MARINO, STRAM & ASSOCIATES LLC — 13F holdings

MARINO, STRAM & ASSOCIATES LLC reported 205 holdings worth $644M in its 13F filing for Q3 2026, filed October 22, 2026.

Largest positions

  1. VYM VANGUARD WHITEHALL FDS — $90.0M (14.0%)
  2. IVV ISHARES TR — $70.6M (11.0%)
  3. VUG VANGUARD INDEX FDS — $55.2M (8.6%)
  4. SDY SPDR SERIES TRUST — $40.8M (6.3%)
  5. VTV VANGUARD INDEX FDS — $39.2M (6.1%)
  6. IJH ISHARES TR — $20.0M (3.1%)
  7. AAPL APPLE INC — $15.6M (2.4%)
  8. IJR ISHARES TR — $14.7M (2.3%)
  9. MSFT MICROSOFT CORP — $11.1M (1.7%)
  10. JPM JPMORGAN CHASE & CO. — $9.61M (1.5%)