marrick wealth, LLC

marrick wealth, LLC reported 62 holdings worth US$141M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 14, 2026

marrick wealth, LLC reported 62 holdings worth US$141M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. Filed Jul 14, 2026 (Form 13F).

Holdings
62
Value as reported
US$141M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc6,674US$1.93M1.4%
Nvidia Corporation6,594US$1.32M0.94%
Alphabet Inc (google) Class C3,099US$1.11M0.79%
Microsoft Corp.2,658US$991K0.70%
Trico Bancshares11,438US$616K0.44%
Amazon.com, Inc.2,533US$604K0.43%
Lam Research Corporation1,227US$532K0.38%
Micron Technology, Inc.393US$454K0.32%
Berkshire Hathaway Inc.858US$429K0.30%
Tesla, Inc.824US$347K0.25%
Broadcom Inc.897US$339K0.24%
Baycom Corp10,000US$329K0.23%
Meta Platforms, Inc.538US$303K0.22%
Costco Wholesale Corporation298US$279K0.20%
Eli Lilly And Company223US$267K0.19%
Kla Corporation865US$261K0.19%
Abbvie Inc.1,028US$259K0.18%
Jp Morgan Chase & Co.788US$258K0.18%
Exxon Mobil Corporation1,863US$255K0.18%
Cisco Systems, Inc.2,080US$244K0.17%
Visa Inc.585US$201K0.14%
Advanced Micro Devices Inc0US$00.00%
American Bitcoin Corp.0US$00.00%
Clover Health Investments, Corp.0US$00.00%

Source

View original at SEC

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