§ 13F · FUND PROFILE
Marcum Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 405Turnover · — · Q1Filed · Apr 2, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2025
FILED APR 2, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 345K | $194.1T | 16.8% | — |
| 2 | SCHX | SCHWAB STRATEGIC TR | 3.62M | $79.9T | 6.9% | — |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 1.28M | $64.9T | 5.6% | — |
| 4 | JAAA | JANUS DETROIT STR TR | 1.23M | $62.5T | 5.4% | — |
| 5 | SCHA | SCHWAB STRATEGIC TR | 2.07M | $48.6T | 4.2% | — |
| 6 | IJH | ISHARES TR | 786K | $45.9T | 4.0% | — |
| 7 | IEFA | ISHARES TR | 596K | $45.1T | 3.9% | — |
| 8 | VB | VANGUARD INDEX FDS | 182K | $40.4T | 3.5% | — |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | 886K | $40.1T | 3.5% | — |
| 10 | IJR | ISHARES TR | 341K | $35.7T | 3.1% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MARCUM SIGNAL
AC read
Marcum Wealth, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed