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Marmo Financial Group, LLC — 13F Holdings & Portfolio

CIK 1964829 · latest 13F-HR filed 2026-04-23

Backtest portfolio

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$201.9M

Long-equity book

Holdings

38

Distinct positions

Period

2026-03-31

Filed 2026-04-23

Q/Q Activity

+2 / −2 / ↑2 / ↓13

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES GOLD TR$100.3K +8.6%
  • SPDR GOLD TR$25.7K +8.6%
Show all 2 →

Top Trims

  • VANGUARD INDEX FDS-$3.3M -10.2%
  • STATE STR SPDR S&P 500 ETF T-$2.1M -6.0%
  • INVESCO EXCH TRADED FD TR II-$1.4M -7.0%
  • VANGUARD WORLD FD-$1.3M -9.6%
  • ISHARES TR-$424.4K -15.2%
Show all 13 →

New Positions

  • STATE STR SPDR DOW JONES IND$299.1K
  • WALMART INC$215.9K
Show all 2 →

Exited Positions

  • ELI LILLY & CO$207.4K
  • LOWES COS INC$200.3K
Show all 2 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $32.4M 16.06% 49,866 SH
2 VANGUARD INDEX FDS VUG 922908736 $28.9M 14.32% 66,196 SH
3 VANGUARD WORLD FD MGV 921910840 $21.9M 10.86% 151,239 SH
4 VANGUARD INDEX FDS VBR 922908611 $18.5M 9.18% 85,317 SH
5 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $18.1M 8.95% 76,059 SH
6 VANGUARD WORLD FD VFH 92204A405 $12.4M 6.14% 102,669 SH
7 VANGUARD SCOTTSDALE FDS VCLT 92206C813 $7.7M 3.81% 103,011 SH
8 ISHARES TR IGSB 464288646 $7.3M 3.62% 138,988 SH
9 FIDELITY COVINGTON TRUST FDVV 316092840 $5.8M 2.89% 105,667 SH
10 J P MORGAN EXCHANGE TRADED F JPIB 46641Q852 $5.3M 2.61% 109,996 SH
11 SPDR SERIES TRUST SPHY 78468R606 $4.9M 2.43% 210,426 SH
12 SPDR SERIES TRUST SPSB 78464A474 $4.8M 2.40% 161,212 SH
13 J P MORGAN EXCHANGE TRADED F JPIE 46641Q159 $4.6M 2.29% 100,326 SH
14 VANGUARD BD INDEX FDS BIV 921937819 $4.1M 2.05% 53,609 SH
15 INVESCO EXCHANGE TRADED FD T XSMO 46137V498 $4.0M 1.99% 52,782 SH
16 INVESCO QQQ TR QQQ 46090E103 $3.4M 1.69% 5,915 SH
17 ISHARES TR IMCG 464288307 $3.1M 1.52% 38,935 SH
18 J P MORGAN EXCHANGE TRADED F JMUB 46641Q647 $2.8M 1.37% 55,401 SH
19 ISHARES TR IWF 464287614 $2.4M 1.17% 5,557 SH
20 SPDR SERIES TRUST SPSM 78468R853 $1.8M 0.89% 37,011 SH
21 ISHARES GOLD TR IAU 464285204 $1.3M 0.63% 14,344 SH
22 NVIDIA CORPORATION NVDA 67066G104 $697.5K 0.35% 3,999 SH
23 J P MORGAN EXCHANGE TRADED F JEPQ 46654Q203 $594.4K 0.29% 10,706 SH
24 FIRST CTZNS BANCSHARES INC D FCNCA 31946M103 $581.7K 0.29% 308 SH
25 UBS AG SLVO 22542D225 $579.0K 0.29% 6,516 SH
26 APPLE INC AAPL 037833100 $524.1K 0.26% 2,065 SH
27 MICROSOFT CORP MSFT 594918104 $423.9K 0.21% 1,144 SH
28 AFLAC INC AFL 001055102 $357.3K 0.18% 3,256 SH
29 SPDR GOLD TR GLD 78463V107 $325.7K 0.16% 757 SH
30 GENERAL DYNAMICS CORP GD 369550108 $315.4K 0.16% 919 SH
31 STATE STR SPDR DOW JONES IND DIA 78467X109 $299.1K 0.15% 645 SH
32 ISHARES TR IVV 464287200 $273.3K 0.14% 418 SH
33 NEOS ETF TRUST SPYI 78433H303 $244.2K 0.12% 4,946 SH
34 AMAZON COM INC AMZN 023135106 $240.6K 0.12% 1,155 SH
35 ALPHABET INC GOOG 02079K107 $222.3K 0.11% 775 SH
36 WALMART INC WMT 931142103 $215.9K 0.11% 1,737 SH
37 INVESCO EXCH TRADED FD TR II RWL 46138G698 $210.1K 0.10% 1,828 SH
38 FIDELITY COVINGTON TRUST FTEC 316092808 $201.5K 0.10% 968 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-23 $201.9M 38 0001172661-26-001528
2025-12-31 2026-02-03 $211.3M 38 0001172661-26-000442