Latest Marmo Financial Group, LLC Stock Portfolio

Marmo Financial Group, LLC Performance:

2026 Q1: -3.59%YTD: -3.59%2025: 11.7%

Performance for 2026 Q1 is -3.59%, and YTD is -3.59%, and 2025 is 11.7%.

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 2026-04-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, Marmo Financial Group, LLC reported an equity portfolio of $201.9 Millions as of 31 Mar, 2026.

The top stock holdings of Marmo Financial Group, LLC are SPY, VB, EDV. The fund has invested 16.1% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 14.3% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off ELI LILLY & CO (LLY) and LOWES COS INC (LOW) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), INVESCO EXCHANGE TRADED FD T (CSD) and SPDR SERIES TRUST (BIL). Marmo Financial Group, LLC opened new stock positions in STATE STR SPDR DOW JONES IND (DIA) and WALMART INC (WMT). The fund showed a lot of confidence in some stocks as they added substantially to NVIDIA CORPORATION (NVDA), APPLE INC (AAPL) and INVESCO QQQ TR (QQQ).

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

Our best estimate is that Marmo Financial Group, LLC made a return of -3.59% in the last quarter. In trailing 12 months, it's portfolio return was 11.07%.

Performance
S&P 500

New Buys

Ticker	$ Bought
state str spdr dow jones ind	299,144
walmart inc	215,896

New stocks bought by Marmo Financial Group, LLC

Additions

Ticker	% Inc.
nvidia corporation	4.85
apple inc	4.19
invesco qqq tr	2.25
j p morgan exchange traded f	0.92
aflac inc	0.52
vanguard world fd	0.33
vanguard index fds	0.31
ishares tr	0.24

Additions to existing portfolio by Marmo Financial Group, LLC

Reductions

Ticker	% Reduced
ishares tr	-5.86
invesco exchange traded fd t	-5.06
spdr series trust	-3.69
fidelity covington trust	-3.55
vanguard scottsdale fds	-2.97
ubs ag	-2.91
j p morgan exchange traded f	-2.63
ishares tr	-2.5

Marmo Financial Group, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
lowes cos inc	-200,298
eli lilly & co	-207,434

Marmo Financial Group, LLC got rid off the above stocks

Sector Distribution

Marmo Financial Group, LLC has about 98.5% of it's holdings in Others sector.

Sector	%
Others	98.5

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	98.5
MEGA-CAP	1.2

Stocks belong to which Index?

About 1.5% of the stocks held by Marmo Financial Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	98.5
S&P 500	1.5

Top 5 Winners (%)		%
IAU	ishares gold tr	8.6 %
GLD	spdr gold tr	8.6 %
CSD	invesco exchange traded fd t	5.4 %
BIL	spdr series trust	3.1 %
EDV	vanguard world fd	2.7 %

Top 5 Winners ($)		$
EDV	vanguard world fd	0.6 M
VB	vanguard index fds	0.5 M
CSD	invesco exchange traded fd t	0.2 M
IAU	ishares gold tr	0.1 M
BIL	spdr series trust	0.1 M

Top 5 Losers (%)		%
MSFT	microsoft corp	-23.4 %
FCNCA	first ctzns bancshares inc d	-12.1 %
DSLVF	ubs ag	-10.9 %
VB	vanguard index fds	-10.4 %
AMZN	amazon com inc	-9.8 %

Top 5 Losers ($)		$
VB	vanguard index fds	-3.4 M
SPY	state str spdr s&p 500 etf t	-1.6 M
VAW	vanguard world fd	-1.3 M
BAB	invesco exch traded fd tr ii	-1.2 M
IJR	ishares tr	-0.3 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 78.4% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. EDV was the most profitable stock for Marmo Financial Group, LLC last quarter.

Last Reported on: 23 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.26	2,065	524,112	added	4.19

AAXJ	ishares tr	3.62	138,988	7,305,260	reduced	-2.5

AAXJ	ishares tr	1.52	38,935	3,067,010	reduced	-1.51

AFL	aflac inc	0.18	3,256	357,318	added	0.52

AMZN	amazon com inc	0.12	1,155	240,552	reduced	-0.35

BAB	invesco exch traded fd tr ii	8.95	76,059	18,073,400	reduced	-0.99

BAB	invesco exch traded fd tr ii	0.10	1,828	210,075	reduced	-2.14

BBAX	j p morgan exchange traded f	2.60	109,996	5,260,060	reduced	-1.15

BBAX	j p morgan exchange traded f	2.29	100,326	4,622,070	reduced	-1.29

BBAX	j p morgan exchange traded f	1.37	55,401	2,769,530	reduced	-2.63

BIL	spdr series trust	2.43	210,426	4,907,160	reduced	-1.63

BIL	spdr series trust	2.40	161,212	4,847,670	reduced	-1.27

BIL	spdr series trust	0.89	37,011	1,788,440	reduced	-3.69

BIV	vanguard bd index fds	2.05	53,609	4,137,680	reduced	-1.35

BNDW	vanguard scottsdale fds	3.81	103,011	7,697,100	reduced	-2.97

CSD	invesco exchange traded fd t	1.99	52,782	4,012,520	reduced	-5.06

DIA	state str spdr dow jones ind	0.15	645	299,144	new

DSLVF	ubs ag	0.29	6,516	579,014	reduced	-2.91

EDV	vanguard world fd	10.86	151,239	21,922,300	added	0.33

FBCG	fidelity covington trust	2.89	105,667	5,837,060	reduced	-3.55