MARSHALL FINANCIAL GROUP INC /ADV

Name: MARSHALL FINANCIAL GROUP INC /ADV 13F Holdings
Creator: 13F Insight

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

CIK 0000701189 · last filed Sep 30, 2025

Total AUM

$364M

as of Q3 2025

Holdings

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positions

Whale Score

tracked

Activity

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no data

changes this Q

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight

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