13F Insight
DOSSIER · 13F-HR · Q2 2026

Marshall Financial Group, LLC

$686M in tracked AUM across 311 positions as of Q2 2026.

MF
CIK 0001841496 · last filed Jun 30, 2026
Total AUM
$686M
as of Q2 2026
Holdings
311
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Marshall Financial Group, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BILS
SPDR SERIES TRUST
$35M354K5.1%02
OBND
SSGA ACTIVE TR
$28M1.1M4.0%03
QQQ
INVESCO QQQ TR
$27M37K4.0%04
BIL
SPDR SERIES TRUST
$27M294K3.9%05
MFSB
MFS ACTIVE EXCHANGE TRADED F
$26M1.0M3.8%06
CEF
SPROTT ASSET MANAGEMENT LP
$22M545K3.2%07
JSI
JANUS DETROIT STR TR
$21M406K3.0%08
DIVO
AMPLIFY ETF TR
$19M409K2.7%09
VOO
VANGUARD INDEX FDS
$18M26K2.6%10
NVDA
NVIDIA CORPORATION
$16M80K2.3%

Filing history

2026Q2Jun 30
$686M▲ 9.8%
311 positionsView →2026Q1Mar 31
$625M▲ 21.2%
293 positionsView →2025Q4Dec 31
$515M▲ 0.4%
288 positionsView →2025Q3Sep 30
$513M▲ 0.6%
258 positionsView →2025Q2Jun 30
$510M▲ 11.4%
251 positionsLocked2025Q1Mar 31
$458M▲ 10.9%
232 positionsLocked2024Q4Dec 31
$413M▼ 1.3%
218 positionsLocked2024Q3Sep 30
$418M▲ 17.1%
218 positionsLocked2024Q2Jun 30
$358M▲ 2.8%
169 positionsLocked2024Q1Mar 31
$348M▲ 12.1%
173 positionsLocked2023Q4Dec 31
$310M▲ 11.8%
175 positionsLocked2023Q3Sep 30
$277M▼ 5.4%
163 positionsLocked
Showing 12 of 23