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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  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 URI UNITED RENTALS INC Industrials 345.0 $251K 0.06% -32.0 -8.5% $728.77 +47.8%
42 NOW SERVICENOW INC Technology 2,231.0 $233K 0.05% -1K -33.5% $104.55 -9.1%
43 VRP INVESCO EXCH TRADED FD TR II 9,615.0 $231K 0.05% -528.0 -5.2% $23.98 +1.8%
44 SPSM SPDR SERIES TRUST 4,329.0 $209K 0.05% -105.0 -2.4% $48.32 +15.6%
Page 3 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%