Marcum Wealth, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationcleveland, OH
- CIK0001784450
- Alternate namesAurum Wealth Management Group, LLC
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
405 | $1.16 B | IVV, SCHX, VEA, JAAA | 13F-HR | Apr 2, 2025 | 000178445025000004 | ||
407 | $1.15 B | IVV, SCHX, VEA, SCHA | 13F-HR | Jan 13, 2025 | 000178445025000001 | ||
415 | $1.08 B | IVV, SCHX, VEA, SCHA | 13F-HR | Oct 8, 2024 | 000178445024000006 | ||
387 | $997.53 M | IVV, SCHX, VEA, SCHA | 13F-HR | Jul 2, 2024 | 000178445024000004 | ||
397 | $986.25 M | IVV, SCHX, VEA, SCHA | 13F-HR | Apr 10, 2024 | 000178445024000003 | ||
384 | $939.74 M | IVV, SCHX, VEA, SCHA | 13F-HR | Jan 10, 2024 | 000178445024000001 | ||
376 | $831.89 M | IVV, SCHX, VEA, SCHA | 13F-HR | Oct 10, 2023 | 000178445023000005 | ||
387 | $851.97 M | IVV, SCHX, SCHA, VEA | 13F-HR | Jul 13, 2023 | 000178445023000004 | ||
401 | $801.44 M | IVV, SCHX, SCHA, VEA | 13F-HR | Apr 19, 2023 | 000178445023000003 | ||
381 | $754.15 M | IVV, SCHX, VEA, SCHA | 13F-HR | Jan 12, 2023 | 000178445023000001 | ||
379 | $659.28 M | IVV, SCHX, SCHA, VEA | 13F-HR | Oct 11, 2022 | 000178445022000005 | ||
380 | $668.08 M | IVV, SCHX, SCHA, VEA | 13F-HR | Jul 14, 2022 | 000178445022000004 | ||
376 | $724.59 M | SCHX, IVV, SCHA, VEA | 13F-HR | Apr 20, 2022 | 000178445022000003 | ||
389 | $719.09 M | SCHX, IVV, VEA, SCHA | 13F-HR | Feb 1, 2022 | 000178445022000001 | ||
371 | $636.43 M | IVV, SCHX, VEA, SCHA | 13F-HR | Nov 8, 2021 | 000178445021000006 | ||
341 | $616.09 M | IVV, SCHX, VEA, SCHA | 13F-HR | Aug 10, 2021 | 000178445021000005 | ||
341 | $607.22 M | IVV, AAPL, SCHX, VB | 13F-HR | May 11, 2021 | 000178445021000004 | ||
151 | $426.10 M | IVV, AAPL, VB, SCHA | 13F-HR | Feb 9, 2021 | 000178445021000001 | ||
121 | $326.24 M | IVV, VB, SCHA, IEFA | 13F-HR | Nov 9, 2020 | 000178445020000005 | ||
119 | $325.07 M | IVV, VB, SCHA, IEFA | 13F-HR | Aug 14, 2020 | 000178445020000004 | ||
96 | $258.23 M | IVV, SCHA, IEFA, VB | 13F-HR | May 14, 2020 | 000178445020000003 | ||
108 | $266.86 M | IVV, VEA, SPMD, XMPT | 13F-HR | Feb 13, 2020 | 000178445020000002 |