Marshall Financial Group, LLC

Est. AUM

$624.5M

13F long equity, this entity only

Positions

293

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$35.9M	360770	5.74%	SOLE
2	SPDR SERIES TRUST	STATE STREET SPD	$27.5M	299703	4.40%	SOLE
3	SSGA ACTIVE TR	STATE STREET LOO	$26.4M	1031739	4.23%	SOLE
4	SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$26.0M	544328	4.16%	SOLE
5	MFS ACTIVE EXCHANGE TRADED F	CORE PLUS BD ETF	$24.2M	970357	3.87%	SOLE
6	JANUS DETROIT STR TR	HENDERSON SECURI	$20.3M	394178	3.25%	SOLE
7	INVESCO QQQ TR	UNIT SER 1	$19.8M	34372	3.18%	SOLE
8	AMPLIFY ETF TR	CWP ENHANCED DIV	$17.3M	386764	2.78%	SOLE
9	SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$15.7M	630313	2.51%	SOLE
10	FIRST TR EXCHANGE-TRADED FD	LNG DUR OPRTUN	$15.0M	696277	2.40%	SOLE
11	VANGUARD INDEX FDS	S&P 500 ETF SHS	$14.0M	23363	2.24%	SOLE
12	NVIDIA CORPORATION	COM	$13.8M	79090	2.21%	SOLE
13	SSGA ACTIVE TR	SST BRIDGEWATER	$12.5M	431569	1.99%	SOLE
14	APPLE INC	COM	$11.9M	46986	1.91%	SOLE
15	ISHARES TR	MSCI INTL QUALTY	$11.8M	255218	1.89%	SOLE
16	FIRST TR EXCH TRADED FD III	EME MRK BD ETF	$9.0M	312185	1.44%	SOLE
17	TRIPLE FLAG PRECIOUS METAL	COM	$8.0M	231255	1.29%	SOLE
18	JANUS DETROIT STR TR	HENDRSON AAA CL	$6.1M	121629	0.98%	SOLE
19	LAM RESEARCH CORP	COM NEW	$5.4M	25388	0.87%	SOLE
20	ALPHABET INC	CAP STK CL C	$5.2M	18213	0.84%	SOLE
21	WALMART INC	COM	$5.1M	41216	0.82%	SOLE
22	LATTICE STRATEGIES TR	HARTFORD US EQTY	$5.0M	84511	0.80%	SOLE
23	BROADCOM INC	COM	$4.9M	15945	0.79%	SOLE
24	T ROWE PRICE ETF INC	US EQUITY RESEAR	$4.6M	112670	0.74%	SOLE
25	PROSHARES TR	PSHS ULT S&P 500	$4.1M	79847	0.66%	SOLE
26	LUMENTUM HLDGS INC	COM	$4.1M	5867	0.66%	SOLE
27	LOCKHEED MARTIN CORP	COM	$3.9M	6531	0.63%	SOLE
28	MERCK & CO INC	COM	$3.9M	32442	0.62%	SOLE
29	MICROSOFT CORP	COM	$3.9M	10460	0.62%	SOLE
30	HERSHEY CO	COM	$3.9M	18576	0.62%	SOLE
31	PGIM ETF TR	PGIM ULTRA SH BD	$3.8M	76716	0.61%	SOLE
32	VERIZON COMMUNICATIONS INC	COM	$3.8M	74976	0.60%	SOLE
33	INNODATA INC	COM NEW	$3.7M	95923	0.59%	SOLE
34	ABRDN PLATINUM ETF TRUST	PHYSCL PLATM SHS	$3.4M	19025	0.54%	SOLE
35	DIGITAL RLTY TR INC	COM	$3.4M	18770	0.54%	SOLE
36	KROGER CO	COM	$3.4M	46452	0.54%	SOLE
37	CONSOLIDATED EDISON INC	COM	$3.4M	29650	0.54%	SOLE
38	SOUTHERN COPPER CORP	COM	$3.3M	19175	0.53%	SOLE
39	MCDONALDS CORP	COM	$3.2M	10426	0.52%	SOLE
40	PROSHARES TR	PSHS ULTRA QQQ	$3.2M	52020	0.51%	SOLE
41	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$3.1M	79603	0.50%	SOLE
42	VISA INC	COM CL A	$3.1M	10319	0.50%	SOLE
43	SOUTHERN CO	COM	$3.1M	31999	0.49%	SOLE
44	APPLIED MATLS INC	COM	$2.8M	8061	0.44%	SOLE
45	PROCTER & GAMBLE CO	COM	$2.7M	18887	0.44%	SOLE
46	CISCO SYS INC	COM	$2.6M	33857	0.42%	SOLE
47	NOVARTIS AG	SPONSORED ADR	$2.6M	16986	0.42%	SOLE
48	MONSTER BEVERAGE CORP NEW	COM	$2.6M	35348	0.41%	SOLE
49	ABRDN PALLADIUM ETF TRUST	PHYSICAL PALLADM	$2.5M	18777	0.40%	SOLE
50	HARTFORD FDS EXCHANGE TRADED	TOTAL RTRN ETF	$2.5M	74901	0.40%	SOLE

1–50 of 293

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.