Marion Wealth Management
Marion Wealth Management reported 156 stocks worth $506M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are VCIT (8.6%), IEFA (6.8%) and IEMG (4.3%). Compared with Q2 2026, the fund opened new positions in XOM, added to VCIT, IEFA and IEMG, trimmed AAPL, VGT and PSX and sold out of XOM, COHR and WM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VCIT Vanguard Scottsdale Fds | $43.3M | 8.6% | 553K | +31K (+6%) | 8 of 8 | |
| 2 |  IEFA Ishares TR | $34.2M | 6.8% | 354K | +9,795 (+3%) | 8 of 8 | |
| 3 |  IEMG Ishares Inc | $21.7M | 4.3% | 267K | +5,899 (+2%) | 8 of 8 | |
| 4 |  PDBC Invesco Actvely Mngd Etc FD | $21.1M | 4.2% | 1.1M | +17K (+2%) | 8 of 8 | |
| 5 |  VOT Vanguard Index Fds | $18.8M | 3.7% | 64K | +1,577 (+3%) | 8 of 8 | |
| 6 |  MLPB UBS AG London Branch | $17.7M | 3.5% | 607K | +8,633 (+1%) | 8 of 8 | |
| 7 |  DON Wisdomtree TR | $17.6M | 3.5% | 327K | +9,410 (+3%) | 8 of 8 | |
| 8 |  VWOB Vanguard Whitehall Fds | $13.6M | 2.7% | 215K | +9,902 (+5%) | 8 of 8 | |
| 9 |  AAPL Apple Inc | $13.5M | 2.7% | 41K | −288 (−1%) | 8 of 8 | |
| 10 |  VGIT Vanguard Scottsdale Fds | $12.1M | 2.4% | 214K | +10K (+5%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $842K | 6,156 |
 COHR Coherent Corp | $313K | 794 |
 WM Waste Mgmt Inc Del | $288K | 1,291 |
 FTNT Fortinet Inc | $278K | 1,810 |
 SUB Ishares Short Term Ntnl | $273K | 2,566 |
🔒 Free account: see all 8.
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 22, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Marion Wealth Management 13F FAQ
What does Marion Wealth Management own?
Marion Wealth Management reported 156 stocks worth $506M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are VCIT (8.6%), IEFA (6.8%) and IEMG (4.3%). The table above lists every position in the filing (the top 10 without an account).
What did Marion Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 8 new positions, 102 added to, 19 trimmed and 8 sold out. New positions include XOM. It sold all of XOM, COHR and WM.
When will Marion Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Marion Wealth Management's portfolio worth?
The Q3 2026 filing reports $506M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.