Marion Wealth Management
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationmonroeville, PA
- CIK0001911097
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
132 | $377.09M | VCIT, IEFA, VCSH, UBS AG LONDON BRANCH | 13F-HR | Jan 13, 2025 | 000191109725000001 | ||
126 | $375.02M | VCIT, IEFA, VCSH, IEMG | 13F-HR | Oct 7, 2024 | 000191109724000005 | ||
119 | $340.49M | VCIT, IEFA, VCSH, IEMG | 13F-HR | Jul 9, 2024 | 000191109724000003 | ||
121 | $335.02M | VCIT, IEFA, VCSH, UBS AG LONDON BRANCH | 13F-HR | Apr 8, 2024 | 000191109724000002 | ||
118 | $312.81M | VCIT, IEFA, VCSH, IEMG | 13F-HR | Jan 10, 2024 | 000191109724000001 | ||
109 | $283.98M | VCIT, VCSH, IEFA, UBS AG LONDON BRANCH | 13F-HR | Oct 18, 2023 | 000191109723000006 | ||
106 | $281.52M | VCIT, VCSH, IEFA, UBS AG LONDON BRANCH | 13F-HR | Jul 24, 2023 | 000191109723000005 | ||
105 | $268.06M | VCIT, VCSH, IEFA, PDBC | 13F-HR | Apr 24, 2023 | 000191109723000004 | ||
102 | $237.17M | VCIT, IEFA, VCSH, UBS AG LONDON BRANCH | 13F-HR | Jan 19, 2023 | 000191109723000001 | ||
101 | $194.83M | KRE, SPSB, IEFA, UBS AG LONDON BRANCH | 13F-HR | Nov 10, 2022 | 000191109722000004 | ||
100 | $190.87M | KRE, SPSB, IEMG, UBS AG LONDON BRANCH | 13F-HR | Jul 27, 2022 | 000191109722000003 | ||
95 | $204.82M | VCIT, SPSB, EFV, EFG | 13F-HR | Apr 8, 2022 | 000191109722000002 | ||
99 | $211.03M | VCIT, SPSB, EFG, EFV | 13F-HR | Feb 14, 2022 | 000191109722000001 |