Marshall Financial Group, LLC
Q4 2025 13F Holdings
- Locationhunt valley, MD
- Num holdings
288
- Value ($000)
$515,312
- Date Filed01/08/2026
- Form type13F-HR
- CIK0001841496
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SSGA ACTIVE TR | STATE STREET LOO | 78470P804 | $27.51M | 5 % | 1,056,629 | ||
MFS ACTIVE EXCHANGE TRADED F | CORE PLUS BD ETF | 55286W108 | $23.03M | 5 % | 913,321 | ||
JANUS DETROIT STR TR | HENDERSON SECURI | 47103U746 | $21.44M | 4 % | 411,739 | ||
AMPLIFY ETF TR | CWP ENHANCED DIV | 032108409 | $16.98M | 3 % | 381,480 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $16.59M | 3 % | 27,001 | ||
SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 | $15.91M | 3 % | 634,381 | ||
FIRST TR EXCHANGE-TRADED FD | LNG DUR OPRTUN | 33738D606 | $15.64M | 3 % | 716,276 | ||
NVIDIA CORPORATION | COM | 67066G104 | $14.75M | 3 % | 79,066 | ||
APPLE INC | COM | 037833100 | $13.44M | 3 % | 49,427 | ||
GLOBAL X FDS | US INFR DEV ETF | 37954Y673 | $11.87M | 2 % | 248,382 |
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