Marcum Wealth, LLC - Portfolio overview

Marcum Wealth, LLC has 375 reported holdings in this dataset, with the latest filing dated 2025-04-02.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 16.78%
2. SCHX - SCHWAB STRATEGIC TR, 6.91%
3. VEA - VANGUARD TAX-MANAGED FDS, 5.61%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.