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Portfolio (Quarterly) Guide ↗

Marotta Asset Management

· CIK 0001802091
13F Portfolio $540M AUM 102 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2 New 20 Added 52 Reduced 9 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 LNG CHENIERE ENERGY INC Energy 1,500 $348K 0.07% SOLD
2 IWN ISHARES RUSSELL 2000 VALUE 1,797 $319K 0.06% SOLD
3 ORCL ORACLE CORPORATION Technology 798 $231K 0.04% SOLD
4 IWS ISHARES RUSSELL MIDCAP VALUE 1,617 $226K 0.04% SOLD
5 VEA VANGUARD DEVELOPED MARKETS IDX ETF 3,696 $223K 0.04% SOLD
6 EQT EQT CORP Energy 3,601 $202K 0.04% SOLD
7 D DOMINION RES INC VA NEW Utilities 3,320 $202K 0.04% SOLD
8 FISV FISERV INC Technology 1,600 $202K 0.04% SOLD
9 NRDY NERDY INC Technology 25,000 $31K 0.01% SOLD
Sector Allocation
Financial Services 22.2%
Technology 17.0%
Industrials 15.0%
Healthcare 14.3%
Communication Services 10.6%
Consumer Cyclical 9.0%
Basic Materials 5.1%
Energy 2.3%
Consumer Defensive 2.2%
Utilities 2.2%