Marietta Wealth Management Portfolio Update: Q2 2026 Investment Activity
Marietta Wealth Management's portfolio saw notable changes in Q2 2026, featuring significant additions to Alphabet Inc. (GOOGL) and Vanguard holdings.
As of June 30th, 2026, Marietta Wealth Management LLC has reported specific investment activity for the quarter ending May 31st, 2026. This analysis focuses on observable changes within their portfolio.
The most significant purchase during this period was a substantial increase in Alphabet Inc (GOOGL). The firm acquired an additional 76,859 shares, representing a nearly 96% quarter-over-quarter change in holdings for this major tech stock. This large acquisition pushed GOOGL's portfolio allocation up to 5.77%. Investors can review Marietta Wealth Management's overall profile and performance at insiderset.com.
Another key addition was to Vanguard Index Funds (VO). Marietta significantly boosted its position in VO by adding 248,195 shares. This resulted in a substantial 309% change over the quarter and increased the fund's allocation within the portfolio to 2.73%. Vanguard Index Funds are popular choices for diversified exposure.
Additionally, Marietta Wealth Management initiated a new position in Rocket Cos INC (RKT), acquiring 34,439 shares of this Financial Services company. This represents a significant quarter-over-quarter increase and constitutes a small but notable holding at approximately 0.5% of the total portfolio value.
The investor also showed interest in several BlackRock ETF Trust II holdings, notably increasing its stake in HYMU by acquiring an additional 33,837 shares (100% change). This action effectively doubled down on this position for BlackRock's ETF. Other BlackRock funds like BSCV, BSCU, BSCT, BSCW, and BSCS also saw increases in their holdings during the quarter.
Conversely, some existing positions experienced reductions or exits. For instance, the firm sold shares of Broadcom Inc (AVGO), resulting in a decrease of 0.84% for this Technology stock. Similarly, sales led to decreases in several Invesco ETF holdings and Palo Alto Networks Inc (PANW). However, the portfolio saw no large sell-offs during this quarter.
In summary, Marietta Wealth Management's Q2 2026 filing highlights strategic buying activity, particularly in Alphabet Inc. (GOOGL) and Vanguard Index Funds (VO), alongside a new position in Rocket Cos INC (RKT). The firm also demonstrated continued investment in certain BlackRock ETFs while managing some existing stock positions.