Marotta Asset Management
$601M 13F equity value
104 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Marotta Asset Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOE | VANGUARD MID CAP VALUE ETF | 216,004 | $43M | 7.1% |
| XCEM | COLUMBIA EMRG MKTS CORE EX-CHINA ETF | 818,670 | $42M | 7.0% |
| VBR | VANGUARD SMALL CAP VALUE ETF | 147,806 | $36M | 6.0% |
| VGT | VANGUARD INFO TECHNOLOGY ETF | 297,077 | $35M | 5.8% |
| VTIP | VANGUARD SHORT INFLATION-PROTECTED ETF | 667,167 | $33M | 5.5% |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 637,117 | $31M | 5.1% |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY ETF | 72,185 | $20M | 3.4% |
| VWO | VANGUARD FTSE EMERGING MARKET ETF | 337,606 | $20M | 3.3% |
| VWOB | VANGUARD EMERGING MARKET GOVT BOND ETF | 263,086 | $18M | 2.9% |
| QUS | SPDR USA STRATEGIC FACTORS | 84,965 | $16M | 2.6% |
Track Marotta Asset Management's 13F portfolio: $601M in reported holdings, 104 positions. Top holdings and quarterly changes on SentiSense.
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