Marietta Wealth Management, LLC Q2 2025 Filing

Filed July 22, 2025

Portfolio Value

$766.9B

Holdings

115

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (115 positions)

#StockSharesValue% PortfolioType
1
GOOGLALPHABET INC
171,463$30.2B3.94%
2
NVDANVIDIA CORPORATION
188,483$29.8B3.88%
3
AAPLAPPLE INC
121,266$24.9B3.24%
4
MSFTMICROSOFT CORP
47,889$23.8B3.11%
5
VOVANGUARD INDEX FDS
79,747$22.3B2.91%
6
IEMGISHARES INC
366,452$22.0B2.87%
7
IJHISHARES TR
302,507$18.8B2.45%
8
AVGOBROADCOM INC
66,057$18.2B2.37%
9
AQLTISHARES TR
208,321$17.4B2.27%
10
VBVANGUARD INDEX FDS
69,123$16.4B2.14%
11
AMZNAMAZON COM INC
72,185$15.8B2.07%
12
IHDGWISDOMTREE TR
349,541$15.7B2.05%
13
NFLXNETFLIX INC
11,289$15.1B1.97%
14
WMTWALMART INC
147,791$14.5B1.88%
15
JPMJPMORGAN CHASE & CO.
49,395$14.3B1.87%
16
COSTCOSTCO WHSL CORP NEW
14,243$14.1B1.84%
17
GSGOLDMAN SACHS GROUP INC
17,807$12.6B1.64%
18
METAMETA PLATFORMS INC
16,517$12.2B1.59%
19
HDHOME DEPOT INC
31,075$11.4B1.49%
20
VVISA INC
31,544$11.2B1.46%
21
LINLINDE PLC
23,399$11.0B1.43%
22
IJRISHARES TR
98,356$10.7B1.40%
23
LLYELI LILLY & CO
13,503$10.5B1.37%
24
BLKBLACKROCK INC
9,681$10.2B1.32%
25
BRK/BBERKSHIRE HATHAWAY INC DEL
20,766$10.1B1.32%
26
RTXRTX CORPORATION
68,849$10.1B1.31%
27
INTUINTUIT
12,747$10.0B1.31%
28
PANWPALO ALTO NETWORKS INC
47,424$9.7B1.27%
29
ASMLASML HOLDING N V
10,858$8.7B1.13%
30
BXBLACKSTONE INC
57,074$8.5B1.11%
31
ADBEADOBE INC
21,996$8.5B1.11%
32
WMWASTE MGMT INC DEL
34,761$8.0B1.04%
33
PEPPEPSICO INC
59,528$7.9B1.02%
34
LHLABCORP HOLDINGS INC
29,374$7.7B1.01%
35
CRMSALESFORCE INC
26,520$7.2B0.94%
36
ACNACCENTURE PLC IRELAND
24,148$7.2B0.94%
37
ILCGISHARES TR
71,718$6.9B0.91%
38
DEDEERE & CO
13,628$6.9B0.90%
39
NEENEXTERA ENERGY INC
99,729$6.9B0.90%
40
VGITVANGUARD SCOTTSDALE FDS
115,557$6.9B0.90%
41
SLYGSPDR SERIES TRUST
77,469$6.9B0.90%
42
VOTVANGUARD INDEX FDS
24,086$6.8B0.89%
43
TMOTHERMO FISHER SCIENTIFIC INC
16,399$6.6B0.87%
44
TPLTEXAS PACIFIC LAND CORPORATI
6,284$6.6B0.87%
45
UNHUNITEDHEALTH GROUP INC
20,872$6.5B0.85%
46
BSCUINVESCO EXCH TRD SLF IDX FD
386,136$6.5B0.84%
47
CVXCHEVRON CORP NEW
45,159$6.5B0.84%
48
BSCVINVESCO EXCH TRD SLF IDX FD
389,625$6.4B0.84%
49
VTVVANGUARD INDEX FDS
36,395$6.4B0.84%
50
VVVANGUARD INDEX FDS
22,515$6.4B0.84%
51
BSCTINVESCO EXCH TRD SLF IDX FD
341,689$6.4B0.83%
52
BSCQINVESCO EXCH TRD SLF IDX FD
326,850$6.4B0.83%
53
BSCSINVESCO EXCH TRD SLF IDX FD
310,401$6.4B0.83%
54
BSCRINVESCO EXCH TRD SLF IDX FD
322,223$6.3B0.83%
55
EPSWISDOMTREE TR
98,447$6.3B0.82%
56
BSCPINVESCO EXCH TRD SLF IDX FD
303,166$6.3B0.82%
57
DISDISNEY WALT CO
50,348$6.2B0.81%
58
IMCVISHARES TR
81,441$6.2B0.81%
59
SBUXSTARBUCKS CORP
66,734$6.1B0.80%
60
SOSOUTHERN CO
65,571$6.0B0.79%
61
REGNREGENERON PHARMACEUTICALS
11,451$6.0B0.78%
62
LMTLOCKHEED MARTIN CORP
12,541$5.8B0.76%
63
SPYSPDR S&P 500 ETF TR
9,085$5.6B0.73%
64
MARMARRIOTT INTL INC NEW
19,130$5.2B0.68%
65
JNJJOHNSON & JOHNSON
33,764$5.2B0.67%
66
SYKSTRYKER CORPORATION
12,889$5.1B0.66%
67
UBERUBER TECHNOLOGIES INC
49,949$4.7B0.61%
68
IVVISHARES TR
7,249$4.5B0.59%
69
LULULULULEMON ATHLETICA INC
18,492$4.4B0.57%
70
CMGCHIPOTLE MEXICAN GRILL INC
69,648$3.9B0.51%
71
CBOECBOE GLOBAL MKTS INC
15,034$3.5B0.46%
72
VCITVANGUARD SCOTTSDALE FDS
41,328$3.4B0.45%
73
VGSHVANGUARD SCOTTSDALE FDS
58,074$3.4B0.45%
74
VCSHVANGUARD SCOTTSDALE FDS
42,579$3.4B0.44%
75
NOCNORTHROP GRUMMAN CORP
6,520$3.3B0.43%
76
SPYGSPDR SERIES TRUST
32,297$3.1B0.40%
77
BRK-BBERKSHIRE HATHAWAY INC DEL
4$2.9B0.38%
78
IXUSISHARES TR
35,537$2.7B0.36%
79
DFACDIMENSIONAL ETF TRUST
72,158$2.6B0.34%
80
IVWISHARES TR
19,742$2.2B0.28%
81
IVEISHARES TR
10,729$2.1B0.27%
82
TTTRANE TECHNOLOGIES PLC
3,648$1.6B0.21%
83
FBTCFIDELITY WISE ORIGIN BITCOIN
14,470$1.4B0.18%
84
ICEINTERCONTINENTAL EXCHANGE IN
6,880$1.3B0.16%
85
EMXCISHARES INC
19,563$1.2B0.16%
86
TSLATESLA INC
3,388$1.1B0.14%
87
IJKISHARES TR
11,220$1.0B0.13%
88
SSBKSOUTHERN STS BANCSHARES INC
27,775$1.0B0.13%
89
DFUVDIMENSIONAL ETF TRUST
20,970$886.6M0.12%
90
EFAISHARES TR
9,688$866.0M0.11%
91
VTIVANGUARD INDEX FDS
2,544$773.2M0.10%
92
CEGCONSTELLATION ENERGY CORP
2,041$658.8M0.09%
93
IBMINTERNATIONAL BUSINESS MACHS
2,076$612.0M0.08%
94
ORCLORACLE CORP
2,634$575.9M0.08%
95
CHDCHURCH & DWIGHT CO INC
5,728$550.5M0.07%
96
BSMVINVESCO EXCH TRD SLF IDX FD
24,351$502.1M0.07%
97
BSMRINVESCO EXCH TRD SLF IDX FD
21,380$501.8M0.07%
98
BSMTINVESCO EXCH TRD SLF IDX FD
22,085$501.6M0.07%
99
BSMUINVESCO EXCH TRD SLF IDX FD
23,327$501.5M0.07%
100
BSMYINVESCO EXCH TRD SLF IDX FD
21,583$501.4M0.07%
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