Marion Wealth Management
Q4 2025 13F Holdings
- Locationmonroeville, PA
- Num holdings
144
- Value ($000)
$449,989
- Date Filed01/26/2026
- Form type13F-HR
- CIK0001911097
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $33.08M | 7 % | 394,360 | ||
ISHARES TR | CORE MSCI EAFE | 46432F842 | $32.19M | 7 % | 344,937 | ||
ISHARES INC | CORE MSCI EMKT | 46434G103 | $22.06M | 5 % | 304,636 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $18.92M | 4 % | 236,999 | ||
INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | 46090F100 | $16.09M | 4 % | 1,122,132 | ||
UBS AG LONDON BRANCH | ETRACS ALER MLP | 90274D382 | $15.95M | 4 % | 607,567 | ||
VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | $15.72M | 4 % | 55,658 | ||
WISDOMTREE TR | US MIDCAP DIVID | 97717W505 | $14.99M | 3 % | 278,243 | ||
VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 921946885 | $13.55M | 3 % | 200,128 | ||
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | $11.21M | 3 % | 34,632 |
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