MARSHALL INVESTMENT MANAGEMENT, LLC

Est. AUM

$207.5M

13F long equity, this entity only

Positions

273

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR GOLD TR	GOLD SHS	$20.2M	47049	9.76%	SOLE
2	PIMCO EQUITY SER	RAFI DYN ML US	$11.4M	194540	5.48%	SOLE
3	INVESCO EXCHANGE TRADED FD T	S&P500 PUR VAL	$10.3M	96219	4.98%	SOLE
4	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$9.6M	20019	4.62%	SOLE
5	MICROSOFT CORP	COM	$7.5M	20199	3.60%	SOLE
6	AMAZON COM INC	COM	$6.7M	32203	3.23%	SOLE
7	FIDELITY COVINGTON TRUST	ENHANCED LARGE	$5.9M	168479	2.84%	SOLE
8	FIDELITY COVINGTON TRUST	FIDELITY FUND LR	$5.8M	208552	2.80%	SOLE
9	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$5.0M	73100	2.41%	SOLE
10	APPLE INC	COM	$4.9M	19465	2.38%	SOLE
11	JPMORGAN CHASE & CO	COM	$4.8M	16393	2.32%	SOLE
12	ALPHABET INC	CAP STK CL C	$4.7M	16287	2.25%	SOLE
13	NVIDIA CORPORATION	COM	$4.7M	26746	2.25%	SOLE
14	MFS ACTIVE EXCHANGE TRADED F	CORE PLUS BD ETF	$4.5M	181099	2.17%	SOLE
15	FIRST TR EXCHANGE-TRADED FD	EMERGING MARKETS	$4.0M	108130	1.95%	SOLE
16	TCW ETF TRUST	FLEXIBLE INCOME	$4.0M	101528	1.92%	SOLE
17	FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$3.9M	35103	1.87%	SOLE
18	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$3.8M	11147	1.82%	SOLE
19	WALMART INC	COM	$3.7M	30147	1.81%	SOLE
20	ELI LILLY & CO	COM	$3.6M	3944	1.75%	SOLE
21	VERIZON COMMUNICATIONS INC	COM	$3.5M	70355	1.70%	SOLE
22	DUKE ENERGY CORP NEW	COM NEW	$3.5M	26428	1.67%	SOLE
23	CROWDSTRIKE HLDGS INC	CL A	$3.2M	8279	1.56%	SOLE
24	FIRST TR EXCHANGE-TRADED FD	SHS	$3.2M	62170	1.52%	SOLE
25	FIRST TR EXCH TRADED FD III	INSTL PFD SECS	$3.0M	158410	1.45%	SOLE
26	AMGEN INC	COM	$2.7M	7784	1.32%	SOLE
27	FIRST TR EXCHANGE TRADED FD	DORSEY WRT 5 ETF	$2.7M	44949	1.31%	SOLE
28	FIRST TR EXCHANGE-TRADED FD	SHS	$2.7M	56466	1.28%	SOLE
29	SPDR SERIES TRUST	STATE STREET SPD	$2.5M	10009	1.23%	SOLE
30	INVESCO EXCH TRADED FD TR II	INVESCO PHLX SM	$2.5M	42327	1.22%	SOLE
31	JOHNSON & JOHNSON	COM	$2.4M	9945	1.17%	SOLE
32	GLOBAL X FDS	LITHIUM BTRY ETF	$2.3M	31353	1.12%	SOLE
33	GLOBAL X FDS	US INFR DEV ETF	$2.2M	44201	1.08%	SOLE
34	FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$2.2M	24185	1.08%	SOLE
35	VANECK ETF TRUST	URANIUM AND NUCL	$2.1M	15630	1.00%	SOLE
36	INVESCO EXCHANGE TRADED FD T	S&P SMLCP MOMENT	$2.0M	26156	0.96%	SOLE
37	FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$2.0M	21004	0.95%	SOLE
38	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.8M	2709	0.85%	SOLE
39	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$1.7M	42777	0.81%	SOLE
40	FIRST TR EXCHANGE-TRADED FD	NASDAQ-100 SEL	$1.6M	12893	0.79%	SOLE
41	FIRST TR EXCHANGE-TRADED FD	ENERGY INM PARTN	$1.6M	50583	0.78%	SOLE
42	FIRST TR EXCHANGE-TRADED FD	NASDQ CLN EDGE	$1.6M	9686	0.76%	SOLE
43	ARK ETF TR	NEXT GNRTN INTER	$1.6M	13048	0.76%	SOLE
44	SELECT SECTOR SPDR TR	STATE STREET IND	$1.6M	9711	0.76%	SOLE
45	FIRST TR EXCHANGE TRADED FD	NASDQ PHRMTCLS	$1.6M	45232	0.75%	SOLE
46	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.4M	2388	0.69%	SOLE
47	ARK ETF TR	SPACE & DEFENSE	$1.1M	37816	0.54%	SOLE
48	SPDR SERIES TRUST	STATE STREET SPD	$964K	8921	0.46%	SOLE
49	JOHN HANCOCK EXCHANGE TRADED	MULTIFACTOR MI	$928K	13823	0.45%	SOLE
50	FIRST TR EXCHANGE-TRADED FD	WTR ETF	$686K	6653	0.33%	SOLE

1–50 of 273

1 / 6

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.