Marshall Financial Group, LLC

Q1 2026 13F-HR Holdings

Location
Hunt Valley, MD
Holdings as of
3/31/2026
Date filed
4/10/2026
Form type
13F-HR
Num holdings
293
Total value ($000)
$624,558
Net value change ($000)
+109,246 (21.2%)
New positions
25
Sold out positions
20
Turnover %
24.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BILS 35,875 NEW
BIL 27,465 NEW
CEF 25,975 NEW
ALLW 12,451 NEW
FEMB 8,971 NEW
TFPM 8,027 NEW
HSY 3,862 NEW
VOO 3,769 37.0%
INOD 3,705 NEW
PPLT 3,391 NEW
Top Reduces (Value $000, Stocks/ETFs)
PAVE -11,265 -94.9%
EDV -5,630 -92.2%
SSO -1,929 -31.8%
QLD -1,915 -37.6%
EXAS -1,794 -100.0%
AAPL -1,512 -11.3%
VEA -1,339 -100.0%
MSFT -1,161 -23.1%
JSI -1,115 -5.2%
VV -1,092 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type