Marion Wealth Management
Marion Wealth Management reported 159 positions worth $491.5M as of June 30, 2026 (13F filed July 16, 2026). Largest holding: VCIT (8.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VCIT | SH | $43.2M | 8.79% | 522,764 | — | — | |
| ▸ 2 | IEFA | SH | $33.2M | 6.75% | 343,708 | — | — | |
| ▸ 3 | IEMG | SH | $21.6M | 4.40% | 261,219 | — | — | |
| ▸ 4 | VOT | SH | $19.2M | 3.91% | 62,783 | — | — | |
| ▸ 5 | DON | SH | $18.0M | 3.65% | 317,689 | — | — | |
| ▸ 6 | MLPB | SH | $17.2M | 3.51% | 598,326 | — | — | |
| ▸ 7 | PDBC | SH | $17.1M | 3.47% | 1,073,833 | — | — | |
| ▸ 8 | VWOB | SH | $13.8M | 2.81% | 205,098 | — | — | |
| ▸ 9 | VGIT | SH | $12.0M | 2.44% | 203,139 | — | — | |
| ▸ 10 | AAPL | SH | $11.8M | 2.41% | 40,913 | — | — |
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Frequently Asked Questions
What stocks does Marion Wealth Management hold as of Q2 2026?
Marion Wealth Management reported 159 positions worth $491.5M in its Q2 2026 13F filing. Largest positions: VCIT (8.8%), IEFA (6.8%), IEMG (4.4%), VOT (3.9%) and DON (3.7%).
What did Marion Wealth Management buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Marion Wealth Management sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.