13F Filings History of MARINO, STRAM & ASSOCIATES LLC

Latest 13F report
Q4 2025 - 16 Jan 2026
Value $
$553,421,911
Signature - Title
Richard Stram - Chief Compliance Officer
Location
Braintree, MA
Summary
This page shows a list of all the recent 13F filings made by MARINO, STRAM & ASSOCIATES LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MARINO, STRAM & ASSOCIATES LLC reported 185 stock holdings with total value $553,421,911 as of Q4 2025. Top holdings included VYM, IVV, VUG, SDY, and VTV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 185 $553,421,911 +$12,854,893 -$24,822,941 -$11,968,048 VYM, IVV, VUG, SDY, VTV 13F-HR 16 Jan 2026, 16:47
Q3 2025 191 $555,974,065 +$29,612,040 -$1,963,770 +$27,648,270 VYM, IVV, VUG, SDY, VTV 13F-HR 03 Nov 2025, 09:01
Q2 2025 174 $495,602,860 +$28,106,430 -$7,358,898 +$20,747,532 VYM, IVV, SDY, VUG, VTV 13F-HR 18 Jul 2025, 10:18
Q1 2025 166 $450,423,135 +$12,279,535 -$8,999,458 +$3,280,077 VYM, IVV, SDY, VTV, VUG 13F-HR 21 Apr 2025, 09:47
Q4 2024 171 $451,924,335 +$16,475,797 -$6,158,311 +$10,317,486 VYM, IVV, SDY, VTV, VUG 13F-HR 17 Jan 2025, 12:02
Q3 2024 168 $448,079,757 +$11,662,548 -$1,590,369 +$10,072,179 VYM, IVV, SDY, VTV, VUG 13F-HR 21 Oct 2024, 09:36
Q2 2024 164 $409,273,498 +$6,291,836 -$21,241,466 -$14,949,630 VYM, IVV, SDY, VTV, VUG 13F-HR 18 Jul 2024, 13:21
Q1 2024 170 $422,341,981 +$22,906,602 -$6,607,323 +$16,299,279 VYM, IVV, SDY, VTV, VUG 13F-HR 24 Apr 2024, 17:05
Q4 2023 168 $386,655,767 +$16,130,538 -$4,540,777 +$11,589,761 VYM, IVV, SDY, VTV, VUG 13F-HR 30 Jan 2024, 11:42
Q3 2023 158 $341,409,694 +$6,699,828 -$5,233,142 +$1,466,686 VYM, IVV, SDY, VTV, VUG 13F-HR 30 Oct 2023, 10:14
Q2 2023 162 $353,225,610 +$11,300,061 -$3,986,286 +$7,313,775 VYM, IVV, SDY, VTV, VUG 13F-HR 20 Jul 2023, 13:58
Q1 2023 155 $331,085,538 +$13,579,740 -$6,263,513 +$7,316,227 VYM, SDY, IVV, VTV, VUG 13F-HR 20 Apr 2023, 13:22
Q4 2022 153 $317,466,210 +$16,990,339 -$5,693,693 +$11,296,646 VYM, SDY, IVV, VTV, IJR 13F-HR 19 Jan 2023, 15:48
Q3 2022 140 $277,121,000 +$14,394,108 -$4,335,894 +$10,058,214 VYM, SDY, IVV, VTV, IJR 13F-HR 14 Oct 2022, 19:31
Q2 2022 144 $288,372,000 +$16,331,057 -$5,168,569 +$11,162,488 VYM, SDY, IVV, VTV, IJR 13F-HR 14 Jul 2022, 18:27
Q1 2022 141 $317,147,000 +$6,686,395 -$6,072,464 +$613,931 VYM, IVV, SDY, VTV, VUG 13F-HR 25 Apr 2022, 14:38
Q4 2021 147 $325,700,000 +$12,685,696 -$2,463,013 +$10,222,683 VYM, IVV, SDY, VUG, VTV 13F-HR 19 Jan 2022, 19:36
Q3 2021 140 $289,262,000 +$207,886,404 -$300,547,839 -$92,661,435 VYM, IVV, SDY, IJR, VTV 13F-HR 14 Oct 2021, 08:44
Q2 2021 246 $383,017,000 +$303,460,909 -$183,533,260 +$119,927,649 AAPL, MSFT, AMZN, META, WRB 13F-HR 22 Jul 2021, 13:36
Q1 2021 132 $255,897,000 +$19,715,050 -$4,383,836 +$15,331,214 VYM, IVV, SDY, IJR, IJH 13F-HR 26 Apr 2021, 08:09
Q4 2020 127 $225,173,000 +$20,095,591 -$3,839,441 +$16,256,150 IVV, VYM, SDY, IJR, IJH 13F-HR 19 Jan 2021, 06:50
Q3 2020 108 $187,319,000 +$17,293,075 -$3,780,785 +$13,512,290 VYM, IVV, SDY, VUG, IJH 13F-HR 22 Oct 2020, 07:41
Q2 2020 106 $167,796,000 +$20,829,068 -$2,672,515 +$18,156,553 VYM, SDY, IVV, IJH, IJR 13F-HR 20 Jul 2020, 08:15
Q1 2020 94 $129,745,000 +$16,559,322 -$7,708,413 +$8,850,909 VYM, SDY, IVV, IJH, IJR 13F-HR 05 May 2020, 16:43
Q4 2019 88 $152,825,000 +$5,997,423 -$3,611,949 +$2,385,474 SDY, VYM, IVV, IJH, IJR 13F-HR 31 Jan 2020, 15:46
Q3 2019 85 $141,193,000 +$5,437,778 -$2,128,598 +$3,309,180 SDY, VYM, IVV, IJH, IJR 13F-HR 15 Oct 2019, 07:34
Q2 2019 79 $136,512,000 +$8,486,143 -$14,069,690 -$5,583,547 SDY, IVV, VYM, IJH, IJR 13F-HR 19 Jul 2019, 13:11
Q1 2019 625 $138,529,000 +$15,167,215 -$2,976,817 +$12,190,398 SDY, IVV, IJH, IJR, VYM 13F-HR 13 May 2019, 21:12
Q4 2018 613 $112,986,000 +$9,513,142 -$5,130,525 +$4,382,617 SDY, IJH, IJR, IVV, AOR 13F-HR 14 Feb 2019, 12:55
Q3 2018 475 $124,828,000 +$8,376,919 -$2,596,024 +$5,780,895 SDY, IJR, IJH, IVV, AOR 13F-HR 14 Nov 2018, 14:05
Q2 2018 472 $112,405,000 +$5,217,994 -$3,571,648 +$1,646,346 SDY, IJR, IJH, IVV, AOR 13F-HR 13 Aug 2018, 19:10
Q1 2018 452 $106,515,000 +$4,379,154 -$2,595,919 +$1,783,235 SDY, IJH, IJR, AOR, IVV 13F-HR 15 May 2018, 16:13
Q4 2017 459 $108,308,000 $0 $0 $0 SDY, IJH, IJR, AOR, IVV 13F-HR 09 Mar 2018, 15:35