# EDGAR Filing Document

**Accession Number:** 0002022427
**File Stem:** 0001420506-25-003216
**Filing Date:** 2025-11
**Character Count:** 11641
**Document Hash:** 0cd520185524dd9f42e3e30e322db8c1
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001420506-25-003216.hdr.sgml**: 20251114

**ACCESSION NUMBER**: 0001420506-25-003216

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251114

**DATE AS OF CHANGE**: 20251113

**EFFECTIVENESS DATE**: 20251114

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MARSHALL INVESTMENT MANAGEMENT, LLC
- **CENTRAL INDEX KEY:** 0002022427

**ORGANIZATION NAME:**
- **EIN:** 472414826
- **STATE OF INCORPORATION:** CO
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24728
- **FILM NUMBER:** 251480192

**BUSINESS ADDRESS:**
- **STREET 1:** 10822 WEST TOLLER DRIVE
- **STREET 2:** SUITE 195
- **CITY:** LITTLETON
- **STATE:** CO
- **ZIP:** 80127
- **BUSINESS PHONE:** 3039916415

**MAIL ADDRESS:**
- **STREET 1:** 10822 WEST TOLLER DRIVE
- **STREET 2:** SUITE 195
- **CITY:** LITTLETON
- **STATE:** CO
- **ZIP:** 80127

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** MARSHALL INVESTMENT MANAGEMENT LLC<br>**Address:** 10822 WEST TOLLER DRIVE<br>SUITE 195<br>LITTLETON, CO 80127

**Form 13F File Number:** 028-24728

**CRD Number (if applicable):** 000174817

**SEC File Number (if applicable):** 801-117304

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Lindsay Marie Rider<br>**Title:** Compliance Consultant<br>**Phone:** 7209844071

**Signature, Place, and Date of Signing:**

Lindsay Marie Rider Compliance Consultant  Thornton, CO  11-13-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 75

**Form 13F Information Table Value Total:** $188922899

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 4019905 | 16505 | SH |  | SOLE |  | 0 | 0 | 16505 |
| AMAZON COM INC | COM | 023135106 |  | 5921586 | 26969 | SH |  | SOLE |  | 0 | 0 | 26969 |
| AMGEN INC | COM | 031162100 |  | 1822215 | 6457 | SH |  | SOLE |  | 0 | 0 | 6457 |
| APPLE INC | COM | 037833100 |  | 4608480 | 18096 | SH |  | SOLE |  | 0 | 0 | 18096 |
| ARK ETF TR | INNOVATION ETF | 00214Q104 |  | 235769 | 2732 | SH |  | SOLE |  | 0 | 0 | 2732 |
| ARK ETF TR | NEXT GNRTN INTER | 00214Q401 |  | 3513153 | 20120 | SH |  | SOLE |  | 0 | 0 | 20120 |
| ARK ETF TR | ARK SPACE EXPL | 00214Q807 |  | 962998 | 33730 | SH |  | SOLE |  | 0 | 0 | 33730 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 8730584 | 17366 | SH |  | SOLE |  | 0 | 0 | 17366 |
| BROADCOM INC | COM | 11135F101 |  | 245466 | 744 | SH |  | SOLE |  | 0 | 0 | 744 |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 |  | 8926343 | 203241 | SH |  | SOLE |  | 0 | 0 | 203241 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 3497878 | 7133 | SH |  | SOLE |  | 0 | 0 | 7133 |
| CVS HEALTH CORP | COM | 126650100 |  | 279320 | 3705 | SH |  | SOLE |  | 0 | 0 | 3705 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 2685754 | 21703 | SH |  | SOLE |  | 0 | 0 | 21703 |
| ELI LILLY  CO | COM | 532457108 |  | 2575995 | 3376 | SH |  | SOLE |  | 0 | 0 | 3376 |
| FIDELITY COVINGTON TRUST | ENHANCED MID | 31609A503 |  | 8794542 | 243279 | SH |  | SOLE |  | 0 | 0 | 243279 |
| FIDELITY COVINGTON TRUST | FIDELITY FUND LR | 316092337 |  | 9024978 | 306139 | SH |  | SOLE |  | 0 | 0 | 306139 |
| FIDELITY COVINGTON TRUST | MSCI UTILS INDEX | 316092865 |  | 426084 | 7545 | SH |  | SOLE |  | 0 | 0 | 7545 |
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | 33739N108 |  | 280669 | 5536 | SH |  | SOLE |  | 0 | 0 | 5536 |
| FIRST TR EXCH TRADED FD III | INSTL PFD SECS | 33739P855 |  | 2706655 | 139951 | SH |  | SOLE |  | 0 | 0 | 139951 |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 33734X846 |  | 897810 | 11812 | SH |  | SOLE |  | 0 | 0 | 11812 |
| FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | 33738R118 |  | 1883078 | 19100 | SH |  | SOLE |  | 0 | 0 | 19100 |
| FIRST TR EXCHANGE TRADED FD | BUYWRIT INCM ETF | 33738R308 |  | 396336 | 16716 | SH |  | SOLE |  | 0 | 0 | 16716 |
| FIRST TR EXCHANGE TRADED FD | NASDAQ BUYWRITE | 33738R407 |  | 379967 | 18445 | SH |  | SOLE |  | 0 | 0 | 18445 |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 |  | 4682956 | 69625 | SH |  | SOLE |  | 0 | 0 | 69625 |
| FIRST TR EXCHANGE TRADED FD | DORSEY WRT 5 ETF | 33738R605 |  | 3268460 | 52785 | SH |  | SOLE |  | 0 | 0 | 52785 |
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | 33738R704 |  | 3628455 | 37531 | SH |  | SOLE |  | 0 | 0 | 37531 |
| FIRST TR EXCHANGE-TRADED ALP | COM SHS | 33735B108 |  | 208104 | 1660 | SH |  | SOLE |  | 0 | 0 | 1660 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 336917109 |  | 2003789 | 46160 | SH |  | SOLE |  | 0 | 0 | 46160 |
| FIRST TR EXCHANGE-TRADED FD | WTR ETF | 33733B100 |  | 847313 | 7542 | SH |  | SOLE |  | 0 | 0 | 7542 |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 |  | 2390898 | 25533 | SH |  | SOLE |  | 0 | 0 | 25533 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 337344105 |  | 2286608 | 16204 | SH |  | SOLE |  | 0 | 0 | 16204 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 33734H106 |  | 2853917 | 61720 | SH |  | SOLE |  | 0 | 0 | 61720 |
| FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 33738D101 |  | 334470 | 8735 | SH |  | SOLE |  | 0 | 0 | 8735 |
| FIRST TR EXCHANGE-TRADED FD | FT VEST RIS | 33738D879 |  | 519335 | 20090 | SH |  | SOLE |  | 0 | 0 | 20090 |
| FIRST TR EXCHANGE-TRADED FD | ENERGY INM PARTN | 33739Q804 |  | 1224411 | 46793 | SH |  | SOLE |  | 0 | 0 | 46793 |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 33741X102 |  | 1600492 | 42097 | SH |  | SOLE |  | 0 | 0 | 42097 |
| GLOBAL X FDS | US INFR DEV ETF | 37954Y673 |  | 1928627 | 40492 | SH |  | SOLE |  | 0 | 0 | 40492 |
| GLOBAL X FDS | LITHIUM BTRY ETF | 37954Y855 |  | 2549385 | 44844 | SH |  | SOLE |  | 0 | 0 | 44844 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 226814 | 285 | SH |  | SOLE |  | 0 | 0 | 285 |
| INVESCO EXCH TRADED FD TR II | INVESCO PHLX SM | 46138G615 |  | 2855794 | 56979 | SH |  | SOLE |  | 0 | 0 | 56979 |
| INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | 46137V100 |  | 300331 | 1932 | SH |  | SOLE |  | 0 | 0 | 1932 |
| INVESCO EXCHANGE TRADED FD T | S SMLCP MOMENT | 46137V498 |  | 2105946 | 28625 | SH |  | SOLE |  | 0 | 0 | 28625 |
| ISHARES TR | ESG ADVNCD HY BD | 46435G441 |  | 244831 | 5156 | SH |  | SOLE |  | 0 | 0 | 5156 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | 46654Q609 |  | 484408 | 5167 | SH |  | SOLE |  | 0 | 0 | 5167 |
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | 47804J206 |  | 894787 | 13832 | SH |  | SOLE |  | 0 | 0 | 13832 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1696562 | 9150 | SH |  | SOLE |  | 0 | 0 | 9150 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 4531407 | 14366 | SH |  | SOLE |  | 0 | 0 | 14366 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 417132 | 836 | SH |  | SOLE |  | 0 | 0 | 836 |
| META PLATFORMS INC | CL A | 30303M102 |  | 3206370 | 4366 | SH |  | SOLE |  | 0 | 0 | 4366 |
| MICROSOFT CORP | COM | 594918104 |  | 8992111 | 17361 | SH |  | SOLE |  | 0 | 0 | 17361 |
| MPLX LP | COM UNIT REP LTD | 55336V100 |  | 525895 | 10528 | SH |  | SOLE |  | 0 | 0 | 10528 |
| NUSHARES ETF TR | NUVEEN ESG INTL | 67092P805 |  | 218460 | 5807 | SH |  | SOLE |  | 0 | 0 | 5807 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 4845972 | 25973 | SH |  | SOLE |  | 0 | 0 | 25973 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 222735 | 1221 | SH |  | SOLE |  | 0 | 0 | 1221 |
| PIMCO EQUITY SER | RAFI DYN ML US | 72202L363 |  | 8919516 | 158569 | SH |  | SOLE |  | 0 | 0 | 158569 |
| RTX CORPORATION | COM | 75513E101 |  | 223193 | 1334 | SH |  | SOLE |  | 0 | 0 | 1334 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 440263 | 13797 | SH |  | SOLE |  | 0 | 0 | 13797 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 2090761 | 38811 | SH |  | SOLE |  | 0 | 0 | 38811 |
| SELECT SECTOR SPDR TR | INDL | 81369Y704 |  | 1657249 | 10745 | SH |  | SOLE |  | 0 | 0 | 10745 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 |  | 1175242 | 13476 | SH |  | SOLE |  | 0 | 0 | 13476 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 17232126 | 48477 | SH |  | SOLE |  | 0 | 0 | 48477 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 7049886 | 10583 | SH |  | SOLE |  | 0 | 0 | 10583 |
| SPDR SERIES TRUST | AEROSPACE DEF | 78464A631 |  | 2817706 | 11993 | SH |  | SOLE |  | 0 | 0 | 11993 |
| SPDR SERIES TRUST | S INS ETF | 78464A789 |  | 470982 | 7940 | SH |  | SOLE |  | 0 | 0 | 7940 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 649328 | 2325 | SH |  | SOLE |  | 0 | 0 | 2325 |
| VANECK ETF TRUST | URANIUM AND NUCL | 92189F601 |  | 2510896 | 18510 | SH |  | SOLE |  | 0 | 0 | 18510 |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 921932703 |  | 481721 | 2415 | SH |  | SOLE |  | 0 | 0 | 2415 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 450834 | 940 | SH |  | SOLE |  | 0 | 0 | 940 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 1434003 | 2341 | SH |  | SOLE |  | 0 | 0 | 2341 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 206364 | 3444 | SH |  | SOLE |  | 0 | 0 | 3444 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 2490612 | 56669 | SH |  | SOLE |  | 0 | 0 | 56669 |
| VISA INC | COM CL A | 92826C839 |  | 258767 | 758 | SH |  | SOLE |  | 0 | 0 | 758 |
| VULCAN MATLS CO | COM | 929160109 |  | 215721 | 701 | SH |  | SOLE |  | 0 | 0 | 701 |
| WALMART INC | COM | 931142103 |  | 2730159 | 26491 | SH |  | SOLE |  | 0 | 0 | 26491 |
| WEC ENERGY GROUP INC | COM | 92939U106 |  | 505230 | 4409 | SH |  | SOLE |  | 0 | 0 | 4409 |

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