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marrick wealth

Latest statistics and disclosures from marrick wealth's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002109850

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Positions held by marrick wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for marrick wealth

marrick wealth holds 52 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	25.6	$31M	784k	38.86	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	18.7	$22M	653k	33.97	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	9.0	$11M	97k	111.18	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	6.6	$7.8M	185k	42.22	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	5.4	$6.5M	76k	84.84	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	4.0	$4.8M	89k	53.99	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.5	$2.9M	82k	35.53	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	2.0	$2.4M	58k	41.54	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	2.0	$2.3M	53k	44.02	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.8	$2.2M	35k	62.45	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.5	$1.8M	22k	80.58	View chart
Apple (AAPL)	1.4	$1.7M	6.6k	253.79	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	1.4	$1.6M	23k	72.08	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$1.5M	2.4k	653.08	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.2	$1.4M	52k	26.58	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	1.0	$1.2M	24k	49.85	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.9	$1.0M	15k	71.13	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$994k	1.7k	597.55	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.8	$992k	9.0k	110.47	View chart
NVIDIA Corporation (NVDA)	0.8	$982k	5.6k	174.40	View chart
Microsoft Corporation (MSFT)	0.8	$959k	2.6k	370.13	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.7	$886k	38k	23.65	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.7	$885k	26k	34.55	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.7	$804k	11k	70.91	View chart
TriCo Bancshares (TCBK)	0.7	$780k	16k	47.54	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.6	$660k	13k	50.05	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.5	$624k	7.1k	88.02	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.5	$563k	7.6k	73.78	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.5	$546k	9.1k	59.98	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$508k	1.8k	287.56	View chart
Amazon (AMZN)	0.4	$465k	2.2k	208.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$412k	859.00	479.20	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$370k	5.5k	67.53	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$348k	8.9k	38.96	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$335k	1.2k	286.87	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.3	$328k	7.0k	46.80	View chart
Tesla Motors (TSLA)	0.3	$311k	837.00	371.75	View chart
Meta Platforms Cl A (META)	0.3	$308k	539.00	572.13	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.3	$302k	6.3k	47.88	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.3	$301k	488.00	616.76	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.3	$298k	7.3k	41.09	View chart
Bay (BCML)	0.2	$297k	10k	29.73	View chart
Costco Wholesale Corporation (COST)	0.2	$297k	298.00	996.43	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$294k	1.4k	215.06	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$279k	970.00	287.18	View chart
Broadcom (AVGO)	0.2	$269k	869.00	309.51	View chart
Lam Research Corp Com New (LRCX)	0.2	$260k	1.2k	213.66	View chart
Advanced Micro Devices (AMD)	0.2	$236k	1.2k	203.43	View chart
JPMorgan Chase & Co. (JPM)	0.2	$233k	791.00	294.16	View chart
Abbvie (ABBV)	0.2	$225k	1.0k	217.49	View chart
Clover Health Investments Com Cl A (CLOV)	0.0	$26k	15k	1.76	View chart
American Bitcoin Corp. Com Cl A (ABTC)	0.0	$9.2k	10k	0.92	View chart

Past Filings by marrick wealth

SEC 13F filings are viewable for marrick wealth going back to 2026

marrick wealth 2026 Q1 filed April 15, 2026

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