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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19.5 Billion 11.14% of portfolio
71,037
Q1 2025 Added 4.89%
$0
$8.53 Billion 4.87% of portfolio
222,018
Q1 2025 Added 11.5%
$0
$8.32 Billion 4.75% of portfolio
65,624
Q1 2025 Added 13.16%
Dimensional ETF Trust
-
$8.14 Billion 4.65% of portfolio
-
Q1 2025 Added 17.87%
$0
$8.06 Billion 4.6% of portfolio
129,801
Q1 2025 Added 6.55%
$0
$7.55 Billion 4.31% of portfolio
151,044
Q1 2025 Added 5.75%
$0
$5.6 Billion 3.2% of portfolio
57,885
Q1 2025 Added 7.92%
$0
$4.86 Billion 2.77% of portfolio
173,689
Q1 2025 Added 1.32%
$0
$4.58 Billion 2.61% of portfolio
88,826
Q1 2025 Added 31.69%
$0
$4.33 Billion 2.47% of portfolio
170,475
Q1 2025 Added 0.93%
J P Morgan Exchange Traded F
-
$4.17 Billion 2.38% of portfolio
-
Q1 2025 Added 17.93%
$0
$3.8 Billion 2.17% of portfolio
83,967
Q1 2025 Added 0.78%
$0
$3.79 Billion 2.16% of portfolio
146,256
Q1 2025 Added 20.81%
$0
$3.64 Billion 2.08% of portfolio
79,084
Q1 2025 Added 19.6%
$0
$3.59 Billion 2.05% of portfolio
115,104
Q1 2025 Added 12.42%
$0
$3.57 Billion 2.04% of portfolio
9,626
Q1 2025 Added 32.3%
$0
$3.16 Billion 1.8% of portfolio
117,920
Q1 2025 Added 18.89%
$0
$3.05 Billion 1.74% of portfolio
118,166
Q1 2025 Added 15.7%
$0
$2.98 Billion 1.7% of portfolio
72,297
Q1 2025 Reduced 0.16%
$0
$2.9 Billion 1.66% of portfolio
49,218
Q1 2025 Added 24.25%
$0
$2.88 Billion 1.64% of portfolio
73,114
Q1 2025 Added 11.8%
-
$2.8 Billion 1.6% of portfolio
-
Q1 2025 Added 51.33%
$0
$2.77 Billion 1.58% of portfolio
21,490
Q1 2025 Added 0.03%
$0
$2.72 Billion 1.55% of portfolio
27,786
Q1 2025 Added 22.35%
$0
$2.69 Billion 1.54% of portfolio
15,581
Q1 2025 Added 8.86%
-
$2.38 Billion 1.36% of portfolio
-
Q1 2025 Added 45.28%
$0
$2.35 Billion 1.34% of portfolio
83,556
Q1 2025 Added 16.1%
$0
$2.06 Billion 1.18% of portfolio
28,014
Q1 2025 Added 2.6%
$0
$2.02 Billion 1.15% of portfolio
25,960
Q1 2025 Added 36.29%
$0
$1.98 Billion 1.13% of portfolio
41,472
Q1 2025 Added 10.02%
$2.17B
$1.6 Billion 0.91% of portfolio
23,179
Q4 2024 New
$0
$1.55 Billion 0.88% of portfolio
7,973
Q1 2025 Reduced 1.26%
$0
$1.5 Billion 0.85% of portfolio
2,911
Q1 2025 Added 17.28%
$0
$1.4 Billion 0.8% of portfolio
36,381
Q1 2025 Added 27.71%
$0
$1.28 Billion 0.73% of portfolio
25,210
Q1 2025 Added 33.11%
$0
$1.16 Billion 0.66% of portfolio
15,847
Q1 2025 Reduced 8.06%
$3.38T
$1.12 Billion 0.64% of portfolio
5,053
Q1 2025 Reduced 22.17%
$0
$1.07 Billion 0.61% of portfolio
5,749
Q4 2024 New
$0
$1.04 Billion 0.6% of portfolio
18,141
Q1 2025 Reduced 3.58%
$2.92T
$1.02 Billion 0.58% of portfolio
2,718
Q1 2025 Reduced 13.85%
$0
$995 Million 0.57% of portfolio
20,959
Q1 2025 New
$0
$888 Million 0.51% of portfolio
17,461
Q1 2025 Reduced 3.9%
J P Morgan Exchange Traded F
-
$896 Million 0.51% of portfolio
-
Q1 2025 Reduced 21.71%
$0
$878 Million 0.5% of portfolio
40,799
Q1 2025 Reduced 7.83%
$0
$838 Million 0.48% of portfolio
8,744
Q4 2024 New
$691B
$819 Million 0.47% of portfolio
1,538
Q1 2025 Reduced 4.05%
$0
$749 Million 0.43% of portfolio
2,976
Q1 2025 Added 23.38%
$0
$761 Million 0.43% of portfolio
8,490
Q1 2025 Reduced 1.92%
$0
$756 Million 0.43% of portfolio
15,234
Q1 2025 Added 29.31%

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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