13F Insight
DOSSIER · 13F-HR · Q1 2026

Marmo Financial Group, LLC

$202M in tracked AUM across 38 positions as of Q1 2026.

MF
CIK 0001964829 · last filed Mar 31, 2026
Total AUM
$202M
as of Q1 2026
Holdings
38
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Marmo Financial Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$32M50K16.1%02
VUG
VANGUARD INDEX FDS
$29M66K14.3%03
MGV
VANGUARD WORLD FD
$22M151K10.9%04
VBR
VANGUARD INDEX FDS
$19M85K9.2%05
QQQM
INVESCO EXCH TRADED FD TR II
$18M76K9.0%06
VFH
VANGUARD WORLD FD
$12M103K6.1%07
VCLT
VANGUARD SCOTTSDALE FDS
$8M103K3.8%08
IGSB
ISHARES TR
$7M139K3.6%09
FDVV
FIDELITY COVINGTON TRUST
$6M106K2.9%10
JPIB
J P MORGAN EXCHANGE TRADED F
$5M110K2.6%

Filing history

2026Q1Mar 31
$202M▼ 4.4%
38 positionsView →2025Q4Dec 31
$211M▲ 2.3%
38 positionsView →2025Q3Sep 30
$206M▲ 2.8%
31 positionsView →2025Q2Jun 30
$201M▲ 9.9%
29 positionsLocked2025Q1Mar 31
$183M▼ 1.3%
27 positionsLocked2024Q4Dec 31
$185M▼ 1.2%
27 positionsLocked2024Q3Sep 30
$187M▲ 13.3%
28 positionsLocked2024Q2Jun 30
$165M▲ 0.6%
28 positionsLocked2024Q1Mar 31
$164M▲ 24.8%
28 positionsLocked2023Q4Dec 31
$132M▲ 25.0%
19 positionsLocked2023Q3Sep 30
$105M▼ 4.7%
17 positionsLocked2023Q2Jun 30
$111M▲ 5.3%
18 positionsLocked
Showing 12 of 14