Latest Marmo Financial Group, LLC Stock Portfolio

Marmo Financial Group, LLC Performance:

2025 Q4: 1.31%YTD: 11.7%2024: 12.68%

Performance for 2025 Q4 is 1.31%, and YTD is 11.7%, and 2024 is 12.68%.

About Marmo Financial Group, LLC and 13F Hedge Fund Stock Holdings

Marmo Financial Group, LLC is a hedge fund based in Johnson City, TN. On 2026-02-03, the fund reported it's updated stock portfolio. In the 13F Holdings report, Marmo Financial Group, LLC reported an equity portfolio of $211.3 Millions as of 31 Dec, 2025.

The top stock holdings of Marmo Financial Group, LLC are SPY, VB, EDV. The fund has invested 16.3% of it's portfolio in SPDR S&P 500 ETF TR and 15.2% of portfolio in VANGUARD INDEX FDS.

They significantly reduced their stock positions in INVESCO EXCHANGE TRADED FD T (CSD), ISHARES TR (AAXJ) and INVESCO QQQ TR (QQQ). Marmo Financial Group, LLC opened new stock positions in UBS AG, GENERAL DYNAMICS CORP (GD) and AMAZON COM INC (AMZN). The fund showed a lot of confidence in some stocks as they added substantially to NVIDIA CORPORATION (NVDA), VANGUARD BD INDEX FDS (BIV) and VANGUARD SCOTTSDALE FDS (BNDW).

Marmo Financial Group, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Marmo Financial Group, LLC made a return of 1.31% in the last quarter. In trailing 12 months, it's portfolio return was 11.7%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ubs ag	670,228
j p morgan exchange traded f	616,571
general dynamics corp	309,400
amazon com inc	267,520
neos etf trust	259,813
alphabet inc	243,203
eli lilly & co	207,434

New stocks bought by Marmo Financial Group, LLC

Additions

Ticker	% Inc.
nvidia corporation	109
vanguard bd index fds	3.3
vanguard scottsdale fds	1.85
spdr series trust	1.76
j p morgan exchange traded f	1.6
spdr series trust	1.51
vanguard index fds	1.05
ishares tr	1.01

Additions to existing portfolio by Marmo Financial Group, LLC

Reductions

Ticker	% Reduced
invesco exchange traded fd t	-5.76
ishares tr	-4.6
j p morgan exchange traded f	-2.63
invesco qqq tr	-2.63
fidelity covington trust	-2.47
invesco exch traded fd tr ii	-1.76
spdr s&p 500 etf tr	-1.65
spdr series trust	-1.12

Marmo Financial Group, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Marmo Financial Group, LLC

Sector Distribution

Marmo Financial Group, LLC has about 98.4% of it's holdings in Others sector.

Sector	%
Others	98.4

Market Cap. Distribution

Marmo Financial Group, LLC has about 1.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	98.4
MEGA-CAP	1.2

Stocks belong to which Index?

About 1.6% of the stocks held by Marmo Financial Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	98.4
S&P 500	1.6

Top 5 Winners (%)		%
FCNCA	first ctzns bancshares inc d	19.6 %
IAU	ishares gold tr	11.5 %
GLD	spdr gold tr	11.5 %
AAPL	apple inc	6.8 %
BAB	invesco exch traded fd tr ii	3.5 %

Top 5 Winners ($)		$
SPY	spdr s&p 500 etf tr	0.8 M
VB	vanguard index fds	0.5 M
EDV	vanguard world fd	0.5 M
BAB	invesco exch traded fd tr ii	0.4 M
VB	vanguard index fds	0.3 M

Top 5 Losers (%)		%
MSFT	microsoft corp	-6.6 %
LOW	lowes cos inc	-4.0 %
AAXJ	ishares tr	-3.4 %
BNDW	vanguard scottsdale fds	-2.3 %
CSD	invesco exchange traded fd t	-2.1 %

Top 5 Losers ($)		$
BNDW	vanguard scottsdale fds	-0.2 M
AAXJ	ishares tr	-0.1 M
CSD	invesco exchange traded fd t	-0.1 M
BIL	spdr series trust	-0.1 M
MSFT	microsoft corp	0.0 M

Marmo Financial Group, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Marmo Financial Group, LLC

Marmo Financial Group, LLC has 38 stocks in it's portfolio. About 78.8% of the portfolio is in top 10 stocks. BNDW proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for Marmo Financial Group, LLC last quarter.

Last Reported on: 03 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.26	1,982	538,914	unchanged	0.00

AAXJ	ishares tr	3.57	142,550	7,538,090	added	1.01

AAXJ	ishares tr	1.49	39,533	3,156,340	reduced	-4.6

AFL	aflac inc	0.17	3,239	357,220	added	0.53

AMZN	amazon com inc	0.13	1,159	267,520	new

BAB	invesco exch traded fd tr ii	9.20	76,818	19,429,100	reduced	-1.76

BAB	invesco exch traded fd tr ii	0.10	1,868	213,924	added	0.05

BBAX	j p morgan exchange traded f	2.56	111,271	5,418,910	added	0.85

BBAX	j p morgan exchange traded f	2.23	101,639	4,704,870	added	1.6

BBAX	j p morgan exchange traded f	1.36	56,896	2,873,260	reduced	-2.63

BIL	spdr series trust	2.40	213,908	5,063,200	added	1.51

BIL	spdr series trust	2.33	163,284	4,931,190	added	1.76

BIL	spdr series trust	0.85	38,429	1,800,780	reduced	-1.12

BIV	vanguard bd index fds	2.00	54,342	4,232,170	added	3.3

BNDW	vanguard scottsdale fds	3.81	106,169	8,052,990	added	1.85

CSD	invesco exchange traded fd t	1.90	55,597	4,003,590	reduced	-5.76

EDV	vanguard world fd	10.07	150,749	21,279,800	added	0.43

FBCG	fidelity covington trust	2.94	109,552	6,210,550	reduced	-2.47

FBCG	fidelity covington trust	0.10	967	217,388	added	0.1

FCNCA	first ctzns bancshares inc d	0.31	308	661,613	added	0.33