Marshall Financial Group
$686M 13F equity value
343 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Marshall Financial Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| BILS | SPDR SERIES TRUST | 353,625 | $35M | 5.1% |
| OBND | SSGA ACTIVE TR | 1,070,380 | $28M | 4.0% |
| QQQ | INVESCO QQQ TR | 37,252 | $27M | 4.0% |
| BIL | SPDR SERIES TRUST | 294,386 | $27M | 3.9% |
| MFSB | MFS ACTIVE EXCHANGE TRADED F | 1,031,497 | $26M | 3.8% |
| CEF | SPROTT ASSET MANAGEMENT LP | 544,511 | $22M | 3.2% |
| JSI | JANUS DETROIT STR TR | 406,255 | $21M | 3.0% |
| DIVO | AMPLIFY ETF TR | 408,662 | $19M | 2.7% |
| VOO | VANGUARD INDEX FDS | 25,996 | $18M | 2.6% |
| NVDA | NVIDIA CORPORATION | 79,736 | $16M | 2.3% |
Track Marshall Financial Group's 13F portfolio: $686M in reported holdings, 343 positions. Top holdings and quarterly changes on SentiSense.
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