Marmo Financial Group, LLC - Portfolio overview

Marmo Financial Group, LLC has 39 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. SPY - STATE STR SPDR S&P 500 ETF T, 16.05%
  2. VUG - VANGUARD INDEX FDS, 14.31%
  3. MGV - VANGUARD WORLD FD, 10.85%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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