13F Insight
DOSSIER · 13F-HR · Q2 2025

Martin Worley Group

Martin Worley's family office based in Stamford, CT — $204M in tracked AUM across 91 positions as of Q2 2025.

MW
Martin Worley·Stamford, CT·Family Office
CIK 0002049542 · last filed Jun 30, 2025
Total AUM
$204M
▲ 19.9%
vs prior
Holdings
91
—
positions
Whale Score
45
45
tracked
Activity
—
no data
changes this Q
Top sector
Financials
26% weight
concentration
AI Analysis · Q2 2025 · Q2 2025

Martin Worley Group filed its latest 13F-HR for Q2 2025. See the latest holdings and position changes below.

Quarter at a glance — Q2 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2025.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$23M76K11.3%
02
DFLV
DIMENSIONAL ETF TRUST
$10M309K4.7%
03
DFAU
DIMENSIONAL ETF TRUST
$9M224K4.6%
04
VXUS
VANGUARD STAR FDS
$9M137K4.6%
05
VFMV
VANGUARD WELLINGTON FD
$9M72K4.5%
06
JMUB
J P MORGAN EXCHANGE TRADED F
$7M145K3.5%
07
VUG
VANGUARD INDEX FDS
$7M16K3.4%
08
CORP
PIMCO ETF TR
$6M63K3.0%
09
DFAE
DIMENSIONAL ETF TRUST
$5M174K2.5%
10
SCHD
SCHWAB STRATEGIC TR
$5M188K2.4%

Filing history

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