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Showing Q1 2025 data
Marcum Wealth, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Marcum Wealth, LLC
•CIK: 1784450•Filing: Q1 2025
**Marcum Wealth, LLC** manages $1.2B across a diversified portfolio of 405 positions. The fund exhibits a significant allocation to U.S. equity exposure, led by IVV at $194.1M. Further diversification is evident through notable international holdings, including SCHX ($79.9M) and VEA ($64.9M). The top ten holdings represent a strategic tilt across major global indices, suggesting a core focus on broad market capitalization capture.
Total AUM
$1.2B
QoQ Performance
+0.3%
Positions
282
Top 10 Concentration
59.5%
Latest Filing
Q1 2025
Top Holdings Allocation
IVV
SCHX
VEA
JAAA
IVV16.8%
SCHX6.9%
VEA5.6%
JAAA5.4%
SCHA4.2%
IJH4.0%
IEFA3.9%
VB3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other64.3%
ETF19.5%
Technology6.6%
Financial2.4%
Consumer1.9%
Industrial1.8%
Healthcare1.5%
Consumer Staples0.6%
🚪 Exited Positionssold since Q4 2024
+172 more exited positions
Changes from Q4 2024
NEW6 new positions
↑92 increased
↓94 decreased
Historical Filings
Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023