MARSHALL INVESTMENT MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, MARSHALL INVESTMENT MANAGEMENT, LLC held in its portfolio 74 assets valued at $199,087,720 (i.e. $199.09M).
The most valuable assets in the portfolio included: SPDR GOLD TR ($19.19M), BERKSHIRE HATHAWAY INC DEL ($9.25M), and MICROSOFT CORP ($8.98M).
The chart below shows the top 10 valuable assets, and the table below shows the top 74 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
MARSHALL INVESTMENT MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR GOLD TR | 48412 | 19186160 | GOLD SHS |
| BERKSHIRE HATHAWAY INC DEL | 18403 | 9250274 | CL B NEW |
| MICROSOFT CORP | 18568 | 8979673 | COM |
| FIDELITY COVINGTON TRUST | 240065 | 8733574 | ENHANCED MID |
| PIMCO EQUITY SER | 153634 | 8697657 | RAFI DYN ML US |
| CAPITAL GROUP GROWTH ETF | 194848 | 8664911 | SHS CREATION UNI |
| FIDELITY COVINGTON TRUST | 287597 | 8610656 | FIDELITY FUND LR |
| AMAZON COM INC | 29679 | 6850508 | COM |
| SPDR S&P 500 ETF TR | 7703 | 5252951 | TR UNIT |
| APPLE INC | 18932 | 5146804 | COM |
| ALPHABET INC | 16365 | 5135486 | CAP STK CL C |
| JPMORGAN CHASE & CO. | 15452 | 4978969 | COM |
| NVIDIA CORPORATION | 25891 | 4828653 | COM |
| FIRST TR EXCHANGE TRADED FD | 66969 | 4652351 | RISNG DIVD ACHIV |
| FIRST TR EXCHANGE-TRADED FD | 102581 | 4647145 | SHS |
| MFS ACTIVE EXCHANGE TRADED F | 175374 | 4422054 | CORE PLUS BD ETF |
| ELI LILLY & CO | 3783 | 4065682 | COM |
| FIRST TR EXCHANGE TRADED FD | 36076 | 3547001 | RBA INDL ETF |
| CROWDSTRIKE HLDGS INC | 7558 | 3542890 | CL A |
| SPDR SERIES TRUST | 18246 | 3480220 | STATE STREET SPD |
| META PLATFORMS INC | 4975 | 3284020 | CL A |
| WALMART INC | 29303 | 3264640 | COM |
| DUKE ENERGY CORP NEW | 24595 | 2882786 | COM NEW |
| FIRST TR EXCHANGE TRADED FD | 44964 | 2829128 | DORSEY WRT 5 ETF |
| ARK ETF TR | 19091 | 2820245 | NEXT GNRTN INTER |
| FIRST TR EXCH TRADED FD III | 143914 | 2790486 | INSTL PFD SECS |
| VERIZON COMMUNICATIONS INC | 66228 | 2697470 | COM |
| INVESCO EXCH TRADED FD TR II | 46781 | 2608995 | INVESCO PHLX SM |
| AMGEN INC | 7434 | 2433251 | COM |
| GLOBAL X FDS | 35378 | 2294622 | LITHIUM BTRY ETF |
| FIRST TR EXCHANGE-TRADED FD | 24397 | 2256979 | CAP STRENGTH ETF |
| VANECK ETF TRUST | 17008 | 2112396 | URANIUM AND NUCL |
| JOHNSON & JOHNSON | 9836 | 2035496 | COM |
| GLOBAL X FDS | 41383 | 1977673 | US INFR DEV ETF |
| INVESCO EXCHANGE TRADED FD T | 27266 | 1963421 | S&P SMLCP MOMENT |
| FIRST TR EXCHANGE-TRADED FD | 13162 | 1870657 | NASDAQ-100 SEL |
| FIRST TR EXCHANGE TRADED FD | 19087 | 1848382 | NASD TECH DIV |
| FIRST TR EXCHANGE TRADED FD | 25354 | 1811532 | NASDAQ CYB ETF |
| SELECT SECTOR SPDR TR | 10831 | 1680047 | STATE STREET IND |
| FIRST TR EXCHANGE-TRADED FD | 40112 | 1537069 | SMID RISNG ETF |
| VANGUARD INDEX FDS | 2289 | 1435570 | S&P 500 ETF SHS |
| FIRST TR EXCHANGE TRADED FD | 41809 | 1377187 | NASDQ PHRMTCLS |
| FIRST TR EXCHANGE TRADED FD | 8818 | 1349282 | NASDQ CLN EDGE |
| FIRST TR EXCHANGE-TRADED FD | 47651 | 1259897 | ENERGY INM PARTN |
| SELECT SECTOR SPDR TR | 26762 | 1142471 | STATE STREET UTI |
| ARK ETF TR | 34671 | 1004764 | SPACE & DEFENSE |
| FIRST TR EXCHANGE TRADED FD | 18856 | 977994 | NASDQ ARTFCIAL |
| JOHN HANCOCK EXCHANGE TRADED | 13823 | 905158 | MULTIFACTOR MI |
| TAIWAN SEMICONDUCTOR MFG LTD | 2573 | 781968 | SPONSORED ADS |
| FIRST TR EXCHANGE-TRADED FD | 6223 | 676111 | WTR ETF |
| FIRST TR EXCHANGE-TRADED FD | 22820 | 598797 | FT VEST RIS |
| MPLX LP | 10528 | 561902 | COM UNIT REP LTD |
| J P MORGAN EXCHANGE TRADED F | 5507 | 511049 | ACTIVE GROWTH |
| FIDELITY COVINGTON TRUST | 8612 | 475544 | MSCI UTILS INDEX |
| WEC ENERGY GROUP INC | 4444 | 468692 | COM |
| FIRST TR EXCHANGE TRADED FD | 21945 | 456891 | NASDAQ BUYWRITE |
| VANGUARD INDEX FDS | 925 | 451270 | GROWTH ETF |
| SCHWAB STRATEGIC TR | 13659 | 445557 | US LCAP GR ETF |
| FIRST TR EXCHANGE TRADED FD | 18447 | 435718 | BUYWRIT INCM ETF |
| VANGUARD ADMIRAL FDS INC | 2033 | 416460 | 500 VAL IDX FD |
| LOCKHEED MARTIN CORP | 836 | 404172 | COM |
| VANGUARD BD INDEX FDS | 3931 | 306147 | INTERMED TERM |
| VISA INC | 871 | 305469 | COM CL A |
| CVS HEALTH CORP | 3705 | 294029 | COM |
| BROADCOM INC | 834 | 288669 | COM |
| ISHARES TR | 5545 | 262041 | ESG ADVNCD HY BD |
| FIRST TR EXCHANGE-TRADED FD | 6780 | 256756 | NO AMER ENERGY |
| INVESCO EXCHANGE TRADED FD T | 1610 | 252161 | AEROSPACE DEFN |
| RTX CORPORATION | 1344 | 246501 | COM |
| NUSHARES ETF TR | 6170 | 223416 | NUVEEN ESG INTL |
| GOLDMAN SACHS GROUP INC | 254 | 223220 | COM |
| ARK ETF TR | 2744 | 211066 | INNOVATION ETF |
| VANGUARD TAX-MANAGED FDS | 3338 | 208525 | VAN FTSE DEV MKT |
| VULCAN MATLS CO | 702 | 200352 | COM |
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