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Marion Wealth Management

Q2 2026 13F Holdings

  • Location
    monroeville, PA
  • Num holdings

    159

  • Value ($000)

    $491,494

  • Date Filed
    07/16/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
92206C870
$43.21M
9 %

522,764

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$33.2M
7 %

343,708

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$21.64M
4 %

261,219

V
VOT

VANGUARD INDEX FDS

MCAP GR IDXVIP
922908538
$19.23M
4 %

62,783

D
DON

WISDOMTREE TR

US MIDCAP DIVID
97717W505
$17.96M
4 %

317,689

---

UBS AG LONDON BRANCH

ETRACS ALER MLP
90274D382
$17.23M
4 %

598,326

P
PDBC

INVESCO ACTVELY MNGD ETC FD

OPTIMUM YIELD
46090F100
$17.05M
4 %

1,073,833

V
VWOB

VANGUARD WHITEHALL FDS

EM MK GOV BD ETF
921946885
$13.79M
3 %

205,098

---

VANGUARD SCOTTSDALE FDS

INTER TERM TREAS
92206C706
$11.98M
2 %

203,139

A
AAPL

APPLE INC

COM
037833100
$11.84M
2 %

40,913

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