marrick wealth, LLC
marrick wealth, LLC reported 62 positions worth $140.8M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: DFAC (24.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAC | SH | $34.9M | 24.75% | 785,884 | — | — | |
| ▸ 2 | DFAX | SH | $24.5M | 17.39% | 664,948 | — | — | |
| ▸ 3 | AVUS | SH | $15.1M | 10.70% | 117,661 | — | — | |
| ▸ 4 | DFCF | SH | $8.0M | 5.68% | 189,699 | — | — | |
| ▸ 5 | AVDE | SH | $7.7M | 5.49% | 86,643 | — | — | |
| ▸ 6 | DFGP | SH | $4.9M | 3.50% | 90,617 | — | — | |
| ▸ 7 | DFIC | SH | $2.9M | 2.08% | 78,550 | — | — | |
| ▸ 8 | AVIG | SH | $2.7M | 1.89% | 64,421 | — | — | |
| ▸ 9 | AVEM | SH | $2.7M | 1.89% | 27,612 | — | — | |
| ▸ 10 | AVRE | SH | $2.5M | 1.80% | 53,531 | — | — |
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Frequently Asked Questions
What stocks does marrick wealth, LLC hold as of Q2 2026?
marrick wealth, LLC reported 62 positions worth $140.8M in its Q2 2026 13F filing. Largest positions: DFAC (24.8%), DFAX (17.4%), AVUS (10.7%), DFCF (5.7%) and AVDE (5.5%).
What did marrick wealth, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did marrick wealth, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.