Marshall Financial Group, LLC
All 13F Filings
- Location
- Hunt Valley, MD
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 624,558
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/10/2026 | 293 | 624,558 | 13F-HR | Marshall Financial Group, LLC |
| Q4 2025 | 1/9/2026 | 288 | 515,312 | 13F-HR | Marshall Financial Group, LLC |
| Q3 2025 | 10/8/2025 | 258 | 513,277 | 13F-HR | Marshall Financial Group, LLC |
| Q2 2025 | 7/10/2025 | 251 | 509,962 | 13F-HR | Marshall Financial Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 377.4 K | 60.5% | 0 | 69.32 K | -69.32 K |
| ETFs | 246.2 K | 39.5% | 178.2 K | 0 | 178.2 K |
| Debt | 391 | 0.1% | 0 | 207 | -207 |
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Fund Snapshot
Q1 2026
Latest filed
4/10/2026
Total value ($000)
624,558
Holdings
293
QoQ value change ($000)
109,246
(21.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.