§ 13F · FUND PROFILE
MARSHALL FINANCIAL GROUP INC /ADV.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $364M (13F)Positions · 53Turnover · — · Q3Filed · Nov 4, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$660K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED NOV 4, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 1.30M | $34M | 9.4% | +4% |
| 2 | SCHG | SCHWAB STRATEGIC TR | 1.06M | $34M | 9.3% | −3% |
| 3 | SCHV | SCHWAB STRATEGIC TR | 1.08M | $31M | 8.7% | +3% |
| 4 | VOO | VANGUARD INDEX FDS | 46K | $28M | 7.7% | +11% |
| 5 | SCHP | SCHWAB STRATEGIC TR | 923K | $25M | 6.8% | +4% |
| 6 | VB | VANGUARD INDEX FDS | 82K | $21M | 5.7% | +1% |
| 7 | SCHA | SCHWAB STRATEGIC TR | 721K | $20M | 5.5% | −1% |
| 8 | SCHB | SCHWAB STRATEGIC TR | 747K | $19M | 5.3% | +1% |
| 9 | VTV | VANGUARD INDEX FDS | 103K | $19M | 5.3% | +1% |
| 10 | SCHM | SCHWAB STRATEGIC TR | 610K | $18M | 5.0% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MARSHALL SIGNAL
AC read
MARSHALL FINANCIAL GROUP INC /ADV is a Other fund managing $364 million in assets. The fund runs a portfolio of 53 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed