StockDriftsStockDriftsTop 50 Marshall Financial Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BILS | SPDR SERIES TRUST | 5.13% | 353.6K | $35.1M | -1.98%(-7.14K) | $99.33(-0.02%) | 2026-06-30 | |
| OBND | SSGA ACTIVE TR | 4.03% | 1.07M | $27.6M | +3.75%(+38.64K) | $25.97(-1.69%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 4% | 37.3K | $27.4M | +8.38%(+2.88K) | $532.11(+37.66%) | 2026-06-30 | |
| BIL | SPDR SERIES TRUST | 3.93% | 294.4K | $27.0M | -1.77%(-5.32K) | $91.51(+0.04%) | 2026-06-30 | |
| MFSB | MFS ACTIVE EXCHANGE TRADED F | 3.75% | 1.03M | $25.7M | +6.30%(+61.14K) | $24.96(-1.02%) | 2026-06-30 | |
| CEF | SPROTT ASSET MANAGEMENT LP | 3.19% | 544.5K | $21.9M | +0.03%(+183) | $46.76(-3.10%) | 2026-06-30 | |
| JSI | JANUS DETROIT STR TR | 3.03% | 406.3K | $20.8M | +3.06%(+12.08K) | $52.40(-2.37%) | 2026-06-30 | |
| DIVO | AMPLIFY ETF TR | 2.72% | 408.7K | $18.7M | +5.66%(+21.90K) | $43.69(+10.90%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.6% | 26.0K | $17.9M | +11.27%(+2.63K) | $564.43(+26.27%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.33% | 79.7K | $16.0M | +0.82%(+646) | $20.61(+996.75%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.06% | +33.32% | +3.36% | +17.99% |
| Top 20 Holdings Unweighted | +14.44% | +49.87% | +6.64% | +37.91% |
Marshall Financial Group, LLC reports $685.71M in US-listed equity holdings across 311 positions in its most recent 13F filing. Its largest disclosed positions are BILS (5.1%), OBND (4.0%) and QQQ (4.0%). The top 20 holdings account for 49.3% of reported assets. Its disclosed equity book has returned +33.32% on a three-year cumulative basis. Figures reflect the Q2 2026 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, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1841496). View Marshall Financial Group, LLC’s 13F filings on SEC