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Portfolio (Quarterly) Guide ↗

Marion Wealth Management

· CIK 0001911097
13F Portfolio $450M AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 144 New
Page 6 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SPMD SPDR SERIES TRUST 6,586.0 $402K 0.09% NEW $61.10 +8.9%
102 WMT WALMART INC Consumer Defensive 3,404.0 $401K 0.09% NEW $117.73 -0.5%
103 SCHW SCHWAB CHARLES CORP Financial Services 3,674.0 $375K 0.08% NEW $102.18 -10.3%
104 VTV VANGUARD INDEX FDS 1,898.0 $375K 0.08% NEW $197.59 +9.6%
105 JNJ JOHNSON & JOHNSON Healthcare 1,666.0 $367K 0.08% NEW $220.10 +3.8%
106 AMGN AMGEN INC Healthcare 1,025.0 $353K 0.08% NEW $344.75 -2.1%
107 URI UNITED RENTALS INC Industrials 377.0 $347K 0.08% NEW $919.25 +17.1%
108 GE GE AEROSPACE Industrials 1,169.0 $344K 0.08% NEW $293.94 +21.7%
109 COMT ISHARES U S ETF TR 12,388.0 $331K 0.07% NEW $26.70 +17.5%
110 AMAT APPLIED MATLS INC Technology 1,025.0 $331K 0.07% NEW $322.49 +91.4%
111 V VISA INC Financial Services 969.0 $316K 0.07% NEW $326.06 +0.4%
112 AXON AXON ENTERPRISE INC Industrials 514.0 $315K 0.07% NEW $613.14 -30.9%
113 VZ VERIZON COMMUNICATIONS INC Communication Services 7,887.0 $312K 0.07% NEW $39.52 +14.8%
114 BDC BELDEN INC Technology 2,500.0 $288K 0.06% NEW $115.26 +6.9%
115 EEM ISHARES TR 4,877.0 $288K 0.06% NEW $59.07 +19.8%
116 SPYV SPDR SERIES TRUST 4,843.0 $281K 0.06% NEW $57.93 +5.1%
117 FSTR FOSTER L B CO Industrials 9,593.0 $280K 0.06% NEW $29.16 +47.8%
118 XLF SELECT SECTOR SPDR TR 5,252.0 $279K 0.06% NEW $53.07 +0.9%
119 PANW PALO ALTO NETWORKS INC Technology 1,523.0 $274K 0.06% NEW $180.18 +59.7%
120 CGIB CAPITAL GRP FIXED INCM ETF T 10,672.0 $272K 0.06% NEW $25.45 +0.3%
Page 6 of 8  ·  144 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 26.5%
Financial Services 24.3%
Communication Services 10.3%
Industrials 8.8%
Consumer Cyclical 8.0%
Healthcare 6.7%
Energy 4.5%
Consumer Defensive 4.4%
Utilities 2.7%
Basic Materials 2.3%