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Martin Worley Group
The Martin Worley Group is a Utah-based wealth manager headquartered in Cottonwood Heights, part of the Salt Lake City metro area. Founded in 2008 and SEC-registered since 2014, the firm employs a team of eight professionals and serves individuals, multi-generational families, entrepreneurs, foundations, and trusts. In August 2025, MWG reached an agreement to be acquired by Sequoia Financial Group, ensuring continuity and expansion of its investment depth and planning resources for clients.
Investment Strategy
The Martin Worley Group provides personalized investment advisory services focused on comprehensive, multigenerational financial planning and investment management. Its approach emphasizes deep client relationships, goal-based planning, and tailored investment solutions for a broad client base, including high-net-worth individuals and charitable organizations. MWG leverages advanced technology and a centralized planning and investment research team via its partnership with Sequoia Financial Group, allowing for enhanced investment opportunities, holistic financial solutions, and responsive service designed to enrich client lives across the wealth spectrum.
Latest 13F Filing Activity
Martin Worley Group filed their most recent 13F report on Jun 30, 2025 disclosing 90 equity positions with a total 13F market value of $204M. The fund increased holdings in Vanguard Index FDS, Vanguard Index FDS, Dimensional Etf Trust among other positions. Martin Worley Group reduced exposure to Dimensional Etf Trust, Vanguard World FD, J P Morgan Exchange Traded F among others.
Top Holdings
Equity Positions (90)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 11.32% | $23.1M | 76,113 | $290.10 | $303.93 | +$3.6M |
D DFLV | DIMENSIONAL ETF TRUST | 4.69% | $9.6M | 309,250 | $30.24 | $31.02 | +$1.5M |
D DFAU | DIMENSIONAL ETF TRUST | 4.64% | $9.5M | 223,965 | $40.30 | $42.36 | +$952.8K |
V VXUS | VANGUARD STAR FDS | 4.64% | $9.5M | 137,209 | $59.66 | $69.09 | +$1.4M |
V VFMV | VANGUARD WELLINGTON FD | 4.54% | $9.3M | 72,404 | $121.89 | $128.23 | +$967.2K |
Industry Allocation
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