Current Market Value 766,890,667
Current Holdings 115
Most Recent File Date 2025-07-22
Total Filings on Record 35
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Marietta Wealth Management, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-22 2025-06-30 13F-HR 115 766,891
2025-04-22 2025-03-31 13F-HR 108 681,250
2025-01-24 2024-12-31 13F-HR 108 697,094
2024-10-22 2024-09-30 13F-HR 109 688,281
2024-07-19 2024-06-30 13F-HR 106 641,491
2024-04-25 2024-03-31 13F-HR 100 605,934
2024-01-30 2023-12-31 13F-HR 102 561,378
2023-10-30 2023-09-30 13F-HR 100 503,360
2023-07-18 2023-06-30 13F-HR 107 530,677
2023-04-27 2023-03-31 13F-HR 107 470,974
2023-01-30 2022-12-31 13F-HR 108 442,164
2022-10-20 2022-09-30 13F-HR 103 400,704
2022-08-08 2022-06-30 13F-HR 110 413,599
2022-04-12 2022-03-31 13F-HR 109 478,191
2022-01-28 2021-12-31 13F-HR 115 497,791
2021-11-12 2021-09-30 13F-HR 113 457,871
2021-08-12 2021-06-30 13F-HR 115 443,158
2021-05-06 2021-03-31 13F-HR 112 401,435
2021-02-09 2020-12-31 13F-HR 106 363,618
2020-11-04 2020-09-30 13F-HR 101 320,718
2020-08-05 2020-06-30 13F-HR 109 292,747
2020-05-14 2020-03-31 13F-HR 106 256,620
2020-02-07 2019-12-31 13F-HR 114 303,327
2019-11-14 2019-09-30 13F-HR 117 274,336
2019-08-14 2019-06-30 13F-HR 111 256,841
2019-05-09 2019-03-31 13F-HR 115 243,462
2019-02-05 2018-12-31 13F-HR 115 209,056
2018-11-10 2018-09-30 13F-HR 120 226,285
2018-08-08 2018-06-30 13F-HR 122 204,852
2018-05-14 2018-03-31 13F-HR 120 190,614
2018-02-06 2017-12-31 13F-HR 115 184,686
2017-11-13 2017-09-30 13F-HR 119 178,687
2017-08-11 2017-06-30 13F-HR 116 164,604
2017-05-09 2017-03-31 13F-HR 111 150,630
2017-02-13 2016-12-31 13F-HR 119 124,917