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 ETFs Only

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%
$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
$6.32 Million 1.61% of portfolio
171,253
Q2 2025 Added 2.34%
$0
$6.11 Million 1.56% of portfolio
343,418
Q2 2025 Added 1.92%
$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%
$0
$4.4 Million 1.12% of portfolio
43,716
Q2 2025 Reduced 2.13%
$0
$3.23 Million 0.82% of portfolio
29,768
Q2 2025 Added 0.91%
$0
$2.81 Million 0.72% of portfolio
12,919
Q2 2025 Added 1.9%
$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%
$0
$1.77 Million 0.45% of portfolio
12,008
Q2 2025 Added 0.91%
$0
$1.65 Million 0.42% of portfolio
7,532
Q2 2025 Added 2.06%
$0
$1.63 Million 0.41% of portfolio
74,966
Q2 2025 Added 1.55%
$0
$1.62 Million 0.41% of portfolio
19,113
Q2 2025 Added 2.23%
$0
$1.44 Million 0.37% of portfolio
25,712
Q2 2025 Added 1.51%
$0
$1.33 Million 0.34% of portfolio
2,148
Q2 2025 Added 92.3%
$0
$1.2 Million 0.31% of portfolio
1,946
Q2 2025 Added 2.1%
$0
$1.21 Million 0.31% of portfolio
2,756
Q2 2025 Added 1.55%
$0
$1.06 Million 0.27% of portfolio
21,398
Q2 2025 Added 32.23%
$0
$1.02 Million 0.26% of portfolio
18,013
Q2 2025 Reduced 6.7%
$0
$857,000 0.22% of portfolio
9,353
Q2 2025 Reduced 32.78%
$0
$830,000 0.21% of portfolio
4,261
Q2 2025 New
$0
$741,000 0.19% of portfolio
22,073
Q2 2025 Reduced 5.25%
$0
$654,000 0.17% of portfolio
12,845
Q2 2025 Added 30.51%
$0
$678,000 0.17% of portfolio
9,213
Q2 2025 Added 1.97%
$0
$625,000 0.16% of portfolio
1,105
Q2 2025 Reduced 45.7%
$0
$594,000 0.15% of portfolio
7,130
Q2 2025 Reduced 14.5%
$0
$532,000 0.14% of portfolio
9,786
Q2 2025 Reduced 12.73%
$0
$508,000 0.13% of portfolio
10,353
Q2 2025 Added 7.13%
$0
$528,000 0.13% of portfolio
5,914
Q1 2025 Reduced 1.7%
$0
$514,000 0.13% of portfolio
1,837
Q2 2025 New
$0
$487,000 0.12% of portfolio
16,152
Q2 2025 Reduced 1.79%
$0
$414,000 0.11% of portfolio
16,047
Q2 2025 Reduced 33.73%
$0
$404,000 0.1% of portfolio
4,924
Q1 2025 Added 0.61%
$0
$356,000 0.09% of portfolio
6,556
Q2 2025 Reduced 7.78%

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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