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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 5 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VBR VANGUARD INDEX FDS 4,261.0 $926K 0.20% $217.25 +9.7%
82 JEPI J P MORGAN EXCHANGE TRADED F 16,288.0 $923K 0.20% -910.0 -5.3% $56.68 -1.0%
83 JMST J P MORGAN EXCHANGE TRADED F 16,708.0 $852K 0.19% $50.98 -0.0%
84 ANET ARISTA NETWORKS INC Technology 6,474.0 $795K 0.18% +5K +303.4% $122.78 +38.2%
85 AOA ISHARES TR 8,082.0 $715K 0.16% +400.0 +5.2% $88.49 +11.0%
86 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,114.0 $687K 0.15% $616.96 +12.0%
87 CEG CONSTELLATION ENERGY CORP Utilities 2,454.0 $685K 0.15% +207.0 +9.2% $279.21 -1.8%
88 BND VANGUARD BD INDEX FDS 9,096.0 $670K 0.15% -699.0 -7.1% $73.64 -0.4%
89 SPIB SPDR SERIES TRUST 19,554.0 $656K 0.14% -3K -12.5% $33.54 -0.4%
90 EFA ISHARES TR 5,525.0 $537K 0.12% -261.0 -4.5% $97.13 +7.5%
91 HEDJ WISDOMTREE TR 10,232.0 $535K 0.12% +212.0 +2.1% $52.30 +11.1%
92 VO VANGUARD INDEX FDS 1,837.0 $528K 0.12% $287.18 -72.1%
93 KNG FIRST TR EXCHANGE-TRADED FD 10,192.0 $496K 0.11% +158.0 +1.6% $48.71 +1.7%
94 SPSB SPDR SERIES TRUST 16,163.0 $486K 0.11% $30.07 -0.4%
95 DKS DICKS SPORTING GOODS INC Consumer Cyclical 2,383.0 $473K 0.10% $198.29 +17.5%
96 JEPQ J P MORGAN EXCHANGE TRADED F 8,395.0 $466K 0.10% -822.0 -8.9% $55.52 +10.5%
97 CSX CSX CORP Industrials 11,340.0 $466K 0.10% $41.05 +11.2%
98 PANW PALO ALTO NETWORKS INC Technology 2,786.0 $447K 0.10% +1K +82.9% $160.32 +79.5%
99 USO CALL UNITED STS OIL FD LP Financial Services 3,500.0 $445K 0.10% NEW $127.25 -9.7%
100 DLN WISDOMTREE TR 4,967.0 $444K 0.10% +43.0 +0.9% $89.33 +7.7%
Page 5 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%