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marrick wealth, LLC

13F Portfolio Filings

  • Most recent 13F
    Q2 2026
  • Location
    irvine, CA
  • CIK
    0002109850
  • All SEC filings

Q2 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

62

$140.84M
DFAC, DFAX, AVUS, DFCF
13F-HR
Jul 14, 2026
000195175726000992

52

$118.92M
DFAC, DFAX, AVUS, DFCF
13F-HR
Apr 15, 2026
000195175726000614

55

$122.17M
DFAC, DFAX, AVUS, DFCF
13F-HR
Feb 13, 2026
000195175726000427