marrick wealth, LLC
All 13F Filings
- Location
- Irvine, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 140,842
- Description
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- Website
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- Founded
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- 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 | 7/14/2026 | 62 | 140,842 | 13F-HR | marrick wealth, LLC |
| Q1 2026 | 4/15/2026 | 52 | 118,915 | 13F-HR | marrick wealth, LLC |
| Q4 2025 | 2/13/2026 | 55 | 122,165 | 13F-HR | marrick wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 11.33 K | 8.0% | 2.734 K | 0 | 2.734 K |
| ETFs | 129.5 K | 92.0% | 19.2 K | 0 | 19.2 K |
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Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
140,842
Holdings
62
QoQ value change ($000)
21,927
(18.4%)
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.