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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 59.37% of Marmo Financial Group's stock portfolio.
Added to shares of these 10 stocks: SLVO, JEPQ, NVDA, GD, AMZN, SPYI, GOOG, LLY, VBR, VCLT.
Started 7 new stock positions in LLY, JEPQ, GD, SPYI, SLVO, GOOG, AMZN.
Reduced shares in these 10 stocks: SPY, QQQM, XSMO, VUG, FDVV, IMCG, QQQ, JMUB, SPSM, MSFT.
Marmo Financial Group was a net buyer of stock by $2.1M.
Marmo Financial Group has $211M in assets under management (AUM), dropping by 2.33%.
Central Index Key (CIK): 0001964829

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Portfolio Holdings for Marmo Financial Group

Marmo Financial Group holds 38 positions in its portfolio as reported in the December 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)	16.3	$35M		51k	681.92	View chart
Vanguard Index Fds Growth Etf (VUG)	15.2	$32M		66k	487.86	View chart
Vanguard World Mega Cap Val Etf (MGV)	10.1	$21M		151k	141.16	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	9.2	$19M		77k	252.92	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	8.5	$18M		85k	211.79	View chart
Vanguard World Financials Etf (VFH)	6.5	$14M		103k	133.49	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	3.8	$8.1M		106k	75.85	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	3.6	$7.5M		143k	52.88	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	2.9	$6.2M	-2%	110k	56.69	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	2.6	$5.4M		111k	48.70	View chart
Spdr Series Trust State Street Spd (SPHY)	2.4	$5.1M		214k	23.67	View chart
Spdr Series Trust State Street Spd (SPSB)	2.3	$4.9M		163k	30.20	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	2.2	$4.7M		102k	46.29	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	2.0	$4.2M	+3%	54k	77.88	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	1.9	$4.0M	-5%	56k	72.01	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.7	$3.6M	-2%	5.8k	614.41	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	1.5	$3.2M	-4%	40k	79.84	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.4	$2.9M	-2%	57k	50.50	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.3	$2.8M		5.9k	473.33	View chart
Spdr Series Trust State Street Spd (SPSM)	0.9	$1.8M		38k	46.86	View chart
Ishares Gold Tr Ishares New (IAU)	0.6	$1.2M		14k	81.17	View chart
NVIDIA Corporation (NVDA)	0.3	$711k	+109%	3.8k	186.53	View chart
Ubs Etracs Silver Sh (SLVO)	0.3	$670k	NEW	6.7k	99.87	View chart
First Ctzns Bancshares Inc D Cl A (FCNCA)	0.3	$662k		308.00	2148.09	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$617k	NEW	11k	58.12	View chart
Microsoft Corporation (MSFT)	0.3	$553k		1.1k	483.83	View chart
Apple (AAPL)	0.3	$539k		2.0k	271.90	View chart
AFLAC Incorporated (AFL)	0.2	$357k		3.2k	110.29	View chart
General Dynamics Corporation (GD)	0.1	$309k	NEW	919.00	336.67	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$300k		757.00	396.31	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$286k		417.00	685.38	View chart
Amazon (AMZN)	0.1	$268k	NEW	1.2k	230.82	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$260k	NEW	4.9k	52.53	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$243k	NEW	775.00	313.81	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$217k		967.00	224.81	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$214k		1.9k	114.52	View chart
Eli Lilly & Co. (LLY)	0.1	$207k	NEW	193.00	1074.79	View chart
Lowe's Companies (LOW)	0.1	$200k		830.00	241.32	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 Q4 filed Feb. 3, 2026
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

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