account_balance

Investment manager · 13F filer · SEC CIK 1099762

Marino, Stram & Associates LLC

Reported value$644Mas of Sep 30, 2026

Positions205 12 new, 9 sold out

Top 10 weight57.0%VYM alone is 14%

FiledOct 2222 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

VYMVanguard Whitehall FDS

14.0%Added +2%

IVViShares Tr

11.0%

VUGVanguard Index FDS

8.6%

SDYSPDR Series Trust

6.3%

VTVVanguard Index FDS

6.1%

IJHiShares Tr

3.1%

AAPLApple Inc.

2.4%

IJRiShares Tr

2.3%

MSFTMicrosoft Corp

1.7%+7%

JPM1.5%

VTI1.3%

HFXI1.3%

VYMVanguard Whitehall FDS

14.0%Added +2%

IVViShares Tr

11.0%

VUGVanguard Index FDS

8.6%

SDYSPDR Series Trust

6.3%

VTVVanguard Index FDS

6.1%

IJH3.1%

AAPL2.4%

IJR2.3%

MSFTJPM

VTI

HFXI

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

VYM Vanguard Whitehall FDS 14.0% Added +2%

IVV iShares Tr 11.0% Held

VUG Vanguard Index FDS 8.6% Held

SDY SPDR Series Trust 6.3% Held

VTV Vanguard Index FDS 6.1% Held

IJH iShares Tr 3.1% Held

AAPL Apple Inc. 2.4% Held

IJR iShares Tr 2.3% Held

MSFT Microsoft Corp 1.7% Added +7%JPM JPMorgan Chase & Co 1.5% Added +2%

VTI Vanguard Index FDS 1.3% Added +8%

HFXI Nylim ETF Tr 1.3% Trimmed −9%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 22, 2026, compared with the Jul 24, 2026 filing

add_circleNew

IUSV $322K
TXN $304K
APD $296K
ELV $275K

arrow_upwardAdded

MA +42%
SHV +22%
VBK +20%
V +18%

arrow_downwardTrimmed

HFXI −9%
VOE −4%

remove_circleSold out

IVES $637K
BABA $349K
EVTR $342K
AMAT $280K

Marino, Stram & Associates LLC

Where the money is

Biggest moves since Jun 30, 2026

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