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 ETFs Only

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%
$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%
$0
$7.42 Million 1.8% of portfolio
126,127
Q3 2025 Added 1.66%
$0
$6.42 Million 1.56% of portfolio
173,120
Q3 2025 Added 1.09%
$0
$6.35 Million 1.54% of portfolio
348,184
Q3 2025 Added 1.39%
$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%
$0
$4.58 Million 1.11% of portfolio
45,466
Q3 2025 Added 4.0%
$0
$3.52 Million 0.85% of portfolio
29,730
Q3 2025 Reduced 0.13%
$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%
$0
$2.82 Million 0.69% of portfolio
20,289
Q3 2025 Added 1.15%
$0
$1.85 Million 0.45% of portfolio
12,010
Q3 2025 Added 0.02%
$0
$1.81 Million 0.44% of portfolio
75,713
Q3 2025 Added 1.0%
$0
$1.72 Million 0.42% of portfolio
19,303
Q3 2025 Added 0.99%
$0
$1.63 Million 0.4% of portfolio
7,623
Q3 2025 Added 1.21%
$0
$1.48 Million 0.36% of portfolio
26,090
Q3 2025 Added 1.47%
$0
$1.44 Million 0.35% of portfolio
2,148
Q2 2025 Added 92.3%
$0
$1.31 Million 0.32% of portfolio
2,733
Q3 2025 Reduced 0.83%
$0
$1.31 Million 0.32% of portfolio
1,964
Q3 2025 Added 0.92%
$0
$1.21 Million 0.29% of portfolio
23,945
Q3 2025 Added 11.9%
$0
$1.04 Million 0.25% of portfolio
18,273
Q3 2025 Added 1.44%
$0
$889,000 0.22% of portfolio
4,261
Q2 2025 New
$0
$908,000 0.22% of portfolio
12,213
Q3 2025 Added 32.56%
$0
$747,000 0.18% of portfolio
22,067
Q3 2025 Reduced 0.03%
$0
$722,000 0.18% of portfolio
14,146
Q3 2025 Added 10.13%
$0
$660,000 0.16% of portfolio
1,108
Q3 2025 Added 0.27%
$0
$621,000 0.15% of portfolio
7,051
Q3 2025 Reduced 1.11%
$0
$530,000 0.13% of portfolio
10,764
Q3 2025 Added 3.97%
$0
$543,000 0.13% of portfolio
9,449
Q3 2025 Reduced 3.44%
$0
$539,000 0.13% of portfolio
1,837
Q2 2025 New
$0
$540,000 0.13% of portfolio
5,786
Q3 2025 Reduced 2.16%
$0
$489,000 0.12% of portfolio
16,155
Q3 2025 Added 0.02%
$0
$428,000 0.1% of portfolio
4,924
Q1 2025 Added 0.61%
$0
$380,000 0.09% of portfolio
14,153
Q3 2025 Reduced 11.8%
$0
$353,000 0.09% of portfolio
1,898
Q3 2025 Reduced 2.52%
$0
$382,000 0.09% of portfolio
6,689
Q3 2025 Added 2.03%

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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