Marotta Asset Management 13F Filing for Q3 2026

Top Buys

Q3 2026

1. VEXC Vanguard Emerging Markets Ex-China Etf

+$3.65 M

2. FSTA Fidelity Msci Consumer Staples Index Etf

+$1.94 M

3. QUS Spdr Msci Usa Strategicfactors Etf

+$1.57 M

4. FTEC Fidelity Msci Information Technology Index Etf

+$1.05 M

5. BNDX Vanguard Total International Bond Etf

+$647,883.7

Top Sells

Q3 2026

1. VGT Vanguard Information Technology Etf

−$3.98 M

2. VHT Vanguard Health Care Etf

−$3.01 M

3. XCEM Columbia Em Core Ex-China Etf

−$2.01 M

4. AMZN Amazoncom

−$1.91 M

5. META Meta Platforms

−$1.57 M

Stocks/ETFs

-1.99%

$588.95 M 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Marotta Asset Management filed its 13F report for Q3 2026 on October 02, 2026. The portfolio totaled 588.95 M reflecting a -1.99% change from the prior quarter, spanning 101 assets. The top 10 holdings comprised 49.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 3 complete exits.

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Issuer Name	Class	Value	Shares	Option Type

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FAQs for Marotta Asset Management’s Q3 2026 Filing

Marotta Asset Management submitted their Form 13F-HR for the Q3 2026 period on 10/02/2026. This was the only submission for the quarter.

In the Q3 2026 filing, Marotta Asset Management reported a managed portfolio value of 588.95 M, consisting of 101 individual positions.

This page displays the raw filing documents. To see which stocks Marotta Asset Management bought or sold during Q3 2026, please visit Marotta Asset Management's Portfolio Analysis page.

Marotta Asset Management - Q3 2026 13F Filings