13F Insight
DOSSIER · 13F-HR · Q3 2025

MARSHALL FINANCIAL GROUP INC /ADV

$364M in tracked AUM across 53 positions as of Q3 2025.

MF
CIK 0000701189 · last filed Sep 30, 2025
Total AUM
$364M
as of Q3 2025
Holdings
53
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2025

MARSHALL FINANCIAL GROUP INC /ADV filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
SCHX
SCHWAB STRATEGIC TR
$34M1.3M9.4%02
SCHG
SCHWAB STRATEGIC TR
$34M1.1M9.3%03
SCHV
SCHWAB STRATEGIC TR
$31M1.1M8.7%04
VOO
VANGUARD INDEX FDS
$28M46K7.7%05
SCHP
SCHWAB STRATEGIC TR
$25M923K6.8%06
VB
VANGUARD INDEX FDS
$21M82K5.7%07
SCHA
SCHWAB STRATEGIC TR
$20M721K5.5%08
SCHB
SCHWAB STRATEGIC TR
$19M747K5.3%09
VTV
VANGUARD INDEX FDS
$19M103K5.3%10
SCHM
SCHWAB STRATEGIC TR
$18M610K5.0%

Filing history

2025Q3Sep 30
$364M▲ 8.8%
53 positionsView →2025Q2Jun 30
$334M▲ 5.1%
52 positionsLocked2025Q1Mar 31
$318M▼ 2.9%
54 positionsLocked2024Q4Dec 31
$327M▼ 1.2%
52 positionsLocked2024Q3Sep 30
$331M▲ 7.5%
53 positionsLocked2024Q2Jun 30
$308M▲ 1.6%
54 positionsLocked2024Q1Mar 31
$303M▲ 8.3%
55 positionsLocked2023Q4Dec 31
$280M▲ 14.1%
53 positionsLocked2023Q3Sep 30
$245M▼ 5.9%
48 positionsLocked2023Q2Jun 30
$261M▲ 6.1%
50 positionsLocked2023Q1Mar 31
$246M▲ 5.7%
51 positionsLocked2022Q4Dec 31
$233M▲ 10.0%
51 positionsLocked
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