MARSHALL FINANCIAL GROUP INC /ADV: summary

MARSHALL FINANCIAL GROUP INC /ADV reported 53 positions with a reported value of $363.55M in its 13F for Q3 2025. Compared with Q2 2025: 3 new positions, 2 exited.

Top positions

• SCHWAB U.S. LARGE-CAP ETF
• SCHWAB U.S. LARGE-CAP GROWTH ETF
• SCHWAB U.S. LARGE-CAP VALUE ETF
• VANGUARD S&P 500 ETF
• SCHWAB US TIPS ETF
• VANGUARD MORNINGSTAR SMALL-CAP ETF
• SCHWAB U.S. SMALL-CAP ETF
• SCHWAB U.S. BROAD MARKET ETF
• VANGUARD MORNINGSTAR VALUE ETF
• SCHWAB U.S. MID-CAP ETF