Marmo Financial Group, LLC
CIK: 0001964829SEC EDGAR →
Portfolio Value
$211.3B
Holdings
38
As of
Q4 2025
New Positions
38
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 50,600 | $34.5B | 16.33% |
| 2 | VANGUARD INDEX FDS | 65,993 | $32.2B | 15.24% |
| 3 | VANGUARD WORLD FD | 150,749 | $21.3B | 10.07% |
| 4 | INVESCO EXCH TRADED FD TR II | 76,818 | $19.4B | 9.20% |
| 5 | VANGUARD INDEX FDS | 85,159 | $18.0B | 8.54% |
| 6 | VANGUARD WORLD FD | 102,796 | $13.7B | 6.49% |
| 7 | VANGUARD SCOTTSDALE FDS | 106,169 | $8.1B | 3.81% |
| 8 | ISHARES TR | 142,550 | $7.5B | 3.57% |
| 9 | FIDELITY COVINGTON TRUST | 109,552 | $6.2B | 2.94% |
| 10 | J P MORGAN EXCHANGE TRADED F | 111,271 | $5.4B | 2.56% |
Quarterly Changes
New Positions (38)
$34.5B · 51K shares
$32.2B · 66K shares
$21.3B · 151K shares
$19.4B · 77K shares
$18.0B · 85K shares
$13.7B · 103K shares
$8.1B · 106K shares
$7.5B · 143K shares
$6.2B · 110K shares
$5.4B · 111K shares
$5.1B · 214K shares
$4.9B · 163K shares
$4.7B · 102K shares
$4.2B · 54K shares
$4.0B · 56K shares
$3.6B · 6K shares
$3.2B · 40K shares
$2.9B · 57K shares
$2.8B · 6K shares
$1.8B · 38K shares
$1.2B · 14K shares
$711.0M · 4K shares
$670.0M · 7K shares
$661.0M · 308 shares
$616.0M · 11K shares
$553.0M · 1K shares
$538.0M · 2K shares
$357.0M · 3K shares
$309.0M · 919 shares
$300.0M · 757 shares
$285.0M · 417 shares
$267.0M · 1K shares
$259.0M · 5K shares
$243.0M · 775 shares
$217.0M · 967 shares
$213.0M · 2K shares
$207.0M · 193 shares
$200.0M · 830 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 27 | $203.2B | 96.2% |
| Unknown | 3 | $5.0B | 2.4% |
| Technology | 3 | $1.8B | 0.9% |
| Consumer Cyclical | 2 | $467.0M | 0.2% |
| Industrials | 1 | $309.0M | 0.1% |
| Communication Services | 1 | $243.0M | 0.1% |
| Healthcare | 1 | $207.0M | 0.1% |