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Showing Q3 2025 data
MARSHALL FINANCIAL GROUP INC /ADV's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
MARSHALL FINANCIAL GROUP INC /ADV
•CIK: 701189•Filing: Q3 2025
MARSHALL FINANCIAL GROUP INC /ADV manages $364M across a portfolio of 53 positions, demonstrating a clear focus on broad market exposure. The fund's top holdings are heavily weighted toward sector and index ETFs, notably SCHX ($34.2M) and SCHG ($33.8M). Significant allocations are also directed into core market segments, including SCHV ($31.5M) and VOO ($28.2M). This concentration suggests a systematic, large-cap growth and sector rotation strategy.
Total AUM
$363.5M
QoQ Performance
+8.8%
Positions
24
Top 10 Concentration
68.7%
Latest Filing
Q3 2025
Top Holdings Allocation
SCHX
SCHG
SCHV
VOO
SCHP
VB
SCHA
SCHB
SCHX9.4%
SCHG9.3%
SCHV8.7%
VOO7.7%
SCHP6.8%
VB5.7%
SCHA5.5%
SCHB5.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other90.2%
ETF7.7%
Healthcare0.8%
Technology0.8%
Financial0.2%
Communication0.1%
Consumer Staples0.1%
🚪 Exited Positionssold since Q2 2025
Changes from Q2 2025
NEW3 new positions
↑27 increased
↓19 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023