Marshall Financial Group, LLC
Annual return '25
-62.0%
SPY '25
+17.7%
Alpha
-79.7ptsvs SPY
Invested
$624.6M
Holdings
292
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BILS
SPDR SERIES TRUST
Held since at least Q1 2024
5.7%
02
$BIL
SPDR SERIES TRUST
Held since at least Q1 2024
4.4%
03
$OBND
SSGA ACTIVE TR
Q4 2025: Exited (was 1.00M shares)
4.2%
04
$CEF
SPROTT ASSET MANAGEMENT LP
Held since at least Q1 2024
4.2%
05
$MFSB
MFS ACTIVE EXCHANGE TRADED F
Q4 2025: Exited (was 798.5k shares)
3.9%
06
$JSI
JANUS DETROIT STR TR
Q4 2025: Exited (was 391.7k shares)
3.3%
07
$NDQ
INVESCO QQQ TR
Q4 2025: Exited (was 27.4k shares)
3.2%
08
$DIVO
AMPLIFY ETF TR
Q4 2025: Exited (was 362.8k shares)
2.8%
09
$SCHR
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 598.1k shares)
2.5%
10
$LGOV
FIRST TR EXCHANGE-TRADED FD
Q4 2025: Exited (was 687.8k shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:33 UTC.