account_balance
Investment manager · 13F filer · SEC CIK 1841496
Marshall Financial Group, LLC
Reported value$707Mas of Sep 30, 2026
Positions323 20 new, 8 sold out
Top 10 weight31.7%BILS alone is 4%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BILSSPDR Series Trust
4.0%Trimmed −20%
UCONFirst Tr Exchng Traded Fd Vi
3.9%New
MFSBMFS Active Exchange Traded F
3.8%Added +8%
CEFSprott Physical Gold & Silver Trust
3.2%
JSIJanus Detroit STR Tr
3.1%Added +6%
QQQInvesco QQQ Tr
3.0%Trimmed −23%
DIVOAmplify ETF Tr
2.9%Added +6%
BALTInnovator Etfs Trust
2.7%Added +23%
NVDANVIDIA Corp
2.6%
BILSPDR Series Trust
2.6%Trimmed −33%
AAPLApple Inc.
2.3%Added +3%
JELMJanus Detroit STR Tr
2.2%
BILSSPDR Series Trust
4.0%−20%
UCONFirst Tr Exchng Traded Fd Vi
3.9%
MFSBMFS Active Exchange Traded F
3.8%
CEFSprott Physical Gold & Silver Trust
3.2%
JSIJanus Detroit STR Tr
3.1%+6%
QQQInvesco QQQ Tr
3.0%−23%
DIVOAmplify ETF Tr
2.9%
BALTInnovator Etfs Trust
2.7%
NVDANVIDIA Corp
2.6%
BILSPDR Series Trust
2.6%
AAPLApple Inc.
2.3%
JELMJanus Detroit STR Tr
2.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BILS SPDR Series Trust 4.0% Trimmed −20%
UCON First Tr Exchng Traded Fd Vi 3.9% New
MFSB MFS Active Exchange Traded F 3.8% Added +8%
CEF Sprott Physical Gold & Silver Trust 3.2% HeldJSI Janus Detroit STR Tr 3.1% Added +6%
QQQ Invesco QQQ Tr 3.0% Trimmed −23%
DIVO Amplify ETF Tr 2.9% Added +6%
BALT Innovator Etfs Trust 2.7% Added +23%
NVDA NVIDIA Corp 2.6% HeldBIL SPDR Series Trust 2.6% Trimmed −33%
AAPL Apple Inc. 2.3% Added +3%JELM Janus Detroit STR Tr 2.2% Added +15%
What changed
Biggest moves since Jun 30, 2026
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