Home › Marion Wealth Management

Marion Wealth Management 13F holdings

Filed 2026-07-16 · Marion Wealth Management · 159 positions · $491.5M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
VCITVANGUARD SCOTTSDALE FDS522.8K$43.2M8.8%
IEFAISHARES TR343.7K$33.2M6.8%
ACWIISHARES INC261.2K$21.6M4.4%
VOTVANGUARD INDEX FDS62.8K$19.2M3.9%
DONWISDOMTREE TR317.7K$18.0M3.7%
—UBS AG LONDON BRANCH598.3K$17.2M3.5%
PDBCINVESCO ACTVELY MNGD ETC FD1.1M$17.1M3.5%
VWOBVANGUARD WHITEHALL FDS205.1K$13.8M2.8%
VGITVANGUARD SCOTTSDALE FDS203.1K$12.0M2.4%
AAPLAPPLE INC40.9K$11.8M2.4%
VBKVANGUARD INDEX FDS32.3K$11.8M2.4%
IWNISHARES TR51.5K$11.4M2.3%
VCSHVANGUARD SCOTTSDALE FDS132.7K$10.5M2.1%
PRFINVESCO EXCHANGE TRADED FD T171.9K$9.3M1.9%
SPYGSPDR SERIES TRUST76.2K$9.1M1.8%
VMBSVANGUARD SCOTTSDALE FDS175.6K$8.2M1.7%
HYLBDBX ETF TR196.6K$7.2M1.5%
ADIANALOG DEVICES INC17.9K$7.1M1.5%
VGTVANGUARD WORLD FD59.2K$7.1M1.4%
FPEFIRST TR EXCH TRADED FD III391.0K$7.0M1.4%
VCLTVANGUARD SCOTTSDALE FDS88.1K$6.6M1.3%
GOOGLALPHABET INC18.2K$6.5M1.3%
MSFTMICROSOFT CORP17.0K$6.3M1.3%
SGOVISHARES TR51.4K$5.2M1.1%
JPMJPMORGAN CHASE & CO15.5K$5.1M1.0%
VGSHVANGUARD SCOTTSDALE FDS84.5K$4.9M1.0%
LLYELI LILLY & CO3.8K$4.5M0.9%
METAMETA PLATFORMS INC7.7K$4.3M0.9%
AMZNAMAZON COM INC17.3K$4.1M0.8%
NVDANVIDIA CORPORATION19.0K$3.8M0.8%
IBBISHARES TR19.7K$3.7M0.8%
CRMSALESFORCE INC22.5K$3.5M0.7%
XLVSELECT SECTOR SPDR TR21.2K$3.4M0.7%
MAMASTERCARD INCORPORATED6.5K$3.3M0.7%
XLCSELECT SECTOR SPDR TR31.0K$3.3M0.7%
XLYSELECT SECTOR SPDR TR27.4K$3.2M0.7%
PWRQUANTA SVCS INC4.3K$3.1M0.6%
TJXTJX COS INC NEW20.2K$3.1M0.6%
DGXQUEST DIAGNOSTICS INC14.4K$3.0M0.6%
AKREPROFESIONALLY MANAGED PORTFO54.0K$2.9M0.6%
—ACCENTURE PLC IRELAND23.0K$2.9M0.6%
SBUXSTARBUCKS CORP28.0K$2.9M0.6%
HDHOME DEPOT INC7.9K$2.8M0.6%
BLKBLACKROCK INC2.8K$2.7M0.6%
CBOECBOE GLOBAL MKTS INC11.0K$2.7M0.5%
COSTCOSTCO WHOLESALE CORPORATION2.8K$2.6M0.5%
BXBLACKSTONE INC21.8K$2.6M0.5%
MCKMCKESSON CORP3.4K$2.6M0.5%
DEDEERE & CO3.8K$2.4M0.5%
PSXPHILLIPS 6613.3K$2.2M0.5%
KOCOCA COLA CO27.2K$2.2M0.5%
XLISELECT SECTOR SPDR TR11.8K$2.2M0.4%
TMUST-MOBILE US INC12.9K$2.2M0.4%
PGPROCTER & GAMBLE CO14.6K$2.1M0.4%
XLESELECT SECTOR SPDR TR39.0K$2.1M0.4%
EOGEOG RES INC15.3K$2.0M0.4%
CATCATERPILLAR INC1.8K$2.0M0.4%
GOOGALPHABET INC5.4K$1.9M0.4%
FLXSFLEXSTEEL INDS INC25.5K$1.9M0.4%
UNPUNION PAC CORP6.9K$1.9M0.4%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}