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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 7 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 COMT ISHARES U S ETF TR 9,886.0 $300K 0.06% -506.0 -4.9% $30.37 +12.0%
122 BDC BELDEN INC Technology 2,500.0 $300K 0.06% $119.91 -2.5%
123 SPYV SPDR SERIES TRUST 4,875.0 $296K 0.06% $60.79 +4.6%
124 HOOD ROBINHOOD MKTS INC Financial Services 2,924.0 $293K 0.06% NEW $100.28 +11.8%
125 PPG PPG INDS INC Basic Materials 2,390.0 $290K 0.06% $121.29 -6.3%
126 WM WASTE MGMT INC DEL Industrials 1,291.0 $288K 0.06% +168.0 +15.0% $222.82 -0.3%
127 GD GENERAL DYNAMICS CORP Industrials 805.0 $285K 0.06% NEW $354.29 +6.3%
128 BERKSHIRE HATHAWAY INC DEL 563.0 $282K 0.06% $500.39
129 XLF SELECT SECTOR SPDR TR 5,252.0 $282K 0.06% $53.61 +8.8%
130 FORTINET INC 1,810.0 $278K 0.06% NEW $153.62
131 MUB ISHARES TR 2,577.0 $277K 0.06% $107.62 -1.9%
132 QCOM QUALCOMM INC Technology 1,500.0 $277K 0.06% NEW $184.79 -13.1%
133 DXCM DEXCOM INC Healthcare 4,098.0 $276K 0.06% NEW $67.35 +32.4%
134 SUB ISHARES TR 2,566.0 $273K 0.06% NEW $106.47 -0.1%
135 CGIB CAPITAL GRP FIXED INCM ETF T 10,672.0 $272K 0.06% $25.53 -0.3%
136 UBER UBER TECHNOLOGIES INC Technology 3,724.0 $269K 0.06% +638.0 +20.7% $72.16 +11.3%
137 NTAP NETAPP INC Technology 1,726.0 $267K 0.05% NEW $154.76 +21.1%
138 BLACKROCK ETF TRUST II 5,286.0 $263K 0.05% +781.0 +17.3% $49.80
139 EXC EXELON CORP Utilities 5,463.0 $255K 0.05% $46.62 -5.0%
140 SPGI S&P GLOBAL INC Financial Services 623.0 $254K 0.05% +107.0 +20.7% $407.36 +6.3%
Page 7 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%