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CIK: 0001964829
Total reported value
$201.9M
$201.9M
38 檔
62.1%
As reported in its official Q4 2025 Form 13F filing, Marmo Financial Group, LLC's tracked investment portfolio stood at $201.9M with 38 total positions.
In Q4 2025, Marmo Financial Group, LLC displayed an active expansion posture, initiating 7 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 16.33% | -0.27% | -1.65% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 15.24% | -0.92% | -0.52% | |
| 3 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 10.07% | +0.79% | +0.43% | |
| 4 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 9.20% | -0.25% | -1.76% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 8.54% | +0.64% | +1.05% | |
| 6 | VFH | Vanguard Financials ETF | ETF-Other | 6.49% | -0.35% | +0.22% | |
| 7 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 3.81% | — | +1.85% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.57% | +0.05% | +1.01% | |
| 9 | FDVV | Fidelity High Dividend ETF | ETF-Other | 2.94% | -0.05% | -2.47% | |
| 10 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 2.56% | +0.05% | +0.85% | |
| 11 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 2.40% | +0.03% | +1.51% | |
| 12 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 2.33% | +0.07% | +1.76% | |
| 13 | JPIE | Jpmorgan Income ETF | ETF-Other | 2.23% | +0.06% | +1.60% | |
| 14 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.00% | +0.05% | +3.30% | |
| 15 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 1.89% | +0.10% | -5.76% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.68% | +0.01% | -2.63% | |
| 17 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 1.49% | +0.03% | -4.60% | |
| 18 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.36% | +0.01% | -2.63% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.32% | -0.15% | +0.08% | |
| 20 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.85% | +0.04% | -1.12% | |
| 21 | IAU | Ishares Gold Trust | ETF-Commodities | 0.55% | +0.08% | — | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.34% | +0.01% | +109.56% | |
| 23 | SLVO | UBS AG Etracs Sl Sh Co C Etn | ETF-Other | 0.32% | -0.03% | — | |
| 24 | FCNCA | First Citizens Bcshs -cl A | Stock-Financials | 0.31% | -0.02% | +0.33% | |
| 25 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.29% | — | — | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.26% | -0.05% | -0.44% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.26% | — | — | |
| 28 | AFL | Aflac Inc | Stock-Financials | 0.17% | +0.01% | +0.53% | |
| 29 | GD | General Dynamics CORP | Stock-Industrials | 0.15% | +0.01% | — | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.14% | +0.02% | — | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.14% | — | +0.48% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.13% | -0.01% | — | |
| 33 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 0.12% | — | — | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.12% | -0.01% | — | |
| 35 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.10% | — | +0.10% | |
| 36 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.10% | — | +0.05% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.10% | -0.10% | EXIT | |
| 38 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.09% | -0.09% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.2% | +109.56% | Add |
| 2 | MGV | Vanguard Mega Cap Value ETF | +0.1% | +0.43% | Add |
| 3 | IAU | Ishares Gold Trust | 0% | — | Unchanged |
| 4 | FCNCA | First Citizens Bcshs -cl A | 0% | +0.33% | Add |
| 5 | VBR | Vanguard Small-cap Value ETF | 0% | +1.05% | Add |
| 6 | AAPL | Apple Inc | 0% | — | Unchanged |
| 7 | BIV | Vanguard Intermediate-term B | 0% | +3.30% | Add |
| 8 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 9 | IVV | Ishares Core S&p 500 ETF | 0% | +0.48% | Add |
| 10 | RWL | Invesco S&p 500 Revenue ETF | — | +0.05% | Add |
| 11 | AFL | Aflac Inc | — | +0.53% | Add |
| 12 | FTEC | Fidelity Msci Info Tech Indx | — | +0.10% | Add |
| 13 | LOW | Lowe's Cos Inc | 0% | +0.48% | Add |
| 14 | SPSB | Ss Spdr P St C CORP ETF | 0% | +1.76% | Add |
| 15 | JPIE | Jpmorgan Income ETF | 0% | +1.60% | Add |
| 16 | IWF | Ishares Russell 1000 Growth | 0% | +0.08% | Add |
| 17 | SPSM | Ss Spdr P S&p 600 Small Cap | 0% | -1.12% | Trim |
| 18 | VFH | Vanguard Financials ETF | 0% | +0.22% | Add |
| 19 | MSFT | Microsoft CORP | 0% | -0.44% | Trim |
| 20 | SPHY | Ss Spdr P High Yield ETF | 0% | +1.51% | Add |
| 21 | IGSB | Ishares 1-5y Inv Grade CORP | -0.1% | +1.01% | Add |
| 22 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -2.63% | Trim |
| 23 | JPIB | Jpmorgan Intl Bnd ETF | -0.1% | +0.85% | Add |
| 24 | JMUB | Jpmorgan Municipal ETF | -0.1% | -2.63% | Trim |
| 25 | FDVV | Fidelity High Dividend ETF | -0.1% | -2.47% | Trim |
| 26 | VCLT | Vanguard Long-term CORP Bond | -0.1% | +1.85% | Add |
| 27 | QQQM | Invesco Nasdaq 100 ETF | -0.2% | -1.76% | Trim |
| 28 | VUG | Vanguard Growth ETF | -0.2% | -0.52% | Trim |
| 29 | IMCG | Ishares Morningstar Mid-cap | -0.2% | -4.60% | Trim |
| 30 | XSMO | Invesco S&p Smallcap Momentu | -0.2% | -5.76% | Trim |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | -1.65% | Trim |
| 32 | SLVO | UBS AG Etracs Sl Sh Co C Etn | — | NEW | New buy |
| 33 | JEPQ | JPM Nasdaq Equity Premium | — | NEW | New buy |
| 34 | GD | General Dynamics CORP | — | NEW | New buy |
| 35 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 36 | SPYI | Neos S&p 500 High Income ETF | — | NEW | New buy |
| 37 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 38 | LLY | Eli Lilly & Co | — | NEW | New buy |
According to official SEC Form 13F filings, Marmo Financial Group, LLC reported a total U.S. public equity portfolio value of $201.9M across 38 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, VUG, MGV) accounted for 62.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
SLVO
市值: $670.2K
Top Position Liquidated / Trimmed
SPY
前期市值: $34.3M
During Q4 2025, Marmo Financial Group, LLC's top holdings by market value included SPY (16.3%)、VUG (15.2%)、MGV (10.1%). The largest single position, SPY, represented 16.3% of total portfolio value.
In Q4 2025, Marmo Financial Group, LLC made 35 total portfolio adjustments, initiating 7 new buys, adding to 18 positions, trimming 10 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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