Marmo Financial Group, LLC

Q1 2026 13F Holdings

  • Location
    johnson city, TN
  • Num holdings

    38

  • Value ($000)

    $201,886

  • Date Filed
    04/23/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
$32.43M
16 %

49,866

VUG

VANGUARD INDEX FDS

GROWTH ETF
$28.91M
14 %

66,196

MGV

VANGUARD WORLD FD

MEGA CAP VAL ETF
$21.92M
11 %

151,239

VBR

VANGUARD INDEX FDS

SM CP VAL ETF
$18.54M
9 %

85,317

QQQM

INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF
$18.07M
9 %

76,059

---

VANGUARD WORLD FD

FINANCIALS ETF
$12.4M
6 %

102,669

VCLT

VANGUARD SCOTTSDALE FDS

LG-TERM COR BD
$7.7M
4 %

103,011

IGSB

ISHARES TR

ISHS 1-5YR INVS
$7.31M
4 %

138,988

FDVV

FIDELITY COVINGTON TRUST

HIGH DIVID ETF
$5.84M
3 %

105,667

JPIB

J P MORGAN EXCHANGE TRADED F

INTL BD OPP ETF
$5.26M
3 %

109,996

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