Marietta Wealth Management, LLC
RIA/Wealth
Marietta Wealth Management, LLC is a RIA/Wealth based in Marietta, GA led by Charles Betts Holloway, reporting $974.4M in AUM as of Q3 2025 with 34% ETF concentration.
Managing PartnerCharles Betts Holloway
- Portfolio Value
- $817.8M
- Positions
- 120
- Top Holding
- NVDA at 4.3%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Marietta Wealth Management, LLC's portfolio (28.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $35.2M | 4.30% | +$33.0K Bought | 0.00% 188.7K shares | |
Consumer Electronics Technology | $31.4M | 3.84% | +$542.1K Bought | 0.00% 123.4K shares | |
Software - Infrastructure Technology | $25.2M | 3.08% | +$382.8K Bought | 0.00% 48.6K shares | |
ETF ETF | $24.6M | 3.01% | +$455.8K Bought | — 373.4K shares | |
ETF ETF | $22.9M | 2.80% | -$521.4K Sold | — 78.0K shares | |
Internet Content & Information Communication Services | $22.6M | 2.76% | -$19.1M Sold | 0.00% 92.9K shares | |
Semiconductors Technology | $21.5M | 2.63% | -$251.1K Sold | 0.00% 65.3K shares | |
ETF ETF | $18.1M | 2.21% | +$474.2K Bought | — 71.0K shares | |
ETF ETF | $17.0M | 2.07% | +$860.0K Bought | — 368.2K shares | |
Specialty Retail Consumer Cyclical | $16.1M | 1.97% | +$221.1K Bought | 0.00% 73.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Marietta Wealth Management, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Marietta Wealth Management, LLC
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