MARSHALL FINANCIAL GROUP INC /ADV

DOYLESTOWN, PA · CIK 701189 · 13F filing filed 2025-11-04

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyLahaska, PA

$363.5m reported value +8.8% vs Q2 2025

53positions

68.7%in top 10

3 new 27 added 19 reduced 2 sold out vs Q2 2025

Holdings, Q3 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	1,300,022	$34.2m9.42%	9.42%	Added +47.1k	+47,103 3.8%
2	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	1,058,587	$33.8m9.29%	9.29%	Reduced -38.3k	-38,318 -3.5%
3	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	1,081,761	$31.5m8.66%	8.66%	Added +31.0k	+31,043 3.0%
4	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	46,006	$28.2m7.75%	7.75%	Added +4.6k	+4,619 11.2%
5	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	923,169	$24.9m6.84%	6.84%	Added +35.3k	+35,316 4.0%
6	VANGUARD INDEX FDS SMALL CP ETF VB	VB	81,738	$20.8m5.72%	5.72%	Added +748	+748 0.9%
7	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	721,038	$20.1m5.53%	5.53%	Reduced -8.0k	-7,981 -1.1%
8	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	746,625	$19.2m5.28%	5.28%	Added +7.6k	+7,573 1.0%
9	VANGUARD INDEX FDS VALUE ETF VTV	VTV	102,828	$19.2m5.27%	5.27%	Added +643	+643 0.6%
10	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	610,211	$18.1m4.98%	4.98%	Reduced -13.7k	-13,666 -2.2%
11	VANGUARD INDEX FDS MID CAP ETF VO	VO	60,898	$17.9m4.92%	4.92%	Added +1.0k	+1,020 1.7%
12	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	32,257	$15.5m4.26%	4.26%	Reduced -423	-423 -1.3%
13	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	635,810	$14.8m4.07%	4.07%	Reduced -1.1k	-1,077 -0.2%
14	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	175,655	$10.5m2.90%	2.90%	Reduced -2.3k	-2,307 -1.3%
15	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	83,351	$7.0m1.93%	1.93%	Added +21.6k	+21,581 34.9%
16	ISHARES TR RUS 1000 GRW ETF IWF	IWF	11,769	$5.5m1.52%	1.52%	Added +32	+32 0.3%
17	SCHWAB STRATEGIC TR US AGGREGATE B SCHZ	SCHZ	215,071	$5.0m1.39%	1.39%	Added +24.5k	+24,494 12.8%
18	JOHNSON & JOHNSON COM JNJ	JNJ	15,094	$2.8m0.77%	0.77%	Reduced -98	-98 -0.7%
19	VANGUARD WORLD FD ESG US STK ETF ESGV	ESGV	22,241	$2.6m0.72%	0.72%	Added +315	+315 1.4%
20	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	78,180	$2.6m0.72%	0.72%	Reduced -1.5k	-1,500 -1.9%
21	ISHARES TR MSCI USA MMENTM MTUM	MTUM	9,685	$2.5m0.68%	0.68%	Reduced -529	-529 -5.2%
22	ISHARES TR RUS 1000 ETF IWB	IWB	5,755	$2.1m0.58%	0.58%	Reduced -27	-27 -0.5%
23	VANGUARD WORLD FD ESG INTL STK ETF VSGX	VSGX	28,573	$2.0m0.55%	0.55%	Added +54	+54 0.2%
24	ISHARES TR RUS 2000 GRW ETF IWO	IWO	6,128	$2.0m0.54%	0.54%	Added +4	+4 0.1%
25	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	38,713	$1.9m0.53%	0.53%	Added +2.0k	+1,987 5.4%
26	ISHARES TR RUS 1000 VAL ETF IWD	IWD	9,167	$1.9m0.51%	0.51%	Reduced -59	-59 -0.6%
27	APPLE INC COM AAPL	AAPL	6,774	$1.7m0.47%	0.47%	Reduced -173	-173 -2.5%
28	ISHARES TR NATIONAL MUN ETF MUB	MUB	14,424	$1.5m0.42%	0.42%	Added +1.5k	+1,514 11.7%
29	ISHARES TR TIPS BD ETF TIP	TIP	13,627	$1.5m0.42%	0.42%	Added +1.4k	+1,386 11.3%
30	ISHARES TR RUS MD CP GR ETF IWP	IWP	7,210	$1.0m0.28%	0.28%	Added +129	+129 1.8%
31	ISHARES TR RUSSELL 2000 ETF IWM	IWM	4,069	$984.5k0.27%	0.27%	Reduced -57	-57 -1.4%
32	SCHWAB STRATEGIC TR INTL SCEQT ETF SCHC	SCHC	20,339	$925.6k0.25%	0.25%	Unchanged
33	VANGUARD WORLD FD INF TECH ETF VGT	VGT	1,000	$746.5k0.21%	0.21%	Added +1	+1 0.1%
34	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	13,454	$729.0k0.20%	0.20%	Reduced -138	-138 -1.0%
35	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	3,680	$698.0k0.19%	0.19%	Added +121	+121 3.4%
36	WSFS FINL CORP COM WSFS	WSFS	12,075	$651.2k0.18%	0.18%	Unchanged
37	ISHARES TR AGGRES ALLOC ETF AOA	AOA	6,951	$612.7k0.17%	0.17%	Reduced -926	-926 -11.8%
38	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	4,203	$592.4k0.16%	0.16%	Reduced -66	-66 -1.6%
39	MICROSOFT CORP COM MSFT	MSFT	1,107	$573.4k0.16%	0.16%	Added +15	+15 1.4%
40	ISHARES TR MSCI EAFE ETF EFA	EFA	6,097	$569.3k0.16%	0.16%	Unchanged
41	PHILIP MORRIS INTL INC COM PM	PM	3,070	$498.0k0.14%	0.14%	Reduced -308	-308 -9.1%
42	ISHARES TR RUS MDCP VAL ETF IWS	IWS	3,420	$477.7k0.13%	0.13%	Added +125	+125 3.8%
43	BANK AMERICA CORP COM BAC	BAC	8,655	$446.5k0.12%	0.12%	Added +44	+44 0.5%
44	META PLATFORMS INC CL A META	META	579	$425.4k0.12%	0.12%	Added +6	+6 1.1%
45	JPMORGAN CHASE & CO COM JPM	JPM	1,271	$401.0k0.11%	0.11%	Added +56	+56 4.6%
46	AT&T INC COM T	T	9,744	$275.2k0.08%	0.08%	Added +451	+451 4.8%
47	ISHARES TR RUS 2000 VAL ETF IWN	IWN	1,427	$252.4k0.07%	0.07%	Added +3	+3 0.2%
48	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	3,730	$242.4k0.07%	0.07%	Unchanged
49	ISHARES TR GRWT ALLOCAT ETF AOR	AOR	3,682	$237.1k0.07%	0.07%	Reduced -4	-4 -0.1%
50	BROADCOM INC COM AVGO	AVGO	683	$225.3k0.06%	0.06%	New
51	ALTRIA GROUP INC COM MO	MO	3,358	$221.8k0.06%	0.06%	New
52	NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES NAMS	NAMS	7,500	$213.3k0.06%	0.06%	New
53	MEDTRONIC PLC SHS MDT	MDT	2,228	$212.2k0.06%	0.06%	Reduced -782	-782 -26.0%

Sold out since Q2 2025

Security	Ticker	Shares held before	Value then
AUTOMATIC DATA PROCESSING IN ADP	ADP	738	$227.6k738 shares
SPDR SER TR RWR	RWR	2,136	$206.0k2.1k shares