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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 6 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 WMT WALMART INC Consumer Defensive 3,404.0 $423K 0.09% $124.28 -5.7%
102 NFLX NETFLIX INC. Communication Services 4,310.0 $414K 0.09% -947.0 -18.0% $96.15 -19.5%
103 JNJ JOHNSON & JOHNSON Healthcare 1,673.0 $409K 0.09% $244.44 -6.6%
104 VZ VERIZON COMMUNICATIONS INC Communication Services 7,887.0 $396K 0.09% $50.20 -9.6%
105 VTV VANGUARD INDEX FDS 1,898.0 $372K 0.08% $196.20 +10.3%
106 COF CAPITAL ONE FINL CORP Financial Services 1,993.0 $364K 0.08% $182.43 +10.5%
107 AMGN AMGEN INC Healthcare 1,025.0 $361K 0.08% $351.85 -4.0%
108 GE GE AEROSPACE Industrials 1,242.0 $352K 0.08% +73.0 +6.2% $283.66 +26.1%
109 COMT ISHARES U S ETF TR 10,392.0 $351K 0.08% -2K -16.1% $33.81 -7.2%
110 SPMD SPDR SERIES TRUST 5,714.0 $338K 0.07% -872.0 -13.2% $59.22 +12.4%
111 SCHW SCHWAB CHARLES CORP Financial Services 3,578.0 $336K 0.07% -96.0 -2.6% $93.99 -2.4%
112 AMAT APPLIED MATLS INC Technology 977.0 $334K 0.07% -48.0 -4.7% $341.92 +80.5%
113 V VISA INC Financial Services 1,025.0 $310K 0.07% +56.0 +5.8% $302.19 +8.3%
114 BDC BELDEN INC Technology 2,500.0 $287K 0.06% $114.83 +7.3%
115 NFG NATIONAL FUEL GAS CO Energy 3,013.0 $283K 0.06% $93.96 -19.2%
116 EEM ISHARES TR 4,877.0 $277K 0.06% $56.79 +24.7%
117 SPYV SPDR SERIES TRUST 4,857.0 $275K 0.06% $56.59 +7.6%
118 MUB ISHARES TR 2,577.0 $274K 0.06% +377.0 +17.1% $106.15 +1.1%
119 BERKSHIRE HATHAWAY INC DEL 563.0 $270K 0.06% NEW $479.20
120 CGIB CAPITAL GRP FIXED INCM ETF T 10,672.0 $269K 0.06% $25.24 +1.1%
Page 6 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%