Marrick Wealth, LLC has filed its latest 13F-HR report with the SEC, revealing a total portfolio value of approximately $142.4 million as of September 30, 2026. This filing is significant as it reflects the company's investment strategy and positions in various sectors, including technology and healthcare.
The filing indicates that Marrick Wealth continues to maintain a diverse portfolio, which includes major stakes in well-known companies such as Apple Inc., Amazon.com Inc., and Alphabet Inc. This diversification strategy is crucial in today's volatile market, as it allows the firm to mitigate risks while capitalizing on growth opportunities.
Background
Marrick Wealth, LLC, incorporated in California, focuses on wealth management and investment strategies. The firm operates under the Central Index Key (CIK) number 0002109850. According to recent filings, Marrick Wealth has submitted several reports, including the latest 13F-HR on October 20, 2026, and previous filings on August 21, July 14, April 15, and February 13 of the same year.
What the Filing Says
The recent filing details that Marrick Wealth's portfolio consists of 62 different positions, showcasing a robust investment strategy. The report specifically highlights the company's holdings in major corporations, with significant investments in:
- Apple Inc. - $2,280,224
- Amazon.com Inc. - $650,032
- Alphabet Inc. (Class A and C) - $655,128 and $394,620 respectively
- American Century ETF Trust - various funds totaling over $14 million
Patrick Chu, the Chief Compliance Officer, signed the filing, indicating the company's commitment to regulatory compliance and transparency.
Impact
This update may influence various stakeholders, including investors, analysts, and competitors in the wealth management sector. By showcasing its strategic investments, Marrick Wealth may attract new clients looking for robust portfolio management. Additionally, competitors may need to evaluate their investment strategies to remain competitive in the market.
What's Next
The filing does not specify what happens next for Marrick Wealth, but the firm is likely to continue monitoring its investments and may adjust its portfolio in response to market conditions.