Marquette Asset Management, LLC - Portfolio overview

Marquette Asset Management, LLC has 943 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Communication Services and Technology.

Largest reported holdings by portfolio allocation

1. SCHG - SCHWAB STRATEGIC TR, 18.53%
2. DFAI - DIMENSIONAL ETF TRUST, 12.87%
3. IWD - ISHARES TR, 12.54%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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