Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Marion Wealth Management (CIK 1911097) reported $451.3M across 140 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VCIT ($40.0M, 8.87%), IEFA ($30.7M, 6.80%), IEMG ($19.3M, 4.27%), PDBC ($19.2M, 4.26%), MLPB ($17.5M, 3.88%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | $40.0M | 8.87% | 483,527 | Added |
| 2 | IEFA | ISHARES TR | $30.7M | 6.80% | 338,979 | Trimmed |
| 3 | IEMG | ISHARES INC | $19.3M | 4.27% | 276,560 | Trimmed |
| 4 | PDBC | INVESCO ACTVELY MNGD ETC FD | $19.2M | 4.26% | 1.1M | Trimmed |
| 5 | MLPB | UBS AG LONDON BRANCH | $17.5M | 3.88% | 602,363 | Trimmed |
| 6 | DON | WISDOMTREE TR | $15.8M | 3.49% | 299,971 | Added |
| 7 | VOT | VANGUARD INDEX FDS | $15.5M | 3.44% | 60,378 | Added |
| 8 | VWOB | VANGUARD WHITEHALL FDS | $13.2M | 2.92% | 200,783 | Added |
| 9 | VCSH | VANGUARD SCOTTSDALE FDS | $12.3M | 2.73% | 155,180 | Trimmed |
| 10 | VGIT | VANGUARD SCOTTSDALE FDS | $10.4M | 2.31% | 175,114 | Added |
| 11 | AAPL | APPLE INC | $10.0M | 2.21% | 39,308 | Added |
| 12 | IWN | ISHARES TR | $9.9M | 2.19% | 52,080 | Trimmed |
| 13 | VBK | VANGUARD INDEX FDS | $9.9M | 2.18% | 32,604 | Trimmed |
| 14 | PRF | INVESCO EXCHANGE TRADED FD T | $8.1M | 1.80% | 170,961 | Trimmed |
| 15 | VMBS | VANGUARD SCOTTSDALE FDS | $7.6M | 1.69% | 162,515 | Added |
| 16 | SPYG | SPDR SERIES TRUST | $7.5M | 1.65% | 76,261 | Trimmed |
| 17 | HYLB | DBX ETF TR | $6.8M | 1.51% | 188,760 | Added |
| 18 | FPE | FIRST TR EXCH TRADED FD III | $6.7M | 1.49% | 377,767 | Added |
| 19 | VCLT | VANGUARD SCOTTSDALE FDS | $6.4M | 1.41% | 85,409 | Added |
| 20 | ADI | ANALOG DEVICES INC | $6.2M | 1.37% | 19,385 | Trimmed |
| 21 | MSFT | MICROSOFT CORP | $6.2M | 1.37% | 16,711 | Added |
| 22 | GOOGL | ALPHABET INC | $5.6M | 1.25% | 19,567 | Trimmed |
| 23 | VGSH | VANGUARD SCOTTSDALE FDS | $5.6M | 1.25% | 96,221 | Trimmed |
| 24 | VGT | VANGUARD WORLD FD | $5.3M | 1.18% | 7,617 | Added |
| 25 | SGOV | ISHARES TR | $4.9M | 1.08% | 48,635 | Added |
Source: SEC Form 13F filings · as of 2026-03-31