Martin Worley Group Portfolio Holdings

Martin Worley Group

  • $183 Million
  • Q2 2025

Martin Worley Group has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $183 Million distributed in 87 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $23.1M, Dimensional ETF Tr with a value of $9.49M, Vanguard Star Fd Vanguard Tota with a value of $9.48M, Vanguard Wellington Fd with a value of $9.28M, and Jp Morgan Tr Mun ETF (De) with a value of $7.19M.

Examining the 13F form we can see an decrease of $175B in the current position value, from $175B to 183M.

Martin Worley Group is based out at Cottonwood Heights, UT

Below you can find more details about Martin Worley Group portfolio as well as his latest detailed transactions.

Portfolio value $183 Million
ETFs: $167 Million
Technology: $4.12 Million
Financial Services: $2.62 Million
Communication Services: $1.42 Million
Consumer Defensive: $1.08 Million
Energy: $928,000
Industrials: $801,000
Healthcare: $749,000
Other: $94,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$717,000 0.39% of portfolio
9,877
Q4 2024 New
$0
$643,000 0.35% of portfolio
5,424
Q2 2025 Reduced 1.11%
$0
$626,000 0.34% of portfolio
11,612
Q2 2025 Reduced 6.31%
$127B
$610,000 0.33% of portfolio
2,213
Q2 2025 New
$0
$603,000 0.33% of portfolio
16,971
Q2 2025 Reduced 1.79%
$0
$479,000 0.26% of portfolio
4,282
Q2 2025 Added 2.61%
$442B
$477,000 0.26% of portfolio
4,430
Q2 2025 Reduced 0.02%
$302B
$451,000 0.25% of portfolio
3,151
Q2 2025 Reduced 0.13%
$0
$450,000 0.25% of portfolio
3,249
Q1 2025 Reduced 40.6%
$0
$447,000 0.24% of portfolio
5,015
Q2 2025 New
$0
$436,000 0.24% of portfolio
18,799
Q2 2025 Reduced 1.3%
$0
$448,000 0.24% of portfolio
10,260
Q2 2025 New
$203B
$408,000 0.22% of portfolio
14,114
Q1 2025 Reduced 12.42%
$0
$393,000 0.21% of portfolio
594
Q2 2025 Added 4.03%
$48.5B
$373,000 0.2% of portfolio
359
Q2 2025 New
$0
$350,000 0.19% of portfolio
5,225
Q2 2025 Added 16.84%
$0
$327,000 0.18% of portfolio
1,148
Q2 2025 Added 7.19%
$7.1B
$318,000 0.17% of portfolio
3,000
Q4 2024 New
$608B
$316,000 0.17% of portfolio
406
Q2 2025 New
$0
$295,000 0.16% of portfolio
1,249
Q2 2025 Reduced 0.87%
$0
$279,000 0.15% of portfolio
4,902
Q2 2025 Added 24.45%
$0
$272,000 0.15% of portfolio
3,525
Q4 2024 New
$0
$265,000 0.14% of portfolio
8,300
Q4 2024 New
$0
$263,000 0.14% of portfolio
4,640
Q4 2024 New
$0
$262,000 0.14% of portfolio
2,915
Q2 2025 New
$0
$231,000 0.13% of portfolio
2,570
Q4 2024 New
$0
$245,000 0.13% of portfolio
1,815
Q2 2025 New
$0
$219,000 0.12% of portfolio
4,211
Q4 2024 New
$75.3B
$228,000 0.12% of portfolio
6,997
Q1 2025 Reduced 6.13%
$0
$214,000 0.12% of portfolio
6,414
Q2 2025 New
$56.3B
$200,000 0.11% of portfolio
613
Q2 2025 New
$0
$209,000 0.11% of portfolio
5,848
Q2 2025 Reduced 62.56%
$301M
$115,000 0.06% of portfolio
10,168
Q4 2024 New
$5.22B
$94,000 0.05% of portfolio
10,290
Q4 2024 New
Vanguard Calif Tax Free Fds
-
$0 0.0% of portfolio
-
Q2 2025 New
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q2 2025 Added 3.5%
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 4.32%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q2 2025 Added 15.39%
Dimensional ETF Trust
-
$0 0.0% of portfolio
-
Q2 2025 Added 16.1%
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 13.65%

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $183 Million
  • Prior Value $175 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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