Marion Wealth Management Portfolio Holdings

Marion Wealth Management

  • $427 Million
  • Q4 2025

Marion Wealth Management has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $427 Million distributed in 144 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $33M, Ishares Tr with a value of $30.6M, Vanguard Sht Term Corp Bd ETF with a value of $18.9M, Ishares Inc with a value of $16.3M, and Vanguard Mid Cap Growth Index with a value of $15.6M.

Examining the 13F form we can see an increase of $15.6M in the current position value, from $412M to 427M.

Below you can find more details about Marion Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $427 Million
ETFs: $301 Million
Technology: $42 Million
Communication Services: $16.2 Million
Financial Services: $14.9 Million
Industrials: $11.9 Million
Consumer Cyclical: $11.3 Million
Healthcare: $9.36 Million
Energy: $6.43 Million
Other: $14.6 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$333,000 0.08% of portfolio
12,388
Q4 2025 Reduced 12.47%
$0
$355,000 0.08% of portfolio
1,898
Q3 2025 Reduced 2.52%
$0
$272,000 0.06% of portfolio
4,843
Q4 2025 Added 0.56%
$0
$275,000 0.06% of portfolio
5,252
Q3 2025 Reduced 0.19%
$0
$268,000 0.06% of portfolio
4,877
Q3 2024 New
$0
$249,000 0.06% of portfolio
10,143
Q4 2025 Reduced 9.68%
$0
$207,000 0.05% of portfolio
1,499
Q4 2025 Added 0.4%
$0
$199,000 0.05% of portfolio
331
Q4 2025 Reduced 38.82%
$0
$207,000 0.05% of portfolio
2,188
Q2 2025 New
$0
$235,000 0.05% of portfolio
2,200
Q4 2025 Added 13.64%
$0
$202,000 0.05% of portfolio
4,434
Q4 2025 Reduced 1.34%

Summary

  • Portfolio
  • No. of Stocks 144
  • Current Value $427 Million
  • Prior Value $412 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 10 stocks
  • Additional Purchases 90 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
Track This Portfolio

Track Marion Wealth Management Portfolio

Follow Marion Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marion Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Marion Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email