Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Marmo Financial Group

Latest statistics and disclosures from Marmo Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, VUG, MGV, QQQM, VBR, and represent 59.91% of Marmo Financial Group's stock portfolio.
Added to shares of these 10 stocks: VBR (+$18M), SPSB, BIV, JMUB, VUG, VFH, QQQM, JPIB, IGSB, FTEC.
Started 7 new stock positions in FTEC, RWL, VBR, LOW, BIV, JMUB, SPSB.
Reduced shares in these 10 stocks: XSMO (-$16M), IMCG (-$5.8M), BND, SPY, FLBL, MGV, VCLT, SPSM, JPIE, NKE.
Sold out of its positions in GOOG, FLBL, NKE, DIA, BND.
Marmo Financial Group was a net seller of stock by $-6.5M.
Marmo Financial Group has $207M in assets under management (AUM), dropping by 2.83%.
Central Index Key (CIK): 0001964829

Tip: Access up to 7 years of quarterly data

Positions held by Marmo Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Marmo Financial Group

Marmo Financial Group holds 31 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	16.6	$34M	-10%	52k	666.18	View chart
Vanguard Index Fds Growth Etf (VUG)	15.4	$32M	+5%	66k	479.62	View chart
Vanguard World Mega Cap Val Etf (MGV)	10.0	$21M	-10%	150k	137.74	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	9.4	$19M	+4%	78k	247.12	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	8.5	$18M	NEW	84k	208.71	View chart
Vanguard World Financials Etf (VFH)	6.5	$14M	+8%	103k	131.24	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	3.9	$8.1M	-18%	104k	77.65	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	3.6	$7.5M	+3%	141k	53.03	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	3.0	$6.3M	-4%	112k	55.71	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	2.6	$5.4M	+8%	110k	49.03	View chart
Spdr Series Trust Portfli High Yld (SPHY)	2.4	$5.0M	+2%	211k	23.94	View chart
Spdr Series Trust Portfolio Short (SPSB)	2.4	$4.9M	NEW	161k	30.29	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	2.2	$4.6M	-7%	100k	46.41	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	2.1	$4.3M	-79%	59k	73.57	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	2.0	$4.1M	NEW	53k	78.09	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.7	$3.6M	-5%	5.9k	600.42	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	1.7	$3.4M	-62%	41k	82.73	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.4	$2.9M	NEW	58k	50.47	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.3	$2.8M		5.9k	468.44	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.9	$1.8M	-45%	39k	46.32	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$1.0M		14k	72.77	View chart
Microsoft Corporation (MSFT)	0.3	$595k		1.1k	518.14	View chart
First Ctzns Bancshares Inc D Cl A (FCNCA)	0.3	$551k		307.00	1794.76	View chart
Apple (AAPL)	0.2	$505k		2.0k	254.70	View chart
AFLAC Incorporated (AFL)	0.2	$360k		3.2k	111.72	View chart
NVIDIA Corporation (NVDA)	0.2	$340k	-24%	1.8k	186.61	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$278k		415.00	670.59	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$269k		757.00	355.47	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$215k	NEW	966.00	222.27	View chart
Lowe's Companies (LOW)	0.1	$208k	NEW	826.00	251.41	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$207k	NEW	1.9k	110.66	View chart

Past Filings by Marmo Financial Group

SEC 13F filings are viewable for Marmo Financial Group going back to 2022

Marmo Financial Group 2025 Q3 filed Oct. 24, 2025
Marmo Financial Group 2025 Q2 filed July 16, 2025
Marmo Financial Group 2025 Q1 filed April 16, 2025
Marmo Financial Group 2024 Q4 filed Jan. 23, 2025
Marmo Financial Group 2024 Q3 filed Oct. 24, 2024
Marmo Financial Group 2024 Q2 filed July 23, 2024
Marmo Financial Group 2024 Q1 filed April 22, 2024
Marmo Financial Group 2023 Q4 filed Jan. 30, 2024
Marmo Financial Group 2023 Q3 filed Nov. 13, 2023
Marmo Financial Group 2023 Q2 filed July 21, 2023
Marmo Financial Group 2023 Q1 filed May 11, 2023
Marmo Financial Group 2022 Q4 filed Feb. 9, 2023

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z