Marshall Financial Group (Maryland)’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

Marshall Financial Group (Maryland)’s Portfolio ALLW Stock Details ALLW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.1M	Buy	447,240 +15,671	+4%	+$465K	1.91%	14
2026 Q1	$12.5M	Buy	+431,569	New	+$12.5M	1.99%	13

Other funds holding ALLW

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

CPW

Catalyst Private Wealth San Mateo, California $207M AUM 11.77% 1-Year Est. Return

PWM

Pinnacle Wealth Management Roseville, California $161M AUM 27.7% 1-Year Est. Return

CWA

Crusonia Wealth Advisors Denver, Colorado $609M AUM

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Marshall Financial Group (Maryland)'s ALLW Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its State Street Bridgewater All Weather ETF (ALLW) stake by 3.6% in Q2 2026, buying an estimated $465K and bringing the position to 447,240 shares worth $13.1M. The position accounts for 1.91% of the portfolio, ranked #14.

Marshall Financial Group (Maryland) first reported a position in ALLW in Q1 2026 and has held it in 2 quarters since. 161 funds tracked by Wall St. Rank hold ALLW as of Q2 2026.

Marshall Financial Group (Maryland) held 447,240 shares of State Street Bridgewater All Weather ETF worth $13.1M as of Q2 2026.
Marshall Financial Group (Maryland) bought 15,671 State Street Bridgewater All Weather ETF shares in Q2 2026, an estimated $465K.
State Street Bridgewater All Weather ETF made up 1.91% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #14 holding.
Marshall Financial Group (Maryland) first reported a position in State Street Bridgewater All Weather ETF in Q1 2026 and has held it in 2 quarters since.
161 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.