marrick wealth, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, marrick wealth, LLC held in its portfolio 55 assets valued at $122,165,426 (i.e. $122.17M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($31.28M), DIMENSIONAL ETF TRUST ($21.34M), and AMERICAN CENTY ETF TR ($10.72M).
The chart below shows the top 10 valuable assets, and the table below shows the top 55 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
marrick wealth, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 790116 | 31280703 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 651982 | 21339359 | WORLD EX US CORE |
| AMERICAN CENTY ETF TR | 95917 | 10721572 | US EQT ETF |
| DIMENSIONAL ETF TRUST | 185406 | 7890897 | CORE FIXED INCOM |
| AMERICAN CENTY ETF TR | 76620 | 6307358 | INTL EQT ETF |
| DIMENSIONAL ETF TRUST | 87593 | 4736165 | GLOBAL CORE PLUS |
| DIMENSIONAL ETF TRUST | 83507 | 2877651 | INTL CORE EQUITY |
| ISHARES TR | 4175 | 2859860 | CORE S&P500 ETF |
| AMERICAN CENTY ETF TR | 63895 | 2678682 | AVANTIS CORE FI |
| AMERICAN CENTY ETF TR | 50686 | 2206373 | REAL ESTATE ETF |
| DIMENSIONAL ETF TRUST | 35019 | 2085031 | US TARGETED VLU |
| APPLE INC | 6668 | 1812765 | COM |
| AMERICAN CENTY ETF TR | 23007 | 1771999 | AVANTIS EMGMKT |
| DIMENSIONAL ETF TRUST | 20309 | 1495352 | US CORE EQUITY 1 |
| DIMENSIONAL ETF TRUST | 50896 | 1344666 | GLOBAL REAL EST |
| DIMENSIONAL ETF TRUST | 25241 | 1264074 | CALIF MUN BD ETF |
| MICROSOFT CORP | 2580 | 1247572 | COM |
| VANGUARD INDEX FDS | 1894 | 1188074 | S&P 500 ETF SHS |
| NVIDIA CORPORATION | 6242 | 1164166 | COM |
| DIMENSIONAL ETF TRUST | 14845 | 1034251 | US SMALL CAP ETF |
| AMERICAN CENTY ETF TR | 8953 | 913076 | US SML CP VALU |
| DIMENSIONAL ETF TRUST | 37327 | 854833 | US REAL ESTATE E |
| DIMENSIONAL ETF TRUST | 25615 | 847344 | EMERGING MKTS CO |
| TRICO BANCSHARES | 16414 | 777531 | COM |
| AMERICAN CENTY ETF TR | 12283 | 618818 | DIVERSIFIED MU |
| ISHARES TR | 8403 | 554580 | CORE S&P MCP ETF |
| AMAZON COM INC | 2369 | 546813 | COM |
| ALPHABET INC | 1739 | 544307 | CAP STK CL A |
| DIMENSIONAL ETF TRUST | 7292 | 539429 | WORLD EQUITY ETF |
| AMERICAN CENTY ETF TR | 9098 | 530504 | EMERGING MKT VAL |
| VANGUARD INDEX FDS | 1657 | 480977 | MID CAP ETF |
| VANGUARD SPECIALIZED FUNDS | 2094 | 460263 | DIV APP ETF |
| BERKSHIRE HATHAWAY INC DEL | 877 | 440824 | CL B NEW |
| DIMENSIONAL ETF TRUST | 5641 | 418393 | US EQUITY MARKET |
| DIMENSIONAL ETF TRUST | 8644 | 414486 | SHORT DURATION F |
| BROADCOM INC | 1150 | 397898 | COM |
| AMERICAN CENTY ETF TR | 4506 | 387133 | AVANTIS ALL EQT |
| TESLA INC | 855 | 384511 | COM |
| ALPHABET INC | 1181 | 370598 | CAP STK CL C |
| META PLATFORMS INC | 527 | 347867 | CL A |
| SPDR S&P 500 ETF TR | 506 | 344996 | TR UNIT |
| DIMENSIONAL ETF TRUST | 8934 | 340475 | INTL CORE EQT MK |
| AMERICAN CENTY ETF TR | 7058 | 332326 | AVANTIS SHFXDINC |
| DIMENSIONAL ETF TRUST | 7378 | 320413 | US SUSTAINABILTY |
| SPDR S&P MIDCAP 400 ETF TR | 488 | 294401 | UTSER1 S&PDCRP |
| BAYCOM CORP | 10000 | 294000 | COM |
| COSTCO WHSL CORP NEW | 318 | 274224 | COM |
| SPDR SERIES TRUST | 2492 | 265877 | STATE STREET SPD |
| JPMORGAN CHASE & CO. | 818 | 263576 | COM |
| ABBVIE INC | 1060 | 242199 | COM |
| ELI LILLY & CO | 217 | 233206 | COM |
| VISA INC | 599 | 210075 | COM CL A |
| VANGUARD WHITEHALL FDS | 1442 | 206915 | HIGH DIV YLD |
| LAM RESEARCH CORP | 1203 | 205930 | COM NEW |
| SCHWAB STRATEGIC TR | 7627 | 200058 | US BRD MKT ETF |
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