StockDriftsStockDriftsTop 50 Martin Worley Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 11.32% | 76.1K | $23.1M | — | — | — | 2025-06-30 |
| DFLV | DIMENSIONAL ETF TRUST | 4.69% | 309.3K | $9.6M | — | — | — | 2025-06-30 |
| DFAU | DIMENSIONAL ETF TRUST | 4.64% | 224.0K | $9.5M | — | — | — | 2025-06-30 |
| VXUS | VANGUARD STAR FDS | 4.64% | 137.2K | $9.5M | — | — | — | 2025-06-30 |
| VFMV | VANGUARD WELLINGTON FD | 4.54% | 72.4K | $9.3M | — | — | — | 2025-06-30 |
| JMUB | J P MORGAN EXCHANGE TRADED F | 3.52% | 144.9K | $7.2M | — | — | — | 2025-06-30 |
| VUG | VANGUARD INDEX FDS | 3.4% | 15.9K | $7.0M | — | — | — | 2025-06-30 |
| CORP | PIMCO ETF TR | 2.98% | 62.7K | $6.1M | — | — | — | 2025-06-30 |
| DFAE | DIMENSIONAL ETF TRUST | 2.46% | 173.9K | $5.0M | — | — | — | 2025-06-30 |
| SCHD | SCHWAB STRATEGIC TR | 2.44% | 188.1K | $5.0M | — | — | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +5.58% |
| Top 20 Holdings Unweighted | — | — | — | — | +5.28% |
Martin Worley Group reports $205.32M in US-listed equity holdings across 87 positions in its most recent 13F filing. Its largest disclosed positions are VTI (11.3%), DFLV (4.7%) and DFAU (4.6%). The top 20 holdings account for 65.53% of reported assets. Its disclosed equity book has returned +5.58% cumulatively over 2 quarters. Figures reflect the Q2 2025 filing.
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Holdings on this page are parsed from Martin Worley Group’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2049542). View Martin Worley Group’s 13F filings on SEC