account_balance

Investment manager · 13F filer · SEC CIK 1964829

Marmo Financial Group, LLC

Reported value$202Mas of Mar 31, 2026
Positions38
Top 10 weight78.4%SPY alone is 16%
FiledApr 2323 days after quarter end

Portfolio · as of Mar 31, 2026

Where the money is

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 16.1%
VUG Vanguard Index FDS 14.3%
MGV Vanguard World Fd 10.9%
VBR Vanguard Index FDS 9.2%
QQQM Invesco Exch Traded Fd Tr II 9.0%
VFH Vanguard World Fd 6.1%
VCLT Vanguard Scottsdale FDS 3.8%
IGSB iShares Tr 3.6%
FDVV Fidelity Covington Trust 2.9%
JPIB J P Morgan Exchange Traded F 2.6%
SPHY SPDR Series Trust 2.4%
SPSB SPDR Series Trust 2.4%

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist