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
$58.8B
$318,000 0.08% of portfolio
334
Q3 2025 Added 0.91%
$0
$324,000 0.08% of portfolio
541
Q2 2025 New
$336B
$324,000 0.08% of portfolio
1,080
Q3 2025 Added 5.06%
$173B
$317,000 0.08% of portfolio
3,324
Q3 2025 Added 3.33%
$7.13B
$278,000 0.07% of portfolio
3,013
Q1 2025 New
$63.5B
$284,000 0.07% of portfolio
1,396
Q3 2025 Added 0.94%
$5.22B
$300,000 0.07% of portfolio
2,500
Q4 2024 Reduced 28.57%
$171B
$289,000 0.07% of portfolio
1,025
Q2 2022 New
$488B
$307,000 0.07% of portfolio
1,657
Q3 2025 Added 0.61%
$0
$277,000 0.07% of portfolio
11,230
Q3 2025 Reduced 4.47%
$168B
$285,000 0.07% of portfolio
6,494
Q3 2025 Reduced 2.96%
$0
$282,000 0.07% of portfolio
5,252
Q3 2025 Reduced 0.19%
$549B
$301,000 0.07% of portfolio
883
Q3 2025 Added 1.96%
$0
$260,000 0.06% of portfolio
4,877
Q3 2024 New
$45.9B
$245,000 0.06% of portfolio
5,445
Q3 2025 Added 0.11%
$300M
$254,000 0.06% of portfolio
9,593
Q2 2025 New
$143B
$252,000 0.06% of portfolio
2,591
Q3 2025 Added 1.17%
$22.6B
$252,000 0.06% of portfolio
2,400
Q2 2025 Reduced 14.68%
$192B
$249,000 0.06% of portfolio
1,500
Q3 2024 Reduced 1.32%
$98.2B
$251,000 0.06% of portfolio
2,971
Q3 2025 Reduced 20.5%
$0
$208,000 0.05% of portfolio
4,494
Q3 2025 New
$182B
$211,000 0.05% of portfolio
2,156
Q3 2025 New
$39B
$200,000 0.05% of portfolio
1,196
Q3 2025 Added 2.66%
$0
$209,000 0.05% of portfolio
1,493
Q3 2025 Added 0.34%
$82.9B
$200,000 0.05% of portfolio
907
Q3 2025 New
$64.5B
$209,000 0.05% of portfolio
2,486
Q3 2025 New
$848M
$203,000 0.05% of portfolio
5,195
Q3 2025 Reduced 0.48%
$149B
$204,000 0.05% of portfolio
547
Q3 2025 New
$0
$206,000 0.05% of portfolio
1,936
Q3 2025 New
$41.6B
$216,000 0.05% of portfolio
2,600
Q4 2024 Reduced 3.7%
$0
$211,000 0.05% of portfolio
2,188
Q2 2025 New
$0
$226,000 0.05% of portfolio
689
Q3 2025 New
Arista Networks Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
Blackrock Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 0.78%
Linde PLC
-
$0 0.0% of portfolio
-
Q3 2025 Added 2.28%

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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