Marquette Asset Management, LLC - Portfolio Stock Holdings
Marquette Asset Management, LLC disclosed 925 stock positions in a recent SEC 13F filing. $756,028,566 of stock holdings were filed, with the largest holdings including SCHG, IWD, and DFAI. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $871,610,911 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
925Est. Stock Holding Value:
$756,028,566Top Stock Holdings By Sector
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Portfolio Stock Holdings - Marquette Asset Management, LLC
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Stock
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% of Portfolio
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