MARSHALL INVESTMENT MANAGEMENT, LLC
Q4 2025 13F Holdings
- Locationlittleton, CO
- Num holdings
76
- Value ($000)
$199,088
- Date Filed02/09/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR GOLD TR | GOLD SHS | 78463V107 | $19.19M | 10 % | 48,412 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $9.25M | 5 % | 18,403 | ||
MICROSOFT CORP | COM | 594918104 | $8.98M | 5 % | 18,568 | ||
FIDELITY COVINGTON TRUST | ENHANCED MID | 31609A503 | $8.73M | 4 % | 240,065 | ||
PIMCO EQUITY SER | RAFI DYN ML US | 72202L363 | $8.7M | 4 % | 153,634 | ||
CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $8.66M | 4 % | 194,848 | ||
FIDELITY COVINGTON TRUST | FIDELITY FUND LR | 316092337 | $8.61M | 4 % | 287,597 | ||
AMAZON COM INC | COM | 023135106 | $6.85M | 3 % | 29,679 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $5.25M | 3 % | 7,703 | ||
APPLE INC | COM | 037833100 | $5.15M | 3 % | 18,932 |
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