Marmo Financial Group, LLC reported 11 positions worth $5.17M for the quarter ended Mar 31, 2026, down 6.3% on the prior quarter. It opened 1 new position, added to 4, trimmed 1 and exited 2. Its largest holding is Ishares Gold Trust at 24.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| WMT Walmart Inc. | +1,737 | $215.90K | 4.18% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | IAU Ishares Gold Trust | Others | 14.3K | $1.26M | 24.46% | 0 | 0.0% | Unchanged | 0% |
| 2 | NVDA Nvidia Corp | Technology | 3,999 | $697.53K | 13.49% | +185 | +4.9% | Added | 0% |
| 3 | FCNCA First Citizens Bancshares Inc | Financial Services | 308 | $581.67K | 11.25% | 0 | 0.0% | Unchanged | 0% |
| 4 | AAPL Apple Inc. | Technology | 2,065 | $524.11K | 10.14% | +83 | +4.2% | Added | 0% |
| 5 | MSFT Microsoft Corp | Technology | 1,144 | $423.86K | 8.2% | +1 | +0.1% | Added | 0% |
| 6 | AFL Aflac Inc | Financial Services | 3,256 | $357.32K | 6.91% | +17 | +0.5% | Added | 0% |
| 7 | GLD Spdr Gold Trust | Financial Services | 757 | $325.73K | 6.3% | 0 | 0.0% | Unchanged | 0% |
| 8 | GD General Dynamics Corp | Industrials | 919 | $315.43K | 6.1% | 0 | 0.0% | Unchanged | 0% |
| 9 | AMZN Amazon Com Inc | Consumer Discretionary | 1,155 | $240.55K | 4.65% | -4 | -0.3% | Reduced | 0% |
| 10 | GOOG Alphabet Inc. | Technology | 775 | $222.33K | 4.3% | 0 | 0.0% | Unchanged | 0% |
| 11 | WMT Walmart Inc. | Consumer Staples | 1,737 | $215.90K | 4.18% | +1,737 | – | New | 0% |
Tip. Select a row to see that position’s full history at Marmo Financial.
As of its Q1 2026 13F filing, Marmo Financial Group, LLC’s five largest positions were Ishares Gold Trust (IAU) at 24.5%, Nvidia Corp (NVDA) at 13.5%, First Citizens Bancshares Inc (FCNCA) at 11.3%, Apple Inc. (AAPL) at 10.1%, Microsoft Corp (MSFT) at 8.2% of the reported portfolio.
Marmo Financial Group, LLC reported a 13F portfolio worth $5.17M across 11 positions for Q1 2026. That is down 6.3% from the previous quarter.
Its largest purchases by value were Walmart Inc. ($215.90K), Nvidia Corp ($32.27K), Apple Inc. ($21.07K). It opened 1 new positions.
Its largest sales by value were ELI LILLY & Co ($207.43K), Lowes Companies Inc ($200.30K), Amazon Com Inc ($833.08). It exited 2 positions entirely.
From the Form 13F-HR reports Marmo Financial Group, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.