Marmo Financial Group, LLC

Johnson City, TN · CIK 1964829 · 13F filing filed 2026-04-23

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyMountain Home, TN

$201.9m reported value -4.4% vs Q4 2025

38positions

78.4%in top 10

2 new 11 added 19 reduced 2 sold out vs Q4 2025

Holdings, Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	49,866	$32.4m16.06%	16.06%	Reduced -734	-734 -1.4%
2	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	66,196	$28.9m14.32%	14.32%	Added +203	+203 0.3%
3	VANGUARD WORLD FD MEGA CAP VAL ETF MGV	MGV	151,239	$21.9m10.86%	10.86%	Added +490	+490 0.3%
4	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	85,317	$18.5m9.18%	9.18%	Added +158	+158 0.2%
5	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	76,059	$18.1m8.95%	8.95%	Reduced -759	-759 -1.0%
6	VANGUARD WORLD FD FINANCIALS ETF VFH	VFH	102,669	$12.4m6.14%	6.14%	Reduced -127	-127 -0.1%
7	VANGUARD SCOTTSDALE FDS LG-TERM COR BD VCLT	VCLT	103,011	$7.7m3.81%	3.81%	Reduced -3.2k	-3,158 -3.0%
8	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	138,988	$7.3m3.62%	3.62%	Reduced -3.6k	-3,562 -2.5%
9	FIDELITY COVINGTON TRUST HIGH DIVID ETF FDVV	FDVV	105,667	$5.8m2.89%	2.89%	Reduced -3.9k	-3,885 -3.5%
10	J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF JPIB	JPIB	109,996	$5.3m2.61%	2.61%	Reduced -1.3k	-1,275 -1.1%
11	SPDR SERIES TRUST PORTFLI HIGH YLD SPHY	SPHY	210,426	$4.9m2.43%	2.43%	Reduced -3.5k	-3,482 -1.6%
12	SPDR SER TR PORTFOLIO SHORT SPSB	SPSB	161,212	$4.8m2.40%	2.40%	Reduced -2.1k	-2,072 -1.3%
13	J P MORGAN EXCHANGE TRADED F INCOME ETF JPIE	JPIE	100,326	$4.6m2.29%	2.29%	Reduced -1.3k	-1,313 -1.3%
14	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	53,609	$4.1m2.05%	2.05%	Reduced -733	-733 -1.4%
15	INVESCO EXCHANGE TRADED FD T S&P SMLCP MOMENT XSMO	XSMO	52,782	$4.0m1.99%	1.99%	Reduced -2.8k	-2,815 -5.1%
16	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	5,915	$3.4m1.69%	1.69%	Added +130	+130 2.2%
17	ISHARES TR MRGSTR MD CP GRW IMCG	IMCG	38,935	$3.1m1.52%	1.52%	Reduced -598	-598 -1.5%
18	J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF JMUB	JMUB	55,401	$2.8m1.37%	1.37%	Reduced -1.5k	-1,495 -2.6%
19	ISHARES TR RUS 1000 GRW ETF IWF	IWF	5,557	$2.4m1.17%	1.17%	Reduced -346	-346 -5.9%
20	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	37,011	$1.8m0.89%	0.89%	Reduced -1.4k	-1,418 -3.7%
21	ISHARES GOLD TR ISHARES NEW IAU	IAU	14,344	$1.3m0.63%	0.63%	Unchanged
22	NVIDIA CORPORATION COM NVDA	NVDA	3,999	$697.5k0.35%	0.35%	Added +185	+185 4.8%
23	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	10,706	$594.4k0.29%	0.29%	Added +98	+98 0.9%
24	FIRST CTZNS BANCSHARES INC N CL A FCNCA	FCNCA	308	$581.7k0.29%	0.29%	Unchanged
25	UBS AG ETRACS SILVER SH SLVO	SLVO	6,516	$579.0k0.29%	0.29%	Reduced -195	-195 -2.9%
26	APPLE INC COM AAPL	AAPL	2,065	$524.1k0.26%	0.26%	Added +83	+83 4.2%
27	MICROSOFT CORP COM MSFT	MSFT	1,144	$423.9k0.21%	0.21%	Added +1	+1 0.1%
28	AFLAC INC COM AFL	AFL	3,256	$357.3k0.18%	0.18%	Added +17	+17 0.5%
29	SPDR GOLD TR GOLD SHS GLD	GLD	757	$325.7k0.16%	0.16%	Unchanged
30	GENERAL DYNAMICS CORP COM GD	GD	919	$315.4k0.16%	0.16%	Unchanged
31	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	645	$299.1k0.15%	0.15%	New
32	ISHARES TR CORE S&P500 ETF IVV	IVV	418	$273.3k0.14%	0.14%	Added +1	+1 0.2%
33	NEOS ETF TRUST NEOS S&P 500 HI SPYI	SPYI	4,946	$244.2k0.12%	0.12%	Unchanged
34	AMAZON COM INC COM AMZN	AMZN	1,155	$240.6k0.12%	0.12%	Reduced -4	-4 -0.3%
35	ALPHABET INC CAP STK CL C GOOG	GOOG	775	$222.3k0.11%	0.11%	Unchanged
36	WALMART INC COM WMT	WMT	1,737	$215.9k0.11%	0.11%	New
37	INVESCO EXCH TRADED FD TR II S&P 500 REVENUE RWL	RWL	1,828	$210.1k0.10%	0.10%	Reduced -40	-40 -2.1%
38	FIDELITY COVINGTON TRUST MSCI INFO TECH I FTEC	FTEC	968	$201.5k0.10%	0.10%	Added +1	+1 0.1%

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
ELI LILLY & CO LLY	LLY	193	$207.4k193 shares
LOWES COS INC LOW	LOW	830	$200.3k830 shares