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, VBR, QQQM, and represent 59.38% of Marmo Financial Group's stock portfolio.
  • Added to shares of these 10 stocks: DIA, WMT, VUG, QQQ, MGV, VBR, NVDA, AAPL, JEPQ, AFL.
  • Started 2 new stock positions in WMT, DIA.
  • Reduced shares in these 10 stocks: SPY, VCLT, FDVV, XSMO, LLY, LOW, IGSB, QQQM, IWF, SPHY.
  • Sold out of its positions in LLY, LOW.
  • Marmo Financial Group was a net seller of stock by $-1.8M.
  • Marmo Financial Group has $202M in assets under management (AUM), dropping by -4.45%.
  • 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 March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 16.1 $32M 50k 650.36
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Vanguard Index Fds Growth Etf (VUG) 14.3 $29M 66k 436.80
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Vanguard World Mega Cap Val Etf (MGV) 10.9 $22M 151k 144.95
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Vanguard Index Fds Sm Cp Val Etf (VBR) 9.2 $19M 85k 217.25
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 9.0 $18M 76k 237.62
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Vanguard World Financials Etf (VFH) 6.1 $12M 103k 120.81
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Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 3.8 $7.7M -2% 103k 74.72
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Ishares Tr Ishs 1-5yr Invs (IGSB) 3.6 $7.3M -2% 139k 52.56
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Fidelity Covington Trust High Divid Etf (FDVV) 2.9 $5.8M -3% 106k 55.24
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J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 2.6 $5.3M 110k 47.82
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Spdr Series Trust State Street Spd (SPHY) 2.4 $4.9M 210k 23.32
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Spdr Series Trust State Street Spd (SPSB) 2.4 $4.8M 161k 30.07
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J P Morgan Exchange Traded F Income Etf (JPIE) 2.3 $4.6M 100k 46.07
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Vanguard Bd Index Fds Intermed Term (BIV) 2.0 $4.1M 54k 77.18
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Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 2.0 $4.0M -5% 53k 76.02
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.7 $3.4M +2% 5.9k 577.31
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Ishares Tr MRGSTR MD CP GRW (IMCG) 1.5 $3.1M 39k 78.77
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J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.4 $2.8M -2% 55k 49.99
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Ishares Tr Rus 1000 Grw Etf (IWF) 1.2 $2.4M -5% 5.6k 426.42
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Spdr Series Trust State Street Spd (SPSM) 0.9 $1.8M -3% 37k 48.32
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Ishares Gold Tr Ishares New (IAU) 0.6 $1.3M 14k 88.16
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NVIDIA Corporation (NVDA) 0.3 $698k +4% 4.0k 174.43
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.3 $594k 11k 55.52
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First Ctzns Bancshares Inc D Cl A (FCNCA) 0.3 $582k 308.00 1888.55
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Ubs Etracs Silver Sh (SLVO) 0.3 $579k -2% 6.5k 88.86
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Apple (AAPL) 0.3 $524k +4% 2.1k 253.81
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Microsoft Corporation (MSFT) 0.2 $424k 1.1k 370.51
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AFLAC Incorporated (AFL) 0.2 $357k 3.3k 109.74
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Spdr Gold Tr Gold Shs (GLD) 0.2 $326k 757.00 430.29
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General Dynamics Corporation (GD) 0.2 $315k 919.00 343.23
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State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.1 $299k NEW 645.00 463.79
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $273k 418.00 653.84
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Neos Etf Trust Neos S&p 500 Hi (SPYI) 0.1 $244k 4.9k 49.37
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Amazon (AMZN) 0.1 $241k 1.2k 208.27
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Alphabet Cap Stk Cl C (GOOG) 0.1 $222k 775.00 286.88
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Wal-Mart Stores (WMT) 0.1 $216k NEW 1.7k 124.29
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Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.1 $210k -2% 1.8k 114.92
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Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $202k 968.00 208.18
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Past Filings by Marmo Financial Group

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