§ 13F · FUND PROFILE
Martin Worley Group.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $204.4T (13F)Positions · 91Turnover · — · Q2Filed · Aug 12, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED AUG 12, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 76K | $23.1T | 11.3% | — |
| 2 | DFLV | DIMENSIONAL ETF TRUST | 309K | $9.6T | 4.7% | — |
| 3 | DFAU | DIMENSIONAL ETF TRUST | 224K | $9.5T | 4.6% | — |
| 4 | VXUS | VANGUARD STAR FDS | 137K | $9.5T | 4.6% | — |
| 5 | VFMV | VANGUARD WELLINGTON FD | 72K | $9.3T | 4.5% | — |
| 6 | JMUB | J P MORGAN EXCHANGE TRADED F | 145K | $7.2T | 3.5% | — |
| 7 | VUG | VANGUARD INDEX FDS | 16K | $7.0T | 3.4% | — |
| 8 | CORP | PIMCO ETF TR | 63K | $6.1T | 3.0% | — |
| 9 | DFAE | DIMENSIONAL ETF TRUST | 174K | $5.0T | 2.5% | — |
| 10 | SCHD | SCHWAB STRATEGIC TR | 188K | $5.0T | 2.4% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MARTIN SIGNAL
AC read
Martin Worley Group is a Other fund managing $204400.4 trillion in assets. The fund runs a portfolio of 91 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed