Marmo Financial Group, LLC
CIK: 0001964829SEC EDGAR →
Portfolio Value
$211.3M
Holdings
38
As of
Q4 2025
New Positions
38
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 50,600 | $34.5M | 16.33% |
| 2 | VANGUARD INDEX FDS | 65,993 | $32.2M | 15.24% |
| 3 | VANGUARD WORLD FD | 150,749 | $21.3M | 10.07% |
| 4 | INVESCO EXCH TRADED FD TR II | 76,818 | $19.4M | 9.20% |
| 5 | VANGUARD INDEX FDS | 85,159 | $18.0M | 8.54% |
| 6 | VANGUARD WORLD FD | 102,796 | $13.7M | 6.49% |
| 7 | VANGUARD SCOTTSDALE FDS | 106,169 | $8.1M | 3.81% |
| 8 | ISHARES TR | 142,550 | $7.5M | 3.57% |
| 9 | FIDELITY COVINGTON TRUST | 109,552 | $6.2M | 2.94% |
| 10 | J P MORGAN EXCHANGE TRADED F | 111,271 | $5.4M | 2.56% |
Quarterly Changes
New Positions (38)
$34.5M · 51K shares
$32.2M · 66K shares
$21.3M · 151K shares
$19.4M · 77K shares
$18.0M · 85K shares
$13.7M · 103K shares
$8.1M · 106K shares
$7.5M · 143K shares
$6.2M · 110K shares
$5.4M · 111K shares
$5.1M · 214K shares
$4.9M · 163K shares
$4.7M · 102K shares
$4.2M · 54K shares
$4.0M · 56K shares
$3.6M · 6K shares
$3.2M · 40K shares
$2.9M · 57K shares
$2.8M · 6K shares
$1.8M · 38K shares
$1.2M · 14K shares
$711K · 4K shares
$670K · 7K shares
$661K · 308 shares
$616K · 11K shares
$553K · 1K shares
$538K · 2K shares
$357K · 3K shares
$309K · 919 shares
$300K · 757 shares
$285K · 417 shares
$267K · 1K shares
$259K · 5K shares
$243K · 775 shares
$217K · 967 shares
$213K · 2K shares
$207K · 193 shares
$200K · 830 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 27 | $203.2M | 96.2% |
| Unknown | 3 | $5.0M | 2.4% |
| Technology | 3 | $1.8M | 0.9% |
| Consumer Cyclical | 2 | $467K | 0.2% |
| Industrials | 1 | $309K | 0.1% |
| Communication Services | 1 | $243K | 0.1% |
| Healthcare | 1 | $207K | 0.1% |