StockDriftsStockDriftsTop 38 Marmo Financial Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 16.06% | 49.9K | $32.4M | -1.45%(-734) | $388.93(+90.86%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 14.32% | 66.2K | $28.9M | +0.31%(+203) | $64.18(+36.35%) | 2026-03-31 | |
| MGV | VANGUARD WORLD FD | 10.86% | 151.2K | $21.9M | +0.33%(+490) | $111.06(+39.71%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 9.18% | 85.3K | $18.5M | +0.19%(+158) | $201.97(+13.89%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 8.95% | 76.1K | $18.1M | -0.99%(-759) | $167.94(+75.16%) | 2026-03-31 | |
| VFH | VANGUARD WORLD FD | 6.14% | 102.7K | $12.4M | -0.12%(-127) | $108.61(+15.09%) | 2026-03-31 | |
| VCLT | VANGUARD SCOTTSDALE FDS | 3.81% | 103.0K | $7.7M | -2.97%(-3.16K) | $76.95(-3.19%) | 2026-03-31 | |
| IGSB | ISHARES TR | 3.62% | 139.0K | $7.3M | -2.50%(-3.56K) | $52.08(+0.57%) | 2026-03-31 | |
| FDVV | FIDELITY COVINGTON TRUST | 2.89% | 105.7K | $5.8M | -3.55%(-3.88K) | $39.42(+50.69%) | 2026-03-31 | |
| JPIB | J P MORGAN EXCHANGE TRADED F | 2.61% | 110.0K | $5.3M | -1.15%(-1.27K) | $47.76(+0.28%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (13 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.41% | +45.86% | — | — | +45.03% |
| Top 20 Holdings Unweighted | +11.15% | +37.33% | — | — | +41.15% |
Marmo Financial Group, LLC reports $201.89M in US-listed equity holdings across 38 positions in its most recent 13F filing. Its largest disclosed positions are SPY (16.1%), VUG (14.3%) and MGV (10.9%). The top 20 holdings account for 96.24% of reported assets. Its disclosed equity book has returned +45.86% on a three-year cumulative basis. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Marmo Financial Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1964829). View Marmo Financial Group, LLC’s 13F filings on SEC