Marietta Wealth Management, LLC Q4 2025 Filing

Filed January 28, 2026

Portfolio Value

$864.5M

Holdings

124

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (124 positions)

#	Stock	Shares	Value	% Portfolio
101	IBMINTERNATIONAL BUSINESS MACHS	2,076	$614K	0.07%
102	ITOTISHARES TR	3,594	$534K	0.06%
103	ACNACCENTURE PLC IRELAND	1,871	$501K	0.06%
104	LMTLOCKHEED MARTIN CORP	1,031	$498K	0.06%
105	CHDCHURCH & DWIGHT CO INC	5,728	$480K	0.06%
106	ITWILLINOIS TOOL WKS INC	1,730	$426K	0.05%
107	KOCOCA COLA CO	5,924	$414K	0.05%
108	XOMEXXON MOBIL CORP	3,355	$403K	0.05%
109	BDXBECTON DICKINSON & CO	2,045	$396K	0.05%
110	CSCOCISCO SYS INC	4,741	$365K	0.04%
111	COINCOINBASE GLOBAL INC	1,611	$364K	0.04%
112	GEGE AEROSPACE	1,177	$362K	0.04%
113	GEVGE VERNOVA INC	535	$349K	0.04%
114	BKNGBOOKING HOLDINGS INC	59	$315K	0.04%
115	TRVTRAVELERS COMPANIES INC	1,005	$291K	0.03%
116	QCOMQUALCOMM INC	1,652	$282K	0.03%
117	NVSNNOVARTIS AG	1,753	$241K	0.03%
118	BABOEING CO	1,109	$240K	0.03%
119	CRWVCOREWEAVE INC	3,118	$223K	0.03%
120	KMBKIMBERLY-CLARK CORP	2,198	$221K	0.03%
121	LNGCHENIERE ENERGY INC	1,124	$218K	0.03%
122	PEOEXELON CORP	5,000	$217K	0.03%
123	STCSTEWART INFORMATION SVCS COR	3,012	$211K	0.02%
124	CIACITIZENS INC	23,794	$114K	0.01%

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