marrick wealth, LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Irvine, CA
CIK
0002109850
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
52
118,915
DFAC, DFAX, AVUS, DFCF
13F-HR
4/15/2026
000195175726000614
Q4 2025
55
122,165
DFAC, DFAX, AVUS, DFCF
13F-HR
2/13/2026
000195175726000427