MARSHALL INVESTMENT MANAGEMENT, LLC
Q3 2025 13F Holdings
- Locationlittleton, CO
- Num holdings
75
- Value ($000)
$188,923
- Date Filed11/13/2025
- Form type13F-HR
- CIK0002022427
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $17.23 M | 9 % | 48,477 | ||
FFLG FIDELITY COVINGTON TRUST | FIDELITY FUND LR | 316092337 | $9.02 M | 5 % | 306,139 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $8.99 M | 5 % | 17,361 | ||
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $8.93 M | 5 % | 203,241 | ||
MFUS PIMCO EQUITY SER | RAFI DYN ML US | 72202L363 | $8.92 M | 5 % | 158,569 | ||
FMDE FIDELITY COVINGTON TRUST | ENHANCED MID | 31609A503 | $8.79 M | 5 % | 243,279 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $8.73 M | 5 % | 17,366 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $7.05 M | 4 % | 10,583 | ||
AMZN AMAZON COM INC | COM | 023135106 | $5.92 M | 3 % | 26,969 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $4.85 M | 3 % | 25,973 |
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