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marrick wealth, LLC

Q2 2026 13F Holdings

  • Location
    irvine, CA
  • Num holdings

    62

  • Value ($000)

    $140,842

  • Date Filed
    07/14/2026
  • Form type
    13F-HR
  • CIK
    0002109850
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAC

DIMENSIONAL ETF TRUST

US COR EQU 2 ETF
25434V708
$34.86M
25 %

785,884

D
DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
25434V880
$24.5M
17 %

664,948

A
AVUS

AMERICAN CENTY ETF TR

US EQT ETF
025072885
$15.07M
11 %

117,661

D
DFCF

DIMENSIONAL ETF TRUST

CORE FIXE IN ETF
25434V872
$8.01M
6 %

189,699

A
AVDE

AMERICAN CENTY ETF TR

INTL EQT ETF
025072703
$7.73M
6 %

86,643

D
DFGP

DIMENSIONAL ETF TRUST

GLOB CO PLUS ETF
25434V583
$4.93M
4 %

90,617

D
DFIC

DIMENSIONAL ETF TRUST

INTL CORE EQUITY
25434V799
$2.93M
2 %

78,550

A
AVIG

AMERICAN CENTY ETF TR

AVANTIS CORE FI
025072562
$2.67M
2 %

64,421

A
AVEM

AMERICAN CENTY ETF TR

AVANTIS EMGMKT
025072604
$2.66M
2 %

27,612

A
AVRE

AMERICAN CENTY ETF TR

REAL ESTATE ETF
025072356
$2.54M
2 %

53,531

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