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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$120B
$5.23 Million 1.27% of portfolio
21,273
Q3 2025 Reduced 0.43%
$153B
$3.34 Million 0.81% of portfolio
13,546
Q3 2025 Added 8.89%
$170B
$3.03 Million 0.74% of portfolio
20,997
Q3 2025 Reduced 0.14%
$103B
$2.72 Million 0.66% of portfolio
15,892
Q3 2025 Reduced 0.07%
$27.5B
$2.66 Million 0.65% of portfolio
10,838
Q3 2025 Added 0.31%
$123B
$2.37 Million 0.58% of portfolio
3,071
Q3 2025 Added 5.53%
$64.2B
$2.34 Million 0.57% of portfolio
5,657
Q3 2025 Added 0.07%
$67.8B
$1.93 Million 0.47% of portfolio
14,172
Q3 2025 Added 0.22%
$87.2B
$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%
$39.2B
$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%
$115B
$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%
$138B
$1.52 Million 0.37% of portfolio
6,433
Q3 2025 Added 1.45%
$64.1B
$1.53 Million 0.37% of portfolio
13,640
Q3 2025 Added 2.1%
$69.3B
$1.49 Million 0.36% of portfolio
17,896
Q4 2024 Added 0.02%
$143B
$1.24 Million 0.3% of portfolio
3,745
Q3 2025 Added 0.03%
$86B
$1.16 Million 0.28% of portfolio
6,012
Q3 2025 Added 1.49%
$63.1B
$1.11 Million 0.27% of portfolio
9,859
Q3 2025 Added 0.83%
$74.8B
$986,000 0.24% of portfolio
1,259
Q3 2025 Added 1.78%
$115B
$734,000 0.18% of portfolio
2,233
Q3 2025 Added 2.2%
$174B
$626,000 0.15% of portfolio
681
Q3 2025 Added 232.2%
$12.1B
$529,000 0.13% of portfolio
2,383
Q4 2024 New
$73.5B
$402,000 0.1% of portfolio
11,340
Q1 2024 Added 2.16%
$84.7B
$423,000 0.1% of portfolio
1,993
Q1 2024 Reduced 15.77%
$40.7B
$325,000 0.08% of portfolio
454
Q3 2025 Added 1.34%
$59.3B
$318,000 0.08% of portfolio
334
Q3 2025 Added 0.91%
$175B
$317,000 0.08% of portfolio
3,324
Q3 2025 Added 3.33%
$65.3B
$284,000 0.07% of portfolio
1,396
Q3 2025 Added 0.94%
$181B
$289,000 0.07% of portfolio
1,025
Q2 2022 New
$171B
$285,000 0.07% of portfolio
6,494
Q3 2025 Reduced 2.96%
$45.1B
$245,000 0.06% of portfolio
5,445
Q3 2025 Added 0.11%
$147B
$252,000 0.06% of portfolio
2,591
Q3 2025 Added 1.17%
$22.5B
$252,000 0.06% of portfolio
2,400
Q2 2025 Reduced 14.68%
$195B
$249,000 0.06% of portfolio
1,500
Q3 2024 Reduced 1.32%
$99.2B
$251,000 0.06% of portfolio
2,971
Q3 2025 Reduced 20.5%
$185B
$211,000 0.05% of portfolio
2,156
Q3 2025 New
$39.2B
$200,000 0.05% of portfolio
1,196
Q3 2025 Added 2.66%
$83.4B
$200,000 0.05% of portfolio
907
Q3 2025 New
$66B
$209,000 0.05% of portfolio
2,486
Q3 2025 New
$147B
$204,000 0.05% of portfolio
547
Q3 2025 New
$41.8B
$216,000 0.05% of portfolio
2,600
Q4 2024 Reduced 3.7%

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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