13F Insight
DOSSIER · 13F-HR · Q1 2026

MARSHALL INVESTMENT MANAGEMENT, LLC

MARSHALL INVESTMENT's holding co. based in San Francisco, CA — $208M in tracked AUM across 274 positions as of Q1 2026.

MI
MARSHALL INVESTMENT·San Francisco, CA·Holding Co.
CIK 0002022427 · last filed Mar 31, 2026
Total AUM
$208M
▲ 18.8%
vs prior
Holdings
274
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
Top sector
Tech
27% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

MARSHALL INVESTMENT MANAGEMENT, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
GLD
SPDR GOLD TR
$20M47K9.7%
02
MFUS
PIMCO EQUITY SER
$11M195K5.4%
03
RPV
INVESCO EXCHANGE TRADED FD T
$10M96K5.0%
04
BRK/B
BERKSHIRE HATHAWAY INC DEL
$10M20K4.6%
05
MSFT
MICROSOFT CORP
$7M20K3.6%
06
AMZN
AMAZON COM INC
$7M32K3.2%
07
FELV
FIDELITY COVINGTON TRUST
$6M168K2.8%
08
FFLG
FIDELITY COVINGTON TRUST
$6M209K2.8%
09
RDVY
FIRST TR EXCHANGE TRADED FD
$5M73K2.4%
10
AAPL
APPLE INC
$5M19K2.4%

Filing history

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