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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 8 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SPSM SPDR SERIES TRUST 4,329.0 $209K 0.05% -105.0 -2.4% $48.32 +15.6%
142 SBUX STARBUCKS CORP Consumer Cyclical 2,334.0 $209K 0.05% $89.58 +12.4%
143 BSX BOSTON SCIENTIFIC CORP Healthcare 3,266.0 $205K 0.04% +347.0 +11.9% $62.75 -27.8%
144 INTC INTEL CORP Technology 4,610.0 $203K 0.04% $44.13 +203.6%
145 USO PUT UNITED STS OIL FD LP Financial Services 500.0 $64K 0.01% NEW $127.25 -9.7%
146 PANW CALL PALO ALTO NETWORKS INC Technology 100.0 $16K 0.00% NEW $160.32 +79.5%
Page 8 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%