—

marrick wealth, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2026
  • Location
    irvine, CA
  • CIK
    0002109850
  • All SEC filings

Q1 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

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