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Portfolio (Quarterly) Guide ↗

Marion Wealth Management

· CIK 0001911097
13F Portfolio $451M AUM 146 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 59 Added 44 Reduced 8 Exited
Page 1 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VCIT VANGUARD SCOTTSDALE FDS 483,527.0 $40.0M 8.87% +89K +22.6% $82.75 -0.3%
2 DON WISDOMTREE TR 299,971.0 $15.8M 3.49% +22K +7.8% $52.54 +6.3%
3 VOT VANGUARD INDEX FDS 60,378.0 $15.5M 3.44% +5K +8.5% $257.35 +19.0%
4 VGIT VANGUARD SCOTTSDALE FDS 175,114.0 $10.4M 2.31% +69K +65.7% $59.55 -1.2%
5 AAPL APPLE INC Technology 39,308.0 $10.0M 2.21% +2K +4.8% $253.79 +17.4%
6 VMBS VANGUARD SCOTTSDALE FDS 162,515.0 $7.6M 1.69% +32K +24.5% $46.95 -0.4%
7 HYLB DBX ETF TR 188,760.0 $6.8M 1.51% +10K +5.5% $36.16 +0.9%
8 FPE FIRST TR EXCH TRADED FD III 377,767.0 $6.7M 1.49% +17K +4.8% $17.75 +1.4%
9 VCLT VANGUARD SCOTTSDALE FDS 85,409.0 $6.4M 1.41% +6K +7.7% $74.72 +0.9%
10 MSFT MICROSOFT CORP Technology 16,711.0 $6.2M 1.37% +1K +8.4% $370.17 +2.5%
11 VGT VANGUARD WORLD FD 7,617.0 $5.3M 1.18% +43.0 +0.6% $697.68 -82.8%
12 SGOV ISHARES TR 48,635.0 $4.9M 1.08% +3K +7.5% $100.66 -0.1%
13 JPM JPMORGAN CHASE & CO Financial Services 15,202.0 $4.5M 0.99% +1K +9.9% $294.15 +10.6%
14 META META PLATFORMS INC Communication Services 7,485.0 $4.3M 0.95% +535.0 +7.7% $572.13 +0.9%
15 ACN ACCENTURE PLC IRELAND Technology 18,343.0 $3.6M 0.81% +4K +24.7% $198.29 -35.5%
16 AMZN AMAZON COM INC Consumer Cyclical 16,845.0 $3.5M 0.78% +1K +6.9% $208.27 +17.3%
17 CRM SALESFORCE INC Technology 18,600.0 $3.5M 0.77% +5K +32.3% $186.67 -18.7%
18 XLC SELECT SECTOR SPDR TR 30,639.0 $3.4M 0.75% +431.0 +1.4% $110.86 -1.3%
19 LLY ELI LILLY & CO Healthcare 3,661.0 $3.4M 0.75% +100.0 +2.8% $919.67 +19.5%
20 CBOE CBOE GLOBAL MKTS INC Financial Services 11,051.0 $3.1M 0.69% +187.0 +1.7% $281.06 -11.4%
Page 1 of 3  ·  59 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.7%
Financial Services 24.9%
Communication Services 9.7%
Industrials 8.5%
Consumer Cyclical 7.5%
Healthcare 6.7%
Energy 5.5%
Consumer Defensive 4.8%
Utilities 2.9%
Basic Materials 2.2%