Q1 2026 13F · SEC CIK 1964829

Marmo Financial Group, LLC

Wealth managerFiled 2026-04-23 for Q1 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $201.9M
Reported positions: 38
Top holdings a year, 3 yrs: +16.5%
Average holding period: 2.5 yrs

Marmo Financial Group, LLC is a wealth manager that reported 38 positions worth $201.9M in its Q1 2026 13F, filed 2026-04-23. Its largest holdings were State Str Spdr S&p 500 ETF T (SPY, 16.1%), Vanguard Index Fds (VUG, 14.3%), Vanguard World Fd (MGV, 10.9%). A portfolio copying its top holdings returned 16.5% a year over the last 3 years, against 20.4% for the S&P 500.

Marmo Financial Group, LLC holdings all 38 positions.

Weights are shares of the filer's total reported 13F value, compared with Q4 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Marmo Financial Group, LLC 13F holdings
Stock	% of 13F value	Q4 2025	Shares	Share change	Reported value
SPYState Str Spdr S&p 500 ETF T	16.1%	16.3%	49,866	-1.5%	$32.4M
VUGVanguard Index Fds	14.3%	15.2%	66,196	+0.3%	$28.9M
MGVVanguard World Fd	10.9%	10.1%	151,239	+0.3%	$21.9M
VBRVanguard Index Fds	9.2%	8.5%	85,317	+0.2%	$18.5M
QQQMInvesco Exch Traded Fd Tr II	9.0%	9.2%	76,059	-1.0%	$18.1M
VFHVanguard World Fd	6.1%	6.5%	102,669	-0.1%	$12.4M
VCLTVanguard Long-Term Corporate Bond ETF	3.8%	3.8%	103,011	-3.0%	$7.7M
IGSBIshares Tr	3.6%	3.6%	138,988	-2.5%	$7.3M
FDVVFidelity Covington Trust	2.9%	2.9%	105,667	-3.5%	$5.8M
JPIBJ P Morgan Exchange Traded F	2.6%	2.6%	109,996	-1.1%	$5.3M
SPHYSpdr Series Trust	2.4%	2.4%	210,426	-1.6%	$4.9M
SPSBSpdr Series Trust	2.4%	2.3%	161,212	-1.3%	$4.8M
JPIEJpmorgan Income ETF	2.3%	2.2%	100,326	-1.3%	$4.6M
BIVVanguard Bd Index Fds	2.0%	2.0%	53,609	-1.3%	$4.1M
XSMOInvesco Exchange Traded Fd T	2.0%	1.9%	52,782	-5.1%	$4.0M
QQQInvesco Qqq Tr	1.7%	1.7%	5,915	+2.2%	$3.4M
IMCGIshares Tr	1.5%	1.5%	38,935	-1.5%	$3.1M
JMUBJ P Morgan Exchange Traded F	1.4%	1.4%	55,401	-2.6%	$2.8M
IWFIshares Tr	1.2%	1.3%	5,557	-5.9%	$2.4M
SPSMSpdr Series Trust	0.9%	0.9%	37,011	-3.7%	$1.8M
IAUIshares Gold Tr	0.6%	0.6%	14,344	+0.0%	$1.3M
NVDANvidia Corporation	0.3%	0.3%	3,999	+4.9%	$698K
JEPQJ P Morgan Exchange Traded F	0.3%	0.3%	10,706	+0.9%	$594K
FCNCAFirst Ctzns Bancshares Cl A	0.3%	0.3%	308	+0.0%	$582K
SLVOUbs AG	0.3%	0.3%	6,516	-2.9%	$579K
AAPLApple Inc	0.3%	0.3%	2,065	+4.2%	$524K
MSFTMicrosoft Corp	0.2%	0.3%	1,144	+0.1%	$424K
AFLAflac Inc	0.2%	0.2%	3,256	+0.5%	$357K
GLDSpdr Gold Tr	0.2%	0.1%	757	+0.0%	$326K
GDGeneral Dynamics Corp	0.2%	0.1%	919	+0.0%	$315K
DIASpdr Dow Jones Indl Average	0.1%	New	645	—	$299K
IVVIshares Tr	0.1%	0.1%	418	+0.2%	$273K
SPYINeos ETF Trust	0.1%	0.1%	4,946	+0.0%	$244K
AMZNAmazon Com Inc	0.1%	0.1%	1,155	-0.3%	$241K
GOOGAlphabet Inc	0.1%	0.1%	775	+0.0%	$222K
WMTWalmart Inc	0.1%	New	1,737	—	$216K
RWLInvesco Exch Traded Fd Tr II	0.1%	0.1%	1,828	-2.1%	$210K
FTECFidelity Covington Trust	0.1%	0.1%	968	+0.1%	$202K

What Marmo Financial Group, LLC bought and sold in Q1 2026, against Q4 2025.

New positions

DIA Spdr Dow Jones Indl Average0.1% of 13F
WMT Walmart Inc0.1% of 13F

Added to

No position grew by more than 5%.

Reduced

IWF Ishares Tr-5.9% shares
XSMO Invesco Exchange Traded Fd T-5.1% shares

Sold out

LLY Eli Lilly & Cowas 0.1%
LOW Lowes Cos Incwas 0.1%

Share counts compared with the Q4 2025 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +15.7% /yr; S&P 500 +20.1%
3 years: +16.5% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q1 2026	$201.9M	38
Q4 2025	$211.3M	38
Q3 2025	$206.5M	31
Q2 2025	$200.8M	29
Q1 2025	$182.8M	27
Q4 2024	$185.2M	27
Q3 2024	$187.4M	28
Q2 2024	$165.4M	28
Q1 2024	$164.4M	28
Q4 2023	$131.7M	19
Q3 2023	$105.4M	17
Q2 2023	$110.6M	18

Questions about Marmo Financial Group, LLC's portfolio

What stocks does Marmo Financial Group, LLC own?

Marmo Financial Group, LLC's latest 13F, for Q1 2026 and filed Apr 23, 2026, lists 38 positions worth $201.9M. The largest are State Str Spdr S&p 500 ETF T (SPY) at 16.1%, Vanguard Index Fds (VUG) at 14.3%, Vanguard World Fd (MGV) at 10.9%, Vanguard Index Fds (VBR) at 9.2% and Invesco Exch Traded Fd Tr II (QQQM) at 9.0%.

What did Marmo Financial Group, LLC buy last quarter?

In Q1 2026, Marmo Financial Group, LLC added a new position in Spdr Dow Jones Indl Average (DIA) and a new position in Walmart Inc (WMT), compared with its Q4 2025 filing.

What did Marmo Financial Group, LLC sell last quarter?

In Q1 2026, Marmo Financial Group, LLC sold all of Eli Lilly & Co (LLY), sold all of Lowes Cos Inc (LOW), Ishares Tr (IWF) (-5.9% shares) and Invesco Exchange Traded Fd T (XSMO) (-5.1% shares), compared with its Q4 2025 filing.

How has Marmo Financial Group, LLC's portfolio performed?

A portfolio copying Marmo Financial Group, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.7% against +20.1%.

When is Marmo Financial Group, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Marmo Financial Group, LLC's filing for the quarter ending Jun 30, 2026 was due by Aug 14, 2026; this page updates once it is processed.