Marion Wealth Management
All 13F Filings
- Location
- Monroeville, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 451,283
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/12/2026 | 146 | 451,283 | 13F-HR | Marion Wealth Management |
| 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)
Derivatives reported exposure ($000):
743
(0.2% of total reported value)
· QoQ Δ:
+743
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 170 K | 37.7% | 0 | 193.6 K | -193.6 K |
| ETFs | 280.5 K | 62.3% | 200.8 K | 0 | 200.8 K |
| Other | 0 | 0.0% | 0 | 6.631 K | -6.631 K |
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Fund Snapshot
Q1 2026
Latest filed
5/12/2026
Total value ($000)
451,283
Holdings
146
QoQ value change ($000)
1,294
(0.3%)
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.