Marietta Wealth Management, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists 128 distinct positions held by the firm, with a total of 94,481,960,607 shares reported across the portfolio.
The largest position disclosed in the filing is Texas Pacific Land Corporation, with 6,883,977 shares. Other notable holdings include Walmart Inc. with 17,220,626 shares, UnitedHealth Group Inc. with 10,225,587 shares, and Vanguard Index Funds Morningstar Large Cap with 7,569,661 shares.
The portfolio is heavily weighted toward large-cap technology and consumer staples stocks. Key holdings include Microsoft Corporation with 28,946,132 shares, Apple Inc. with 41,751,049 shares, Amazon.com Inc. with 21,024,104 shares, and Alphabet Inc. Class A with 29,113,875 shares. Other significant positions include NVIDIA Corporation with 41,918,811 shares, Visa Inc. Class A with 13,862,328 shares, and Berkshire Hathaway Inc. Class B with 11,591,806 shares.
In addition to individual stocks, the portfolio includes various exchange-traded funds (ETFs). Notable ETF holdings include Invesco Exchange-Traded Standard & Poor's 500 ETF Trust with 7,485,628 shares, iShares Core S&P 500 ETF with 5,641,890 shares, and SPDR Series Trust S&P 500 Growth ETF with 3,914,105 shares.
The filing was signed by Pam Larkin, the Chief Compliance Officer of Marietta Wealth Management, LLC, on October 22, 2026. The firm's address is listed as 472 N. Sessions Street, Unit 24, Marietta, GA 30060.
