Institutions / Marshall Financial Group, LLC
Marshall Financial Group, LLC
CIK 1841496 · Institution · as of Dec 31, 2025
Portfolio value
$515.31M
Positions
288
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 288 →
| Company | Value | % of portfolio |
|---|---|---|
| Ssga Active Tr | $27.51M | 5.3% |
| Mfs Active Exchange Traded F | $23.03M | 4.5% |
| Janus Detroit Str Tr | $21.44M | 4.2% |
| Amplify ETF Tr | $16.98M | 3.3% |
| Invesco Qqq Tr | $16.59M | 3.2% |
| Schwab Strategic Tr | $15.91M | 3.1% |
| First Tr Exchange-Traded Fd | $15.64M | 3.0% |
| NVIDIA Corp | $14.75M | 2.9% |
| Apple Inc. | $13.44M | 2.6% |
| Global X Fds | $11.87M | 2.3% |
| iShares Tr | $11.58M | 2.2% |
| Vanguard Index Fds | $10.19M | 2.0% |
| Vanguard World Fd | $6.11M | 1.2% |
| ProShares Tr | $6.07M | 1.2% |
| Alphabet Inc. | $5.73M | 1.1% |
| Broadcom Inc. | $5.44M | 1.1% |
| Janus Detroit Str Tr | $5.32M | 1.0% |
| ProShares Tr | $5.09M | 1.0% |
| Microsoft Corp | $5.03M | 1.0% |
| Lattice Strategies Tr | $4.94M | 1.0% |
| T Rowe Price ETF Inc | $4.88M | 0.9% |
| Walmart Inc. | $4.55M | 0.9% |
| Lam Research Corp | $4.44M | 0.9% |
| Visa Inc | $3.65M | 0.7% |
| Merck & Co., Inc. | $3.58M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.