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MARSHALL INVESTMENT MANAGEMENT, LLC

Q1 2026 13F Holdings

  • Location
    littleton, CO
  • Num holdings

    274

  • Value ($000)

    $208,492

  • Date Filed
    05/08/2026
  • Form type
    13F-HR
  • CIK
    0002022427
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
G
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$20.24M
10 %

47,049

M
MFUS

PIMCO EQUITY SER

RAFI DYN ML US
72202L363
$11.36M
5 %

194,540

R
RPV

INVESCO EXCHANGE TRADED FD T

S&P500 PUR VAL
46137V258
$10.33M
5 %

96,219

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$9.59M
5 %

20,019

M
MSFT

MICROSOFT CORP

COM
594918104
$7.48M
4 %

20,199

A
AMZN

AMAZON COM INC

COM
023135106
$6.71M
3 %

32,203

F
FELV

FIDELITY COVINGTON TRUST

ENHANCED LARGE
31609A107
$5.88M
3 %

168,479

F
FFLG

FIDELITY COVINGTON TRUST

FIDELITY FUND LR
316092337
$5.8M
3 %

208,552

R
RDVY

FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV
33738R506
$4.99M
2 %

73,100

A
AAPL

APPLE INC

COM
037833100
$4.94M
2 %

19,465

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