StockDriftsStockDriftsTop 50 Marshall Financial Group Inc /Adv Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 9.42% | 1.30M | $34.2M | +3.76%(+47.10K) | $12.79(+108.65%) | 2025-09-30 | |
| SCHG | SCHWAB STRATEGIC TR | 9.29% | 1.06M | $33.8M | -3.49%(-38.32K) | $10.50(+207.53%) | 2025-09-30 | |
| SCHV | SCHWAB STRATEGIC TR | 8.66% | 1.08M | $31.5M | +2.95%(+31.04K) | $19.76(+49.13%) | 2025-09-30 | |
| VOO | VANGUARD INDEX FDS | 7.75% | 46.0K | $28.2M | +11.16%(+4.62K) | $405.52(+53.69%) | 2025-09-30 | |
| SCHP | SCHWAB STRATEGIC TR | 6.84% | 923.2K | $24.9M | +3.98%(+35.32K) | $27.17(-1.80%) | 2025-09-30 | |
| VB | VANGUARD INDEX FDS | 5.72% | 81.7K | $20.8M | +0.92%(+748) | $155.95(+67.18%) | 2025-09-30 | |
| SCHA | SCHWAB STRATEGIC TR | 5.53% | 721.0K | $20.1M | -1.09%(-7.98K) | $18.21(+57.71%) | 2025-09-30 | |
| SCHB | SCHWAB STRATEGIC TR | 5.28% | 746.6K | $19.2M | +1.02%(+7.57K) | $13.54(+92.13%) | 2025-09-30 | |
| VTV | VANGUARD INDEX FDS | 5.27% | 102.8K | $19.2M | +0.63%(+643) | $117.92(+62.05%) | 2025-09-30 | |
| SCHM | SCHWAB STRATEGIC TR | 4.98% | 610.2K | $18.1M | -2.19%(-13.67K) | $19.31(+56.44%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.75% | +71.74% | — | — | +71.74% |
| Top 20 Holdings Unweighted | +18.61% | +66.88% | — | — | +66.88% |
Marshall Financial Group Inc /Adv reports $363.55M in US-listed equity holdings across 53 positions in its most recent 13F filing. Its largest disclosed positions are SCHX (9.4%), SCHG (9.3%) and SCHV (8.7%). The top 20 holdings account for 91.94% of reported assets. Its disclosed equity book has returned +71.74% on a three-year cumulative basis. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Marshall Financial Group Inc /Adv’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 701189). View Marshall Financial Group Inc /Adv’s 13F filings on SEC