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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$87.5B
$1.83 Million 0.44% of portfolio
3,007
Q3 2025 Reduced 0.36%
$141B
$1.76 Million 0.43% of portfolio
3,843
Q3 2025 Added 0.76%
$0
$1.72 Million 0.42% of portfolio
19,303
Q3 2025 Added 0.99%
$38.2B
$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%
$0
$1.63 Million 0.4% of portfolio
7,623
Q3 2025 Added 1.21%
$305B
$1.59 Million 0.39% of portfolio
23,965
Q3 2025 Added 2.21%
$111B
$1.58 Million 0.38% of portfolio
16,707
Q3 2025 Added 1.62%
$165B
$1.58 Million 0.38% of portfolio
20,976
Q3 2025 Added 0.88%
$185M
$1.58 Million 0.38% of portfolio
33,936
Q3 2025 Added 3.97%
$136B
$1.52 Million 0.37% of portfolio
6,433
Q3 2025 Added 1.45%
$61.8B
$1.53 Million 0.37% of portfolio
13,640
Q3 2025 Added 2.1%
$74.4B
$1.48 Million 0.36% of portfolio
7,385
Q3 2025 Reduced 0.43%
$70B
$1.49 Million 0.36% of portfolio
17,896
Q4 2024 Added 0.02%
$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
1,964
Q3 2025 Added 0.92%
$142B
$1.24 Million 0.3% of portfolio
3,745
Q3 2025 Added 0.03%
$0
$1.21 Million 0.29% of portfolio
23,945
Q3 2025 Added 11.9%
$1.7T
$1.21 Million 0.29% of portfolio
4,961
Q2 2025 Added 0.2%
$82.9B
$1.16 Million 0.28% of portfolio
6,012
Q3 2025 Added 1.49%
$62.4B
$1.11 Million 0.27% of portfolio
9,859
Q3 2025 Added 0.83%
$297B
$1.04 Million 0.25% of portfolio
2,179
Q3 2025 Added 0.23%
$0
$1.04 Million 0.25% of portfolio
18,273
Q3 2025 Added 1.44%
$75.1B
$986,000 0.24% of portfolio
1,259
Q3 2025 Added 1.78%
$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%
$489B
$728,000 0.18% of portfolio
6,463
Q3 2025 Reduced 2.43%
$0
$722,000 0.18% of portfolio
14,146
Q3 2025 Added 10.13%
$117B
$734,000 0.18% of portfolio
2,233
Q3 2025 Added 2.2%
$0
$660,000 0.16% of portfolio
1,108
Q3 2025 Added 0.27%
$174B
$626,000 0.15% of portfolio
681
Q3 2025 Added 232.2%
$0
$621,000 0.15% of portfolio
7,051
Q3 2025 Reduced 1.11%
$491B
$588,000 0.14% of portfolio
491
Q3 2025 Added 28.2%
$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%
$12.2B
$529,000 0.13% of portfolio
2,383
Q4 2024 New
$0
$489,000 0.12% of portfolio
16,155
Q3 2025 Added 0.02%
$74.3B
$402,000 0.1% of portfolio
11,340
Q1 2024 Added 2.16%
$0
$428,000 0.1% of portfolio
4,924
Q1 2025 Added 0.61%
$83.6B
$423,000 0.1% of portfolio
1,993
Q1 2024 Reduced 15.77%
$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%
$42.8B
$325,000 0.08% of portfolio
454
Q3 2025 Added 1.34%
$278B
$348,000 0.08% of portfolio
3,386
Q3 2025 Reduced 2.34%

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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