13F Filings History of Marmo Financial Group, LLC

Latest 13F report
Q4 2025 - 03 Feb 2026
Value $
$211,280,079
Signature - Title
Sasha Stewart - COO/CCO
Location
Johnson City, TN
Summary
This page shows a list of all the recent 13F filings made by Marmo Financial Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Marmo Financial Group, LLC reported 38 stock holdings with total value $211,280,079 as of Q4 2025. Top holdings included SPY, VUG, MGV, QQQM, and VBR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 38 $211,280,079 +$3,902,608 -$1,848,944 +$2,053,664 SPY, VUG, MGV, QQQM, VBR 13F-HR 03 Feb 2026, 10:49
Q3 2025 31 $206,461,871 +$34,614,525 -$41,075,454 -$6,460,929 SPY, VUG, MGV, QQQM, VBR 13F-HR 24 Oct 2025, 09:34
Q2 2025 29 $200,776,840 +$3,071,994 -$469,356 +$2,602,638 SPY, VUG, MGV, XSMO, QQQM 13F-HR 16 Jul 2025, 16:20
Q1 2025 27 $182,769,292 +$31,591,940 -$27,917,481 +$3,674,459 SPY, VUG, MGV, XSMO, QQQM 13F-HR 16 Apr 2025, 16:25
Q4 2024 27 $185,154,904 +$2,610,951 -$4,909,879 -$2,298,928 SPY, VUG, BND, MGV, XSMO 13F-HR 23 Jan 2025, 17:09
Q3 2024 28 $187,441,107 +$68,017,741 -$55,517,314 +$12,500,427 SPY, VUG, MGV, BND, XSMO 13F-HR 24 Oct 2024, 16:21
Q2 2024 28 $165,438,273 +$5,768,735 -$7,782,193 -$2,013,458 SPY, QQQM, IMCG, SPSM, VFH 13F-HR 23 Jul 2024, 15:12
Q1 2024 28 $164,386,908 +$36,542,869 -$14,695,541 +$21,847,328 SPY, QQQM, IMCG, SPSM, VFH 13F-HR 19 Apr 2024, 18:25
Q4 2023 19 $131,729,947 +$16,780,058 -$2,891,901 +$13,888,157 SPY, QQQM, IMCG, SPSM, QQQ 13F-HR 30 Jan 2024, 12:05
Q3 2023 17 $105,402,360 +$216,282 -$1,823,445 -$1,607,163 SPY, IMCG, SPSM, QQQ, VFH 13F-HR 13 Nov 2023, 09:51
Q2 2023 18 $110,638,374 +$2,968,295 -$4,370,469 -$1,402,174 SPY, IMCG, SPSM, QQQ, VFH 13F-HR 21 Jul 2023, 12:30
Q1 2023 18 $105,094,925 +$59,652,242 -$59,973,730 -$321,488 SPY, IMCG, SPSM, QQQ, VFH 13F-HR 11 May 2023, 14:33
Q4 2022 18 $103,500,536 $0 $0 $0 SPSM, RSPF, SPY, ONEY, MGV 13F-HR 09 Feb 2023, 14:41