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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$9.62 Million 2.34% of portfolio
37,767
Q3 2025 Reduced 0.45%
$3.78T
$7.93 Million 1.93% of portfolio
15,314
Q3 2025 Reduced 0.87%
$118B
$5.23 Million 1.27% of portfolio
21,273
Q3 2025 Reduced 0.43%
$1.65T
$5.11 Million 1.24% of portfolio
21,036
Q3 2025 Added 2.55%
$1.37T
$4.97 Million 1.21% of portfolio
6,771
Q3 2025 Reduced 0.75%
$881B
$4.35 Million 1.06% of portfolio
13,783
Q3 2025 Reduced 0.23%
$465B
$3.76 Million 0.91% of portfolio
20,143
Q3 2025 Reduced 2.95%
$593B
$3.5 Million 0.85% of portfolio
12,447
Q3 2025 Reduced 9.98%
$2.39T
$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%
$512B
$3.13 Million 0.76% of portfolio
5,509
Q3 2025 Reduced 0.65%
$237B
$3.11 Million 0.75% of portfolio
13,116
Q3 2025 Added 1.06%
$170B
$3.03 Million 0.74% of portfolio
20,997
Q3 2025 Reduced 0.14%
$367B
$2.73 Million 0.66% of portfolio
6,735
Q3 2025 Added 0.28%
$98.1B
$2.72 Million 0.66% of portfolio
15,892
Q3 2025 Reduced 0.07%
$27.4B
$2.66 Million 0.65% of portfolio
10,838
Q3 2025 Added 0.31%
$121B
$2.37 Million 0.58% of portfolio
3,071
Q3 2025 Added 5.53%
$61.4B
$2.34 Million 0.57% of portfolio
5,657
Q3 2025 Added 0.07%
$404B
$2.27 Million 0.55% of portfolio
2,455
Q3 2025 Added 0.2%
$269B
$2.22 Million 0.54% of portfolio
9,262
Q3 2025 Added 1.21%
$68.5B
$1.93 Million 0.47% of portfolio
14,172
Q3 2025 Added 0.22%
$346B
$1.87 Million 0.45% of portfolio
12,179
Q3 2025 Added 1.37%
$86.7B
$1.83 Million 0.44% of portfolio
3,007
Q3 2025 Reduced 0.36%
$144B
$1.76 Million 0.43% of portfolio
3,843
Q3 2025 Added 0.76%
$37.3B
$1.73 Million 0.42% of portfolio
5,638
Q3 2025 Added 1.09%
$15.6B
$1.7 Million 0.41% of portfolio
12,418
Q3 2025 Added 2.76%
$306B
$1.59 Million 0.39% of portfolio
23,965
Q3 2025 Added 2.21%
$113B
$1.58 Million 0.38% of portfolio
16,707
Q3 2025 Added 1.62%
$168B
$1.58 Million 0.38% of portfolio
20,976
Q3 2025 Added 0.88%
$190M
$1.58 Million 0.38% of portfolio
33,936
Q3 2025 Added 3.97%
$136B
$1.52 Million 0.37% of portfolio
6,433
Q3 2025 Added 1.45%
$64.7B
$1.53 Million 0.37% of portfolio
13,640
Q3 2025 Added 2.1%
$74.3B
$1.48 Million 0.36% of portfolio
7,385
Q3 2025 Reduced 0.43%
$68.7B
$1.49 Million 0.36% of portfolio
17,896
Q4 2024 Added 0.02%
$139B
$1.24 Million 0.3% of portfolio
3,745
Q3 2025 Added 0.03%
$1.74T
$1.21 Million 0.29% of portfolio
4,961
Q2 2025 Added 0.2%
$84B
$1.16 Million 0.28% of portfolio
6,012
Q3 2025 Added 1.49%
$62.3B
$1.11 Million 0.27% of portfolio
9,859
Q3 2025 Added 0.83%
$291B
$1.04 Million 0.25% of portfolio
2,179
Q3 2025 Added 0.23%
$71.5B
$986,000 0.24% of portfolio
1,259
Q3 2025 Added 1.78%
$490B
$728,000 0.18% of portfolio
6,463
Q3 2025 Reduced 2.43%
$111B
$734,000 0.18% of portfolio
2,233
Q3 2025 Added 2.2%
$169B
$626,000 0.15% of portfolio
681
Q3 2025 Added 232.2%
$49.1B
$588,000 0.14% of portfolio
491
Q3 2025 Added 28.2%
$12B
$529,000 0.13% of portfolio
2,383
Q4 2024 New
$73.4B
$402,000 0.1% of portfolio
11,340
Q1 2024 Added 2.16%
$77.2B
$423,000 0.1% of portfolio
1,993
Q1 2024 Reduced 15.77%
$39.4B
$325,000 0.08% of portfolio
454
Q3 2025 Added 1.34%
$279B
$348,000 0.08% of portfolio
3,386
Q3 2025 Reduced 2.34%

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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