Data as of Q4 2025 (Dec 31, 2025)

Marmo Financial Group, LLC

•CIK: 1964829•Filing: Q4 2025

**Marmo Financial Group, LLC** manages $211M across a portfolio of 38 distinct positions. The strategy exhibits a significant tilt toward broad market exposure, evidenced by top holdings including SPY ($34.5M) and VUG ($32.2M). Further concentration is visible in factor-tilted ETFs, notably MGV ($21.3M) and QQQM ($19.4M). This allocation suggests a core focus on large-cap growth and established market indices.

Total AUM
$211.3M
QoQ Performance
+2.3%
Positions
26
Top 10 Concentration
78.8%
Latest Filing
Q4 2025

Top Holdings Allocation

SPY
VUG
MGV
QQQM
VBR
VFH
SPY16.3%
VUG15.2%
MGV10.1%
QQQM9.2%
VBR8.5%
VFH6.5%
VCLT3.8%
IGSB3.6%

📈 Biggest Buys

SLVO
UBS AG
NEW
0.3% of portfolio
JEPQ
J P MORGAN EXCHANGE TRADED F
NEW
0.3% of portfolio
NVDA
NVIDIA CORPORATION
+109.6%
0.3% of portfolio
GD
GENERAL DYNAMICS CORP
NEW
0.1% of portfolio
AMZN
AMAZON COM INC
NEW
0.1% of portfolio

📉 Biggest Sells

SPY
SPDR S&P 500 ETF TR
-1.7%
16.3% of portfolio
QQQM
INVESCO EXCH TRADED FD TR II
-1.8%
9.2% of portfolio
XSMO
INVESCO EXCHANGE TRADED FD T
-5.8%
1.9% of portfolio
VUG
VANGUARD INDEX FDS
-0.5%
15.2% of portfolio
FDVV
FIDELITY COVINGTON TRUST
-2.5%
2.9% of portfolio

Sector Breakdown

Other82.2%
ETF16.5%
Technology1.0%
Consumer0.2%
Healthcare0.1%

Changes from Q3 2025

NEW7 new positions
↑18 increased
↓10 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

SPY16.3%
SPDR S&P 500 ETF TR
$34.5M
VUG15.2%
VANGUARD INDEX FDS
$32.2M
MGV10.1%
VANGUARD WORLD FD
$21.3M
QQQM9.2%
INVESCO EXCH TRADED FD TR II
$19.4M
VBR8.5%
VANGUARD INDEX FDS
$18.0M

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