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Portfolio (Quarterly) Guide ↗

Marion Wealth Management

· CIK 0001911097
13F Portfolio $491M AUM 159 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 65 Added 41 Reduced 8 Exited
Page 4 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VDC VANGUARD WORLD FD 8,213.0 $1.9M 0.38% +191.0 +2.4% $225.48 +3.4%
62 AVGO BROADCOM INC Technology 4,817.0 $1.8M 0.37% -444.0 -8.4% $377.78 -4.9%
63 ORCL ORACLE CORP Technology 12,411.0 $1.8M 0.37% -290.0 -2.3% $146.55 -1.1%
64 COP CONOCOPHILLIPS Energy 17,374.0 $1.8M 0.37% $103.96 +26.7%
65 NEE NEXTERA ENERGY INC Utilities 20,397.0 $1.8M 0.36% -142.0 -0.7% $87.77 -4.7%
66 PNC PNC FINL SVCS GROUP INC Financial Services 7,213.0 $1.8M 0.36% -116.0 -1.6% $246.23 -1.2%
67 LIN LINDE PLC Basic Materials 3,285.0 $1.7M 0.35% $518.98 -6.3%
68 VGLT VANGUARD SCOTTSDALE FDS 30,475.0 $1.7M 0.34% +1K +3.8% $55.18 -3.4%
69 VMC VULCAN MATLS CO Basic Materials 5,545.0 $1.6M 0.33% -50.0 -0.9% $295.03 -6.8%
70 UPS UNITED PARCEL SVCS INC Industrials 14,946.0 $1.6M 0.33% -3K -16.5% $107.50 -2.7%
71 IGLD FIRST TR EXCHANGE-TRADED FD 76,289.0 $1.6M 0.33% +3K +3.4% $21.06 +7.6%
72 JMUB J P MORGAN EXCHANGE TRADED F 30,521.0 $1.5M 0.32% $50.66 -1.9%
73 AEP AMERICAN ELEC PWR CO INC Utilities 11,053.0 $1.5M 0.31% +454.0 +4.3% $136.81 -10.7%
74 NOC NORTHROP GRUMMAN CORP Industrials 2,926.0 $1.5M 0.30% +80.0 +2.8% $509.25 +6.9%
75 BIL SPDR SERIES TRUST 16,219.0 $1.5M 0.30% +2K +11.3% $91.64 -0.0%
76 IVV ISHARES TR 1,915.0 $1.4M 0.29% -84.0 -4.2% $748.89 +2.8%
77 EQIX EQUINIX INC Real Estate 1,353.0 $1.4M 0.29% $1042.64 +2.6%
78 VUG VANGUARD INDEX FDS 15,846.0 $1.4M 0.28% +13K +484.9% $86.14 +1.6%
79 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,777.0 $1.3M 0.27% $746.93 +2.5%
80 AMT AMERICAN TOWER CORP Real Estate 7,053.0 $1.2M 0.23% +308.0 +4.6% $163.57 +8.4%
Page 4 of 8  ·  159 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 27.3%
Financial Services 23.7%
Consumer Cyclical 9.4%
Industrials 9.1%
Communication Services 8.3%
Healthcare 6.9%
Consumer Defensive 4.4%
Energy 4.3%
Utilities 2.9%
Basic Materials 2.2%