DOSSIER · 13F-HR · Q1 2025

Marcum Wealth, LLC

Marcum Wealth's hedge fund based in New York, NY — $1.2B in tracked AUM across 405 positions as of Q1 2025.

MW

Marcum Wealth·New York, NY·Hedge Fund

CIK 0001784450 · last filed Mar 31, 2025

Total AUM

$1.2B

▼ 20.0%

vs prior

Holdings

405

—

positions

Whale Score

45

tracked

Activity

—

no data

changes this Q

Top sector

Tech

19% weight

concentration

AI Analysis · Q1 2025 · Q1 2025

Marcum Wealth, LLC filed its latest 13F-HR for Q1 2025. See the latest holdings and position changes below.

Quarter at a glance — Q1 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2025.

#HoldingValueSharesWeight

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