Marmo Financial Group, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 3, 2026, for the 2025 Q4 period, Marmo Financial Group, LLC held in its portfolio 36 assets valued at $211,280,079 (i.e. $211.28M).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($34.51M), VANGUARD INDEX FDS ($32.20M), and VANGUARD WORLD FD ($21.28M).
The chart below shows the top 10 valuable assets, and the table below shows the top 36 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Marmo Financial Group, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 50600 | 34505221 | TR UNIT |
| VANGUARD INDEX FDS | 65993 | 32195503 | GROWTH ETF |
| VANGUARD WORLD FD | 150749 | 21279772 | MEGA CAP VAL ETF |
| INVESCO EXCH TRADED FD TR II | 76818 | 19429051 | NASDAQ 100 ETF |
| VANGUARD INDEX FDS | 85159 | 18035852 | SM CP VAL ETF |
| VANGUARD WORLD FD | 102796 | 13722268 | FINANCIALS ETF |
| SPDR SERIES TRUST | 415621 | 11795182 | STATE STREET SPD |
| VANGUARD SCOTTSDALE FDS | 106169 | 8052992 | LG-TERM COR BD |
| ISHARES TR | 142550 | 7538087 | ISHS 1-5YR INVS |
| FIDELITY COVINGTON TRUST | 109552 | 6210548 | HIGH DIVID ETF |
| J P MORGAN EXCHANGE TRADED F | 111271 | 5418907 | INTL BD OPP ETF |
| J P MORGAN EXCHANGE TRADED F | 101639 | 4704872 | INCOME ETF |
| VANGUARD BD INDEX FDS | 54342 | 4232171 | INTERMED TERM |
| INVESCO EXCHANGE TRADED FD T | 55597 | 4003592 | S&P SMLCP MOMENT |
| INVESCO QQQ TR | 5785 | 3554339 | UNIT SER 1 |
| ISHARES TR | 39533 | 3156339 | MRGSTR MD CP GRW |
| J P MORGAN EXCHANGE TRADED F | 56896 | 2873256 | MUNICIPAL ETF |
| ISHARES TR | 5903 | 2794054 | RUS 1000 GRW ETF |
| ISHARES GOLD TR | 14344 | 1164302 | ISHARES NEW |
| NVIDIA CORPORATION | 3814 | 711413 | COM |
| UBS AG | 6711 | 670228 | ETRACS SILVER SH |
| FIRST CTZNS BANCSHARES INC D | 308 | 661613 | CL A |
| J P MORGAN EXCHANGE TRADED F | 10608 | 616571 | NASDAQ EQT PREM |
| MICROSOFT CORP | 1143 | 553021 | COM |
| APPLE INC | 1982 | 538914 | COM |
| AFLAC INC | 3239 | 357220 | COM |
| GENERAL DYNAMICS CORP | 919 | 309400 | COM |
| SPDR GOLD TR | 757 | 300007 | GOLD SHS |
| ISHARES TR | 417 | 285804 | CORE S&P500 ETF |
| AMAZON COM INC | 1159 | 267520 | COM |
| NEOS ETF TRUST | 4946 | 259813 | NEOS S&P 500 HI |
| ALPHABET INC | 775 | 243203 | CAP STK CL C |
| FIDELITY COVINGTON TRUST | 967 | 217388 | MSCI INFO TECH I |
| INVESCO EXCH TRADED FD TR II | 1868 | 213924 | S&P 500 REVENUE |
| ELI LILLY & CO | 193 | 207434 | COM |
| LOWES COS INC | 830 | 200298 | COM |