Marotta Asset Management
All 13F Filings
- Location
- Charlottesville, VA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 540,156
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 1/7/2026 | 102 | 540,156 | 13F-HR | Marotta Asset Management |
| Q3 2025 | 10/16/2025 | 109 | 531,176 | 13F-HR | Marotta Asset Management |
| Q2 2025 | 7/2/2025 | 105 | 498,644 | 13F-HR | Marotta Asset Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 540.2 K | 100.0% | 8.98 K | 0 | 8.98 K |
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Fund Snapshot
Q4 2025
Latest filed
1/7/2026
Total value ($000)
540,156
Holdings
102
QoQ value change ($000)
8,980
(1.7%)
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.