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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 5 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SPY PUT STATE STR SPDR S&P 500 ETF T Financial Services 1,500.0 $1.1M 0.23% NEW $746.77 +2.5%
82 ANET ARISTA NETWORKS INC Technology 6,260.0 $1.1M 0.22% -214.0 -3.3% $169.88 +11.7%
83 JMST J P MORGAN EXCHANGE TRADED F 20,326.0 $1.0M 0.21% +4K +21.6% $51.00 -0.1%
84 VBR VANGUARD INDEX FDS 4,261.0 $1.0M 0.21% $242.99 +2.0%
85 PANW PALO ALTO NETWORKS INC Technology 2,847.0 $971K 0.20% +61.0 +2.2% $341.02 +1.0%
86 DKS DICKS SPORTING GOODS INC Consumer Cyclical 4,178.0 $948K 0.19% +2K +75.3% $226.81 -43.6%
87 JEPI J P MORGAN EXCHANGE TRADED F 15,366.0 $868K 0.18% -922.0 -5.7% $56.48 +3.0%
88 XOM EXXON MOBIL CORP Energy 6,156.0 $842K 0.17% -459.0 -6.9% $136.72 +18.4%
89 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,187.0 $835K 0.17% +73.0 +6.5% $703.06 -1.3%
90 AOA ISHARES TR 8,454.0 $825K 0.17% +372.0 +4.6% $97.60 +1.6%
91 AMAT APPLIED MATLS INC Technology 1,011.0 $731K 0.15% +34.0 +3.5% $723.31 -33.5%
92 BND VANGUARD BD INDEX FDS 9,551.0 $701K 0.14% +455.0 +5.0% $73.41 -1.1%
93 SPIB SPDR SERIES TRUST 20,290.0 $679K 0.14% +736.0 +3.8% $33.46 -0.8%
94 CEG CONSTELLATION ENERGY CORP Utilities 2,618.0 $650K 0.13% +164.0 +6.7% $248.37 +11.4%
95 INTC INTEL CORP Technology 4,610.0 $644K 0.13% $139.63 -36.4%
96 VO VANGUARD INDEX FDS 7,348.0 $592K 0.12% +6K +300.0% $80.57 +2.8%
97 HEDJ WISDOMTREE TR 10,232.0 $583K 0.12% $57.00 +0.8%
98 EFA ISHARES TR 5,259.0 $546K 0.11% -266.0 -4.8% $103.88 +4.5%
99 CSX CSX CORP Industrials 11,340.0 $539K 0.11% $47.53 +8.4%
100 KNG FIRST TR EXCHANGE-TRADED FD 10,454.0 $528K 0.11% +262.0 +2.6% $50.50 +2.4%
Page 5 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%