Marcum Wealth, LLC
Annual return '25
+19.3%
SPY '25
+17.7%
Alpha
+1.6ptsvs SPY
Invested
$160.6M
Holdings
32
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
SPDR S&P 500 ETF TR
Q1 2026: New position (7.5k shares)
29.9%
02
$NDQ
INVESCO QQQ TR
Q1 2026: New position (4.0k shares)
7.2%
03
$SCHD
SCHWAB STRATEGIC TR
Held since at least Q1 2024
6.3%
04
$AAPL
APPLE INC
Q1 2026: New position (56.2k shares)
5.8%
05
$FLHY
FRANKLIN TEMPLETON ETF TR
Held since at least Q1 2024
5.6%
06
$XLF
SELECT SECTOR SPDR TR
Held since at least Q1 2024
4.8%
07
$AMZN
AMAZON COM INC
Q1 2026: New position (48.8k shares)
3.7%
08
$BA
BOEING CO
Held since at least Q1 2024
3.6%
09
$XOM
EXXON MOBIL CORP
Q1 2026: New position (50.9k shares)
3.5%
10
$MSFT
MICROSOFT CORP
Q1 2026: New position (34.6k shares)
3.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:03 UTC.