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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	USO CALL	UNITED STS OIL FD LP	Financial Services	3,500	$445K	0.10%	SOLD
2	SCHW	SCHWAB CHARLES CORP	Financial Services	3,578	$336K	0.07%	SOLD
3	MRK	MERCK & CO INC	Healthcare	1,934	$233K	0.05%	SOLD
4	PEP	PEPSICO INC	Consumer Defensive	1,464	$227K	0.05%	SOLD
5	ACN CALL	ACCENTURE PLC IRELAND	Technology	1,100	$218K	0.05%	SOLD
6	SYK	STRYKER CORPORATION	Healthcare	661	$217K	0.05%	SOLD
7	BSX	BOSTON SCIENTIFIC CORP	Healthcare	3,266	$205K	0.04%	SOLD
8	USO PUT	UNITED STS OIL FD LP	Financial Services	500	$64K	0.01%	SOLD

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%