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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$57.7B
$1.69 Million 0.43% of portfolio
14,141
Q2 2025 Added 3.72%
$15.6B
$1.66 Million 0.42% of portfolio
12,084
Q2 2025 New
$0
$1.65 Million 0.42% of portfolio
7,532
Q2 2025 Added 2.06%
$306B
$1.66 Million 0.42% of portfolio
23,446
Q2 2025 Added 352.98%
$69.2B
$1.6 Million 0.41% of portfolio
13,360
Q2 2025 Added 3.33%
$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%
$89.4B
$1.51 Million 0.38% of portfolio
3,018
Q2 2025 Added 2.1%
$120B
$1.48 Million 0.38% of portfolio
16,441
Q2 2025 Added 3.76%
$141B
$1.44 Million 0.37% of portfolio
20,792
Q2 2025 Added 1.74%
$0
$1.44 Million 0.37% of portfolio
25,712
Q2 2025 Added 1.51%
$135B
$1.46 Million 0.37% of portfolio
6,341
Q2 2025 Reduced 0.19%
$38.8B
$1.45 Million 0.37% of portfolio
5,577
Q2 2025 Added 3.22%
$77.3B
$1.38 Million 0.35% of portfolio
7,417
Q2 2025 Reduced 1.36%
$0
$1.33 Million 0.34% of portfolio
2,148
Q2 2025 Added 92.3%
$95.3B
$1.31 Million 0.33% of portfolio
5,924
Q2 2025 Added 0.82%
$0
$1.21 Million 0.31% of portfolio
2,756
Q2 2025 Added 1.55%
$189M
$1.18 Million 0.3% of portfolio
32,641
Q2 2025 Added 1.85%
$0
$1.06 Million 0.27% of portfolio
21,398
Q2 2025 Added 32.23%
$57.5B
$1.01 Million 0.26% of portfolio
9,778
Q2 2025 Added 8.78%
$0
$1.02 Million 0.26% of portfolio
18,013
Q2 2025 Reduced 6.7%
$127B
$1.03 Million 0.26% of portfolio
3,744
Q2 2025 Added 15.45%
$71.7B
$983,000 0.25% of portfolio
1,237
Q2 2025 Added 1.89%
$0
$857,000 0.22% of portfolio
9,353
Q2 2025 Reduced 32.78%
$1.24T
$880,000 0.22% of portfolio
4,961
Q2 2025 Added 0.2%
$0
$830,000 0.21% of portfolio
4,261
Q2 2025 New
$218B
$843,000 0.21% of portfolio
2,174
Q2 2025 Added 0.28%
$0
$741,000 0.19% of portfolio
22,073
Q2 2025 Reduced 5.25%
$111B
$705,000 0.18% of portfolio
2,185
Q2 2025 Added 28.38%
$442B
$714,000 0.18% of portfolio
6,624
Q2 2025 Added 3.78%
$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
$545B
$512,000 0.13% of portfolio
383
Q2 2025 Added 41.33%
$0
$487,000 0.12% of portfolio
16,152
Q2 2025 Reduced 1.79%
$12.3B
$471,000 0.12% of portfolio
2,383
Q4 2024 New
$83.2B
$424,000 0.11% of portfolio
1,993
Q1 2024 Reduced 15.77%
$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%
$75.3B
$370,000 0.09% of portfolio
11,340
Q1 2024 Added 2.16%
$108B
$342,000 0.09% of portfolio
3,737
Q2 2025 Added 0.11%
$0
$356,000 0.09% of portfolio
6,556
Q2 2025 Reduced 7.78%
$281B
$339,000 0.09% of portfolio
3,467
Q3 2024 Reduced 1.9%
$0
$344,000 0.09% of portfolio
1,947
Q3 2024 Reduced 0.76%

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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