SEC Form 13F

marrick wealth, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-15
Reported value$140,842,177
Positions62

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$34,861,827785,884
DIMENSIONAL ETF TRUSTDFAXWORLD EX US CORE$24,496,701664,948
AMERICAN CENTY ETF TRAVUSUS EQT ETF$15,070,043117,661
DIMENSIONAL ETF TRUSTDFCFCORE FIXE IN ETF$8,007,177189,699
AMERICAN CENTY ETF TRAVDEINTL EQT ETF$7,728,59986,643
DIMENSIONAL ETF TRUSTDFGPGLOB CO PLUS ETF$4,934,97690,617
DIMENSIONAL ETF TRUSTDFICINTL CORE EQUITY$2,926,77378,550
AMERICAN CENTY ETF TRAVIGAVANTIS CORE FI$2,667,66864,421
AMERICAN CENTY ETF TRAVEMAVANTIS EMGMKT$2,664,23627,612
AMERICAN CENTY ETF TRAVREREAL ESTATE ETF$2,536,31653,531

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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