# EDGAR Filing Document

**Accession Number:** 0002049542
**File Stem:** 0002049542-25-000002
**Filing Date:** 2025-8
**Character Count:** 13301
**Document Hash:** 67e0c8549610b9fa8e6f92e2d44dd41c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002049542-25-000002.hdr.sgml**: 20250812

**ACCESSION NUMBER**: 0002049542-25-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250812

**DATE AS OF CHANGE**: 20250812

**EFFECTIVENESS DATE**: 20250812

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Martin Worley Group
- **CENTRAL INDEX KEY:** 0002049542

**ORGANIZATION NAME:**
- **EIN:** 262147596
- **STATE OF INCORPORATION:** UT
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24994
- **FILM NUMBER:** 251205101

**BUSINESS ADDRESS:**
- **STREET 1:** 6965 UNION PARK CENTER
- **STREET 2:** SUITE 420
- **CITY:** COTTONWOOD HEIGHTS
- **STATE:** UT
- **ZIP:** 84047
- **BUSINESS PHONE:** 801-568-9788

**MAIL ADDRESS:**
- **STREET 1:** 6965 UNION PARK CENTER
- **STREET 2:** SUITE 420
- **CITY:** COTTONWOOD HEIGHTS
- **STATE:** UT
- **ZIP:** 84047

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Martin Worley Group<br>**Address:** 6965 UNION PARK CENTER<br>SUITE 420<br>COTTONWOOD HEIGHTS, UT 84047

**Form 13F File Number:** 028-24994

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Paul Mallory<br>**Title:** Compliance Consultant<br>**Phone:** 248-830-3715

**Signature, Place, and Date of Signing:**

Paul Mallory  Royal Oak, MI  08-12-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 87

**Form 13F Information Table Value Total:** $205318237

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AGNC INVT CORP | COM | 00123Q104 |  | 94565 | 10290 | SH |  | SOLE | 0 | 0 | 0 | 10290 |
| APPLE INC | COM | 037833100 |  | 1116973 | 5444 | SH |  | SOLE | 0 | 0 | 0 | 5444 |
| AT INC | COM | 00206R102 |  | 408459 | 14114 | SH |  | SOLE | 0 | 0 | 0 | 14114 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 794720 | 1636 | SH |  | SOLE | 0 | 0 | 0 | 1636 |
| BROADCOM INC | COM | 11135F101 |  | 610013 | 2213 | SH |  | SOLE | 0 | 0 | 0 | 2213 |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 14020X104 |  | 265351 | 8300 | SH |  | SOLE | 0 | 0 | 0 | 8300 |
| CHEVRON CORP NEW | COM | 166764100 |  | 451192 | 3151 | SH |  | SOLE | 0 | 0 | 0 | 3151 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 1081009 | 1092 | SH |  | SOLE | 0 | 0 | 0 | 1092 |
| CSX CORP | COM | 126408103 |  | 228312 | 6997 | SH |  | SOLE | 0 | 0 | 0 | 6997 |
| CUMMINS INC | COM | 231021106 |  | 200758 | 613 | SH |  | SOLE | 0 | 0 | 0 | 613 |
| DBX ETF TR | XTRACK MSCI EAFE | 233051200 |  | 448875 | 10260 | SH |  | SOLE | 0 | 0 | 0 | 10260 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 |  | 9487136 | 223965 | SH |  | SOLE | 0 | 0 | 0 | 223965 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 4026628 | 116478 | SH |  | SOLE | 0 | 0 | 0 | 116478 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 |  | 5034521 | 173904 | SH |  | SOLE | 0 | 0 | 0 | 173904 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 |  | 350180 | 5225 | SH |  | SOLE | 0 | 0 | 0 | 5225 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 209592 | 5848 | SH |  | SOLE | 0 | 0 | 0 | 5848 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 626584 | 11612 | SH |  | SOLE | 0 | 0 | 0 | 11612 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 3509662 | 81944 | SH |  | SOLE | 0 | 0 | 0 | 81944 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 |  | 603489 | 16971 | SH |  | SOLE | 0 | 0 | 0 | 16971 |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 |  | 2848500 | 96789 | SH |  | SOLE | 0 | 0 | 0 | 96789 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 |  | 4417071 | 149782 | SH |  | SOLE | 0 | 0 | 0 | 149782 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 25434V773 |  | 4000231 | 134056 | SH |  | SOLE | 0 | 0 | 0 | 134056 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 3056717 | 72297 | SH |  | SOLE | 0 | 0 | 0 | 72297 |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 |  | 2318727 | 58836 | SH |  | SOLE | 0 | 0 | 0 | 58836 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 |  | 2933820 | 74747 | SH |  | SOLE | 0 | 0 | 0 | 74747 |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 |  | 9592935 | 309250 | SH |  | SOLE | 0 | 0 | 0 | 309250 |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 |  | 1789344 | 37726 | SH |  | SOLE | 0 | 0 | 0 | 37726 |
| ELI LILLY  CO | COM | 532457108 |  | 316489 | 406 | SH |  | SOLE | 0 | 0 | 0 | 406 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 477554 | 4430 | SH |  | SOLE | 0 | 0 | 0 | 4430 |
| FIRST TR EXCH TRADED FD III | MUNI HI INCM ETF | 33739P301 |  | 2539920 | 54388 | SH |  | SOLE | 0 | 0 | 0 | 54388 |
| FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | 33738R118 |  | 262846 | 2915 | SH |  | SOLE | 0 | 0 | 0 | 2915 |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 |  | 771656 | 8490 | SH |  | SOLE | 0 | 0 | 0 | 8490 |
| GRAINGER W W INC | COM | 384802104 |  | 373446 | 359 | SH |  | SOLE | 0 | 0 | 0 | 359 |
| ISHARES INC | MSCI GBL MIN VOL | 464286525 |  | 643124 | 5424 | SH |  | SOLE | 0 | 0 | 0 | 5424 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 |  | 447438 | 5015 | SH |  | SOLE | 0 | 0 | 0 | 5015 |
| ISHARES TR | FALN ANGLS USD | 46435G474 |  | 3593458 | 132404 | SH |  | SOLE | 0 | 0 | 0 | 132404 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 245570 | 1815 | SH |  | SOLE | 0 | 0 | 0 | 1815 |
| ISHARES TR | ESG AWARE MSCI | 46435U663 |  | 1242586 | 30065 | SH |  | SOLE | 0 | 0 | 0 | 30065 |
| ISHARES TR | MSCI EAFE MIN VL | 46429B689 |  | 2505072 | 29801 | SH |  | SOLE | 0 | 0 | 0 | 29801 |
| ISHARES TR | ESG AWR US AGRGT | 46435U549 |  | 1032331 | 21715 | SH |  | SOLE | 0 | 0 | 0 | 21715 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 |  | 450571 | 3249 | SH |  | SOLE | 0 | 0 | 0 | 3249 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 753698 | 11873 | SH |  | SOLE | 0 | 0 | 0 | 11873 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 479584 | 4282 | SH |  | SOLE | 0 | 0 | 0 | 4282 |
| ISHARES TR | CORE 60/40 BALAN | 464289867 |  | 1061836 | 17246 | SH |  | SOLE | 0 | 0 | 0 | 17246 |
| ISHARES TR | EAFE SML CP ETF | 464288273 |  | 717860 | 9877 | SH |  | SOLE | 0 | 0 | 0 | 9877 |
| ISHARES TR | NEW YORK MUN ETF | 464288323 |  | 219562 | 4211 | SH |  | SOLE | 0 | 0 | 0 | 4211 |
| ISHARES TR | ESG AWARE 60/40 | 46436E676 |  | 214502 | 6414 | SH |  | SOLE | 0 | 0 | 0 | 6414 |
| ISHARES TR | ESG MSCI LEADR | 46435U218 |  | 947412 | 8744 | SH |  | SOLE | 0 | 0 | 0 | 8744 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 263784 | 4640 | SH |  | SOLE | 0 | 0 | 0 | 4640 |
| J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | 46654Q724 |  | 972806 | 15545 | SH |  | SOLE | 0 | 0 | 0 | 15545 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | 46654Q716 |  | 4820635 | 89954 | SH |  | SOLE | 0 | 0 | 0 | 89954 |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 |  | 7193630 | 144916 | SH |  | SOLE | 0 | 0 | 0 | 144916 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 |  | 911239 | 17896 | SH |  | SOLE | 0 | 0 | 0 | 17896 |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 |  | 4704583 | 101567 | SH |  | SOLE | 0 | 0 | 0 | 101567 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 |  | 1437994 | 28374 | SH |  | SOLE | 0 | 0 | 0 | 28374 |
| JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 |  | 318360 | 3000 | SH |  | SOLE | 0 | 0 | 0 | 3000 |
| KALVISTA PHARMACEUTICALS INC | COM | 483497103 |  | 114949 | 10168 | SH |  | SOLE | 0 | 0 | 0 | 10168 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1015923 | 1376 | SH |  | SOLE | 0 | 0 | 0 | 1376 |
| MICROSOFT CORP | COM | 594918104 |  | 1496122 | 3008 | SH |  | SOLE | 0 | 0 | 0 | 3008 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 900859 | 5702 | SH |  | SOLE | 0 | 0 | 0 | 5702 |
| PIMCO ETF TR | INTER MUN BD ACT | 72201R866 |  | 4574378 | 89065 | SH |  | SOLE | 0 | 0 | 0 | 89065 |
| PIMCO ETF TR | INV GRD CRP BD | 72201R817 |  | 6100957 | 62696 | SH |  | SOLE | 0 | 0 | 0 | 62696 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 436889 | 18799 | SH |  | SOLE | 0 | 0 | 0 | 18799 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 4985114 | 188118 | SH |  | SOLE | 0 | 0 | 0 | 188118 |
| SCHWAB STRATEGIC TR | INTERNL DIVID | 808524672 |  | 4969112 | 181686 | SH |  | SOLE | 0 | 0 | 0 | 181686 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 879613 | 36912 | SH |  | SOLE | 0 | 0 | 0 | 36912 |
| STOCK YDS BANCORP INC | COM | 861025104 |  | 1830677 | 23179 | SH |  | SOLE | 0 | 0 | 0 | 23179 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 272624 | 3525 | SH |  | SOLE | 0 | 0 | 0 | 3525 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 1024100 | 13909 | SH |  | SOLE | 0 | 0 | 0 | 13909 |
| VANGUARD CALIF TAX FREE FDS | TAX EXEMPT BD FD | 922021605 |  | 286485 | 2935 | SH |  | SOLE | 0 | 0 | 0 | 2935 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 327524 | 1148 | SH |  | SOLE | 0 | 0 | 0 | 1148 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 23132905 | 76113 | SH |  | SOLE | 0 | 0 | 0 | 76113 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 2916098 | 16499 | SH |  | SOLE | 0 | 0 | 0 | 16499 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 353705 | 1264 | SH |  | SOLE | 0 | 0 | 0 | 1264 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 1105966 | 5671 | SH |  | SOLE | 0 | 0 | 0 | 5671 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 295988 | 1249 | SH |  | SOLE | 0 | 0 | 0 | 1249 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 6953110 | 15860 | SH |  | SOLE | 0 | 0 | 0 | 15860 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 1541793 | 5567 | SH |  | SOLE | 0 | 0 | 0 | 5567 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 1913862 | 3369 | SH |  | SOLE | 0 | 0 | 0 | 3369 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 4087270 | 82638 | SH |  | SOLE | 0 | 0 | 0 | 82638 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 982806 | 20045 | SH |  | SOLE | 0 | 0 | 0 | 20045 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 1652819 | 8076 | SH |  | SOLE | 0 | 0 | 0 | 8076 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 9479748 | 137209 | SH |  | SOLE | 0 | 0 | 0 | 137209 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 279463 | 4902 | SH |  | SOLE | 0 | 0 | 0 | 4902 |
| VANGUARD WELLINGTON FD | US MINIMUM | 921935409 |  | 9284365 | 72404 | SH |  | SOLE | 0 | 0 | 0 | 72404 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 |  | 2235149 | 27901 | SH |  | SOLE | 0 | 0 | 0 | 27901 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 |  | 231608 | 2570 | SH |  | SOLE | 0 | 0 | 0 | 2570 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 2867416 | 21509 | SH |  | SOLE | 0 | 0 | 0 | 21509 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 394100 | 594 | SH |  | SOLE | 0 | 0 | 0 | 594 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 |  | 2547376 | 23234 | SH |  | SOLE | 0 | 0 | 0 | 23234 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 |  | 2504655 | 38239 | SH |  | SOLE | 0 | 0 | 0 | 38239 |

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