Marquette Associates, Inc. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $102 Billion distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $22.8B, Ishares Tr with a value of $14.6B, Neuberger Berman ETF Trust with a value of $12B, Spdr S&P 500 ETF Trust with a value of $10.1B, and Vanguard Extended Market ETF with a value of $7.76B.

Examining the 13F form we can see an increase of $2.04B in the current position value, from $99.9B to 102B.

Marquette Associates, Inc. is based out at Chicago, IL

Below you can find more details about Marquette Associates, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $102 Billion
ETFs: $89.3 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $102 Billion
  • Prior Value $99.9 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
Track This Portfolio

Track Marquette Associates, Inc. Portfolio

Follow Marquette Associates, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marquette Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Marquette Associates, Inc. with notifications on news.