Marshall Financial Group, LLC — 13F Holdings & Portfolio

CIK 1841496 · latest 13F-HR filed 2026-07-20

Marshall Financial Group, LLC manages $685.7M in 13F-reported U.S. long-equity assets across 311 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BILS (5.13%), OBND (4.03%), QQQ (4.00%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 52 new positions, exited 34, added to 125, and trimmed 70.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
225 SCHILLING CIRCLE
SUITE 295
HUNT VALLEY, MD 21031
Phone
(410) 563-1190
Filing Manager
Marshall Financial Group, LLC
Hunt Valley, MD
Signatory
Peter Andrew Marshall
CCO
Loading holdings…
AUM

$685.7M

Long-equity book

Holdings

311

Distinct positions

Period

2026-06-30

Filed 2026-07-20

Q/Q Activity

+52 / −34 / ↑125 / ↓70

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • INVESCO QQQ TR$7.6M +38.3%
  • LAM RESEARCH CORP$4.0M +73.1%
  • VANGUARD INDEX FDS$3.9M +27.9%
  • ADVANCED MICRO DEVICES INC$3.6M +189.1%
  • INTERNATIONAL BUSINESS MACHS$2.3M +993.1%
Show all 125

Top Trims

  • FIRST TR EXCHANGE-TRADED FD-$10.9M -72.7%
  • SPROTT ASSET MANAGEMENT LP-$4.1M -15.7%
  • LUMENTUM HLDGS INC-$2.1M -50.8%
  • UBER TECHNOLOGIES INC-$1.4M -73.7%
  • QUALCOMM INC-$1.2M -57.4%
Show all 70

New Positions

  • INNOVATOR ETFS TRUST$15.2M
  • JANUS DETROIT STR TR$13.6M
  • TAIWAN SEMICONDUCTOR MANUFAC$2.6M
  • EXELIXIS INC$2.2M
  • SEMTECH CORP$2.0M
Show all 52

Exited Positions

  • SCHWAB STRATEGIC TR$15.7M
  • CANADIAN NAT RES LTD MED TER$1.2M
  • EOG RES INC$1.1M
  • EQUITY LIFESTYLE PROPERTIES$926.0K
  • WILLIAMS COS INC$901.6K
Show all 34
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SPDR SERIES TRUST BILS 78468R523 $35.1M 5.13% 353,625 SH
2 SSGA ACTIVE TR OBND 78470P804 $27.6M 4.03% 1,070,380 SH
3 INVESCO QQQ TR QQQ 46090E103 $27.4M 4.00% 37,252 SH
4 SPDR SERIES TRUST BIL 78468R663 $27.0M 3.93% 294,386 SH
5 MFS ACTIVE EXCHANGE TRADED F MFSB 55286W108 $25.7M 3.75% 1,031,497 SH
6 SPROTT ASSET MANAGEMENT LP CEF 85208R101 $21.9M 3.19% 544,511 SH
7 JANUS DETROIT STR TR JSI 47103U746 $20.8M 3.03% 406,255 SH
8 AMPLIFY ETF TR DIVO 032108409 $18.7M 2.72% 408,662 SH
9 VANGUARD INDEX FDS VOO 922908363 $17.9M 2.60% 25,996 SH
10 NVIDIA CORPORATION NVDA 67066G104 $16.0M 2.33% 79,736 SH
11 INNOVATOR ETFS TRUST BALT 45783Y855 $15.2M 2.22% 444,697 SH
12 JANUS DETROIT STR TR JELM 47103U647 $13.6M 1.98% 535,895 SH
13 APPLE INC AAPL 037833100 $13.5M 1.97% 46,770 SH
14 SSGA ACTIVE TR ALLW 78470P630 $13.1M 1.91% 447,240 SH
15 ISHARES TR IQLT 46434V456 $12.9M 1.89% 260,992 SH
16 FIRST TR EXCH TRADED FD III FEMB 33739P202 $11.1M 1.61% 378,657 SH
17 LAM RESEARCH CORP LRCX 512807306 $9.4M 1.37% 21,674 SH
18 TRIPLE FLAG PRECIOUS METAL TFPM 89679M104 $6.9M 1.01% 231,255 SH
19 ALPHABET INC GOOG 02079K107 $6.3M 0.92% 17,878 SH
20 BROADCOM INC AVGO 11135F101 $5.8M 0.85% 15,444 SH
21 LATTICE STRATEGIES TR ROUS 518416409 $5.8M 0.84% 85,786 SH
22 ADVANCED MICRO DEVICES INC AMD 007903107 $5.6M 0.81% 9,598 SH
23 T ROWE PRICE EXCHANGE-TRADED TSPA 87283Q503 $5.5M 0.80% 115,475 SH
24 JANUS DETROIT STR TR JAAA 47103U845 $5.1M 0.75% 101,688 SH
25 APPLIED MATLS INC AMAT 038222105 $4.9M 0.71% 6,776 SH
26 PROSHARES TR QLD 74347R206 $4.8M 0.69% 49,251 SH
27 WALMART INC WMT 931142103 $4.7M 0.68% 41,241 SH
28 MERCK & CO INC MRK 58933Y105 $4.6M 0.67% 35,820 SH
29 MICROSOFT CORP MSFT 594918104 $4.1M 0.60% 11,064 SH
30 FIRST TR EXCHANGE-TRADED FD LGOV 33738D606 $4.1M 0.60% 191,848 SH
31 KLA CORP KLAC 482480100 $4.1M 0.59% 13,449 SH
32 CISCO SYS INC CSCO 17275R102 $4.0M 0.58% 34,130 SH
33 VISA INC V 92826C839 $3.7M 0.54% 10,775 SH
34 PROSHARES TR SSO 74347R107 $3.7M 0.53% 54,435 SH
35 PGIM ETF TR PULS 69344A107 $3.6M 0.53% 73,381 SH
36 INNODATA INC INOD 457642205 $3.6M 0.53% 47,991 SH
37 FIRST TR EXCHANGE TRADED FD SDVY 33741X102 $3.6M 0.52% 82,305 SH
38 DIGITAL RLTY TR INC DLR 253868103 $3.5M 0.50% 19,280 SH
39 MONSTER BEVERAGE CORP NEW MNST 61174X109 $3.4M 0.50% 35,849 SH
40 CONSOLIDATED EDISON INC ED 209115104 $3.4M 0.50% 30,873 SH
41 ARISTA NETWORKS INC ANET 040413205 $3.4M 0.49% 19,783 SH
42 LOCKHEED MARTIN CORP LMT 539830109 $3.3M 0.49% 6,550 SH
43 SOUTHERN CO SO 842587107 $3.3M 0.48% 34,327 SH
44 HERSHEY CO HSY 427866108 $3.3M 0.47% 18,556 SH
45 VERIZON COMMUNICATIONS INC VZ 92343V104 $3.2M 0.47% 76,490 SH
46 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $3.2M 0.46% 10,523 SH
47 SOUTHERN COPPER CORP SCCO 84265V105 $3.1M 0.46% 17,942 SH
48 MCDONALDS CORP MCD 580135101 $3.0M 0.44% 11,215 SH
49 INVESCO EXCHANGE TRADED FD T XMHQ 46137V472 $2.8M 0.41% 24,734 SH
50 KROGER CO KR 501044101 $2.8M 0.40% 49,866 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-20 $685.7M 311 0002085853-26-000762
2026-03-31 2026-04-13 $624.6M 293 0002085853-26-000353
2025-12-31 2026-01-09 $515.3M 288 0002085853-26-000028