Marshall Financial Group, LLC
Q2 2026 13F Holdings
- Locationhunt valley, MD
- Num holdings
311
- Value ($000)
$685,713
- Date Filed 07/20/2026
- 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 Q2 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | ST STR BL 12 ETF | 78468R523 | $35.14M | 5 % | 353,625 | ||
SSGA ACTIVE TR | ST STR LOOMI ETF | 78470P804 | $27.63M | 4 % | 1,070,380 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $27.43M | 4 % | 37,252 | ||
SPDR SERIES TRUST | ST STR BLO 1 ETF | 78468R663 | $26.98M | 4 % | 294,386 | ||
MFS ACTIVE EXCHANGE TRADED F | CORE PLUS BD ETF | 55286W108 | $25.72M | 4 % | 1,031,497 | ||
SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD AN | 85208R101 | $21.91M | 3 % | 544,511 | ||
JANUS DETROIT STR TR | HEND SECU IN ETF | 47103U746 | $20.8M | 3 % | 406,255 | ||
AMPLIFY ETF TR | CWP ENHANCED DIV | 032108409 | $18.68M | 3 % | 408,662 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $17.85M | 3 % | 25,996 | ||
NVIDIA CORPORATION | COM | 67066G104 | $15.95M | 2 % | 79,736 |
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