Marmo Financial Group, LLC 13F Holdings · Q1 2026
Marmo Financial Group, LLC reported 38 securities worth $201.89M in its SEC 13F filing for Q1 2026 (period ended 2026-03-31). Top holdings: SPY (16.06%), VUG (14.32%), MGV (10.86%). Among its top 25 positions this quarter: 6 added, 17 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $32.4M | 16.06% | 49,866 | Trimmed |
| 2 | VUG | VANGUARD INDEX FDS | $28.9M | 14.32% | 66,196 | Added |
| 3 | MGV | VANGUARD WORLD FD | $21.9M | 10.86% | 151,239 | Added |
| 4 | VBR | VANGUARD INDEX FDS | $18.5M | 9.18% | 85,317 | Added |
| 5 | QQQM | INVESCO EXCH TRADED FD TR II | $18.1M | 8.95% | 76,059 | Trimmed |
| 6 | VFH | VANGUARD WORLD FD | $12.4M | 6.14% | 102,669 | Trimmed |
| 7 | VCLT | VANGUARD SCOTTSDALE FDS | $7.7M | 3.81% | 103,011 | Trimmed |
| 8 | IGSB | ISHARES TR | $7.3M | 3.62% | 138,988 | Trimmed |
| 9 | FDVV | FIDELITY COVINGTON TRUST | $5.8M | 2.89% | 105,667 | Trimmed |
| 10 | JPIB | J P MORGAN EXCHANGE TRADED F | $5.3M | 2.61% | 109,996 | Trimmed |
| 11 | SPHY | SPDR SERIES TRUST | $4.9M | 2.43% | 210,426 | Trimmed |
| 12 | SPSB | SPDR SERIES TRUST | $4.8M | 2.40% | 161,212 | Trimmed |
| 13 | JPIE | J P MORGAN EXCHANGE TRADED F | $4.6M | 2.29% | 100,326 | Trimmed |
| 14 | BIV | VANGUARD BD INDEX FDS | $4.1M | 2.05% | 53,609 | Trimmed |
| 15 | XSMO | INVESCO EXCHANGE TRADED FD T | $4.0M | 1.99% | 52,782 | Trimmed |
| 16 | QQQ | INVESCO QQQ TR | $3.4M | 1.69% | 5,915 | Added |
| 17 | IMCG | ISHARES TR | $3.1M | 1.52% | 38,935 | Trimmed |
| 18 | JMUB | J P MORGAN EXCHANGE TRADED F | $2.8M | 1.37% | 55,401 | Trimmed |
| 19 | IWF | ISHARES TR | $2.4M | 1.17% | 5,557 | Trimmed |
| 20 | SPSM | SPDR SERIES TRUST | $1.8M | 0.89% | 37,011 | Trimmed |
| 21 | IAU | ISHARES GOLD TR | $1.3M | 0.63% | 14,344 | Hold |
| 22 | NVDA | NVIDIA CORPORATION | $697,528 | 0.35% | 3,999 | Added |
| 23 | FCNCA | FIRST CTZNS BANCSHARES INC D | $581,672 | 0.29% | 308 | Hold |
| 24 | JEPQ | J P MORGAN EXCHANGE TRADED F | $594,415 | 0.29% | 10,706 | Added |
| 25 | SLVO | UBS AG | $579,014 | 0.29% | 6,516 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR