Marion Wealth Management
Q3 2025 13F Holdings
- Locationmonroeville, PA
- Num holdings
136
- Value ($000)
$421,641
- Date Filed10/10/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $31.47M | 8 % | 374,142 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $29.97M | 7 % | 343,316 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $20.11M | 5 % | 305,030 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $18.22M | 4 % | 227,942 | ||
VOT VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | $16.01M | 4 % | 54,479 | ||
UBS AG LONDON BRANCH | ETRACS ALER MLP | 90274D382 | $14.72M | 4 % | 589,133 | ||
PDBC INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | 46090F100 | $14.36M | 3 % | 1,069,434 | ||
DON WISDOMTREE TR | US MIDCAP DIVID | 97717W505 | $14.20M | 3 % | 271,505 | ||
VWOB VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 921946885 | $12.93M | 3 % | 193,260 | ||
VBK VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | $10.18M | 2 % | 34,216 |
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