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Martin Worley Group

SEC CIK
0002049542
Latest filing
Aug 12, 2025

The latest 13F from Martin Worley Group covers Q2 2025 (filed Aug 12, 2025): 91 long positions worth $204.4M. The top 10 holdings make up 44.6% of the portfolio, and the largest is Vanguard Morningstar Total Stock Market ETF at 11.3%. Livermore has 3 filings on Form 13F from this institution, going back to Q4 2024.

What changed in Q2 2025

Share counts compared with Q1 2025: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
10
Est. +$3.41M
Added
43
Est. +$18.4M
Reduced
21
Est. −$3.09M
Sold out
2
Est. −$499.4K

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard Morningstar Total Stock Market ETF922908769
    11.3%$23.1M
  2. Dimensional ETF Trust25434V666
    4.7%$9.59M
  3. Dimensional ETF Trust25434V104
    4.6%$9.49M
  4. Vanguard Star FDS921909768
    4.6%$9.48M
  5. Vanguard Wellington FD921935409
    4.5%$9.28M

Biggest buys

New and added positions, by estimated amount bought

  1. Vanguard Morningstar Growth ETF922908736
    +$2.73MAdded
  2. Vanguard Morningstar Total Stock Market ETF922908769
    +$1.54MAdded
  3. Dimensional ETF Trust25434V849
    +$1.33MAdded
  4. Dimensional ETF Trust25434V666
    +$1.33MAdded
  5. J P Morgan Exchange Traded F46641Q159
    +$1.04MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Vanguard Morningstar Growth ETF922908736
    +1.36 pp2.0% → 3.4%
  2. Dimensional ETF Trust25434V849
    +0.62 pp0.3% → 0.9%
  3. Vanguard Morningstar Small-Cap Growth ETF922908595
    +0.33 pp0.4% → 0.8%
  4. NVDANVIDIA Corp
    +0.32 pp0.1% → 0.4%History
  5. Dimensional Emerging Core Equity Market ETF25434V302
    +0.30 pp2.2% → 2.5%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Vanguard World FD921910725
    −$719.1KReduced
  2. Vanguard World FD921910733
    −$499.1KReduced
  3. Dimensional ETF Trust25434V633
    −$449.6KSold out
  4. Dimensional ETF Trust25434V690
    −$366.5KReduced
  5. Dimensional U.S. Core Equity 2 ETF25434V708
    −$350.3KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. J P Morgan Exchange Traded F46641Q647
    −0.79 pp4.3% → 3.5%
  2. Vanguard World FD921910725
    −0.43 pp1.7% → 1.2%
  3. Vanguard World FD921910733
    −0.31 pp1.6% → 1.2%
  4. Dimensional ETF Trust25434V633
    −0.26 pp0.3% → 0.0%
  5. Dimensional ETF Trust25434V690
    −0.22 pp1.4% → 1.1%

Metrics

13F metrics for Q2 2025, computed only from the numbers in the filings. Definitions below.

Portfolio value
$204.4M
+$29.2M (+16.6%) vs. prior quarter
Positions
91
+8 vs. prior quarter
Top 10 concentration
44.6%
Top 10 as share of value
Turnover
1.9%
Q2 2025, one quarter
Average holding period
3.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2024), so positions held before then are understated.

13F filings by quarter

3 quarters, going back to Q4 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $204.4M (Q2 2025)

Q4 2024: $160.0MQ1 2025: $175.2MQ2 2025: $204.4M
Q4 2024Q2 2025
13F filings of Martin Worley Group by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2025Aug 12, 202591$204.4MVanguard Morningstar Total Stock Market ETFDimensional ETF TrustDimensional ETF Trustvs. Q1 2025SEC
Q1 2025Apr 21, 202583$175.2MVanguard Morningstar Total Stock Market ETFDimensional ETF TrustVanguard Wellington FDvs. Q4 2024SEC
Q4 2024Feb 12, 202586$160.0MVanguard Morningstar Total Stock Market ETFDimensional ETF TrustVanguard Star FDS–SEC