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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 4 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VDC VANGUARD WORLD FD 8,022.0 $1.8M 0.40% +202.0 +2.6% $224.60 +0.7%
62 UPS UNITED PARCEL SVCS INC Industrials 17,895.0 $1.8M 0.39% $98.38 +6.6%
63 GOOG ALPHABET INC Communication Services 5,936.0 $1.7M 0.38% +956.0 +19.2% $286.85 +28.1%
64 UNP UNION PAC CORP Industrials 6,793.0 $1.6M 0.36% +216.0 +3.3% $242.61 +5.9%
65 LIN LINDE PLC Basic Materials 3,288.0 $1.6M 0.36% +54.0 +1.7% $495.79 +3.3%
66 AVGO BROADCOM INC Technology 5,261.0 $1.6M 0.36% +2K +39.9% $309.50 +32.9%
67 VGLT VANGUARD SCOTTSDALE FDS 29,360.0 $1.6M 0.36% +2K +8.8% $55.35 -0.1%
68 FLXS FLEXSTEEL INDS INC Consumer Cyclical 34,125.0 $1.5M 0.34% -400.0 -1.2% $44.94 +44.3%
69 JMUB J P MORGAN EXCHANGE TRADED F 30,521.0 $1.5M 0.34% +3K +9.6% $49.99 +1.0%
70 PNC PNC FINL SVCS GROUP INC Financial Services 7,329.0 $1.5M 0.34% -96.0 -1.3% $208.10 +11.5%
71 VMC VULCAN MATLS CO Basic Materials 5,595.0 $1.5M 0.34% -206.0 -3.5% $272.31 +11.2%
72 AEP AMERICAN ELEC PWR CO INC Utilities 10,599.0 $1.4M 0.31% +409.0 +4.0% $131.07 -2.6%
73 BIL SPDR SERIES TRUST 14,568.0 $1.3M 0.30% +10K +208.0% $91.64 -0.1%
74 EQIX EQUINIX INC Real Estate 1,356.0 $1.3M 0.29% +35.0 +2.6% $980.45 +11.4%
75 CAT CATERPILLAR INC Industrials 1,844.0 $1.3M 0.29% $708.64 +39.1%
76 IVV ISHARES TR 1,999.0 $1.3M 0.29% -69.0 -3.3% $653.21 +14.8%
77 VUG VANGUARD INDEX FDS 2,709.0 $1.2M 0.26% -24.0 -0.9% $436.79 -80.1%
78 AMT AMERICAN TOWER CORP Real Estate 6,745.0 $1.2M 0.26% +504.0 +8.1% $172.58 +2.0%
79 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,785.0 $1.2M 0.26% +17.0 +1.0% $650.35 +14.8%
80 XOM EXXON MOBIL CORP Energy 6,615.0 $1.1M 0.25% +172.0 +2.7% $169.66 -18.8%
Page 4 of 8  ·  146 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%