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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 3 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BIL SPDR SERIES TRUST 14,568.0 $1.3M 0.30% +10K +208.0% $91.64 -0.1%
42 EQIX EQUINIX INC Real Estate 1,356.0 $1.3M 0.29% +35.0 +2.6% $980.45 +11.4%
43 AMT AMERICAN TOWER CORP Real Estate 6,745.0 $1.2M 0.26% +504.0 +8.1% $172.58 +2.0%
44 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,785.0 $1.2M 0.26% +17.0 +1.0% $650.35 +14.8%
45 XOM EXXON MOBIL CORP Energy 6,615.0 $1.1M 0.25% +172.0 +2.7% $169.66 -18.8%
46 ANET ARISTA NETWORKS INC Technology 6,474.0 $795K 0.18% +5K +303.4% $122.78 +38.2%
47 AOA ISHARES TR 8,082.0 $715K 0.16% +400.0 +5.2% $88.49 +11.0%
48 CEG CONSTELLATION ENERGY CORP Utilities 2,454.0 $685K 0.15% +207.0 +9.2% $279.21 -1.8%
49 HEDJ WISDOMTREE TR 10,232.0 $535K 0.12% +212.0 +2.1% $52.30 +11.1%
50 KNG FIRST TR EXCHANGE-TRADED FD 10,192.0 $496K 0.11% +158.0 +1.6% $48.71 +1.7%
51 PANW PALO ALTO NETWORKS INC Technology 2,786.0 $447K 0.10% +1K +82.9% $160.32 +79.5%
52 DLN WISDOMTREE TR 4,967.0 $444K 0.10% +43.0 +0.9% $89.33 +7.7%
53 GE GE AEROSPACE Industrials 1,242.0 $352K 0.08% +73.0 +6.2% $283.66 +26.1%
54 V VISA INC Financial Services 1,025.0 $310K 0.07% +56.0 +5.8% $302.19 +8.3%
55 MUB ISHARES TR 2,577.0 $274K 0.06% +377.0 +17.1% $106.15 +1.1%
56 WM WASTE MGMT INC DEL Industrials 1,123.0 $258K 0.06% +67.0 +6.3% $229.88 -6.6%
57 UBER UBER TECHNOLOGIES INC Technology 3,086.0 $222K 0.05% +617.0 +25.0% $71.93 -0.4%
58 SPGI S&P GLOBAL INC Financial Services 516.0 $220K 0.05% +68.0 +15.2% $425.42 -3.4%
59 BSX BOSTON SCIENTIFIC CORP Healthcare 3,266.0 $205K 0.04% +347.0 +11.9% $62.75 -27.8%
Page 3 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%