Marion Wealth Management Portfolio Holdings

Marion Wealth Management

  • $412 Million
  • Q3 2025

Marion Wealth Management has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $412 Million distributed in 136 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $31.5M, Ishares Tr with a value of $30M, Vanguard Sht Term Corp Bd ETF with a value of $18.2M, Ishares Inc with a value of $16.4M, and Vanguard Mid Cap Growth Index with a value of $16M.

Examining the 13F form we can see an increase of $19.3M in the current position value, from $392M to 412M.

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

Portfolio value $412 Million
ETFs: $289 Million
Technology: $39.6 Million
Communication Services: $16.2 Million
Financial Services: $15.4 Million
Industrials: $12 Million
Consumer Cyclical: $11.7 Million
Healthcare: $7.59 Million
Energy: $6.24 Million
Other: $14.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31.5 Million 7.64% of portfolio
374,142
Q3 2025 Added 1.15%
$0
$30 Million 7.28% of portfolio
343,316
Q3 2025 Added 0.19%
$0
$18.2 Million 4.42% of portfolio
227,942
Q3 2025 Added 1.53%
$0
$16.4 Million 3.97% of portfolio
305,030
Q3 2025 Reduced 0.05%
$0
$16 Million 3.89% of portfolio
54,479
Q3 2025 Reduced 1.31%
$0
$14.7 Million 3.56% of portfolio
589,133
Q3 2025 Added 1.98%
$0
$14.4 Million 3.49% of portfolio
1,069,434
Q3 2025 Added 2.32%
$0
$14.2 Million 3.45% of portfolio
271,505
Q3 2025 Added 0.68%
$0
$12.1 Million 2.93% of portfolio
193,260
Q3 2025 Added 1.26%
$0
$10.2 Million 2.47% of portfolio
34,216
Q3 2025 Added 0.29%
$4.34T
$9.62 Million 2.34% of portfolio
37,767
Q3 2025 Reduced 0.45%
$0
$9.19 Million 2.23% of portfolio
51,981
Q3 2025 Added 0.63%
$0
$8.74 Million 2.12% of portfolio
193,384
Q3 2025 Added 0.1%
$0
$8.4 Million 2.04% of portfolio
80,395
Q3 2025 Reduced 0.45%
$3.71T
$7.93 Million 1.93% of portfolio
15,314
Q3 2025 Reduced 0.87%
$0
$7.42 Million 1.8% of portfolio
126,127
Q3 2025 Added 1.66%
$0
$6.35 Million 1.54% of portfolio
348,184
Q3 2025 Added 1.39%
$0
$6.04 Million 1.47% of portfolio
100,622
Q3 2025 Added 1.65%
$0
$5.97 Million 1.45% of portfolio
127,059
Q3 2025 Added 1.81%
$0
$5.94 Million 1.44% of portfolio
76,480
Q3 2025 Added 1.59%
$0
$5.72 Million 1.39% of portfolio
7,665
Q3 2025 Reduced 0.94%
$120B
$5.23 Million 1.27% of portfolio
21,273
Q3 2025 Reduced 0.43%
$1.66T
$5.11 Million 1.24% of portfolio
21,036
Q3 2025 Added 2.55%
$1.43T
$4.97 Million 1.21% of portfolio
6,771
Q3 2025 Reduced 0.75%
$0
$4.58 Million 1.11% of portfolio
45,466
Q3 2025 Added 4.0%
$919B
$4.35 Million 1.06% of portfolio
13,783
Q3 2025 Reduced 0.23%
$469B
$3.76 Million 0.91% of portfolio
20,143
Q3 2025 Reduced 2.95%
$0
$3.52 Million 0.85% of portfolio
29,730
Q3 2025 Reduced 0.13%
$657B
$3.5 Million 0.85% of portfolio
12,447
Q3 2025 Reduced 9.98%
$2.48T
$3.4 Million 0.83% of portfolio
15,494
Q3 2025 Reduced 2.94%
$152B
$3.34 Million 0.81% of portfolio
13,546
Q3 2025 Added 8.89%
$528B
$3.13 Million 0.76% of portfolio
5,509
Q3 2025 Reduced 0.65%
$239B
$3.11 Million 0.75% of portfolio
13,116
Q3 2025 Added 1.06%
$0
$3.1 Million 0.75% of portfolio
12,941
Q3 2025 Added 0.17%
$0
$3.06 Million 0.74% of portfolio
21,181
Q3 2025 Added 0.59%
$167B
$3.03 Million 0.74% of portfolio
20,997
Q3 2025 Reduced 0.14%
$0
$2.82 Million 0.69% of portfolio
20,289
Q3 2025 Added 1.15%
$378B
$2.73 Million 0.66% of portfolio
6,735
Q3 2025 Added 0.28%
$102B
$2.72 Million 0.66% of portfolio
15,892
Q3 2025 Reduced 0.07%
$26.8B
$2.66 Million 0.65% of portfolio
10,838
Q3 2025 Added 0.31%
$891B
$2.67 Million 0.65% of portfolio
3,497
Q3 2025 Reduced 2.13%
$123B
$2.37 Million 0.58% of portfolio
3,071
Q3 2025 Added 5.53%
$63.3B
$2.34 Million 0.57% of portfolio
5,657
Q3 2025 Added 0.07%
$409B
$2.27 Million 0.55% of portfolio
2,455
Q3 2025 Added 0.2%
$250B
$2.22 Million 0.54% of portfolio
9,262
Q3 2025 Added 1.21%
$66.5B
$1.93 Million 0.47% of portfolio
14,172
Q3 2025 Added 0.22%
$0
$1.85 Million 0.45% of portfolio
12,010
Q3 2025 Added 0.02%
$346B
$1.87 Million 0.45% of portfolio
12,179
Q3 2025 Added 1.37%
$0
$1.81 Million 0.44% of portfolio
75,713
Q3 2025 Added 1.0%

Summary

  • Portfolio
  • No. of Stocks 136
  • Current Value $412 Million
  • Prior Value $392 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 75 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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