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Marshall Financial Group, LLC

Q2 2026 13F filing

Updated 52 days ago

311 disclosed positions worth $685.7M

Portfolio value
$685.7M
Total holdings
311
New positions
52
Closed positions
34
Increased
113
Decreased
114
Turnover
27.6%
Filed
2026-07-20

Full holdings

Every line item disclosed in Q2 2026

?
1.N/A

SPDR SERIES TRUST

-2.0%
Value
$35.1M
Shares
353.6K
% Port
5.13%
?
2.N/A

SSGA ACTIVE TR

+3.8%
Value
$27.6M
Shares
1.07M
% Port
4.03%
Q
3.QQQ

INVESCO QQQ TR

+8.4%
Value
$27.4M
Shares
37.3K
% Port
4.00%
?
4.N/A

SPDR SERIES TRUST

-1.8%
Value
$27M
Shares
294.4K
% Port
3.93%
?
5.N/A

MFS ACTIVE EXCHANGE TRADED F

+6.3%
Value
$25.7M
Shares
1.03M
% Port
3.75%
?
6.N/A

SPROTT ASSET MANAGEMENT LP

+0.0%
Value
$21.9M
Shares
544.5K
% Port
3.19%
?
7.N/A

JANUS DETROIT STR TR

+3.1%
Value
$20.8M
Shares
406.3K
% Port
3.03%
?
8.N/A

AMPLIFY ETF TR

+5.7%
Value
$18.7M
Shares
408.7K
% Port
2.72%
V

VANGUARD INDEX FDS

+11.3%
Value
$17.9M
Shares
26.0K
% Port
2.60%
N
10.NVDA

NVIDIA CORPORATION

+0.8%
Value
$16M
Shares
79.7K
% Port
2.33%
?
11.N/A

INNOVATOR ETFS TRUST

Value
$15.2M
Shares
444.7K
% Port
2.22%
?
12.N/A

JANUS DETROIT STR TR

Value
$13.6M
Shares
535.9K
% Port
1.98%
A
13.AAPL

APPLE INC

-0.5%
Value
$13.5M
Shares
46.8K
% Port
1.97%
?
14.N/A

SSGA ACTIVE TR

+3.6%
Value
$13.1M
Shares
447.2K
% Port
1.91%
E
15.ETHA

ISHARES TR

+2.3%
Value
$12.9M
Shares
261.0K
% Port
1.89%
?
16.N/A

FIRST TR EXCH TRADED FD III

+21.3%
Value
$11.1M
Shares
378.7K
% Port
1.61%
L
17.LRCX

LAM RESEARCH CORP

-14.6%
Value
$9.4M
Shares
21.7K
% Port
1.37%
T
18.TFPM

TRIPLE FLAG PRECIOUS METAL

Unchanged
Value
$6.9M
Shares
231.3K
% Port
1.01%
G

ALPHABET INC

-1.8%
Value
$6.3M
Shares
17.9K
% Port
0.92%
A
20.AVGO

BROADCOM INC

-3.1%
Value
$5.8M
Shares
15.4K
% Port
0.85%
?
21.N/A

LATTICE STRATEGIES TR

+1.5%
Value
$5.8M
Shares
85.8K
% Port
0.84%
A
22.AMD

ADVANCED MICRO DEVICES INC

+1.3%
Value
$5.6M
Shares
9.6K
% Port
0.81%
?
23.N/A

T ROWE PRICE EXCHANGE-TRADED

+2.5%
Value
$5.5M
Shares
115.5K
% Port
0.80%
?
24.N/A

JANUS DETROIT STR TR

-16.4%
Value
$5.1M
Shares
101.7K
% Port
0.75%
A
25.AMAT

APPLIED MATLS INC

-15.9%
Value
$4.9M
Shares
6.8K
% Port
0.71%
?
26.N/A

PROSHARES TR

-5.3%
Value
$4.8M
Shares
49.3K
% Port
0.69%
W
27.WMT

WALMART INC

+0.1%
Value
$4.7M
Shares
41.2K
% Port
0.68%
M
28.MRK

MERCK & CO INC

+10.4%
Value
$4.6M
Shares
35.8K
% Port
0.67%
M
29.MSFT

MICROSOFT CORP

+5.8%
Value
$4.1M
Shares
11.1K
% Port
0.60%
?
30.N/A

FIRST TR EXCHANGE-TRADED FD

-72.5%
Value
$4.1M
Shares
191.8K
% Port
0.60%
K
31.KLAC

KLA CORP

+779.6%
Value
$4.1M
Shares
13.4K
% Port
0.59%
C
32.CSCO

CISCO SYS INC

+0.8%
Value
$4M
Shares
34.1K
% Port
0.58%
V
33.V

VISA INC

+4.4%
Value
$3.7M
Shares
10.8K
% Port
0.54%
K
34.KOLD

PROSHARES TR

-31.8%
Value
$3.7M
Shares
54.4K
% Port
0.53%
?
35.N/A

PGIM ETF TR

-4.3%
Value
$3.6M
Shares
73.4K
% Port
0.53%
I
36.INOD

INNODATA INC

-50.0%
Value
$3.6M
Shares
48.0K
% Port
0.53%
?
37.N/A

FIRST TR EXCHANGE TRADED FD

+3.4%
Value
$3.6M
Shares
82.3K
% Port
0.52%
D

DIGITAL RLTY TR INC

+2.7%
Value
$3.5M
Shares
19.3K
% Port
0.50%
M
39.MNST

MONSTER BEVERAGE CORP NEW

+1.4%
Value
$3.4M
Shares
35.8K
% Port
0.50%
E
40.ED

CONSOLIDATED EDISON INC

+4.1%
Value
$3.4M
Shares
30.9K
% Port
0.50%
A
41.ANET

ARISTA NETWORKS INC

+14.8%
Value
$3.4M
Shares
19.8K
% Port
0.49%
L
42.LMT

LOCKHEED MARTIN CORP

+0.3%
Value
$3.3M
Shares
6.5K
% Port
0.49%
S
43.SOMN

SOUTHERN CO

+7.3%
Value
$3.3M
Shares
34.3K
% Port
0.48%
H
44.HSY

HERSHEY CO

-0.1%
Value
$3.3M
Shares
18.6K
% Port
0.47%
V
45.VZ

VERIZON COMMUNICATIONS INC

+2.0%
Value
$3.2M
Shares
76.5K
% Port
0.47%
E
46.ETHA

INVESCO EXCH TRADED FD TR II

+8.2%
Value
$3.2M
Shares
10.5K
% Port
0.46%
S
47.SCCO

SOUTHERN COPPER CORP

-6.4%
Value
$3.1M
Shares
17.9K
% Port
0.46%
M
48.MCD

MCDONALDS CORP

+7.6%
Value
$3M
Shares
11.2K
% Port
0.44%
?
49.N/A

INVESCO EXCHANGE TRADED FD T

+4.6%
Value
$2.8M
Shares
24.7K
% Port
0.41%
K
50.KR

KROGER CO

+7.3%
Value
$2.8M
Shares
49.9K
% Port
0.40%