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MARSHALL FINANCIAL GROUP INC /ADV

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13F filer, CIK 701189, DOYLESTOWN, PA

MARSHALL FINANCIAL GROUP INC /ADV reported $334,049,855 across 52 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-05. Its ten largest share positions make up 68.77% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001221073-25-000070

Period
2025-06-30
Reported value
$334M
Holdings
52
Top 10 weight
68.77%
New
1
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VCITadded+7,373$611K
SCHPadded+15,486$413K
IBITnew+3,730$228K
SCHZadded+6,279$146K
ESGVadded+780$85.5K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SCHXreduced-139,116-$3.4M
VOOreduced-3,344-$1.9M
SCHBreduced-68,415-$1.63M
VOreduced-2,586-$724K
VTVreduced-4,076-$720K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001221073-25-000070, largest first. % of portfolio is the value over $334,049,855, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 319,415 shares; 2024Q1: 305,896 shares; 2024Q2: 307,071 shares; 2024Q3: 296,168 shares; 2024Q4: 1,157,218 shares; 2025Q1: 1,119,018 shares; 2025Q2: 1,096,905 shares 1,096,905$32M9.59%-22,113Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 447,155 shares; 2024Q1: 449,093 shares; 2024Q2: 451,919 shares; 2024Q3: 433,591 shares; 2024Q4: 1,263,978 shares; 2025Q1: 1,392,035 shares; 2025Q2: 1,252,919 shares 1,252,919$30.6M9.17%-139,116Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 298,046 shares; 2024Q1: 307,359 shares; 2024Q2: 317,575 shares; 2024Q3: 333,707 shares; 2024Q4: 1,002,696 shares; 2025Q1: 1,051,045 shares; 2025Q2: 1,050,718 shares 1,050,718$29.1M8.7%-327Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 373,866 shares; 2024Q1: 396,921 shares; 2024Q2: 399,730 shares; 2024Q3: 427,779 shares; 2024Q4: 848,851 shares; 2025Q1: 872,367 shares; 2025Q2: 887,853 shares 887,853$23.7M7.09%+15,486Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 33,745 shares; 2024Q1: 33,139 shares; 2024Q2: 33,793 shares; 2024Q3: 35,026 shares; 2024Q4: 35,061 shares; 2025Q1: 44,731 shares; 2025Q2: 41,387 shares 41,387$23.5M7.04%-3,344Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 81,334 shares; 2024Q1: 81,978 shares; 2024Q2: 82,470 shares; 2024Q3: 83,637 shares; 2024Q4: 82,540 shares; 2025Q1: 81,695 shares; 2025Q2: 80,990 shares 80,990$19.2M5.75%-705Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 387,270 shares; 2024Q1: 393,283 shares; 2024Q2: 397,983 shares; 2024Q3: 393,032 shares; 2024Q4: 775,429 shares; 2025Q1: 746,505 shares; 2025Q2: 729,019 shares 729,019$18.4M5.52%-17,486Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 106,419 shares; 2024Q1: 107,760 shares; 2024Q2: 107,606 shares; 2024Q3: 107,901 shares; 2024Q4: 105,416 shares; 2025Q1: 106,261 shares; 2025Q2: 102,185 shares 102,185$18.1M5.41%-4,076Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 303,599 shares; 2024Q1: 300,840 shares; 2024Q2: 296,298 shares; 2024Q3: 283,132 shares; 2024Q4: 813,733 shares; 2025Q1: 807,467 shares; 2025Q2: 739,052 shares 739,052$17.6M5.27%-68,415Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 207,761 shares; 2024Q1: 208,115 shares; 2024Q2: 211,278 shares; 2024Q3: 213,839 shares; 2024Q4: 641,834 shares; 2025Q1: 630,291 shares; 2025Q2: 623,877 shares 623,877$17.5M5.24%-6,414Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 57,695 shares; 2024Q1: 58,375 shares; 2024Q2: 58,258 shares; 2024Q3: 60,619 shares; 2024Q4: 61,394 shares; 2025Q1: 62,464 shares; 2025Q2: 59,878 shares 59,878$16.8M5.02%-2,586Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 32,134 shares; 2024Q1: 31,534 shares; 2024Q2: 31,390 shares; 2024Q3: 32,851 shares; 2024Q4: 33,008 shares; 2025Q1: 33,732 shares; 2025Q2: 32,680 shares 32,680$14.3M4.29%-1,052Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 325,460 shares; 2024Q1: 328,410 shares; 2024Q2: 328,909 shares; 2024Q3: 335,150 shares; 2024Q4: 672,971 shares; 2025Q1: 656,010 shares; 2025Q2: 636,887 shares 636,887$14.1M4.21%-19,123Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 189,075 shares; 2024Q1: 189,015 shares; 2024Q2: 190,181 shares; 2024Q3: 188,574 shares; 2024Q4: 188,704 shares; 2025Q1: 184,224 shares; 2025Q2: 177,962 shares 177,962$10.1M3.04%-6,262Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 7,094 shares; 2024Q1: 16,571 shares; 2024Q2: 19,573 shares; 2024Q3: 33,009 shares; 2024Q4: 35,148 shares; 2025Q1: 54,397 shares; 2025Q2: 61,770 shares 61,770$5.12M1.53%+7,373Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 12,901 shares; 2024Q1: 12,284 shares; 2024Q2: 12,027 shares; 2024Q3: 11,831 shares; 2024Q4: 11,837 shares; 2025Q1: 11,732 shares; 2025Q2: 11,737 shares 11,737$4.98M1.49%+5Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 84,085 shares; 2024Q1: 87,207 shares; 2024Q2: 88,938 shares; 2024Q3: 101,863 shares; 2024Q4: 195,694 shares; 2025Q1: 184,298 shares; 2025Q2: 190,577 shares 190,577$4.43M1.33%+6,279Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 8,880 shares; 2024Q1: 8,466 shares; 2024Q2: 8,256 shares; 2024Q3: 7,465 shares; 2024Q4: 10,677 shares; 2025Q1: 10,365 shares; 2025Q2: 10,214 shares 10,214$2.45M0.73%-151Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 17,811 shares; 2024Q1: 17,515 shares; 2024Q2: 17,559 shares; 2024Q3: 18,691 shares; 2024Q4: 19,774 shares; 2025Q1: 21,146 shares; 2025Q2: 21,926 shares 21,926$2.4M0.72%+780Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 78,956 shares; 2024Q1: 78,724 shares; 2024Q2: 82,409 shares; 2024Q3: 81,452 shares; 2024Q4: 83,284 shares; 2025Q1: 80,047 shares; 2025Q2: 79,680 shares 79,680$2.4M0.72%-367Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 11,610 shares; 2024Q1: 17,073 shares; 2024Q2: 16,677 shares; 2024Q3: 15,782 shares; 2024Q4: 15,787 shares; 2025Q1: 15,189 shares; 2025Q2: 15,192 shares 15,192$2.32M0.69%+3Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 6,408 shares; 2024Q1: 5,779 shares; 2024Q2: 5,787 shares; 2024Q3: 5,797 shares; 2024Q4: 5,760 shares; 2025Q1: 5,771 shares; 2025Q2: 5,782 shares 5,782$1.96M0.59%+11Timeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 25,099 shares; 2024Q1: 26,307 shares; 2024Q2: 26,560 shares; 2024Q3: 27,288 shares; 2024Q4: 28,099 shares; 2025Q1: 28,136 shares; 2025Q2: 28,519 shares 28,519$1.87M0.56%+383Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 43,114 shares; 2024Q1: 34,483 shares; 2024Q2: 34,912 shares; 2024Q3: 35,281 shares; 2024Q4: 36,072 shares; 2025Q1: 36,445 shares; 2025Q2: 36,726 shares 36,726$1.82M0.54%+281Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 10,271 shares; 2024Q1: 10,187 shares; 2024Q2: 10,209 shares; 2024Q3: 10,181 shares; 2024Q4: 9,499 shares; 2025Q1: 9,204 shares; 2025Q2: 9,226 shares 9,226$1.79M0.54%+22Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 7,079 shares; 2024Q1: 7,086 shares; 2024Q2: 7,093 shares; 2024Q3: 6,848 shares; 2024Q4: 6,810 shares; 2025Q1: 6,548 shares; 2025Q2: 6,124 shares 6,124$1.75M0.52%-424Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 7,311 shares; 2024Q1: 7,229 shares; 2024Q2: 7,043 shares; 2024Q3: 7,045 shares; 2024Q4: 7,047 shares; 2025Q1: 7,048 shares; 2025Q2: 6,947 shares 6,947$1.43M0.43%-101Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 8,598 shares; 2024Q1: 8,125 shares; 2024Q2: 8,501 shares; 2024Q3: 8,560 shares; 2024Q4: 12,274 shares; 2025Q1: 12,936 shares; 2025Q2: 12,910 shares 12,910$1.35M0.4%-26Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 6,529 shares; 2024Q1: 6,930 shares; 2024Q2: 9,725 shares; 2024Q3: 9,783 shares; 2024Q4: 10,424 shares; 2025Q1: 11,812 shares; 2025Q2: 12,241 shares 12,241$1.35M0.4%+429Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 7,673 shares; 2024Q1: 7,679 shares; 2024Q2: 7,686 shares; 2024Q3: 7,695 shares; 2024Q4: 7,071 shares; 2025Q1: 7,075 shares; 2025Q2: 7,081 shares 7,081$982K0.29%+6Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 4,499 shares; 2024Q1: 4,329 shares; 2024Q2: 4,332 shares; 2024Q3: 4,336 shares; 2024Q4: 4,147 shares; 2025Q1: 4,149 shares; 2025Q2: 4,126 shares 4,126$890K0.27%-23Timeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 16,366 shares; 2024Q1: 16,474 shares; 2024Q2: 16,422 shares; 2024Q3: 20,621 shares; 2024Q4: 21,314 shares; 2025Q1: 20,576 shares; 2025Q2: 20,339 shares 20,339$866K0.26%-237Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 15,903 shares; 2024Q1: 15,492 shares; 2024Q2: 15,560 shares; 2024Q3: 15,672 shares; 2024Q4: 15,220 shares; 2025Q1: 14,482 shares; 2025Q2: 13,592 shares 13,592$672K0.2%-890Timeline
WSFSWSFS FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 12,075 shares; 2024Q1: 12,075 shares; 2024Q2: 12,075 shares; 2024Q3: 12,075 shares; 2024Q4: 12,075 shares; 2025Q1: 12,075 shares; 2025Q2: 12,075 shares 12,075$664K0.2%0Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 978 shares; 2024Q1: 980 shares; 2024Q2: 980 shares; 2024Q3: 982 shares; 2024Q4: 996 shares; 2025Q1: 998 shares; 2025Q2: 999 shares 999$662K0.2%+1Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 6,861 shares; 2024Q1: 7,143 shares; 2024Q2: 8,241 shares; 2024Q3: 8,386 shares; 2024Q4: 8,489 shares; 2025Q1: 7,927 shares; 2025Q2: 7,877 shares 7,877$657K0.2%-50Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 3,474 shares; 2024Q1: 3,488 shares; 2024Q2: 3,502 shares; 2024Q3: 3,516 shares; 2024Q4: 3,528 shares; 2025Q1: 3,545 shares; 2025Q2: 3,559 shares 3,559$647K0.19%+14Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 3,378 shares; 2024Q1: 3,378 shares; 2024Q2: 3,378 shares; 2024Q3: 3,378 shares; 2024Q4: 3,378 shares; 2025Q1: 3,378 shares; 2025Q2: 3,378 shares 3,378$615K0.18%0Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 5,007 shares; 2024Q1: 4,701 shares; 2024Q2: 4,399 shares; 2024Q3: 4,320 shares; 2024Q4: 4,352 shares; 2025Q1: 4,241 shares; 2025Q2: 4,269 shares 4,269$569K0.17%+28Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 5,932 shares; 2024Q1: 5,932 shares; 2024Q2: 5,991 shares; 2024Q3: 5,991 shares; 2024Q4: 6,038 shares; 2025Q1: 6,038 shares; 2025Q2: 6,097 shares 6,097$545K0.16%+59Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,767 shares; 2024Q1: 1,992 shares; 2024Q2: 1,592 shares; 2024Q3: 1,342 shares; 2024Q4: 1,342 shares; 2025Q1: 1,092 shares; 2025Q2: 1,092 shares 1,092$543K0.16%0Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 3,234 shares; 2024Q1: 3,242 shares; 2024Q2: 3,251 shares; 2024Q3: 3,263 shares; 2024Q4: 3,275 shares; 2025Q1: 3,285 shares; 2025Q2: 3,295 shares 3,295$435K0.13%+10Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 571 shares; 2024Q1: 571 shares; 2024Q2: 572 shares; 2024Q3: 572 shares; 2024Q4: 572 shares; 2025Q1: 573 shares; 2025Q2: 573 shares 573$423K0.13%0Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 8,259 shares; 2024Q1: 8,315 shares; 2024Q2: 8,414 shares; 2024Q3: 8,467 shares; 2024Q4: 8,515 shares; 2025Q1: 8,566 shares; 2025Q2: 8,611 shares 8,611$407K0.12%+45Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 2,222 shares; 2024Q1: 2,235 shares; 2024Q2: 2,248 shares; 2024Q3: 1,419 shares; 2024Q4: 1,215 shares; 2025Q1: 1,215 shares; 2025Q2: 1,215 shares 1,215$352K0.11%0Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 11,491 shares; 2024Q2: not reported; 2024Q3: 9,146 shares; 2024Q4: 9,211 shares; 2025Q1: 9,271 shares; 2025Q2: 9,293 shares 9,293$269K0.08%+22Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 2,310 shares; 2024Q2: not reported; 2024Q3: 2,310 shares; 2024Q4: not reported; 2025Q1: 3,010 shares; 2025Q2: 3,010 shares 3,010$262K0.08%0Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,730 shares 3,730$228K0.07%newTimeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 738 shares; 2024Q4: 738 shares; 2025Q1: 738 shares; 2025Q2: 738 shares 738$228K0.07%0Timeline
AORISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 4,118 shares; 2024Q1: not reported; 2024Q2: 3,624 shares; 2024Q3: 3,666 shares; 2024Q4: 3,708 shares; 2025Q1: 3,655 shares; 2025Q2: 3,686 shares 3,686$227K0.07%+31Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,680 shares; 2024Q1: 1,686 shares; 2024Q2: 1,694 shares; 2024Q3: 1,703 shares; 2024Q4: 1,712 shares; 2025Q1: 1,714 shares; 2025Q2: 1,424 shares 1,424$225K0.07%-290Timeline
RWRSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 2,517 shares; 2024Q1: 2,519 shares; 2024Q2: 2,522 shares; 2024Q3: 2,525 shares; 2024Q4: 2,529 shares; 2025Q1: 2,136 shares; 2025Q2: 2,136 shares 2,136$206K0.06%0Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SCHHSCHWAB STRATEGIC TR17,928$386Kshares
USRTISHARES TR5,317$306Kshares
MOALTRIA GROUP INC3,358$202Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001221073-25-000070 base2025-08-05acceptance time not in the bulk data set