Marshall Financial Group, LLC
CIK 1841496
13F filing for Q2 2026・No. 3,250
- Holdings
- US$685.71M
- Quarter change
- +US$61.15M
- Entries
- 311
- Net bought (estimate)
- +US$16.32M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 52
- Sold out 34
- Cut 116
- Added 110
- Corporate actions 2
- Unchanged 33
Largest holdings
311 stocks worth US$685.71M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPDR SERIES TRUSTST STR BL 12 ETF | Cut | 353,625 | US$35.14M | 5.13% |
| SSGA ACTIVE TRST STR LOOMI ETF | Added | 1,070,380 | US$27.63M | 4.03% |
| QQQInvesco QQQUNIT SER 1 | Added | 37,252 | US$27.43M | 4.00% |
| SPDR SERIES TRUSTST STR BLO 1 ETF | Cut | 294,386 | US$26.98M | 3.93% |
| MFS ACTIVE EXCHANGE TRADED FCORE PLUS BD ETF | Added | 1,031,497 | US$25.72M | 3.75% |
| SPROTT ASSET MANAGEMENT LPPHYSICAL GOLD AN | Added | 544,511 | US$21.91M | 3.19% |
| JANUS DETROIT STR TRHEND SECU IN ETF | Added | 406,255 | US$20.8M | 3.03% |
| AMPLIFY ETF TRCWP ENHANCED DIV | Added | 408,662 | US$18.68M | 2.72% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 25,996 | US$17.85M | 2.60% |
| NVDANvidiaCOM | Added | 79,736 | US$15.95M | 2.33% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 20, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.