Marquette Asset Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission (SEC) disclosing its equity holdings as of September 30, 2026. The filing, signed by Chief Compliance Officer Kristy Thom, lists a total of 785 positions held by the firm.
The portfolio is managed by Marquette Wealth Management, with all holdings listed as sole voting and dispositive power. Notable positions in the portfolio include Apple Inc., with 7,964 shares, and Amazon.com Inc., with 974 shares. Other significant holdings include Alphabet Inc. Class A (2,076 shares) and Berkshire Hathaway Inc. Class B (3,322 shares).
The filing includes a diverse mix of sectors, ranging from technology and healthcare to consumer goods and financial services. Specific names mentioned in the portfolio include Abbott Laboratories, Amgen, Broadcom, and BlackRock. The filing also includes several exchange-traded funds, such as the American Century International Equity ETF and the American Century U.S. Small Cap Value ETF.
