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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 2 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MA MASTERCARD INCORPORATED Financial Services 6,133.0 $3.1M 0.68% +541.0 +9.7% $499.66 -2.0%
22 XLV SELECT SECTOR SPDR TR 20,658.0 $3.0M 0.67% +149.0 +0.7% $146.61 +1.9%
23 XLY SELECT SECTOR SPDR TR 27,107.0 $3.0M 0.66% +887.0 +3.4% $108.98 +7.5%
24 DGX QUEST DIAGNOSTICS INC Healthcare 13,943.0 $2.7M 0.60% +443.0 +3.3% $195.98 -0.5%
25 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,651.0 $2.6M 0.58% +95.0 +3.7% $996.36 -4.5%
26 BLK BLACKROCK INC Financial Services 2,708.0 $2.6M 0.58% +233.0 +9.4% $961.64 +9.2%
27 HD HOME DEPOT INC Consumer Cyclical 7,445.0 $2.4M 0.54% +495.0 +7.1% $328.87 +1.6%
28 TMUS T-MOBILE US INC Communication Services 11,505.0 $2.4M 0.54% +1K +11.4% $210.03 -13.5%
29 BX BLACKSTONE INC Financial Services 20,865.0 $2.4M 0.53% +5K +27.5% $114.99 +7.7%
30 EOG EOG RES INC Energy 15,253.0 $2.2M 0.49% +789.0 +5.5% $144.57 -10.1%
31 KO COCA COLA CO Consumer Defensive 26,298.0 $2.0M 0.44% +1K +5.9% $76.05 +4.4%
32 PG PROCTER & GAMBLE CO Consumer Defensive 13,708.0 $2.0M 0.44% +1K +8.4% $144.44 +4.1%
33 VDC VANGUARD WORLD FD 8,022.0 $1.8M 0.40% +202.0 +2.6% $224.60 +0.7%
34 GOOG ALPHABET INC Communication Services 5,936.0 $1.7M 0.38% +956.0 +19.2% $286.85 +28.1%
35 UNP UNION PAC CORP Industrials 6,793.0 $1.6M 0.36% +216.0 +3.3% $242.61 +5.9%
36 LIN LINDE PLC Basic Materials 3,288.0 $1.6M 0.36% +54.0 +1.7% $495.79 +3.3%
37 AVGO BROADCOM INC Technology 5,261.0 $1.6M 0.36% +2K +39.9% $309.50 +32.9%
38 VGLT VANGUARD SCOTTSDALE FDS 29,360.0 $1.6M 0.36% +2K +8.8% $55.35 -0.1%
39 JMUB J P MORGAN EXCHANGE TRADED F 30,521.0 $1.5M 0.34% +3K +9.6% $49.99 +1.0%
40 AEP AMERICAN ELEC PWR CO INC Utilities 10,599.0 $1.4M 0.31% +409.0 +4.0% $131.07 -2.6%
Page 2 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%