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Portfolio (Quarterly) Guide ↗

Marion Wealth Management

· CIK 0001911097
13F Portfolio $491M AUM 159 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 65 Added 41 Reduced 8 Exited
Page 3 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AEP AMERICAN ELEC PWR CO INC Utilities 11,053.0 $1.5M 0.31% +454.0 +4.3% $136.81 -10.7%
42 NOC NORTHROP GRUMMAN CORP Industrials 2,926.0 $1.5M 0.30% +80.0 +2.8% $509.25 +6.8%
43 BIL SPDR SERIES TRUST 16,219.0 $1.5M 0.30% +2K +11.3% $91.64 -0.0%
44 VUG VANGUARD INDEX FDS 15,846.0 $1.4M 0.28% +13K +484.9% $86.14 +1.5%
45 AMT AMERICAN TOWER CORP Real Estate 7,053.0 $1.2M 0.23% +308.0 +4.6% $163.57 +8.6%
46 JMST J P MORGAN EXCHANGE TRADED F 20,326.0 $1.0M 0.21% +4K +21.6% $51.00 -0.1%
47 PANW PALO ALTO NETWORKS INC Technology 2,847.0 $971K 0.20% +61.0 +2.2% $341.02 +1.0%
48 DKS DICKS SPORTING GOODS INC Consumer Cyclical 4,178.0 $948K 0.19% +2K +75.3% $226.81 -43.6%
49 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,187.0 $835K 0.17% +73.0 +6.5% $703.06 -1.3%
50 AOA ISHARES TR 8,454.0 $825K 0.17% +372.0 +4.6% $97.60 +1.6%
51 AMAT APPLIED MATLS INC Technology 1,011.0 $731K 0.15% +34.0 +3.5% $723.31 -33.5%
52 BND VANGUARD BD INDEX FDS 9,551.0 $701K 0.14% +455.0 +5.0% $73.41 -1.1%
53 SPIB SPDR SERIES TRUST 20,290.0 $679K 0.14% +736.0 +3.8% $33.46 -0.8%
54 CEG CONSTELLATION ENERGY CORP Utilities 2,618.0 $650K 0.13% +164.0 +6.7% $248.37 +11.4%
55 VO VANGUARD INDEX FDS 7,348.0 $592K 0.12% +6K +300.0% $80.57 +2.8%
56 KNG FIRST TR EXCHANGE-TRADED FD 10,454.0 $528K 0.11% +262.0 +2.6% $50.50 +2.4%
57 GE GE AEROSPACE Industrials 1,382.0 $516K 0.10% +140.0 +11.3% $373.71 -7.3%
58 URI UNITED RENTALS INC Industrials 366.0 $415K 0.08% +21.0 +6.1% $1133.32 -5.7%
59 V VISA INC Financial Services 1,106.0 $379K 0.08% +81.0 +7.9% $343.11 +11.5%
60 VZ VERIZON COMMUNICATIONS INC Communication Services 8,665.0 $367K 0.07% +778.0 +9.9% $42.34 +18.6%
Page 3 of 4  ·  65 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 27.3%
Financial Services 23.7%
Consumer Cyclical 9.4%
Industrials 9.1%
Communication Services 8.3%
Healthcare 6.9%
Consumer Defensive 4.4%
Energy 4.3%
Utilities 2.9%
Basic Materials 2.2%