Marmo Financial Group, LLC

RIA/Wealth

Marmo Financial Group, LLC is a RIA/Wealth based in Johnson City, TN led by Scott Anthony Marmo, reporting $248.8M in AUM as of Q3 2025 with 98% ETF concentration, 80% concentrated in top 10 holdings, and 17% allocation to SPY.

PresidentScott Anthony Marmo

Portfolio Value: $206.5M
Positions: 31
Top Holding: SPY at 16.6%
Last Reported: Q3 2025

Address801 Sunset Drive, Bldg A, Suite One, Johnson City, TN, 37604, United States

Top Holdings

Largest long holdings in Marmo Financial Group, LLC's portfolio (79.6% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR S&P 500 ETF Trust SPY	ETF ETF	$34.3M	16.60%	-$4.0M Sold	— 51.5K shares	Q4 2022 Held for 2y 11m
2 Vanguard Growth VUG	ETF ETF	$31.8M	15.41%	+$1.7M Bought	— 66.3K shares	Q3 2024 Held for 1y 2m
3 Vanguard Mega Cap Value MGV	ETF ETF	$20.7M	10.01%	-$2.5M Sold	— 150.1K shares	Q4 2022 Held for 2y 11m
4 Invesco NASDAQ 100 ETF QQQM	ETF ETF	$19.3M	9.36%	+$908.4K Bought	— 78.2K shares	Q4 2023 Held for 1y 11m
5 Vanguard Small-Cap Value VBR	ETF ETF	$17.6M	8.52%	+$17.6M New	— 84.3K shares	Q3 2025 Held for 2 months
6 Vanguard Financials VFH	ETF ETF	$13.5M	6.52%	+$1.1M Bought	— 102.6K shares	Q1 2023 Held for 2y 8m
7 Vanguard Long-Term Corporate Bond VCLT	ETF ETF	$8.1M	3.92%	-$1.8M Sold	— 104.2K shares	Q1 2024 Held for 1y 8m
8 iShares Trust IGSB	ETF ETF	$7.5M	3.62%	+$243.5K Bought	— 141.1K shares	Q1 2025 Held for 8 months
9 Fidelity High Dividend FDVV	ETF ETF	$6.3M	3.03%	-$268.5K Sold	— 112.3K shares	Q4 2022 Held for 2y 11m
10 JPMorgan International Bond Opportunities JPIB	ETF ETF	$5.4M	2.62%	+$428.4K Bought	— 110.3K shares	Q1 2024 Held for 1y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Marmo Financial Group, LLC's latest filing

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Market Value

$206.5M

Prior: $200.8M

Q/Q Change

+2.83%

+$5.7M

Net Flows % of MV

-3.23%

Turnover Ratio

18.33%

New Purchases

6 stocks

$29.9M

Added To

10 stocks

+$4.5M

Sold Out Of

5 stocks

$8.1M

Reduced Holdings

12 stocks

-$33.0M

Increased Positions

Position	Shares Δ	Change
1 Vanguard Small-Cap Value VBR	New	0 → 84.3K +$17.6M
2 SPDR Portfolio Short Term Corporate Bond SPSB	New	0 → 160.5K +$4.9M
3 Vanguard Intermediate-Term Bond BIV	New	0 → 52.6K +$4.1M
4 JPMorgan Municipal JMUB	New	0 → 58.4K +$2.9M
5 Fidelity MSCI Information Technology Index ETF FTEC	New	0 → 966.0 +$214.7K

Decreased Positions

Position	Shares Δ	Change
1 Vanguard Total Bond Market BND	Sold	63.7K → 0 −$4.7M
2 Franklin Senior Loan FLBL	Sold	105.6K → 0 −$2.6M
3 Nike NKE	Sold	4.6K → 0 −$325.3K
4 SPDR Dow Jones Industrial Average ETF Trust DIA	Sold	636.0 → 0 −$280.4K
5 Alphabet Inc. GOOG	Sold	1.3K → 0 −$222.3K