Marion Wealth Management Portfolio Holdings

Marion Wealth Management

  • $392 Million
  • Q2 2025

Marion Wealth Management has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $392 Million distributed in 131 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $30.7M, Ishares Tr with a value of $28.6M, Vanguard Sht Term Corp Bd ETF with a value of $17.8M, Ishares Inc with a value of $16.4M, and Vanguard Mid Cap Growth Index with a value of $15.7M.

Examining the 13F form we can see an increase of $21.1M in the current position value, from $371M to 392M.

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

Portfolio value $392 Million
ETFs: $278 Million
Technology: $36.2 Million
Financial Services: $14.4 Million
Communication Services: $14.1 Million
Industrials: $11.2 Million
Consumer Cyclical: $11.1 Million
Healthcare: $7.63 Million
Consumer Defensive: $6.34 Million
Other: $13.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$30.7 Million 7.82% of portfolio
369,902
Q2 2025 Reduced 0.08%
$0
$28.6 Million 7.29% of portfolio
342,664
Q2 2025 Added 0.89%
$0
$17.8 Million 4.55% of portfolio
224,517
Q2 2025 Added 0.26%
$0
$16.4 Million 4.17% of portfolio
305,171
Q2 2025 Added 2.33%
$0
$15.7 Million 4.0% of portfolio
55,201
Q2 2025 Added 2.86%
$0
$15 Million 3.83% of portfolio
577,672
Q2 2025 Added 1.88%
$0
$13.6 Million 3.47% of portfolio
1,045,162
Q2 2025 Added 6.34%
$0
$13.5 Million 3.44% of portfolio
269,680
Q2 2025 Added 2.98%
$0
$11.9 Million 3.03% of portfolio
190,847
Q2 2025 Added 2.2%
$0
$9.45 Million 2.41% of portfolio
34,117
Q2 2025 Added 3.09%
$0
$8.15 Million 2.08% of portfolio
51,656
Q2 2025 Added 4.29%
$0
$8.17 Million 2.08% of portfolio
193,183
Q2 2025 Added 24.32%
$3.69T
$7.78 Million 1.98% of portfolio
37,939
Q2 2025 Added 0.79%
$3.95T
$7.68 Million 1.96% of portfolio
15,448
Q2 2025 Added 0.38%
$0
$7.7 Million 1.96% of portfolio
80,757
Q2 2025 Added 1.69%
$0
$7.29 Million 1.86% of portfolio
124,066
Q2 2025 Added 1.33%
$0
$6.11 Million 1.56% of portfolio
343,418
Q2 2025 Added 1.92%
$0
$5.92 Million 1.51% of portfolio
98,985
Q2 2025 Added 1.42%
$0
$5.78 Million 1.47% of portfolio
124,797
Q2 2025 Added 1.16%
$0
$5.71 Million 1.46% of portfolio
75,286
Q2 2025 Added 1.08%
$0
$5.13 Million 1.31% of portfolio
7,738
Q2 2025 Added 1.96%
$119B
$5.09 Million 1.3% of portfolio
21,364
Q2 2025 Added 2.12%
$1.78T
$5.04 Million 1.28% of portfolio
6,822
Q2 2025 Added 1.44%
$0
$4.4 Million 1.12% of portfolio
43,716
Q2 2025 Reduced 2.13%
$859B
$4.01 Million 1.02% of portfolio
13,815
Q2 2025 Reduced 4.52%
$150B
$3.72 Million 0.95% of portfolio
12,440
Q2 2025 Added 2.95%
$1.21T
$3.62 Million 0.92% of portfolio
20,513
Q2 2025 Reduced 3.09%
$232B
$3.54 Million 0.9% of portfolio
12,979
Q2 2025 Added 7.62%
$2.26T
$3.5 Million 0.89% of portfolio
15,964
Q2 2025 Added 3.53%
$456B
$3.28 Million 0.84% of portfolio
20,756
Q2 2025 Reduced 12.47%
$0
$3.23 Million 0.82% of portfolio
29,768
Q2 2025 Added 0.91%
$548B
$3.12 Million 0.79% of portfolio
5,545
Q2 2025 Added 0.51%
$684B
$3.02 Million 0.77% of portfolio
13,827
Q2 2025 Added 1.11%
$0
$2.81 Million 0.72% of portfolio
12,919
Q2 2025 Added 1.9%
$608B
$2.79 Million 0.71% of portfolio
3,573
Q2 2025 Added 12.78%
$0
$2.7 Million 0.69% of portfolio
20,058
Q2 2025 Added 3.51%
$0
$2.66 Million 0.68% of portfolio
21,057
Q2 2025 Added 4.14%
$155B
$2.6 Million 0.66% of portfolio
21,026
Q2 2025 Added 0.29%
$26.4B
$2.52 Million 0.64% of portfolio
10,804
Q2 2025 Added 0.09%
$405B
$2.46 Million 0.63% of portfolio
6,716
Q2 2025 Added 2.55%
$439B
$2.43 Million 0.62% of portfolio
2,450
Q2 2025 Added 1.28%
$123B
$2.38 Million 0.61% of portfolio
15,903
Q2 2025 Added 2.94%
$314B
$2.18 Million 0.56% of portfolio
9,151
Q2 2025 New
$94.7B
$2.13 Million 0.54% of portfolio
2,910
Q2 2025 New
$56B
$2.14 Million 0.54% of portfolio
5,653
Q2 2025 Added 0.02%
$368B
$1.91 Million 0.49% of portfolio
12,014
Q2 2025 Added 3.49%
$153B
$1.94 Million 0.49% of portfolio
3,814
Q2 2025 Reduced 0.03%
$63.8B
$1.81 Million 0.46% of portfolio
17,896
Q4 2024 Added 0.02%
$0
$1.77 Million 0.45% of portfolio
12,008
Q2 2025 Added 0.91%

Summary

  • Portfolio
  • No. of Stocks 131
  • Current Value $392 Million
  • Prior Value $371 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 81 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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