Martin Worley Group Portfolio Holdings

Martin Worley Group

  • $175 Billion
  • Q1 2025

Martin Worley Group has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $175 Billion distributed in 83 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 $19.5B, Dimensional ETF Tr with a value of $8.53B, Vanguard Wellington Fd with a value of $8.32B, Dimensional ETF Trust with a value of $8.14B, and Vanguard Star Fd Vanguard Tota with a value of $8.06B.

Examining the 13F form we can see an increase of $15.2B in the current position value, from $160B to 175B.

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 $175 Billion
ETFs: $144 Billion
Financial Services: $2.42 Billion
Technology: $2.36 Billion
Energy: $1.05 Billion
Communication Services: $1.04 Billion
Consumer Defensive: $703 Million
Healthcare: $540 Million
Industrials: $206 Million
Other: $98.6 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$382 Million 0.22% of portfolio
3,249
Q1 2025 Reduced 40.6%
$0
$327 Million 0.19% of portfolio
1,264
Q1 2025 Added 2.35%
$0
$310 Million 0.18% of portfolio
571
Q1 2025 Added 20.72%
$0
$279 Million 0.16% of portfolio
1,260
Q1 2025 Added 2.61%
$0
$275 Million 0.16% of portfolio
1,071
Q4 2024 New
$0
$270 Million 0.15% of portfolio
3,525
Q4 2024 New
$0
$265 Million 0.15% of portfolio
4,640
Q4 2024 New
$0
$270 Million 0.15% of portfolio
4,472
Q4 2024 New
$0
$222 Million 0.13% of portfolio
4,211
Q4 2024 New
$0
$235 Million 0.13% of portfolio
8,300
Q4 2024 New
$0
$213 Million 0.12% of portfolio
2,570
Q4 2024 New
$0
$200 Million 0.11% of portfolio
3,939
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $175 Billion
  • Prior Value $160 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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