Marmo Financial Group, LLC
CIK 0001964829 · JOHNSON CITY, TN · Quarter end: 2026-03-31 · Filed on: 2026-04-23 · Open the SEC source ↗
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
Top Holdings
SPY
STATE STR SPDR S&P 500 ETF T
16.1%
VUG
VANGUARD INDEX FDS
14.3%
MGV
VANGUARD WORLD FD
10.9%
VBR
VANGUARD INDEX FDS
9.2%
QQQM
INVESCO EXCH TRADED FD TR II
9.0%
VFH
VANGUARD WORLD FD
6.1%
VCLT
VANGUARD SCOTTSDALE FDS
3.8%
IGSB
ISHARES TR
3.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.