Marquette Asset Management, LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $596 Million distributed in 133 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $126M, Dimensional ETF Tr with a value of $74.3M, Ishares Russell 1000 Val ETF with a value of $66M, Ishares Russell 1000 Gr ETF with a value of $51.2M, and American Centy ETF Tr Avantis with a value of $39.6M.
Examining the 13F form we can see an increase of $29.6M in the current position value, from $566M to 596M.
Below you can find more details about Marquette Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$596 Million
ETFs: $584 Million
Technology: $3.24 Million
Consumer Cyclical: $2.14 Million
Financial Services: $2 Million
Industrials: $1.3 Million
Consumer Defensive: $1.1 Million
Healthcare: $916,000
Communication Services: $474,000
Other: $598,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
