Marmo Financial Group, LLC

CIK 0001964829 · JOHNSON CITY, TN · Quarter end: 2026-03-31 · Filed on: 2026-04-23 · Open the SEC source

Marmo Financial Group, LLC reported 38 positions worth $201.9M as of March 31, 2026 (13F filed April 23, 2026). Largest holding: SPY (16.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$201.9M
2026 Q1
Positions
38
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
78.4%
Est. Net Flow (Q)
2026 Q1
10 / 38 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPYSTATE STR SPDR S&P 500 ETF TSH$32.4M16.06%49,866
2VUGVANGUARD INDEX FDSSH$28.9M14.32%66,196
3MGVVANGUARD WORLD FDSH$21.9M10.86%151,239
4VBRVANGUARD INDEX FDSSH$18.5M9.18%85,317
5QQQMINVESCO EXCH TRADED FD TR IISH$18.1M8.95%76,059
6VFHVANGUARD WORLD FDSH$12.4M6.14%102,669
7VCLTVANGUARD SCOTTSDALE FDSSH$7.7M3.81%103,011
8IGSBISHARES TRSH$7.3M3.62%138,988
9FDVVFIDELITY COVINGTON TRUSTSH$5.8M2.89%105,667
10JPIBJ P MORGAN EXCHANGE TRADED FSH$5.3M2.61%109,996

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Marmo Financial Group, LLC hold as of Q1 2026?

Marmo Financial Group, LLC reported 38 positions worth $201.9M in its Q1 2026 13F filing. Largest positions: SPY (16.1%), VUG (14.3%), MGV (10.9%), VBR (9.2%) and QQQM (9.0%).

What did Marmo Financial Group, LLC buy in Q1 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Marmo Financial Group, LLC sell in Q1 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.