Marquette Associates, Inc.

13F Filings History

Latest 13F report
Q3 2025 - Nov 14, 2025
Value $
$83.1M
Signature - Title
Linsey S. Payne - Chief Compliance Officer, Managing Partner
Location
Chicago, IL
Summary
This page shows a list of all the recent 13F filings made by Marquette Associates, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Marquette Associates, Inc. reported 34 stock holdings with total value $83.1M as of Q3 2025. Top holdings included IEFA, NBOS, SPY, VXF, and AGG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 34 $83.1M +$4.92M -$29.4M -$24.4M IEFA, NBOS, SPY, VXF, AGG 13F-HR 11/14/2025, 09:05 AM
Q2 2025 37 $102M +$5.02M -$10.5M -$5.48M IVV, IEFA, NBOS, SPY, VXF 13F-HR 8/14/2025, 09:00 AM
Q1 2025 38 $99.9M +$21.2M -$40.1M -$19M IVV, IEFA, NBOS, SPY, AGG 13F-HR 5/15/2025, 09:00 AM
Q4 2024 40 $121M +$16M -$31.4M -$15.4M IVV, EFA, IEFA, SPY, IWM 13F-HR 2/14/2025, 09:00 AM
Q3 2024 34 $139M +$196K -$2.77M -$2.58M IVV, AGG, EFA, IEFA, SPY 13F-HR 11/14/2024, 11:25 AM
Q2 2024 36 $133M +$1.32M -$9.01M -$7.69M IVV, AGG, EFA, IEFA, SPY 13F-HR 11/14/2024, 10:27 AM
Q1 2024 37 $141M +$29.1M -$1.29M +$27.8M IVV, AGG, EFA, IEFA, VSGX 13F-HR 11/14/2024, 09:32 AM
Q4 2023 33 $60.7M $0 $0 IVV, AGG, SPY, VXF, VSS 13F-HR 11/14/2024, 09:05 AM