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 (2026-06-30)

MARINO, STRAM & ASSOCIATES LLC (CIK 1099762) reported $627.8M across 202 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VYM ($89.7M, 14.29%), IVV ($68.0M, 10.83%), VUG ($52.0M, 8.29%), SDY ($42.6M, 6.78%), VTV ($39.3M, 6.26%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VYMVANGUARD WHITEHALL FDS$89.7M14.29%567,525Added
2IVVISHARES TR$68.0M10.83%90,811Added
3VUGVANGUARD INDEX FDS$52.0M8.29%603,992Added
4SDYSPDR SERIES TRUST$42.6M6.78%279,804Added
5VTVVANGUARD INDEX FDS$39.3M6.26%180,415Added
6IJHISHARES TR$21.7M3.45%281,143Added
7IJRISHARES TR$16.3M2.59%109,652Trimmed
8AAPLAPPLE INC$13.5M2.15%46,551Added
9HFXINEW YORK LIFE INVESTMENTS ET$9.3M1.49%245,335Trimmed
10JPMJPMORGAN CHASE & CO$9.3M1.48%28,402Trimmed
11QUALISHARES TR$7.8M1.24%35,333Added
12VTIVANGUARD INDEX FDS$7.7M1.23%20,882Added
13MSFTMICROSOFT CORP$7.5M1.20%20,207Added
14IMCGISHARES TR$7.2M1.15%73,252Added
15QQQINVESCO QQQ TR$7.1M1.13%9,617Added
16DGROISHARES TR$6.7M1.07%88,429Added
17RSPINVESCO EXCHANGE TRADED FD T$6.6M1.06%31,212Added
18BRK/BBERKSHIRE HATHAWAY INC DEL$6.5M1.03%12,897Added
19VIGVANGUARD SPECIALIZED FUNDS$5.6M0.89%23,714Added
20AMZNAMAZON COM INC$4.9M0.78%20,572Added
21GOOGALPHABET INC$4.3M0.69%12,188Added
22GOOGLALPHABET INC$4.2M0.66%11,649Added
23JEPIJ P MORGAN EXCHANGE TRADED F$4.0M0.63%70,104Added
24JNJJOHNSON & JOHNSON$3.7M0.60%14,721Added
25LLYELI LILLY & CO$3.7M0.59%3,091Trimmed

Source: SEC Form 13F filings · as of 2026-06-30