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Marmo Financial Group, LLC

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13F filer, CIK 1964829, Johnson City, TN

Marmo Financial Group, LLC reported $200,776,840 across 29 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-16. Its ten largest share positions make up 82.27% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-002629

Period
2025-06-30
Reported value
$201M
Holdings
29
Top 10 weight
82.27%
New
3
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NVDAnew+2,425$383K
SPYadded+585$361K
MGVadded+2,627$345K
XSMOadded+4,285$291K
DIAnew+636$280K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
LOWexited-866-$202K
SPSMreduced-3,216-$137K
BNDreduced-797-$58.7K
VCLTreduced-286-$21.7K
JPIBreduced-399-$19.4K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001172661-25-002629, largest first. % of portfolio is the value over $200,776,840, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 69,253 shares; 2024Q3: 57,649 shares; 2024Q4: 56,686 shares; 2025Q1: 56,887 shares; 2025Q2: 57,472 shares 57,472$35.5M17.69%+585Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 54,655 shares; 2024Q4: 54,080 shares; 2025Q1: 62,451 shares; 2025Q2: 62,794 shares 62,794$27.5M13.71%+343Timeline
MGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 83,685 shares; 2024Q3: 161,053 shares; 2024Q4: 159,245 shares; 2025Q1: 165,497 shares; 2025Q2: 168,124 shares 168,124$22.1M10.99%+2,627Timeline
XSMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 112,191 shares; 2024Q3: 268,613 shares; 2024Q4: 262,311 shares; 2025Q1: 277,389 shares; 2025Q2: 281,674 shares 281,674$19.2M9.54%+4,285Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 155,809 shares; 2024Q3: 80,347 shares; 2024Q4: 77,983 shares; 2025Q1: 74,595 shares; 2025Q2: 74,522 shares 74,522$16.9M8.43%-73Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 105,320 shares; 2024Q3: 30,044 shares; 2024Q4: 29,141 shares; 2025Q1: 93,039 shares; 2025Q2: 94,553 shares 94,553$12M6%+1,514Timeline
VCLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 60,410 shares; 2024Q3: 62,383 shares; 2024Q4: 63,926 shares; 2025Q1: 128,197 shares; 2025Q2: 127,911 shares 127,911$9.71M4.84%-286Timeline
IMCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 207,239 shares; 2024Q3: 119,048 shares; 2024Q4: 117,110 shares; 2025Q1: 109,953 shares; 2025Q2: 111,569 shares 111,569$8.95M4.46%+1,616Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 133,731 shares; 2025Q2: 136,534 shares 136,534$7.2M3.59%+2,803Timeline
FDVVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 85,976 shares; 2024Q3: 102,688 shares; 2024Q4: 103,226 shares; 2025Q1: 113,315 shares; 2025Q2: 117,146 shares 117,146$6.09M3.04%+3,831Timeline
JPIEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 75,230 shares; 2024Q3: 89,283 shares; 2024Q4: 92,611 shares; 2025Q1: 108,399 shares; 2025Q2: 108,506 shares 108,506$5.03M2.5%+107Timeline
JPIBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 70,813 shares; 2024Q3: 84,149 shares; 2024Q4: 85,856 shares; 2025Q1: 101,992 shares; 2025Q2: 101,593 shares 101,593$4.94M2.46%-399Timeline
SPHYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 98,921 shares; 2024Q3: 112,806 shares; 2024Q4: 115,010 shares; 2025Q1: 203,079 shares; 2025Q2: 205,235 shares 205,235$4.88M2.43%+2,156Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 246,613 shares; 2024Q4: 276,740 shares; 2025Q1: 64,483 shares; 2025Q2: 63,686 shares 63,686$4.69M2.34%-797Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,389 shares; 2024Q3: 5,725 shares; 2024Q4: 5,562 shares; 2025Q1: 5,927 shares; 2025Q2: 6,308 shares 6,308$3.48M1.73%+381Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 315,441 shares; 2024Q3: 84,520 shares; 2024Q4: 82,399 shares; 2025Q1: 74,109 shares; 2025Q2: 70,893 shares 70,893$3.02M1.5%-3,216Timeline
FLBLFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 104,931 shares; 2025Q2: 105,559 shares 105,559$2.56M1.27%+628Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,569 shares; 2024Q3: 5,595 shares; 2024Q4: 5,569 shares; 2025Q1: 5,926 shares; 2025Q2: 5,893 shares 5,893$2.5M1.25%-33Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,401 shares; 2024Q3: 14,401 shares; 2024Q4: 14,401 shares; 2025Q1: 14,344 shares; 2025Q2: 14,401 shares 14,401$898K0.45%+57Timeline
FCNCAFIRST CTZNS BANCSHARES INC DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 307 shares; 2024Q3: 307 shares; 2024Q4: 307 shares; 2025Q1: 307 shares; 2025Q2: 308 shares 308$602K0.3%+1Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,073 shares; 2024Q3: 1,073 shares; 2024Q4: 1,092 shares; 2025Q1: 1,078 shares; 2025Q2: 1,129 shares 1,129$561K0.28%+51Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,681 shares; 2024Q3: 1,977 shares; 2024Q4: 2,018 shares; 2025Q1: 1,919 shares; 2025Q2: 1,977 shares 1,977$406K0.2%+58Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,425 shares 2,425$383K0.19%newTimeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,818 shares; 2024Q3: 2,818 shares; 2024Q4: 2,818 shares; 2025Q1: 2,818 shares; 2025Q2: 3,206 shares 3,206$338K0.17%+388Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,551 shares; 2024Q3: 4,551 shares; 2024Q4: 4,551 shares; 2025Q1: 4,551 shares; 2025Q2: 4,580 shares 4,580$325K0.16%+29Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 633 shares; 2024Q3: 633 shares; 2024Q4: 633 shares; 2025Q1: not reported; 2025Q2: 636 shares 636$280K0.14%newTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 412 shares; 2024Q3: 412 shares; 2024Q4: 412 shares; 2025Q1: 413 shares; 2025Q2: 415 shares 415$257K0.13%+2Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 757 shares; 2025Q2: 757 shares 757$231K0.11%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,250 shares; 2024Q3: 1,255 shares; 2024Q4: 1,250 shares; 2025Q1: not reported; 2025Q2: 1,253 shares 1,253$222K0.11%newTimeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
LOWLOWES COS INC866$202Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-002629 base2025-07-16acceptance time not in the bulk data set