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Peter Andrew Marshall

Marshall Financial Group, Llc

Assets Managed
$624.558M
Holdings
293
Last Quarter
2026 - Q1
Filed Date
1mo 17d ago
Growth Rate
21.21%(2Q avg: 10.8%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Marshall Financial Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 293 positions.

Assets under management

The assets under management (AUM) of Marshall Financial Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 624.558M in assets, with a quarterly growth rate of 21.21% and a 2-quarter average growth rate of 10.8%. The portfolio is managed by Peter Andrew Marshall, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BILS
Spdr Bloomberg 3-12 Month T-
Recent Activity
New Position
5.75%
$35.875M
360,770 shares@ $99.45 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
New Position
4.4%
$27.465M
299,703 shares@ $91.64 avg price
OBND
Spdr Loomis Sayles Opp Bond
Recent Activity
Decreased -2.35%
4.24%
$26.427M
1.032M shares@ $25.62 avg price
CEF
Sprott Physical Gold And Sil
Recent Activity
New Position
4.16%
$25.975M
544,328 shares@ $47.72 avg price
MFSB
Mfs Active Core Plus Bond
Recent Activity
Increased 6.25%
3.87%
$24.152M
970,357 shares@ $24.89 avg price
JSI
Jh Securitized Income Etf
Recent Activity
Decreased -4.26%
3.26%
$20.32M
394,178 shares@ $51.55 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 27.3%
3.18%
$19.839M
34,372 shares@ $577.18 avg price
DIVO
Amplify Cwp Enhanced Dividen
Recent Activity
Increased 1.39%
2.78%
$17.346M
386,764 shares@ $44.85 avg price
SCHR
Schwab Intermediate-term Us
Recent Activity
Decreased -0.64%
2.52%
$15.701M
630,313 shares@ $24.91 avg price
LGOV
First Tr Long Duration O-etf
Recent Activity
Decreased -2.79%
2.41%
$15.019M
696,277 shares@ $21.58 avg price

1-10 of 293