Marion Wealth Management
Q2 2025 13F Holdings
- Locationmonroeville, PA
- Num holdings
131
- Value ($000)
$399,485
- Date Filed08/05/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $30.67M | 8 % | 369,902 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $28.61M | 7 % | 342,664 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $18.32M | 5 % | 305,171 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $17.85M | 5 % | 224,517 | ||
VOT VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | $15.70M | 4 % | 55,201 | ||
UBS AG LONDON BRANCH | ETRACS ALER MLP | 90274D382 | $15.02M | 4 % | 577,672 | ||
PDBC INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | 46090F100 | $13.63M | 3 % | 1,045,162 | ||
DON WISDOMTREE TR | US MIDCAP DIVID | 97717W505 | $13.52M | 3 % | 269,680 | ||
VWOB VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 921946885 | $12.47M | 3 % | 190,847 | ||
VBK VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | $9.45M | 2 % | 34,117 |
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