased-1,630 SH
CBOE GLOBAL MKTS INC	COM	$4.0M	0.5%Prev: 0.5%	16,084 SH	Increased+298 SH
CHENIERE ENERGY INC	COM NEW	$218K	0.0%	1,124 SH	New
CHEVRON CORP NEW	COM	$7.3M	0.8%Prev: 0.9%	48,117 SH	Increased+1,490 SH
CHURCH & DWIGHT CO INC	COM	$480K	0.1%Prev: 0.1%	5,728 SH	Decreased
CISCO SYS INC	COM	$365K	0.0%Prev: 0.0%	4,741 SH	Increased
CITIZENS INC	CL A	$115K	0.0%Prev: 0.0%	23,794 SH	Decreased
COCA COLA CO	COM	$414K	0.0%	5,924 SH	New
COINBASE GLOBAL INC	COM CL A	$364K	0.0%	1,611 SH	New
CONSTELLATION ENERGY CORP	COM	$767K	0.1%Prev: 0.1%	2,171 SH	Increased
COREWEAVE INC	COM CL A	$223K	0.0%	3,118 SH	New
CORNING INC	COM	$5.4M	0.6%Prev: 0.6%	61,697 SH	Increased+2,549 SH
COSTCO WHSL CORP NEW	COM	$13.4M	1.5%Prev: 1.7%	15,527 SH	Decreased+560 SH
DEERE & CO	COM	$6.5M	0.8%Prev: 0.8%	14,044 SH	Increased+110 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$2.9M	0.3%Prev: 0.3%	72,158 SH	Increased
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$949K	0.1%Prev: 0.1%	20,360 SH	Increased-50 SH
DISNEY WALT CO	COM	$5.9M	0.7%Prev: 0.7%	51,673 SH	Increased+522 SH
ELI LILLY & CO	COM	$15.1M	1.8%Prev: 1.3%	14,079 SH	Increased+169 SH
EXELON CORP	COM	$218K	0.0%Prev: 0.0%	5,000 SH	Decreased
EXXON MOBIL CORP	COM	$404K	0.0%Prev: 0.0%	3,355 SH	Increased-53 SH
FB FINL CORP	COM	$1.2M	0.1%Prev: 0.2%	22,109 SH	Decreased-110 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$1.1M	0.1%Prev: 0.2%	14,470 SH	Decreased
GE AEROSPACE	COM NEW	$362K	0.0%Prev: 0.0%	1,177 SH	Increased
GE VERNOVA INC	COM	$350K	0.0%Prev: 0.0%	535 SH	Increased+159 SH
GOLDMAN SACHS GROUP INC	COM	$15.2M	1.8%Prev: 1.7%	17,252 SH	Increased-470 SH
HOME DEPOT INC	COM	$11.5M	1.3%Prev: 1.6%	33,478 SH	Decreased+1,294 SH
ILLINOIS TOOL WKS INC	COM	$426K	0.0%Prev: 0.1%	1,730 SH	Decreased
INTERCONTINENTAL EXCHANGE IN	COM	$1.1M	0.1%Prev: 0.1%	6,936 SH	Decreased
INTERNATIONAL BUSINESS MACHS	COM	$615K	0.1%Prev: 0.1%	2,076 SH	Increased
INTUIT	COM	$9.0M	1.0%Prev: 1.1%	13,512 SH	Increased+505 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$7.1M	0.8%Prev: 0.8%	375,562 SH	Increased+19,286 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2031 CP	$7.1M	0.8%Prev: 0.8%	426,463 SH	Increased+19,823 SH
INVESCO EXCH TRD SLF IDX FD	BULLETSHS 2032	$7.2M	0.8%Prev: 0.8%	345,244 SH	Increased+17,760 SH
INVESCO EXCH TRD SLF IDX FD	BULLETSHS 31 MUN	$719K	0.1%Prev: 0.1%	34,012 SH	Increased
INVESCO EXCH TRD SLF IDX FD	BULLETSHS 32 MUN	$711K	0.1%	28,300 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$7.1M	0.8%Prev: 0.8%	365,126 SH	Increased+19,913 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 MUNI	$717K	0.1%Prev: 0.1%	30,334 SH	Increased
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$7.1M	0.8%Prev: 0.8%	358,194 SH	Increased+20,477 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 MUNI	$716K	0.1%Prev: 0.1%	30,245 SH	Increased
INVESCO EXCH TRD SLF IDX FD	BULSHS 2028 MUNI	$716K	0.1%Prev: 0.1%	30,469 SH	Increased
INVESCO EXCH TRD SLF IDX FD	BULSHS 2029 MUNI	$717K	0.1%Prev: 0.1%	30,959 SH	Increased
INVESCO EXCH TRD SLF IDX FD	INVSC 30 MUNI BD	$719K	0.1%Prev: 0.1%	32,644 SH	Increased
INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$7.2M	0.8%Prev: 0.8%	423,334 SH	Increased+20,554 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$7.1M	0.8%Prev: 0.8%	345,287 SH	Increased+20,040 SH
ISHARES INC	CORE MSCI EMKT	$5.8M	0.7%Prev: 3.0%	86,882 SH	Decreased-286,484 SH
ISHARES INC	MSCI EMRG CHN	$1.4M	0.2%Prev: 0.2%	19,563 SH	Increased
ISHARES TR	CORE MSCI EAFE	$5.7M	0.7%Prev: 0.7%	64,148 SH	Decreased-2,104 SH
ISHARES TR	CORE MSCI TOTAL	$3.0M	0.3%Prev: 0.4%	35,382 SH	Increased-540 SH
ISHARES TR	CORE S&P MCP ETF	$14.8M	1.7%Prev: 1.8%	223,688 SH	Increased-1,792 SH
ISHARES TR	CORE S&P SCP ETF	$8.5M	1.0%Prev: 1.0%	70,955 SH	Increased-610 SH
ISHARES TR	CORE S&P TTL STK	$534K	0.1%Prev: 0.1%	3,594 SH	Increased-1 SH
ISHARES TR	CORE S&P500 ETF	$5.1M	0.6%Prev: 0.6%	7,460 SH	Increased+114 SH
ISHARES TR	MORNINGSTAR GRWT	$7.3M	0.8%Prev: 0.9%	69,895 SH	Decreased-1,730 SH
ISHARES TR	MRGSTR MD CP VAL	$10.6M	1.2%Prev: 1.2%	128,156 SH	Increased+1,458 SH
ISHARES TR	MSCI EAFE ETF	$930K	0.1%Prev: 0.1%	9,688 SH	Increased
ISHARES TR	S&P 500 GRWT ETF	$2.4M	0.3%Prev: 0.3%	19,742 SH	Increased-261 SH
ISHARES TR	S&P 500 VAL ETF	$2.3M	0.3%Prev: 0.3%	10,734 SH	Increased-100 SH
ISHARES TR	S&P MC 400GR ETF	$1.1M	0.1%Prev: 0.1%	11,220 SH	Increased-32 SH
JOHNSON & JOHNSON	COM	$7.2M	0.8%Prev: 0.8%	34,749 SH	Increased+19 SH
JPMORGAN CHASE & CO.	COM	$15.8M	1.8%Prev: 1.9%	49,139 SH	Increased-350 SH
KIMBERLY-CLARK CORP	COM	$222K	0.0%	2,198 SH	New
LABCORP HOLDINGS INC	COM SHS	$8.0M	0.9%Prev: 1.1%	32,012 SH	Decreased+1,808 SH
LINDE PLC	SHS	$10.6M	1.2%Prev: 1.4%	24,919 SH	Decreased+1,019 SH
LOCKHEED MARTIN CORP	COM	$499K	0.1%Prev: 0.1%	1,031 SH	Increased+71 SH
MARRIOTT INTL INC NEW	CL A	$7.4M	0.9%Prev: 0.7%	23,891 SH	Increased+459 SH
META PLATFORMS INC	CL A	$11.9M	1.4%Prev: 1.5%	18,040 SH	Decreased+1,263 SH
MICROSOFT CORP	COM	$24.0M	2.8%Prev: 3.1%	49,578 SH	Decreased+950 SH
NETFLIX INC	COM	$10.8M	1.3%Prev: 1.7%	115,380 SH	Decreased+104,035 SH
NEXTERA ENERGY INC	COM	$8.4M	1.0%Prev: 0.9%	104,465 SH	Increased+1,882 SH
NORTHROP GRUMMAN CORP	COM	$5.2M	0.6%Prev: 0.6%	9,129 SH	Decreased+566 SH
NOVARTIS AG	SPONSORED ADR	$242K	0.0%Prev: 0.0%	1,753 SH	Increased
NVIDIA CORPORATION	COM	$35.3M	4.1%Prev: 4.3%	189,218 SH	Increased+558 SH
ORACLE CORP	COM	$5.2M	0.6%Prev: 0.9%	26,536 SH	Decreased+1,724 SH
PALO ALTO NETWORKS INC	COM	$11.3M	1.3%Prev: 1.5%	61,517 SH	Decreased+705 SH
PEPSICO INC	COM	$9.0M	1.0%Prev: 1.1%	62,429 SH	Increased+402 SH
QUALCOMM INC	COM	$283K	0.0%Prev: 0.0%	1,652 SH	Increased
REGENERON PHARMACEUTICALS	COM	$9.4M	1.1%Prev: 0.8%	12,160 SH	Increased+135 SH
RTX CORPORATION	COM	$12.5M	1.4%Prev: 1.4%	68,096 SH	Increased-1,450 SH
SALESFORCE INC	COM	$7.7M	0.9%Prev: 0.8%	29,241 SH	Increased+1,380 SH
SOUTHERN CO	COM	$6.2M	0.7%Prev: 0.8%	71,509 SH	Decreased+2,593 SH
SPDR S&P 500 ETF TR	TR UNIT	$6.1M	0.7%Prev: 0.7%	8,938 SH	Increased-121 SH
SPDR SERIES TRUST	STATE STREET SPD	$14.4M	1.7%	148,864 SH	New
STARBUCKS CORP	COM	$6.1M	0.7%Prev: 0.7%	72,851 SH	Increased+3,299 SH
STEWART INFORMATION SVCS COR	COM	$212K	0.0%Prev: 0.0%	3,012 SH	Decreased
STRYKER CORPORATION	COM	$4.8M	0.6%Prev: 0.6%	13,756 SH	Decreased+209 SH
TESLA INC	COM	$1.8M	0.2%Prev: 0.2%	4,050 SH	Increased+566 SH
TEXAS PACIFIC LAND CORPORATI	COM	$6.5M	0.8%Prev: 0.8%	22,631 SH	Increased+15,783 SH
THERMO FISHER SCIENTIFIC INC	COM	$10.0M	1.2%Prev: 1.0%	17,220 SH	Increased+110 SH
TRANE TECHNOLOGIES PLC	SHS	$1.4M	0.2%Prev: 0.2%	3,648 SH	Decreased
TRAVELERS COMPANIES INC	COM	$292K	0.0%Prev: 0.0%	1,005 SH	Increased
UBER TECHNOLOGIES INC	COM	$5.4M	0.6%Prev: 0.7%	66,542 SH	Decreased+4,339 SH
UNITEDHEALTH GROUP INC	COM	$7.5M	0.9%Prev: 0.9%	22,839 SH	Decreased+882 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$7.0M	0.8%Prev: 0.9%	22,379 SH	Increased-317 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$10.1M	1.2%Prev: 1.3%	36,160 SH	Decreased+745 SH
VANGUARD INDEX FDS	MID CAP ETF	$22.9M	2.6%Prev: 2.8%	78,753 SH	Decreased+781 SH
VANGUARD INDEX FDS	SMALL CP ETF	$18.4M	2.1%Prev: 2.2%	71,456 SH	Increased+468 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$853K	0.1%Prev: 0.1%	2,544 SH	Increased
VANGUARD INDEX FDS	VALUE ETF	$7.1M	0.8%Prev: 0.8%	37,220 SH	Increased+74 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$3.9M	0.5%Prev: 0.5%	46,464 SH	Increased+1,911 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$7.9M	0.9%Prev: 0.9%	132,182 SH	Increased+6,735 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$3.9M	0.5%Prev: 0.5%	66,785 SH	Increased+3,324 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$3.9M	0.4%Prev: 0.5%	48,659 SH	Increased+2,311 SH
VISA INC	COM CL A	$11.7M	1.4%Prev: 1.3%	33,344 SH	Increased+1,174 SH
WALMART INC	COM	$16.6M	1.9%Prev: 1.9%	149,350 SH	Increased+34 SH
WASTE MGMT INC DEL	COM	$8.2M	1.0%Prev: 1.0%	37,465 SH	Increased+1,458 SH
WISDOMTREE TR	ITL HDG QTLY DIV	$18.1M	2.1%Prev: 2.1%	372,292 SH	Increased+4,087 SH
WISDOMTREE TR	US LARGECAP FUND	$7.0M	0.8%Prev: 0.8%	98,776 SH	Increased-770 SH

Sold (vs prior filing)

CSW INDUSTRIALS INC — $328K
INVESCO EXCH TRD SLF IDX FD — $718K
OKLO INC — $305K
PALANTIR TECHNOLOGIES INC — $211K
SPDR SERIES TRUST — $3.4M
SPDR SERIES TRUST — $10.9M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 28, 2026	Q4 2025	13F-HR	0001697847-26-000002	$864.5M	View
Oct 20, 2025	Q3 2025	13F-HR	0001697847-25-000007	$817.8M	View
Aug 3, 2026	Q2 2026