Marshall Financial Group LLC has filed its 13F form on January 08, 2026 for Q4 2025 where it was disclosed a total value porftolio of $460 Million distributed in 288 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ssga Active Tr Spdr Loomis Say with a value of $27.6M, Amplify ETF Tr Amplify Cwp Enh with a value of $17.2M, Invesco Qqq Trust, Series 1 with a value of $16.3M, Schwab Intermediate Term Us Tr with a value of $15.9M, and First Tr ETF Iv Long Duration with a value of $15.7M.
Examining the 13F form we can see an increase of $2.04M in the current position value, from $458M to 460M.
Below you can find more details about Marshall Financial Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$460 Million
ETFs: $235 Million
Technology: $71 Million
Financial Services: $30.1 Million
Industrials: $25.7 Million
Healthcare: $20.9 Million
Communication Services: $17.7 Million
Consumer Defensive: $17.6 Million
Consumer Cyclical: $13.7 Million
Other: $28 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
