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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$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%
$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%
$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%
$608B
$2.79 Million 0.71% of portfolio
3,573
Q2 2025 Added 12.78%
$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%
$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%
$57.7B
$1.69 Million 0.43% of portfolio
14,141
Q2 2025 Added 3.72%
$15.6B
$1.66 Million 0.42% of portfolio
12,084
Q2 2025 New
$306B
$1.66 Million 0.42% of portfolio
23,446
Q2 2025 Added 352.98%
$69.2B
$1.6 Million 0.41% of portfolio
13,360
Q2 2025 Added 3.33%
$89.4B
$1.51 Million 0.38% of portfolio
3,018
Q2 2025 Added 2.1%
$120B
$1.48 Million 0.38% of portfolio
16,441
Q2 2025 Added 3.76%
$141B
$1.44 Million 0.37% of portfolio
20,792
Q2 2025 Added 1.74%
$135B
$1.46 Million 0.37% of portfolio
6,341
Q2 2025 Reduced 0.19%
$38.8B
$1.45 Million 0.37% of portfolio
5,577
Q2 2025 Added 3.22%
$77.3B
$1.38 Million 0.35% of portfolio
7,417
Q2 2025 Reduced 1.36%
$95.3B
$1.31 Million 0.33% of portfolio
5,924
Q2 2025 Added 0.82%
$189M
$1.18 Million 0.3% of portfolio
32,641
Q2 2025 Added 1.85%
$57.5B
$1.01 Million 0.26% of portfolio
9,778
Q2 2025 Added 8.78%
$127B
$1.03 Million 0.26% of portfolio
3,744
Q2 2025 Added 15.45%
$71.7B
$983,000 0.25% of portfolio
1,237
Q2 2025 Added 1.89%
$1.24T
$880,000 0.22% of portfolio
4,961
Q2 2025 Added 0.2%
$218B
$843,000 0.21% of portfolio
2,174
Q2 2025 Added 0.28%
$111B
$705,000 0.18% of portfolio
2,185
Q2 2025 Added 28.38%
$442B
$714,000 0.18% of portfolio
6,624
Q2 2025 Added 3.78%
$545B
$512,000 0.13% of portfolio
383
Q2 2025 Added 41.33%
$12.3B
$471,000 0.12% of portfolio
2,383
Q4 2024 New
$83.2B
$424,000 0.11% of portfolio
1,993
Q1 2024 Reduced 15.77%
$75.3B
$370,000 0.09% of portfolio
11,340
Q1 2024 Added 2.16%
$108B
$342,000 0.09% of portfolio
3,737
Q2 2025 Added 0.11%
$281B
$339,000 0.09% of portfolio
3,467
Q3 2024 Reduced 1.9%
$54.9B
$370,000 0.09% of portfolio
448
Q2 2025 Reduced 2.4%

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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