§ 13F · FUND PROFILE
Marion Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $422M (13F)Positions · 136Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | 484K | $40M | 8.9% | +23% |
| 2 | IEFA | ISHARES TR | 339K | $31M | 6.8% | −2% |
| 3 | IEMG | ISHARES INC | 277K | $19M | 4.3% | −9% |
| 4 | PDBC | INVESCO ACTVELY MNGD ETC FD | 1.11M | $19M | 4.3% | −1% |
| 5 | MLPB | UBS AG LONDON BRANCH | 602K | $17M | 3.9% | −1% |
| 6 | DON | WISDOMTREE TR | 300K | $16M | 3.5% | +8% |
| 7 | VOT | VANGUARD INDEX FDS | 60K | $16M | 3.4% | +8% |
| 8 | VWOB | VANGUARD WHITEHALL FDS | 201K | $13M | 2.9% | ±0% |
| 9 | VCSH | VANGUARD SCOTTSDALE FDS | 155K | $12M | 2.7% | −35% |
| 10 | VGIT | VANGUARD SCOTTSDALE FDS | 175K | $10M | 2.3% | +66% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MARION SIGNAL
AC read
Marion Wealth Management is a Other fund managing $422 million in assets. The fund runs a portfolio of 136 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed