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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 2 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VGIT VANGUARD SCOTTSDALE FDS 105,670.0 $6.3M 1.40% NEW $59.79 -1.6%
22 VMBS VANGUARD SCOTTSDALE FDS 130,578.0 $6.2M 1.37% NEW $47.18 -0.9%
23 VCLT VANGUARD SCOTTSDALE FDS 79,278.0 $6.1M 1.35% NEW $76.75 -1.8%
24 VGT VANGUARD WORLD FD 7,574.0 $5.7M 1.27% NEW $755.04 -84.1%
25 META META PLATFORMS INC Communication Services 6,950.0 $4.6M 1.02% NEW $658.76 -12.4%
26 SGOV ISHARES TR 45,258.0 $4.6M 1.01% NEW $100.61 -0.0%
27 ACN ACCENTURE PLC IRELAND Technology 14,706.0 $4.1M 0.92% NEW $281.07 -54.5%
28 JPM JPMORGAN CHASE & CO. Financial Services 13,838.0 $4.1M 0.92% NEW $297.73 +9.2%
29 NVDA NVIDIA CORPORATION Technology 20,426.0 $3.8M 0.85% NEW $187.67 +12.3%
30 LLY ELI LILLY & CO Healthcare 3,561.0 $3.8M 0.84% NEW $1064.15 +3.2%
31 AMZN AMAZON COM INC Consumer Cyclical 15,760.0 $3.8M 0.84% NEW $239.16 +2.2%
32 IBB ISHARES TR 21,053.0 $3.7M 0.82% NEW $175.33 -1.0%
33 AKRE PROFESIONALLY MANAGED PORTFO 58,146.0 $3.6M 0.81% NEW $62.45 -14.9%
34 XLC SELECT SECTOR SPDR TR 30,208.0 $3.5M 0.79% NEW $116.96 -6.4%
35 XLV SELECT SECTOR SPDR TR 20,509.0 $3.2M 0.72% NEW $157.48 -5.1%
36 XLY SELECT SECTOR SPDR TR 26,220.0 $3.2M 0.72% NEW $123.13 -4.8%
37 CRM SALESFORCE INC Technology 14,060.0 $3.2M 0.71% NEW $228.05 -33.4%
38 TJX TJX COS INC NEW Consumer Cyclical 20,845.0 $3.2M 0.71% NEW $153.24 +6.9%
39 CBOE CBOE GLOBAL MKTS INC Financial Services 10,864.0 $3.0M 0.67% NEW $276.38 -9.9%
40 MA MASTERCARD INCORPORATED Financial Services 5,592.0 $2.9M 0.65% NEW $524.71 -6.7%
Page 2 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%