13F Insight
DOSSIER · 13F-HR · Q2 2026

Marion Wealth Management

$491M in tracked AUM across 159 positions as of Q2 2026.

MW
CIK 0001911097 · last filed Jun 30, 2026
Total AUM
$491M
as of Q2 2026
Holdings
159
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Marion Wealth Management filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VCIT
VANGUARD SCOTTSDALE FDS
$43M523K8.8%02
IEFA
ISHARES TR
$33M344K6.8%03
IEMG
ISHARES INC
$22M261K4.4%04
VOT
VANGUARD INDEX FDS
$19M63K3.9%05
DON
WISDOMTREE TR
$18M318K3.7%06
MLPB
UBS AG LONDON BRANCH
$17M598K3.5%07
PDBC
INVESCO ACTVELY MNGD ETC FD
$17M1.1M3.5%08
VWOB
VANGUARD WHITEHALL FDS
$14M205K2.8%09
VGIT
VANGUARD SCOTTSDALE FDS
$12M203K2.4%10
AAPL
APPLE INC
$12M41K2.4%

Filing history

2026Q2Jun 30
$491M▲ 8.9%
159 positionsView →2026Q1Mar 31
$451M▲ 0.3%
146 positionsView →2025Q4Dec 31
$450M▲ 6.7%
144 positionsView →2025Q3Sep 30
$422M▲ 5.5%
136 positionsView →2025Q2Jun 30
$399M▲ 6.7%
131 positionsLocked2025Q1Mar 31
$374M▼ 0.7%
128 positionsLocked2024Q4Dec 31
$377M▲ 0.6%
132 positionsLocked2024Q3Sep 30
$375M▲ 10.1%
126 positionsLocked2024Q2Jun 30
$340M▲ 1.6%
119 positionsLocked2024Q1Mar 31
$335M▲ 7.1%
121 positionsLocked2023Q4Dec 31
$313M▲ 10.2%
118 positionsLocked2023Q3Sep 30
$284M▲ 0.9%
109 positionsLocked
Showing 12 of 19