Marietta Wealth Management, LLC
All 13F Filings
- Location
- Marietta, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 970,649
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/3/2026 | 133 | 970,649 | 13F-HR | Marietta Wealth Management, LLC |
| Q1 2026 | 4/21/2026 | 129 | 841,428 | 13F-HR | Marietta Wealth Management, LLC |
| Q4 2025 | 1/28/2026 | 124 | 864,526 | 13F-HR | Marietta Wealth Management, LLC |
| Q3 2025 | 10/20/2025 | 120 | 817,787 | 13F-HR | Marietta Wealth Management, LLC |
| Q2 2025 | 7/22/2025 | 115 | 766,891 | 13F-HR | Marietta Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 664.7 K | 68.5% | 93.51 K | 0 | 93.51 K |
| ETFs | 305.9 K | 31.5% | 35.71 K | 0 | 35.71 K |
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Fund Snapshot
Q2 2026
Latest filed
8/3/2026
Total value ($000)
970,649
Holdings
133
QoQ value change ($000)
129,221
(15.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.