StockDriftsStockDriftsTop 50 Marion Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | 8.81% | 522.8K | $43.2M | +8.11%(+39.24K) | $79.68(+1.84%) | 2026-06-30 | |
| IEFA | ISHARES TR | 6.77% | 343.7K | $33.2M | +1.40%(+4.73K) | $59.50(+70.29%) | 2026-06-30 | |
| IEMG | ISHARES INC | 4.41% | 261.2K | $21.6M | -5.55%(-15.34K) | $54.18(+52.51%) | 2026-06-30 | |
| VOT | VANGUARD INDEX FDS | 3.92% | 62.8K | $19.2M | +3.98%(+2.40K) | $224.08(+40.29%) | 2026-06-30 | |
| DON | WISDOMTREE TR | 3.66% | 317.7K | $18.0M | +5.91%(+17.72K) | $44.23(+33.17%) | 2026-06-30 | |
| MLPB | UBS AG LONDON BRANCH | 3.52% | 598.3K | $17.2M | -0.67%(-4.04K) | $17.33(+77.12%) | 2026-06-30 | |
| PDBC | INVESCO ACTVELY MNGD ETC FD | 3.48% | 1.07M | $17.1M | -3.24%(-35.98K) | $14.41(+26.48%) | 2026-06-30 | |
| VWOB | VANGUARD WHITEHALL FDS | 2.81% | 205.1K | $13.8M | +2.15%(+4.32K) | $60.93(+8.26%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 2.44% | 203.1K | $12.0M | +16.00%(+28.02K) | $59.01(-1.08%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.42% | 40.9K | $11.8M | +4.08%(+1.60K) | $167.94(+81.83%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.66% | +31.87% | — | — | +17.48% |
| Top 20 Holdings Unweighted | +10.54% | +35.07% | — | — | +19.52% |
Marion Wealth Management reports $491.49M in US-listed equity holdings across 156 positions in its most recent 13F filing. Its largest disclosed positions are VCIT (8.8%), IEFA (6.8%) and IEMG (4.4%). The top 20 holdings account for 60.33% of reported assets. Its disclosed equity book has returned +31.87% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Marion Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1911097). View Marion Wealth Management’s 13F filings on SEC