Marshall Financial Group, LLC — 13F holdings

Marshall Financial Group, LLC reported 311 holdings worth $686M in its 13F filing for Q2 2026, filed July 20, 2026.

Largest positions

  1. BILS SPDR SERIES TRUST — $35.1M (5.1%)
  2. OBND SSGA ACTIVE TR — $27.6M (4.0%)
  3. QQQ Invesco Qqq Tr — $27.4M (4.0%)
  4. BIL SPDR SERIES TRUST — $27.0M (3.9%)
  5. MFSB MFS ACTIVE EXCHANGE TRADED F — $25.7M (3.8%)
  6. CEF SPROTT ASSET MANAGEMENT LP — $21.9M (3.2%)
  7. JSI JANUS DETROIT STR TR — $20.8M (3.0%)
  8. DIVO AMPLIFY ETF TR — $18.7M (2.7%)
  9. VOO VANGUARD INDEX FDS — $17.9M (2.6%)
  10. NVDA NVIDIA CORPORATION — $16.0M (2.3%)