§ 13F · FUND PROFILE
Marion Wealth Management.
AUM · $491M (13F)Positions · 159Turnover · n/a · Q2Filed · Jul 16, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | 523K | $43M | 8.8% | +8% |
| 2 | IEFA | ISHARES TR | 344K | $33M | 6.8% | +1% |
| 3 | IEMG | ISHARES INC | 261K | $22M | 4.4% | −6% |
| 4 | VOT | VANGUARD INDEX FDS | 63K | $19M | 3.9% | +4% |
| 5 | DON | WISDOMTREE TR | 318K | $18M | 3.7% | +6% |
| 6 | MLPB | UBS AG LONDON BRANCH | 598K | $17M | 3.5% | −1% |
| 7 | PDBC | INVESCO ACTVELY MNGD ETC FD | 1.07M | $17M | 3.5% | −3% |
| 8 | VWOB | VANGUARD WHITEHALL FDS | 205K | $14M | 2.8% | +2% |
| 9 | VGIT | VANGUARD SCOTTSDALE FDS | 203K | $12M | 2.4% | +16% |
| 10 | AAPL | APPLE INC | 41K | $12M | 2.4% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MARION SIGNAL
AC read
Marion Wealth Management is a Other fund managing $491 million in assets. The fund runs a portfolio of 159 positions.
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