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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 12 of 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PANW PALO ALTO NETWORKS INC Technology 1,302.0 $444K 0.07% NEW $341.02 +4.9%
222 SUSB ISHARES TR 17,648.0 $441K 0.06% +4K +31.0% $24.99 -0.6%
223 HYBL SSGA ACTIVE TR 15,622.0 $437K 0.06% -418.0 -2.6% $27.95 +0.1%
224 XLK SELECT SECTOR SPDR TR 2,284.0 $435K 0.06% $190.52 -3.8%
225 EFIV SPDR SERIES TRUST 5,963.0 $435K 0.06% +601.0 +11.2% $72.93 +2.9%
226 DIA STATE STR SPDR DOW JONES IND Financial Services 808.0 $422K 0.06% +13.0 +1.6% $522.52 +1.9%
227 VO VANGUARD INDEX FDS 5,214.0 $420K 0.06% +4K +222.1% $80.57 +3.0%
228 DOCT FIRST TR EXCHNG TRADED FD VI 8,795.0 $411K 0.06% $46.68 +1.9%
229 EDV VANGUARD WORLD FD 6,093.0 $397K 0.06% -88K -93.5% $65.08 -8.6%
230 MAXI SIMPLIFY EXCHANGE TRADED FUN 47,251.0 $392K 0.06% NEW $8.29 +61.4%
231 GS GOLDMAN SACHS GROUP INC Financial Services 385.0 $389K 0.06% -135.0 -26.0% $1011.37 +2.8%
232 MFS ACTIVE EXCHANGE TRADED F 15,383.0 $387K 0.06% +1K +8.4% $25.19
233 SUB ISHARES TR 3,565.0 $380K 0.06% $106.47 -0.2%
234 IJR ISHARES TR 2,542.0 $377K 0.06% -3K -51.3% $148.32 -0.7%
235 VFH VANGUARD WORLD FD 2,839.0 $374K 0.05% +20.0 +0.7% $131.59 +6.9%
236 EXC EXELON CORP Utilities 7,795.0 $363K 0.05% $46.62 -6.1%
237 NUE NUCOR CORP Basic Materials 1,631.0 $363K 0.05% NEW $222.71 +9.4%
238 NTAP NETAPP INC Technology 2,340.0 $362K 0.05% -7K -73.8% $154.78 +24.2%
239 GEV GE VERNOVA INC Utilities 305.0 $358K 0.05% -33.0 -9.8% $1175.08 -18.6%
240 FBND FIDELITY MERRIMACK STR TR 7,865.0 $358K 0.05% -6K -41.8% $45.49 -1.3%
Page 12 of 16  ·  311 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%