Marcum Wealth, LLC
Q1 2025 13F Holdings
- Locationcleveland, OH
- Num holdings
405
- Value ($000)
$1,156,968
- Date Filed04/02/2025
- Form type13F-HR
- CIK0001784450
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $194.07M | 17 % | 345,386 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $79.90M | 7 % | 3,618,623 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $64.87M | 6 % | 1,276,298 | ||
JAAA JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $62.52M | 5 % | 1,232,858 | ||
SCHA SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | $48.56M | 4 % | 2,072,513 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $45.85M | 4 % | 785,794 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $45.11M | 4 % | 596,246 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $40.42M | 4 % | 182,267 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $40.11M | 4 % | 886,274 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $35.65M | 3 % | 340,953 |
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