Marmo Financial Group, LLC Top Holdings and 13F Report (2026) About Marmo Financial Group, LLCInvestment ActivityMarmo Financial Group, LLC has $201.89 million in total holdings as of March 31, 2026.Marmo Financial Group, LLC owns shares of 38 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 0.42% of the portfolio was purchased this quarter.About 1.30% of the portfolio was sold this quarter.This quarter, Marmo Financial Group, LLC has purchased 38 new stocks and bought additional shares in 11 stocks.Marmo Financial Group, LLC sold shares of 19 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $32,430,634Vanguard Growth ETF $28,914,250Vanguard Mega Cap Value ETF $21,922,252Vanguard Small-Cap Value ETF $18,535,517Invesco NASDAQ 100 ETF $18,073,363 Largest New Holdings this Quarter 78467X109 - SPDR Dow Jones Industrial Average ETF Trust $299,144 Holding931142103 - WALMART INC $215,896 Holding Largest Purchases this Quarter SPDR Dow Jones Industrial Average ETF Trust 645 shares (about $299.14K)WALMART INC 1,737 shares (about $215.90K)Vanguard Growth ETF 203 shares (about $88.67K)Invesco QQQ 130 shares (about $75.05K)Vanguard Mega Cap Value ETF 490 shares (about $71.03K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 734 shares (about $477.36K)Vanguard Long-Term Corporate Bond ETF 3,158 shares (about $235.97K)Fidelity High Dividend ETF 3,885 shares (about $214.61K)Invesco S&P SmallCap Momentum ETF 2,815 shares (about $214.00K)iShares 1-5 Year Investment Grade Corporate Bond ETF 3,562 shares (about $187.22K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMarmo Financial Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$32,430,634$477,361 ▼-1.5%49,86616.1%FinanceVUGVanguard Growth ETF$28,914,250$88,670 ▲0.3%66,19614.3%ETFMGVVanguard Mega Cap Value ETF$21,922,252$71,026 ▲0.3%151,23910.9%ETFVBRVanguard Small-Cap Value ETF$18,535,517$34,326 ▲0.2%85,3179.2%ETFQQQMInvesco NASDAQ 100 ETF$18,073,363$180,356 ▼-1.0%76,0599.0%ETFVFHVanguard Financials ETF$12,403,576$15,343 ▼-0.1%102,6696.1%ETFVCLTVanguard Long-Term Corporate Bond ETF$7,697,096$235,969 ▼-3.0%103,0113.8%ManufacturingIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$7,305,258$187,220 ▼-2.5%138,9883.6%ManufacturingFDVVFidelity High Dividend ETF$5,837,065$214,608 ▼-3.5%105,6672.9%ETFJPIBJPMorgan International Bond Opportunities ETF$5,260,060$60,971 ▼-1.1%109,9962.6%ETFSPHYSPDR Portfolio High Yield Bond ETF$4,907,157$81,201 ▼-1.6%210,4262.4%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$4,847,669$62,305 ▼-1.3%161,2122.4%ETFJPIEJPMorgan Income ETF$4,622,066$60,491 ▼-1.3%100,3262.3%ETFBIVVanguard Intermediate-Term Bond ETF$4,137,677$56,575 ▼-1.3%53,6092.0%ETFXSMOInvesco S&P SmallCap Momentum ETF$4,012,522$213,998 ▼-5.1%52,7822.0%ETFQQQInvesco QQQ$3,414,799$75,051 ▲2.2%5,9151.7%FinanceIMCGiShares Morningstar Mid-Cap Growth ETF$3,067,006$47,106 ▼-1.5%38,9351.5%ETFJMUBJPMorgan Municipal ETF$2,769,532$74,736 ▼-2.6%55,4011.4%ETFIWFiShares Russell 1000 Growth ETF$2,369,634$147,542 ▼-5.9%5,5571.2%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,788,445$68,521 ▼-3.7%37,0110.9%ETFIAUiShares Gold Trust$1,264,5670.0%14,3440.6%FinanceNVDANVIDIA$697,528$32,269 ▲4.9%3,9990.3%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$594,415$5,441 ▲0.9%10,7060.3%ETFFCNCAFirst Citizens BancShares$581,6720.0%3080.3%FinanceSLVOETRACS Silver Shares Covered Call ETN$579,014$17,328 ▼-2.9%6,5160.3%ManufacturingAAPLApple$524,112$21,066 ▲4.2%2,0650.3%Computer and TechnologyMSFTMicrosoft$423,862$371 ▲0.1%1,1440.2%Computer and TechnologyAFLAflac$357,318$1,866 ▲0.5%3,2560.2%FinanceGLDSPDR Gold Shares$325,7300.0%7570.2%FinanceGDGeneral Dynamics$315,4320.0%9190.2%AerospaceDIASPDR Dow Jones Industrial Average ETF Trust$299,144$299,144 ▲New Holding6450.1%FinanceIVViShares Core S&P 500 ETF$273,305$654 ▲0.2%4180.1%ETFSPYINEOS S&P 500 High Income ETF$244,1840.0%4,9460.1%ETFAMZNAmazon.com$240,552$833 ▼-0.3%1,1550.1%Retail/WholesaleGOOGAlphabet$222,3310.0%7750.1%Computer and TechnologyWALMART INC$215,896$215,896 ▲New Holding1,7370.1%COMRWLInvesco S&P 500 Revenue ETF$210,075$4,597 ▼-2.1%1,8280.1%ETFFTECFidelity MSCI Information Technology Index ETF$201,516$208 ▲0.1%9680.1%ETFLLYEli Lilly and Company$0$207,434 ▼-100.0%00.0%MedicalLOWLowe's Companies$0$200,298 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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