§ 13F · FUND PROFILE
Marshall Financial Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $510.0T (13F)Positions · 251Turnover · — · Q4Filed · Jan 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$51.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | OBND | SSGA ACTIVE TR | 1.06M | $27.5T | 5.3% | +5% |
| 2 | MFSB | MFS ACTIVE EXCHANGE TRADED F | 913K | $23.0T | 4.5% | +14% |
| 3 | JSI | JANUS DETROIT STR TR | 412K | $21.4T | 4.2% | +5% |
| 4 | DIVO | AMPLIFY ETF TR | 381K | $17.0T | 3.3% | +5% |
| 5 | QQQ | INVESCO QQQ TR | 27K | $16.6T | 3.2% | −2% |
| 6 | SCHR | SCHWAB STRATEGIC TR | 634K | $15.9T | 3.1% | +6% |
| 7 | LGOV | FIRST TR EXCHANGE-TRADED FD | 716K | $15.6T | 3.0% | +4% |
| 8 | NVDA | NVIDIA CORPORATION | 79K | $14.7T | 2.9% | −1% |
| 9 | AAPL | APPLE INC | 49K | $13.4T | 2.6% | −16% |
| 10 | PAVE | GLOBAL X FDS | 248K | $11.9T | 2.3% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MARSHALL SIGNAL
AC read
Marshall Financial Group, LLC is a Other fund managing $509962.4 trillion in assets. The fund runs a broad portfolio of 251 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
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