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Kristy Thom

Marquette Asset Management, Llc

Assets Managed
$778.617M
Holdings
830
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
16.37%(2Q avg: 7.58%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Marquette Asset Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 830 positions.

Assets under management

The assets under management (AUM) of Marquette Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 778.617M in assets, with a quarterly growth rate of 16.37% and a 2-quarter average growth rate of 7.58%. The portfolio is managed by Kristy Thom, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 0.63%
18.66%
$145.288M
4.293M shares@ $33.85 avg price
IWD
Ishares Russell 1000 Value E
Recent Activity
Increased 1.07%
12.39%
$96.428M
397,757 shares@ $242.44 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 1.31%
11.9%
$92.606M
2.245M shares@ $41.26 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 299.66%
7.55%
$58.772M
473,320 shares@ $124.18 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Decreased 0%
7.29%
$56.72M
454,633 shares@ $124.77 avg price
RPG
Invesco S&p 500 Pure Growth
Recent Activity
Decreased -1.43%
5.69%
$44.236M
692,817 shares@ $63.86 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 302.1%
5.39%
$41.936M
520,497 shares@ $80.57 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Decreased -0.06%
4.37%
$34.018M
330,111 shares@ $103.06 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 6.54%
4.14%
$32.175M
325,066 shares@ $98.99 avg price
DFEV
Dimensional Emerging Markets
Recent Activity
Decreased -0.34%
3.7%
$28.744M
673,678 shares@ $42.67 avg price

1-10 of 830