Marshall Financial Group, LLC
Marshall Financial Group, LLC reported 311 positions worth $685.7M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: BILS (5.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BILS | SH | $35.1M | 5.13% | 353,625 | — | — | |
| ▸ 2 | OBND | SH | $27.6M | 4.03% | 1,070,380 | — | — | |
| ▸ 3 | QQQ | SH | $27.4M | 4.00% | 37,252 | — | — | |
| ▸ 4 | BIL | SH | $27.0M | 3.93% | 294,386 | — | — | |
| ▸ 5 | MFSB | SH | $25.7M | 3.75% | 1,031,497 | — | — | |
| ▸ 6 | CEF | SH | $21.9M | 3.19% | 544,511 | — | — | |
| ▸ 7 | JSI | SH | $20.8M | 3.03% | 406,255 | — | — | |
| ▸ 8 | DIVO | SH | $18.7M | 2.72% | 408,662 | — | — | |
| ▸ 9 | VOO | SH | $17.9M | 2.60% | 25,996 | — | — | |
| ▸ 10 | NVDA | SH | $16.0M | 2.33% | 79,736 | — | — |
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Frequently Asked Questions
What stocks does Marshall Financial Group, LLC hold as of Q2 2026?
Marshall Financial Group, LLC reported 311 positions worth $685.7M in its Q2 2026 13F filing. Largest positions: BILS (5.1%), OBND (4.0%), QQQ (4.0%), BIL (3.9%) and MFSB (3.8%).
What did Marshall Financial Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Marshall Financial Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.