Institutions / Marion Wealth Management
Marion Wealth Management
CIK 1911097 · Institution · as of Dec 31, 2025
Portfolio value
$449.99M
Positions
144
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 144 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Scottsdale Fds | $33.08M | 7.4% |
| iShares Tr | $32.19M | 7.2% |
| iShares Inc | $22.06M | 4.9% |
| Vanguard Scottsdale Fds | $18.92M | 4.2% |
| Invesco Actvely Mngd Etc Fd | $16.09M | 3.6% |
| UBS AG London Branch | $15.95M | 3.5% |
| Vanguard Index Fds | $15.72M | 3.5% |
| WisdomTree Tr | $14.99M | 3.3% |
| Vanguard Whitehall Fds | $13.55M | 3.0% |
| Vanguard Index Fds | $11.21M | 2.5% |
| iShares Tr | $10.33M | 2.3% |
| Invesco Exchange Traded Fd T | $9.49M | 2.1% |
| Apple Inc. | $9.31M | 2.1% |
| SPDR Series Trust | $8.65M | 1.9% |
| Vanguard Scottsdale Fds | $7.64M | 1.7% |
| Microsoft Corp | $7.18M | 1.6% |
| Dbx ETF Tr | $6.63M | 1.5% |
| First Tr Exch Traded Fd III | $6.61M | 1.5% |
| Alphabet Inc. | $6.60M | 1.5% |
| Analog Devices Inc | $6.50M | 1.4% |
| Vanguard Scottsdale Fds | $6.32M | 1.4% |
| Vanguard Scottsdale Fds | $6.16M | 1.4% |
| Vanguard Scottsdale Fds | $6.08M | 1.4% |
| Vanguard World Fd | $5.72M | 1.3% |
| Meta Platforms Inc | $4.58M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.