Marietta Wealth Management, LLC

Q1 2025 13F Holdings

  • Location
    marietta, GA
  • Num holdings

    108

  • Value ($000)

    $681,250

  • Date Filed
    04/22/2025
  • Form type
    13F-HR
  • CIK
    0001697847
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
$26.50M
4 %

119,301

NVDA
NVDA

NVIDIA CORPORATION

COM
$20.37M
3 %

187,976

VO
VO

VANGUARD INDEX FDS

MID CAP ETF
$20.20M
3 %

78,106

IEMG
IEMG

ISHARES INC

CORE MSCI EMKT
$19.25M
3 %

356,751

MSFT
MSFT

MICROSOFT CORP

COM
$17.83M
3 %

47,502

IJH
IJH

ISHARES TR

CORE S&P MCP ETF
$17.48M
3 %

299,576

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
$15.53M
2 %

205,251

VB
VB

VANGUARD INDEX FDS

SMALL CP ETF
$14.93M
2 %

67,330

IHDG
IHDG

WISDOMTREE TR

ITL HDG QTLY DIV
$14.56M
2 %

335,502

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
$14.04M
2 %

90,744

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