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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  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DE DEERE & CO Industrials 3,842.0 $2.2M 0.48% -68.0 -1.7% $563.36 +4.6%
22 NOC NORTHROP GRUMMAN CORP Industrials 2,846.0 $1.9M 0.43% -197.0 -6.5% $682.13 -23.5%
23 XLI SELECT SECTOR SPDR TR 11,941.0 $1.9M 0.43% -221.0 -1.8% $161.74 +11.9%
24 NEE NEXTERA ENERGY INC Utilities 20,539.0 $1.9M 0.42% -562.0 -2.7% $92.88 -6.6%
25 IGLD FIRST TR EXCHANGE-TRADED FD 73,773.0 $1.9M 0.42% -2K -3.0% $25.53 -13.5%
26 FLXS FLEXSTEEL INDS INC Consumer Cyclical 34,125.0 $1.5M 0.34% -400.0 -1.2% $44.94 +44.3%
27 PNC PNC FINL SVCS GROUP INC Financial Services 7,329.0 $1.5M 0.34% -96.0 -1.3% $208.10 +11.5%
28 VMC VULCAN MATLS CO Basic Materials 5,595.0 $1.5M 0.34% -206.0 -3.5% $272.31 +11.2%
29 IVV ISHARES TR 1,999.0 $1.3M 0.29% -69.0 -3.3% $653.21 +14.8%
30 VUG VANGUARD INDEX FDS 2,709.0 $1.2M 0.26% -24.0 -0.9% $436.79 -80.1%
31 JEPI J P MORGAN EXCHANGE TRADED F 16,288.0 $923K 0.20% -910.0 -5.3% $56.68 -1.0%
32 BND VANGUARD BD INDEX FDS 9,096.0 $670K 0.15% -699.0 -7.1% $73.64 -0.4%
33 SPIB SPDR SERIES TRUST 19,554.0 $656K 0.14% -3K -12.5% $33.54 -0.4%
34 EFA ISHARES TR 5,525.0 $537K 0.12% -261.0 -4.5% $97.13 +7.5%
35 JEPQ J P MORGAN EXCHANGE TRADED F 8,395.0 $466K 0.10% -822.0 -8.9% $55.52 +10.5%
36 NFLX NETFLIX INC. Communication Services 4,310.0 $414K 0.09% -947.0 -18.0% $96.15 -19.5%
37 COMT ISHARES U S ETF TR 10,392.0 $351K 0.08% -2K -16.1% $33.81 -7.2%
38 SPMD SPDR SERIES TRUST 5,714.0 $338K 0.07% -872.0 -13.2% $59.22 +12.4%
39 SCHW SCHWAB CHARLES CORP Financial Services 3,578.0 $336K 0.07% -96.0 -2.6% $93.99 -2.4%
40 AMAT APPLIED MATLS INC Technology 977.0 $334K 0.07% -48.0 -4.7% $341.92 +80.5%
Page 2 of 3  ·  44 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%