Marion Wealth Management

Q3 2025 13F Holdings

  • Location
    monroeville, PA
  • Num holdings

    136

  • Value ($000)

    $421,641

  • Date Filed
    10/10/2025
  • Form type
    13F-HR
  • CIK
    0001911097
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
92206C870
$31.47M
8 %

374,142

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$29.97M
7 %

343,316

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$20.11M
5 %

305,030

V
VCSH

VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD
92206C409
$18.22M
4 %

227,942

V
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

P
PDBC

INVESCO ACTVELY MNGD ETC FD

OPTIMUM YIELD
46090F100
$14.36M
3 %

1,069,434

D
DON

WISDOMTREE TR

US MIDCAP DIVID
97717W505
$14.20M
3 %

271,505

V
VWOB

VANGUARD WHITEHALL FDS

EM MK GOV BD ETF
921946885
$12.93M
3 %

193,260

V
VBK

VANGUARD INDEX FDS

SML CP GRW ETF
922908595
$10.18M
2 %

34,216

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