Marmo Financial Group, LLC

Q3 2025 13F Holdings

  • Location
    johnson city, TN
  • Num holdings

    31

  • Value ($000)

    $206,462

  • Date Filed
    10/24/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$34.28M
17 %

51,451

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
$31.82M
15 %

66,340

MGV
MGV

VANGUARD WORLD FD

MEGA CAP VAL ETF
$20.68M
10 %

150,103

QQQM
QQQM

INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF
$19.32M
9 %

78,198

VBR
VBR

VANGUARD INDEX FDS

SM CP VAL ETF
$17.59M
9 %

84,273

---

VANGUARD WORLD FD

FINANCIALS ETF
$13.46M
7 %

102,566

VCLT
VCLT

VANGUARD SCOTTSDALE FDS

LG-TERM COR BD
$8.09M
4 %

104,237

IGSB
IGSB

ISHARES TR

ISHS 1-5YR INVS
$7.48M
4 %

141,125

FDVV
FDVV

FIDELITY COVINGTON TRUST

HIGH DIVID ETF
$6.26M
3 %

112,326

JPIB
JPIB

J P MORGAN EXCHANGE TRADED F

INTL BD OPP ETF
$5.41M
3 %

110,330

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