Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Marshall Financial Group, LLC (CIK 1841496) reported $624.6M across 293 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BILS ($35.9M, 5.74%), BIL ($27.5M, 4.40%), OBND ($26.4M, 4.23%), CEF ($26.0M, 4.16%), MFSB ($24.2M, 3.87%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BILS | SPDR SERIES TRUST | $35.9M | 5.74% | 360,770 | New |
| 2 | BIL | SPDR SERIES TRUST | $27.5M | 4.40% | 299,703 | New |
| 3 | OBND | SSGA ACTIVE TR | $26.4M | 4.23% | 1.0M | Trimmed |
| 4 | CEF | SPROTT ASSET MANAGEMENT LP | $26.0M | 4.16% | 544,328 | New |
| 5 | MFSB | MFS ACTIVE EXCHANGE TRADED F | $24.2M | 3.87% | 970,357 | Added |
| 6 | JSI | JANUS DETROIT STR TR | $20.3M | 3.25% | 394,178 | Trimmed |
| 7 | QQQ | INVESCO QQQ TR | $19.8M | 3.18% | 34,372 | Added |
| 8 | DIVO | AMPLIFY ETF TR | $17.3M | 2.78% | 386,764 | Added |
| 9 | SCHR | SCHWAB STRATEGIC TR | $15.7M | 2.51% | 630,313 | Trimmed |
| 10 | LGOV | FIRST TR EXCHANGE-TRADED FD | $15.0M | 2.40% | 696,277 | Trimmed |
| 11 | VOO | VANGUARD INDEX FDS | $14.0M | 2.24% | 23,363 | Added |
| 12 | NVDA | NVIDIA CORPORATION | $13.8M | 2.21% | 79,090 | Added |
| 13 | ALLW | SSGA ACTIVE TR | $12.5M | 1.99% | 431,569 | New |
| 14 | AAPL | APPLE INC | $11.9M | 1.91% | 46,986 | Trimmed |
| 15 | IQLT | ISHARES TR | $11.8M | 1.89% | 255,218 | Added |
| 16 | FEMB | FIRST TR EXCH TRADED FD III | $9.0M | 1.44% | 312,185 | New |
| 17 | TFPM | TRIPLE FLAG PRECIOUS METAL | $8.0M | 1.29% | 231,255 | New |
| 18 | JAAA | JANUS DETROIT STR TR | $6.1M | 0.98% | 121,629 | Added |
| 19 | LRCX | LAM RESEARCH CORP | $5.4M | 0.87% | 25,388 | Trimmed |
| 20 | GOOG | ALPHABET INC | $5.2M | 0.84% | 18,213 | Trimmed |
| 21 | WMT | WALMART INC | $5.1M | 0.82% | 41,216 | Added |
| 22 | ROUS | LATTICE STRATEGIES TR | $5.0M | 0.80% | 84,511 | Trimmed |
| 23 | AVGO | BROADCOM INC | $4.9M | 0.79% | 15,945 | Added |
| 24 | TSPA | T ROWE PRICE ETF INC | $4.6M | 0.74% | 112,670 | Trimmed |
| 25 | SSO | PROSHARES TR | $4.1M | 0.66% | 79,847 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31