Marshall Financial Group, LLC: 13F holdings
CIK 18414962026Q2
| Positions | 311 |
|---|
| Reported value | $685.7m |
|---|
| Filed | 2026-07-20 |
|---|
Change since last quarter
| Positions | 311 (+18 vs prior quarter) |
|---|
| Reported value | $685.7m (+9.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BILS SPDR SERIES TRUST | 353,625 | $35.1m | 5.1% |
| SSGA ACTIVE TR | 1,070,380 | $27.6m | 4.0% |
| QQQ INVESCO QQQ TR | 37,252 | $27.4m | 4.0% |
| BIL SPDR SERIES TRUST | 294,386 | $27.0m | 3.9% |
| MFS ACTIVE EXCHANGE TRADED F | 1,031,497 | $25.7m | 3.8% |
| CEF SPROTT ASSET MANAGEMENT LP | 544,511 | $21.9m | 3.2% |
| JSI JANUS DETROIT STR TR | 406,255 | $20.8m | 3.0% |
| DIVO AMPLIFY ETF TR | 408,662 | $18.7m | 2.7% |
| VOO VANGUARD INDEX FDS | 25,996 | $17.9m | 2.6% |
| NVDA NVIDIA CORPORATION | 79,736 | $16.0m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1841496")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples