Marmo Financial Group, LLC

Est. AUM

$201.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STATE STR SPDR S&P 500 ETF T	TR UNIT	$32.4M	49866	16.06%	SOLE
2	VANGUARD INDEX FDS	GROWTH ETF	$28.9M	66196	14.32%	SOLE
3	VANGUARD WORLD FD	MEGA CAP VAL ETF	$21.9M	151239	10.86%	SOLE
4	VANGUARD INDEX FDS	SM CP VAL ETF	$18.5M	85317	9.18%	SOLE
5	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$18.1M	76059	8.95%	SOLE
6	VANGUARD WORLD FD	FINANCIALS ETF	$12.4M	102669	6.14%	SOLE
7	VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$7.7M	103011	3.81%	SOLE
8	ISHARES TR	ISHS 1-5YR INVS	$7.3M	138988	3.62%	SOLE
9	FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$5.8M	105667	2.89%	SOLE
10	J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$5.3M	109996	2.61%	SOLE
11	SPDR SERIES TRUST	STATE STREET SPD	$4.9M	210426	2.43%	SOLE
12	SPDR SERIES TRUST	STATE STREET SPD	$4.8M	161212	2.40%	SOLE
13	J P MORGAN EXCHANGE TRADED F	INCOME ETF	$4.6M	100326	2.29%	SOLE
14	VANGUARD BD INDEX FDS	INTERMED TERM	$4.1M	53609	2.05%	SOLE
15	INVESCO EXCHANGE TRADED FD T	S&P SMLCP MOMENT	$4.0M	52782	1.99%	SOLE
16	INVESCO QQQ TR	UNIT SER 1	$3.4M	5915	1.69%	SOLE
17	ISHARES TR	MRGSTR MD CP GRW	$3.1M	38935	1.52%	SOLE
18	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$2.8M	55401	1.37%	SOLE
19	ISHARES TR	RUS 1000 GRW ETF	$2.4M	5557	1.17%	SOLE
20	SPDR SERIES TRUST	STATE STREET SPD	$1.8M	37011	0.89%	SOLE
21	ISHARES GOLD TR	ISHARES NEW	$1.3M	14344	0.63%	SOLE
22	NVIDIA CORPORATION	COM	$698K	3999	0.35%	SOLE
23	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$594K	10706	0.29%	SOLE
24	FIRST CTZNS BANCSHARES INC D	CL A	$582K	308	0.29%	SOLE
25	UBS AG	ETRACS SILVER SH	$579K	6516	0.29%	SOLE
26	APPLE INC	COM	$524K	2065	0.26%	SOLE
27	MICROSOFT CORP	COM	$424K	1144	0.21%	SOLE
28	AFLAC INC	COM	$357K	3256	0.18%	SOLE
29	SPDR GOLD TR	GOLD SHS	$326K	757	0.16%	SOLE
30	GENERAL DYNAMICS CORP	COM	$315K	919	0.16%	SOLE
31	STATE STR SPDR DOW JONES IND	UT SER 1	$299K	645	0.15%	SOLE
32	ISHARES TR	CORE S&P500 ETF	$273K	418	0.14%	SOLE
33	NEOS ETF TRUST	NEOS S&P 500 HI	$244K	4946	0.12%	SOLE
34	AMAZON COM INC	COM	$241K	1155	0.12%	SOLE
35	ALPHABET INC	CAP STK CL C	$222K	775	0.11%	SOLE
36	WALMART INC	COM	$216K	1737	0.11%	SOLE
37	INVESCO EXCH TRADED FD TR II	S&P 500 REVENUE	$210K	1828	0.10%	SOLE
38	FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$202K	968	0.10%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.