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Portfolio (Quarterly) Guide ↗

Marshall Financial Group, LLC

· CIK 0001841496
13F Portfolio $686M AUM 311 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 71 New 97 Added 107 Reduced 48 Exited
Page 4 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IJH ISHARES TR 7,822.0 $603K 0.09% -3K -29.6% $77.11 -1.2%
62 MPWR MONOLITHIC PWR SYS INC Technology 402.0 $556K 0.08% -92.0 -18.6% $1382.46 -7.6%
63 FMHI FIRST TR EXCH TRADED FD III 11,351.0 $550K 0.08% -1K -8.2% $48.49 -2.3%
64 KO COCA COLA CO Consumer Defensive 6,641.0 $540K 0.08% -143.0 -2.1% $81.27 +13.1%
65 DGRO ISHARES TR 7,099.0 $538K 0.08% -613.0 -8.0% $75.80 +5.4%
66 DUK DUKE ENERGY CORP NEW Utilities 4,234.0 $536K 0.08% -2K -29.7% $126.58 -4.4%
67 PFXF VANECK ETF TRUST 28,907.0 $516K 0.07% -19K -39.9% $17.84 +0.3%
68 UBER UBER TECHNOLOGIES INC Technology 7,088.0 $511K 0.07% -18K -71.4% $72.16 +9.0%
69 DURA VANECK ETF TRUST 13,289.0 $494K 0.07% -14K -50.9% $37.15 +8.2%
70 GOVT ISHARES TR 21,222.0 $483K 0.07% -13K -38.8% $22.78 -1.3%
71 VTI VANGUARD INDEX FDS 1,265.0 $468K 0.07% -81.0 -6.0% $369.95 +2.1%
72 XOM EXXON MOBIL CORP Energy 3,363.0 $460K 0.07% -2K -33.6% $136.73 +18.9%
73 HYBL SSGA ACTIVE TR 15,622.0 $437K 0.06% -418.0 -2.6% $27.95 +0.1%
74 EDV VANGUARD WORLD FD 6,093.0 $397K 0.06% -88K -93.5% $65.08 -7.4%
75 GS GOLDMAN SACHS GROUP INC Financial Services 385.0 $389K 0.06% -135.0 -26.0% $1011.37 +2.4%
76 IJR ISHARES TR 2,542.0 $377K 0.06% -3K -51.3% $148.32 -1.0%
77 NTAP NETAPP INC Technology 2,340.0 $362K 0.05% -7K -73.8% $154.78 +21.4%
78 GEV GE VERNOVA INC Utilities 305.0 $358K 0.05% -33.0 -9.8% $1175.08 -19.8%
79 FBND FIDELITY MERRIMACK STR TR 7,865.0 $358K 0.05% -6K -41.8% $45.49 -1.1%
80 SOFI SOFI TECHNOLOGIES INC Financial Services 19,812.0 $355K 0.05% -437.0 -2.2% $17.93 +3.6%
Page 4 of 6  ·  107 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.8%
Financial Services 27.2%
Industrials 8.6%
Healthcare 7.0%
Consumer Defensive 6.6%
Consumer Cyclical 4.9%
Basic Materials 3.4%
Utilities 3.2%
Communication Services 3.0%
Real Estate 2.6%