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 Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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