Peter Andrew Marshall

Marshall Financial Group, Llc

Assets Managed

$685.713M

Holdings

311

Last Quarter

2026 - Q2

Filed Date

1d ago

Growth Rate

9.8%(2Q avg: 15.5%)

Sustained Growth

6 quarters

Portfolio positions

This chart displays the top 10 holdings in Marshall Financial Group, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 311 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 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 685.713M in assets, with a quarterly growth rate of 9.8% and a 2-quarter average growth rate of 15.5%. The portfolio is managed by Peter Andrew Marshall, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
BILS Spdr Bloomberg 3-12 Month T- Recent Activity Decreased -1.98%	5.13%	$35.143M 353,625 shares@ $99.38 avg price	Decreased -1.98%
OBND Spdr Loomis Sayles Opp Bond Recent Activity Increased 3.75%	4.03%	$27.632M 1.07M shares@ $25.82 avg price	Increased 3.75%
QQQ Invesco Qqq Trust Series 1 Recent Activity Increased 8.38%	4.01%	$27.432M 37,252 shares@ $736.4 avg price	Increased 8.38%
BIL Spdr Bloomberg 1-3 Month T-b Recent Activity Decreased -1.77%	3.94%	$26.977M 294,386 shares@ $91.64 avg price	Decreased -1.77%
MFSB Mfs Active Core Plus Bond Recent Activity Increased 6.31%	3.76%	$25.715M 1.031M shares@ $24.93 avg price	Increased 6.31%
CEF Sprott Physical Gold And Sil Recent Activity Increased 0.04%	3.2%	$21.906M 544,511 shares@ $40.23 avg price	Increased 0.04%
JSI Jh Securitized Income Etf Recent Activity Increased 3.07%	3.04%	$20.804M 406,255 shares@ $51.21 avg price	Increased 3.07%
DIVO Amplify Cwp Enhanced Dividen Recent Activity Increased 5.67%	2.73%	$18.676M 408,662 shares@ $45.7 avg price	Increased 5.67%
VOO Vanguard S&p 500 Etf Recent Activity Increased 11.27%	2.61%	$17.854M 25,996 shares@ $686.81 avg price	Increased 11.27%
NVDA Nvidia Corp Recent Activity Increased 0.82%	2.33%	$15.954M 79,736 shares@ $200.1 avg price	Increased 0.82%

1-10 of 311