Marion Wealth Management
All 13F Filings
- Location
- Monroeville, PA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 449,989
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/26/2026 | 144 | 449,989 | 13F-HR | Marion Wealth Management |
| Q3 2025 | 10/10/2025 | 136 | 421,641 | 13F-HR | Marion Wealth Management |
| Q2 2025 | 8/5/2025 | 131 | 399,485 | 13F-HR | Marion Wealth Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 363.6 K | 80.8% | 19.34 K | 0 | 19.34 K |
| ETFs | 79.74 K | 17.7% | 8.798 K | 0 | 8.798 K |
| Other | 6.631 K | 1.5% | 207 | 0 | 207 |
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Fund Snapshot
Q4 2025
Latest filed
1/26/2026
Total value ($000)
449,989
Holdings
144
QoQ value change ($000)
28,348
(6.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.