StockDrifts LogoStockDrifts

Marmo Financial Group, LLC

Portfolio Manager
Marmo Financial Group, LLC
Performance
-3.57% (2026 Q1)
AUM (13F)
$201.89M
# of Holdings
38
Performance Rank
Allocation (Top 20)
96.24%

Marmo Financial Group, LLC Holdings Map

Top 38 Marmo Financial Group, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPY
STATE STR SPDR S&P 500 ETF T
16.06%49.9K$32.4M
-1.45%(-734)
2025-Q1: 56.9K shares2025-Q2: 57.5K shares2025-Q3: 51.5K shares2025-Q4: 50.6K shares2026-Q1: 49.9K shares
$388.93(+90.86%)
2026-03-31
VUG
VANGUARD INDEX FDS
14.32%66.2K$28.9M
+0.31%(+203)
2025-Q1: 62.5K shares2025-Q2: 62.8K shares2025-Q3: 66.3K shares2025-Q4: 66.0K shares2026-Q1: 66.2K shares
$64.18(+36.35%)
2026-03-31
MGV
VANGUARD WORLD FD
10.86%151.2K$21.9M
+0.33%(+490)
2025-Q1: 165.5K shares2025-Q2: 168.1K shares2025-Q3: 150.1K shares2025-Q4: 150.7K shares2026-Q1: 151.2K shares
$111.06(+39.71%)
2026-03-31
VBR
VANGUARD INDEX FDS
9.18%85.3K$18.5M
+0.19%(+158)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 84.3K shares2025-Q4: 85.2K shares2026-Q1: 85.3K shares
$201.97(+13.89%)
2026-03-31
QQQM
INVESCO EXCH TRADED FD TR II
8.95%76.1K$18.1M
-0.99%(-759)
2025-Q1: 74.6K shares2025-Q2: 74.5K shares2025-Q3: 78.2K shares2025-Q4: 76.8K shares2026-Q1: 76.1K shares
$167.94(+75.16%)
2026-03-31
VFH
VANGUARD WORLD FD
6.14%102.7K$12.4M
-0.12%(-127)
2025-Q1: 93.0K shares2025-Q2: 94.6K shares2025-Q3: 102.6K shares2025-Q4: 102.8K shares2026-Q1: 102.7K shares
$108.61(+15.09%)
2026-03-31
VCLT
VANGUARD SCOTTSDALE FDS
3.81%103.0K$7.7M
-2.97%(-3.16K)
2025-Q1: 128.2K shares2025-Q2: 127.9K shares2025-Q3: 104.2K shares2025-Q4: 106.2K shares2026-Q1: 103.0K shares
$76.95(-3.19%)
2026-03-31
IGSB
ISHARES TR
3.62%139.0K$7.3M
-2.50%(-3.56K)
2025-Q1: 133.7K shares2025-Q2: 136.5K shares2025-Q3: 141.1K shares2025-Q4: 142.6K shares2026-Q1: 139.0K shares
$52.08(+0.57%)
2026-03-31
FDVV
FIDELITY COVINGTON TRUST
2.89%105.7K$5.8M
-3.55%(-3.88K)
2025-Q1: 113.3K shares2025-Q2: 117.1K shares2025-Q3: 112.3K shares2025-Q4: 109.6K shares2026-Q1: 105.7K shares
$39.42(+50.69%)
2026-03-31
JPIB
J P MORGAN EXCHANGE TRADED F
2.61%110.0K$5.3M
-1.15%(-1.27K)
2025-Q1: 102.0K shares2025-Q2: 101.6K shares2025-Q3: 110.3K shares2025-Q4: 111.3K shares2026-Q1: 110.0K shares
$47.76(+0.28%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Marmo Financial Group, LLC, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all