Martin Worley Group - Portfolio overview

Martin Worley Group has 91 reported holdings in this dataset, with the latest filing dated 2025-08-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 11.32%
2. DFLV - DIMENSIONAL ETF TRUST, 4.69%
3. DFAU - DIMENSIONAL ETF TRUST, 4.64%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.