Patrick Chu

Marrick Wealth, Llc

Assets Managed

$140.842M

Holdings

Last Quarter

2026 - Q2

Filed Date

1d ago

Growth Rate

18.44%(2Q avg: 7.89%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Marrick Wealth, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 62 positions.

Assets under management

The assets under management (AUM) of Marrick Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 140.842M in assets, with a quarterly growth rate of 18.44% and a 2-quarter average growth rate of 7.89%. The portfolio is managed by Patrick Chu, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
DFAC Dimensional Us Core Equity 2 Recent Activity Increased 0.27%	24.76%	$34.862M 785,884 shares@ $44.37 avg price	Increased 0.27%
DFAX Dimensional World Ex Us Core Recent Activity Increased 1.83%	17.4%	$24.497M 664,948 shares@ $36.85 avg price	Increased 1.83%
AVUS Avantis U.s. Equity Etf Recent Activity Increased 21.76%	10.7%	$15.07M 117,661 shares@ $128.09 avg price	Increased 21.76%
DFCF Dimensional Core Fixed Inc Recent Activity Increased 2.67%	5.69%	$8.007M 189,699 shares@ $42.21 avg price	Increased 2.67%
AVDE Avantis International Equity Recent Activity Increased 13.73%	5.49%	$7.729M 86,643 shares@ $89.21 avg price	Increased 13.73%
DFGP Dim Global Cp Fixed Income Recent Activity Increased 2.04%	3.51%	$4.935M 90,617 shares@ $54.46 avg price	Increased 2.04%
DFIC Dimensional International Co Recent Activity Decreased -4.7%	2.08%	$2.927M 78,550 shares@ $37.26 avg price	Decreased -4.7%
AVIG Avantis Core Fixed Income Recent Activity Increased 10.9%	1.9%	$2.668M 64,421 shares@ $41.41 avg price	Increased 10.9%
AVEM Avantis Emerging Markets Eq Recent Activity Increased 24.21%	1.9%	$2.664M 27,612 shares@ $96.49 avg price	Increased 24.21%
AVRE Avantis Real Estate Etf Recent Activity Increased 1.51%	1.81%	$2.536M 53,531 shares@ $47.39 avg price	Increased 1.51%

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