Marmo Financial Group, LLC

Q4 2025 13F Holdings

  • Location
    johnson city, TN
  • Num holdings

    38

  • Value ($000)

    $211,280

  • Date Filed
    02/03/2026
  • Form type
    13F-HR
  • CIK
    0001964829
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPY

SPDR S&P 500 ETF TR

TR UNIT
$34.51M
16 %

50,600

VUG

VANGUARD INDEX FDS

GROWTH ETF
$32.2M
15 %

65,993

MGV

VANGUARD WORLD FD

MEGA CAP VAL ETF
$21.28M
10 %

150,749

QQQM

INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF
$19.43M
9 %

76,818

VBR

VANGUARD INDEX FDS

SM CP VAL ETF
$18.04M
9 %

85,159

---

VANGUARD WORLD FD

FINANCIALS ETF
$13.72M
7 %

102,796

VCLT

VANGUARD SCOTTSDALE FDS

LG-TERM COR BD
$8.05M
4 %

106,169

IGSB

ISHARES TR

ISHS 1-5YR INVS
$7.54M
4 %

142,550

FDVV

FIDELITY COVINGTON TRUST

HIGH DIVID ETF
$6.21M
3 %

109,552

JPIB

J P MORGAN EXCHANGE TRADED F

INTL BD OPP ETF
$5.42M
3 %

111,271

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