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Marmo Financial Group, LLC

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13F filer, CIK 1964829, Johnson City, TN

Marmo Financial Group, LLC reported $211,280,079 across 38 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-03. Its ten largest share positions make up 78.75% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-000442

Period
2025-12-31
Reported value
$211M
Holdings
38
Top 10 weight
78.75%
New
7
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SLVOnew+6,711$670K
JEPQnew+10,608$617K
NVDAadded+1,994$372K
GDnew+919$309K
AMZNnew+1,159$268K

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
SPYreduced-851-$580K
QQQMreduced-1,380-$349K
XSMOreduced-3,396-$245K
VUGreduced-347-$169K
FDVVreduced-2,774-$157K

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, Q4 2025

Share positions as resolved from 13F-HR 0001172661-26-000442, largest first. % of portfolio is the value over $211,280,079, 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; 2024Q1: restricted; 2024Q2: 69,253 shares; 2024Q3: 57,649 shares; 2024Q4: 56,686 shares; 2025Q1: 56,887 shares; 2025Q2: 57,472 shares; 2025Q3: 51,451 shares; 2025Q4: 50,600 shares 50,600$34.5M16.33%-851Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 54,655 shares; 2024Q4: 54,080 shares; 2025Q1: 62,451 shares; 2025Q2: 62,794 shares; 2025Q3: 66,340 shares; 2025Q4: 65,993 shares 65,993$32.2M15.24%-347Timeline
MGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 83,685 shares; 2024Q3: 161,053 shares; 2024Q4: 159,245 shares; 2025Q1: 165,497 shares; 2025Q2: 168,124 shares; 2025Q3: 150,103 shares; 2025Q4: 150,749 shares 150,749$21.3M10.07%+646Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 155,809 shares; 2024Q3: 80,347 shares; 2024Q4: 77,983 shares; 2025Q1: 74,595 shares; 2025Q2: 74,522 shares; 2025Q3: 78,198 shares; 2025Q4: 76,818 shares 76,818$19.4M9.2%-1,380Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,273 shares; 2025Q4: 85,159 shares 85,159$18M8.54%+886Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 105,320 shares; 2024Q3: 30,044 shares; 2024Q4: 29,141 shares; 2025Q1: 93,039 shares; 2025Q2: 94,553 shares; 2025Q3: 102,566 shares; 2025Q4: 102,796 shares 102,796$13.7M6.49%+230Timeline
VCLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 60,410 shares; 2024Q3: 62,383 shares; 2024Q4: 63,926 shares; 2025Q1: 128,197 shares; 2025Q2: 127,911 shares; 2025Q3: 104,237 shares; 2025Q4: 106,169 shares 106,169$8.05M3.81%+1,932Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 133,731 shares; 2025Q2: 136,534 shares; 2025Q3: 141,125 shares; 2025Q4: 142,550 shares 142,550$7.54M3.57%+1,425Timeline
FDVVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 85,976 shares; 2024Q3: 102,688 shares; 2024Q4: 103,226 shares; 2025Q1: 113,315 shares; 2025Q2: 117,146 shares; 2025Q3: 112,326 shares; 2025Q4: 109,552 shares 109,552$6.21M2.94%-2,774Timeline
JPIBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 70,813 shares; 2024Q3: 84,149 shares; 2024Q4: 85,856 shares; 2025Q1: 101,992 shares; 2025Q2: 101,593 shares; 2025Q3: 110,330 shares; 2025Q4: 111,271 shares 111,271$5.42M2.56%+941Timeline
SPHYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 98,921 shares; 2024Q3: 112,806 shares; 2024Q4: 115,010 shares; 2025Q1: 203,079 shares; 2025Q2: 205,235 shares; 2025Q3: 210,718 shares; 2025Q4: 213,908 shares 213,908$5.06M2.4%+3,190Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 160,455 shares; 2025Q4: 163,284 shares 163,284$4.93M2.33%+2,829Timeline
JPIEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 75,230 shares; 2024Q3: 89,283 shares; 2024Q4: 92,611 shares; 2025Q1: 108,399 shares; 2025Q2: 108,506 shares; 2025Q3: 100,038 shares; 2025Q4: 101,639 shares 101,639$4.7M2.23%+1,601Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,607 shares; 2025Q4: 54,342 shares 54,342$4.23M2%+1,735Timeline
XSMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 112,191 shares; 2024Q3: 268,613 shares; 2024Q4: 262,311 shares; 2025Q1: 277,389 shares; 2025Q2: 281,674 shares; 2025Q3: 58,993 shares; 2025Q4: 55,597 shares 55,597$4M1.89%-3,396Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,389 shares; 2024Q3: 5,725 shares; 2024Q4: 5,562 shares; 2025Q1: 5,927 shares; 2025Q2: 6,308 shares; 2025Q3: 5,941 shares; 2025Q4: 5,785 shares 5,785$3.55M1.68%-156Timeline
IMCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 207,239 shares; 2024Q3: 119,048 shares; 2024Q4: 117,110 shares; 2025Q1: 109,953 shares; 2025Q2: 111,569 shares; 2025Q3: 41,439 shares; 2025Q4: 39,533 shares 39,533$3.16M1.49%-1,906Timeline
JMUBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,435 shares; 2025Q4: 56,896 shares 56,896$2.87M1.36%-1,539Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,569 shares; 2024Q3: 5,595 shares; 2024Q4: 5,569 shares; 2025Q1: 5,926 shares; 2025Q2: 5,893 shares; 2025Q3: 5,898 shares; 2025Q4: 5,903 shares 5,903$2.79M1.32%+5Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 315,441 shares; 2024Q3: 84,520 shares; 2024Q4: 82,399 shares; 2025Q1: 74,109 shares; 2025Q2: 70,893 shares; 2025Q3: 38,863 shares; 2025Q4: 38,429 shares 38,429$1.8M0.85%-434Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 14,401 shares; 2024Q3: 14,401 shares; 2024Q4: 14,401 shares; 2025Q1: 14,344 shares; 2025Q2: 14,401 shares; 2025Q3: 14,344 shares; 2025Q4: 14,344 shares 14,344$1.16M0.55%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,425 shares; 2025Q3: 1,820 shares; 2025Q4: 3,814 shares 3,814$711K0.34%+1,994Timeline
SLVOUBS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,711 shares 6,711$670K0.32%newTimeline
FCNCAFIRST CTZNS BANCSHARES INC DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 307 shares; 2024Q3: 307 shares; 2024Q4: 307 shares; 2025Q1: 307 shares; 2025Q2: 308 shares; 2025Q3: 307 shares; 2025Q4: 308 shares 308$662K0.31%+1Timeline
JEPQJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,608 shares 10,608$617K0.29%newTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,073 shares; 2024Q3: 1,073 shares; 2024Q4: 1,092 shares; 2025Q1: 1,078 shares; 2025Q2: 1,129 shares; 2025Q3: 1,148 shares; 2025Q4: 1,143 shares 1,143$553K0.26%-5Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,681 shares; 2024Q3: 1,977 shares; 2024Q4: 2,018 shares; 2025Q1: 1,919 shares; 2025Q2: 1,977 shares; 2025Q3: 1,982 shares; 2025Q4: 1,982 shares 1,982$539K0.26%0Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,818 shares; 2024Q3: 2,818 shares; 2024Q4: 2,818 shares; 2025Q1: 2,818 shares; 2025Q2: 3,206 shares; 2025Q3: 3,222 shares; 2025Q4: 3,239 shares 3,239$357K0.17%+17Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 919 shares 919$309K0.15%newTimeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 757 shares; 2025Q2: 757 shares; 2025Q3: 757 shares; 2025Q4: 757 shares 757$300K0.14%0Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 412 shares; 2024Q3: 412 shares; 2024Q4: 412 shares; 2025Q1: 413 shares; 2025Q2: 415 shares; 2025Q3: 415 shares; 2025Q4: 417 shares 417$286K0.14%+2Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,159 shares 1,159$268K0.13%newTimeline
SPYINEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,946 shares 4,946$260K0.12%newTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,250 shares; 2024Q3: 1,255 shares; 2024Q4: 1,250 shares; 2025Q1: not reported; 2025Q2: 1,253 shares; 2025Q3: not reported; 2025Q4: 775 shares 775$243K0.12%newTimeline
FTECFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 966 shares; 2025Q4: 967 shares 967$217K0.1%+1Timeline
RWLINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,867 shares; 2025Q4: 1,868 shares 1,868$214K0.1%+1Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 193 shares 193$207K0.1%newTimeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 874 shares; 2024Q4: 874 shares; 2025Q1: 866 shares; 2025Q2: not reported; 2025Q3: 826 shares; 2025Q4: 830 shares 830$200K0.09%+4Timeline

How Q4 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 0001172661-26-000442 base2026-02-03acceptance time not in the bulk data set