account_balance
Investment manager · 13F filer · SEC CIK 1911097
Marion Wealth Management
Reported value$506Mas of Sep 30, 2026
Positions156 6 new, 6 sold out
Top 10 weight42.2%VCIT alone is 9%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VCITVanguard Scottsdale FDS
8.6%Added +6%
IEFAiShares Tr
6.8%Added +3%
IEMGiShares Inc
4.3%Added +2%
PDBCInvesco Actvely MNGD Etc Fd
4.2%
VOTVanguard Index FDS
3.7%Added +3%
MLPBUBS AG
3.5%
DONWisdomtree Tr
3.5%Added +3%
VWOBVanguard Whitehall FDS
2.7%Added +5%
AAPLApple Inc.
2.7%
VGITVanguard Scottsdale FDS
2.4%Added +5%
VBKVanguard Index FDS
2.2%
IWNiShares Tr
2.2%
VCITVanguard Scottsdale FDS
8.6%Added +6%
IEFAiShares Tr
6.8%Added +3%
IEMGiShares Inc
4.3%+2%
PDBCInvesco Actvely MNGD Etc Fd
4.2%
VOTVanguard Index FDS
3.7%+3%
MLPBUBS AG
3.5%
DONWisdomtree Tr
3.5%
VWOBVanguard Whitehall FDS
2.7%
AAPLApple Inc.
2.7%
VGIT2.4%
VBK2.2%
IWN2.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VCIT Vanguard Scottsdale FDS 8.6% Added +6%
IEFA iShares Tr 6.8% Added +3%
IEMG iShares Inc 4.3% Added +2%
PDBC Invesco Actvely MNGD Etc Fd 4.2% Held
VOT Vanguard Index FDS 3.7% Added +3%
MLPB UBS AG 3.5% HeldDON Wisdomtree Tr 3.5% Added +3%
VWOB Vanguard Whitehall FDS 2.7% Added +5%
AAPL Apple Inc. 2.7% HeldVGIT Vanguard Scottsdale FDS 2.4% Added +5%
VBK Vanguard Index FDS 2.2% Held
IWN iShares Tr 2.2% Held
What changed
Biggest moves since Jun 30, 2026
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