Marshall Financial Group, LLC
Q1 2026 13F Holdings
- Locationhunt valley, MD
- Num holdings
293
- Value ($000)
$624,558
- Date Filed 04/13/2026
- Form type13F-HR
- CIK 0001841496
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | STATE STREET SPD | 78468R523 | $35.87M | 6 % | 360,770 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78468R663 | $27.46M | 4 % | 299,703 | ||
SSGA ACTIVE TR | STATE STREET LOO | 78470P804 | $26.43M | 4 % | 1,031,739 | ||
SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD AN | 85208R101 | $25.98M | 4 % | 544,328 | ||
MFS ACTIVE EXCHANGE TRADED F | CORE PLUS BD ETF | 55286W108 | $24.15M | 4 % | 970,357 | ||
JANUS DETROIT STR TR | HENDERSON SECURI | 47103U746 | $20.32M | 3 % | 394,178 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $19.84M | 3 % | 34,372 | ||
AMPLIFY ETF TR | CWP ENHANCED DIV | 032108409 | $17.35M | 3 % | 386,764 | ||
SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 | $15.7M | 3 % | 630,313 | ||
FIRST TR EXCHANGE-TRADED FD | LNG DUR OPRTUN | 33738D606 | $15.02M | 2 % | 696,277 |
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