Marion Wealth Management - Portfolio overview

Marion Wealth Management has 151 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VCIT - VANGUARD SCOTTSDALE FDS, 8.84%
2. IEFA - ISHARES TR, 6.78%
3. IEMG - ISHARES INC, 4.26%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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