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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 6 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GE GE AEROSPACE Industrials 1,382.0 $516K 0.10% +140.0 +11.3% $373.71 -7.4%
102 SPSB SPDR SERIES TRUST 16,167.0 $485K 0.10% $30.01 -0.1%
103 DLN WISDOMTREE TR 4,967.0 $478K 0.10% $96.32 +4.7%
104 JEPQ J P MORGAN EXCHANGE TRADED F 7,112.0 $437K 0.09% -1K -15.3% $61.46 -2.8%
105 FSTR FOSTER L B CO Industrials 9,593.0 $433K 0.09% $45.17 -17.0%
106 JNJ JOHNSON & JOHNSON Healthcare 1,681.0 $427K 0.09% $253.95 +6.9%
107 SNOW SNOWFLAKE INC Technology 1,642.0 $418K 0.09% NEW $254.50 +24.6%
108 URI UNITED RENTALS INC Industrials 366.0 $415K 0.08% +21.0 +6.1% $1133.32 -4.7%
109 GEV GE VERNOVA INC Utilities 350.0 $411K 0.08% NEW $1175.42 -19.8%
110 COF CAPITAL ONE FINL CORP Financial Services 1,993.0 $400K 0.08% $200.62 +7.7%
111 AMD ADVANCED MICRO DEVICES INC Technology 680.0 $395K 0.08% NEW $580.91 -18.3%
112 WMT WALMART INC Consumer Defensive 3,404.0 $386K 0.08% $113.26 -6.9%
113 SPMD SPDR SERIES TRUST 5,678.0 $384K 0.08% -36.0 -0.6% $67.56 -1.2%
114 VTV VANGUARD INDEX FDS 1,757.0 $383K 0.08% -141.0 -7.4% $217.93 +3.8%
115 V VISA INC Financial Services 1,106.0 $379K 0.08% +81.0 +7.9% $343.11 +11.5%
116 AMGN AMGEN INC Healthcare 1,025.0 $371K 0.08% $362.12 +22.3%
117 VZ VERIZON COMMUNICATIONS INC Communication Services 8,665.0 $367K 0.07% +778.0 +9.9% $42.34 +17.9%
118 EEM ISHARES TR 4,858.0 $332K 0.07% $68.41 -2.2%
119 IDVO AMPLIFY ETF TR 7,857.0 $330K 0.07% +2K +37.0% $42.00 +2.8%
120 COHR COHERENT CORP Technology 794.0 $313K 0.06% -119.0 -13.0% $394.47 -26.7%
Page 6 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%