StockDriftsStockDriftsTop 50 Marcum Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 16.77% | 345.4K | $194.1M | +3.03%(+10.15K) | — | 2025-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 6.91% | 3.62M | $79.9M | -2.83%(-105.25K) | — | 2025-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.61% | 1.28M | $64.9M | -1.42%(-18.44K) | — | 2025-03-31 | |
| JAAA | JANUS DETROIT STR TR | 5.4% | 1.23M | $62.5M | new | — | 2025-03-31 | |
| SCHA | SCHWAB STRATEGIC TR | 4.2% | 2.07M | $48.6M | -0.98%(-20.41K) | — | 2025-03-31 | |
| IJH | ISHARES TR | 3.96% | 785.8K | $45.9M | +3.32%(+25.28K) | — | 2025-03-31 | |
| IEFA | ISHARES TR | 3.9% | 596.2K | $45.1M | -0.78%(-4.67K) | — | 2025-03-31 | |
| VB | VANGUARD INDEX FDS | 3.49% | 182.3K | $40.4M | -1.05%(-1.94K) | — | 2025-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.47% | 886.3K | $40.1M | -20.29%(-225.56K) | — | 2025-03-31 | |
| IJR | ISHARES TR | 3.08% | 341.0K | $35.7M | +9.59%(+29.84K) | — | 2025-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Marcum Wealth, Llc reports $1.16B in US-listed equity holdings across 405 positions in its most recent 13F filing. Its largest disclosed positions are IVV (16.8%), SCHX (6.9%) and VEA (5.6%). Figures reflect the Q1 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Marcum Wealth, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1784450). View Marcum Wealth, Llc’s 13F filings on SEC