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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 8 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NYT NEW YORK TIMES CO MTN BE Communication Services 3,494.0 $245K 0.05% NEW $69.98 -3.6%
142 QQQ INVESCO QQQ TR Financial Services 331.0 $244K 0.05% NEW $736.66 -4.1%
143 SPSM SPDR SERIES TRUST 4,201.0 $242K 0.05% -128.0 -3.0% $57.67 -1.1%
144 NFLX NETFLIX INC. Communication Services 3,310.0 $236K 0.05% -1K -23.2% $71.40 +12.1%
145 VRP INVESCO EXCH TRADED FD TR II 9,615.0 $234K 0.05% $24.31 -0.9%
146 ETN EATON CORP PLC Industrials 547.0 $233K 0.05% NEW $426.12 -4.1%
147 NFG NATIONAL FUEL GAS CO Energy 3,013.0 $233K 0.05% $77.21 +6.8%
148 MU MICRON TECHNOLOGY INC Technology 192.0 $222K 0.04% NEW $1154.29 -21.1%
149 IWR ISHARES TR 1,939.0 $214K 0.04% -249.0 -11.4% $110.32 +2.4%
150 FXE INVESCO CURRENCYSHARES EURO Financial Services 2,014.0 $212K 0.04% $105.44 +2.1%
151 CVS CVS HEALTH CORP Healthcare 2,045.0 $212K 0.04% NEW $103.45 -9.0%
152 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 2,600.0 $211K 0.04% $81.16 -9.4%
153 SDY SPDR SERIES TRUST 1,371.0 $209K 0.04% NEW $152.13 +4.6%
154 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 430.0 $205K 0.04% NEW $477.57 -14.1%
155 NOW SERVICENOW INC Technology 2,068.0 $205K 0.04% -163.0 -7.3% $99.28 +29.0%
156 PUTNAM ETF TRUST 22,753.0 $201K 0.04% NEW $8.85
157 ANET PUT ARISTA NETWORKS INC Technology 1,000.0 $170K 0.04% NEW $169.88 +10.8%
158 TRULIEVE CANNABIS CORP 10,000.0 $98K 0.02% NEW $9.83
159 PANW CALL PALO ALTO NETWORKS INC Technology 100.0 $34K 0.01% $341.02 +2.9%
Page 8 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%