Quick Takeaways
- MARINO, STRAM & ASSOCIATES LLC reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q4 2025.
- Latest reported holdings value: $553,421,911.
- Info
- Portfolio
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.
Follow Filing Activity
Follow MARINO, STRAM & ASSOCIATES LLC and return when a new 13F portfolio filing appears.
This tracks SEC filing changes for this page using existing product update flows.
Holdings Value
What Changed
- Most recent filing was accepted on 16 Jan 2026, 16:47.
- Reported value moved from $555,974,065 to $553,421,911.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Official SEC Source
Backed by Form 13F
Portfolio holdings and changes are grounded in SEC Form 13F filings.
See Original Filing| 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 |