Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

MARINO, STRAM & ASSOCIATES LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

MARINO, STRAM & ASSOCIATES LLC (CIK 1099762) reported $556.6M across 185 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VYM ($82.9M, 14.89%), IVV ($58.9M, 10.59%), VUG ($42.7M, 7.68%), SDY ($40.7M, 7.31%), VTV ($34.7M, 6.24%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VYMVANGUARD WHITEHALL FDS$82.9M14.89%559,760Added
2IVVISHARES TR$58.9M10.59%90,246Added
3VUGVANGUARD INDEX FDS$42.7M7.68%97,846Added
4SDYSPDR SERIES TRUST$40.7M7.31%278,651Trimmed
5VTVVANGUARD INDEX FDS$34.7M6.24%177,091Added
6IJHISHARES TR$18.7M3.36%277,089Added
7IJRISHARES TR$13.7M2.46%110,136Added
8AAPLAPPLE INC$11.7M2.10%46,139Trimmed
9HFXINEW YORK LIFE INVESTMENTS ET$8.4M1.51%250,304Added
10JPMJPMORGAN CHASE & CO$8.4M1.51%28,550Added
11MSFTMICROSOFT CORP$7.4M1.33%20,023Added
12QUALISHARES TR$6.6M1.19%34,656Added
13VTIVANGUARD INDEX FDS$6.0M1.07%18,563Added
14DGROISHARES TR$5.8M1.05%83,100Added
15BRK/BBERKSHIRE HATHAWAY INC DEL$5.8M1.04%12,059Added
16RSPINVESCO EXCHANGE TRADED FD T$5.8M1.03%29,979Added
17IMCGISHARES TR$5.6M1.00%70,492Added
18QQQINVESCO QQQ TR$5.4M0.97%9,314Added
19VIGVANGUARD SPECIALIZED FUNDS$5.1M0.91%23,580Added
20AMZNAMAZON COM INC$4.2M0.76%20,288Trimmed
21LMTLOCKHEED MARTIN CORP$4.0M0.72%6,641Added
22JEPIJ P MORGAN EXCHANGE TRADED F$4.0M0.71%69,743Added
23XOMEXXON MOBIL CORP$3.7M0.67%22,024Trimmed
24JNJJOHNSON & JOHNSON$3.6M0.64%14,678Trimmed
25BLKBLACKROCK INC$3.5M0.64%3,691Added

Source: SEC Form 13F filings · as of 2026-03-31