Marion Wealth Management
All 13F Filings
- Location
- Monroeville, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 491,494
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/16/2026 | 159 | 491,494 | 13F-HR | Marion Wealth Management |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.324 K
(0.3% of total reported value)
· QoQ Δ:
+581
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 187.4 K | 38.2% | 17.39 K | 0 | 17.39 K |
| ETFs | 302.8 K | 61.8% | 22.25 K | 0 | 22.25 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/16/2026
Total value ($000)
491,494
Holdings
159
QoQ value change ($000)
40,211
(8.9%)
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.