Marion Wealth Management Top Holdings and 13F Report (2026) About Marion Wealth ManagementInvestment ActivityMarion Wealth Management has $508.09 million in total holdings as of September 30, 2026.Marion Wealth Management owns shares of 156 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 3.32% of the portfolio was purchased this quarter.About 0.82% of the portfolio was sold this quarter.This quarter, Marion Wealth Management has purchased 156 new stocks and bought additional shares in 105 stocks.Marion Wealth Management sold shares of 19 stocks and completely divested from 8 stocks this quarter.Largest Holdings Vanguard Intermediate-Term Corporate Bond ETF $43,331,368iShares Core MSCI EAFE ETF $34,247,360iShares Core MSCI Emerging Markets ETF $21,679,332Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF $21,051,285Vanguard Mid-Cap Growth ETF $18,799,510 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $989,203 Holding35671D857 - Freeport-McMoRan $343,000 Holding45337C102 - Incyte $267,819 Holding56585A102 - Marathon Petroleum $243,579 Holding453204109 - Impinj $234,870 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Corporate Bond ETF 30,567 shares (about $2.39M)EXXONMOBIL HOLDINGS CORP 6,078 shares (about $989.20K)iShares Core MSCI EAFE ETF 9,795 shares (about $948.94K)SPDR S&P 500 ETF Trust 1,004 shares (about $765.65K)Vanguard Emerging Markets Government Bond ETF 9,902 shares (about $625.11K) Largest Sales this Quarter Flexsteel Industries 7,500 shares (about $634.87K)Oracle 1,583 shares (about $217.35K)United Parcel Service 1,475 shares (about $137.82K)Snowflake 368 shares (about $124.96K)DICK'S Sporting Goods 753 shares (about $101.12K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMarion Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVCITVanguard Intermediate-Term Corporate Bond ETF$43,331,368$2,393,703 ▲5.8%553,3318.5%ETFIEFAiShares Core MSCI EAFE ETF$34,247,360$948,939 ▲2.8%353,5036.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$21,679,332$478,764 ▲2.3%267,1184.3%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$21,051,285$326,305 ▲1.6%1,090,7404.1%ETFVOTVanguard Mid-Cap Growth ETF$18,799,510$460,641 ▲2.5%64,3603.7%ETFMLPBETRACS Alerian MLP Infrastructure Index ETN Series B$17,690,796$251,623 ▲1.4%606,9593.5%ETFDONWisdomTree U.S. MidCap Dividend Fund$17,647,013$507,670 ▲3.0%327,0993.5%ETFVWOBVanguard Emerging Markets Government Bond ETF$13,572,921$625,112 ▲4.8%215,0002.7%ETFAAPLApple$13,528,958$95,910 ▼-0.7%40,6252.7%TechnologyVGITVanguard Intermediate-Term Treasury ETF$12,099,059$589,207 ▲5.1%213,5382.4%ETFVBKVanguard Small-Cap Growth ETF$11,092,355$190,199 ▲1.7%32,8342.2%ETFIWNiShares Russell 2000 Value ETF$10,881,011$91,949 ▲0.9%51,9502.1%ETFVCSHVanguard Short-Term Corporate Bond ETF$10,404,435$154,809 ▲1.5%134,6852.0%ETFPRFInvesco RAFI US 1000 ETF$9,430,291$71,249 ▲0.8%173,2551.9%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$9,421,579$40,986 ▲0.4%76,5481.9%ETFMSFTMicrosoft$8,798,885$80,013 ▲0.9%17,1551.7%TechnologyVMBSVanguard Mortgage-Backed Securities ETF$8,169,230$371,357 ▲4.8%183,9501.6%ETFVGTVanguard Information Technology ETF$7,413,814$19,730 ▼-0.3%58,9941.5%ETFADIAnalog Devices$7,254,832$136,075 ▲1.9%18,2871.4%TechnologyHYLBXtrackers USD High Yield Corporate Bond ETF$7,180,129$254,465 ▲3.7%203,8651.4%ETFFPEFirst Trust Preferred Securities and Income ETF$6,978,179$312,356 ▲4.7%409,2771.4%ETFVCLTVanguard Long-Term Corporate Bond ETF$6,439,528$408,053 ▲6.8%94,0081.3%ETFGOOGLAlphabet$6,336,076$81,201 ▲1.3%18,4151.2%Communication ServicesMETAMeta Platforms$5,749,295$188,549 ▲3.4%7,9281.1%Communication ServicesCRMSalesforce$5,253,907$92,746 ▲1.8%22,8861.0%TechnologyISHARES TR$5,207,003$34,231 ▲0.7%51,7181.0%0-3 MTH TREASURYJPMJPMorgan Chase & Co.$5,188,777$47,640 ▲0.9%15,6841.0%FinanceVGSHVanguard Short-Term Treasury ETF$4,969,555$104,414 ▲2.1%86,3371.0%ETFLLYEli Lilly and Company$4,405,990$54,381 ▲1.2%3,8080.9%HealthcareACNAccenture$4,405,464$186,487 ▲4.4%24,0250.9%TechnologyNVDANVIDIA$4,386,643$39,509 ▲0.9%19,2080.9%TechnologyAMZNAmazon.com$4,374,825$58,799 ▲1.4%17,5590.9%Consumer DiscretionaryIBBiShares Biotechnology ETF$4,169,924$20,632 ▲0.5%19,8070.8%ETFMAMastercard$3,628,940$50,739 ▲1.4%6,5800.7%FinanceXLVHealth Care Select Sector SPDR Fund$3,609,266$46,990 ▲1.3%21,4300.7%ETFXLCCommunication Services Select Sector SPDR Fund$3,517,316$79,899 ▲2.3%31,6960.7%ETFDGXQuest Diagnostics$3,399,122$45,216 ▲1.3%14,5840.7%HealthcarePSXPhillips 66$3,357,742$38,295 ▼-1.1%13,1520.7%EnergySPYSPDR S&P 500 ETF Trust$3,264,684$765,649 ▲30.6%4,2810.6%ETFCBOECboe Global Markets$3,104,168$82,587 ▲2.7%11,2760.6%FinanceBLACKROCK INC$3,080,760$74,082 ▲2.5%2,9110.6%COMXLYConsumer Discretionary Select Sector SPDR Fund$3,059,143$77,929 ▲2.6%28,1070.6%ETFMCKMcKesson$2,967,893$84,529 ▲2.9%3,4760.6%HealthcarePROFESIONALLY MANAGED PORTFO$2,865,933$20,120 ▲0.7%54,4130.6%AKRE FOCUS ETFPWRQuanta Services$2,824,563$51,402 ▲1.9%4,3960.6%IndustrialsTJXTJX Companies$2,801,140$124,107 ▲4.6%21,1710.6%Consumer DiscretionaryCOSTCostco Wholesale$2,632,911$115,622 ▲4.6%2,8920.5%Consumer StaplesSBUXStarbucks$2,631,648$282 ▲0.0%28,0080.5%Consumer DiscretionaryDEDeere & Company$2,586,599$26,860 ▲1.0%3,8520.5%IndustrialsBXBlackstone$2,513,381$65,124 ▲2.7%22,4230.5%FinanceXLEEnergy Select Sector SPDR Fund$2,427,636$29,397 ▲1.2%39,4740.5%ETFKOCoca-Cola$2,392,175$47,258 ▲2.0%27,7900.5%Consumer StaplesHDHome Depot$2,340,346$97,301 ▲4.3%8,2260.5%Consumer DiscretionaryTMUST-Mobile US$2,235,625$128,505 ▲6.1%13,7090.4%Communication ServicesCOPConocoPhillips$2,216,725$42,425 ▲2.0%17,7130.4%EnergyPGProcter & Gamble$2,192,031$70,608 ▲3.3%15,0880.4%Consumer StaplesEOGEOG Resources$2,156,011$43,120 ▲2.0%15,6500.4%EnergyXLIIndustrial Select Sector SPDR Fund$2,008,380$35,065 ▲1.8%12,0280.4%ETFUNPUnion Pacific$1,897,867$27,486 ▲1.5%6,9740.4%IndustrialsVDCVanguard Consumer Staples ETF$1,842,296$50,187 ▲2.8%8,4430.4%ETFGOOGAlphabet$1,834,534$341 ▲0.0%5,3840.4%Communication ServicesJ P MORGAN EXCHANGE TRADED F$1,777,922$325,733 ▲22.4%37,3670.3%MUNICIPAL ETFAVGOBroadcom$1,713,096$21,422 ▲1.3%4,8780.3%TechnologyIGLDFT Vest Gold Strategy Target Income ETF$1,640,968$90,770 ▲5.9%80,7560.3%ETFCATCaterpillar$1,625,470$128,092 ▲8.6%2,0050.3%IndustrialsLINDE PLC$1,610,522$51,263 ▲3.3%3,3930.3%SHSVGLTVanguard Long-Term Treasury ETF$1,610,162$82,130 ▲5.4%32,1130.3%ETFPNCThe PNC Financial Services Group$1,597,506$5,556 ▼-0.3%7,1880.3%FinanceNEENextEra Energy$1,591,293$46,428 ▲3.0%21,0100.3%UtilitiesBILSPDR Bloomberg 1-3 Month T-Bill ETF$1,568,407$82,109 ▲5.5%17,1150.3%ETFFLXSFlexsteel Industries$1,525,816$634,875 ▼-29.4%18,0250.3%Consumer DiscretionaryIVViShares Core S&P 500 ETF$1,507,193$40,590 ▲2.8%1,9680.3%ETFORCLOracle$1,486,743$217,354 ▼-12.8%10,8280.3%TechnologyNOCNorthrop Grumman$1,471,083$56,562 ▲4.0%3,0430.3%IndustrialsARISTA NETWORKS INC$1,454,651$23,413 ▼-1.6%7,1450.3%COM SHSVUGVanguard Growth ETF$1,433,830$5,947 ▲0.4%15,9120.3%ETFVMCVulcan Materials$1,405,731$49,174 ▲3.6%5,7460.3%MaterialsEQIXEquinix$1,396,332$27,320 ▲2.0%1,3800.3%Real EstateAEPAmerican Electric Power$1,354,433$43,068 ▲3.3%11,4160.3%UtilitiesUPSUnited Parcel Service$1,258,730$137,824 ▼-9.9%13,4710.2%IndustrialsAMTAmerican Tower$1,201,343$46,816 ▲4.1%7,3390.2%Real EstatePANWPalo Alto Networks$1,092,603$78,270 ▼-6.7%2,7500.2%TechnologyJ P MORGAN EXCHANGE TRADED F$1,027,6830.0%20,3260.2%ULTRA SHT MUNCPLEXXONMOBIL HOLDINGS CORP$989,203$989,203 ▲New Holding6,0780.2%COM SHSVBRVanguard Small-Cap Value ETF$984,4190.0%4,2610.2%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$851,416$29,084 ▲3.5%8,7530.2%ETFJEPIJPMorgan Equity Premium Income ETF$843,356$20,520 ▼-2.4%15,0010.2%ETFMDYSPDR S&P MidCap 400 ETF Trust$780,863$1,313 ▲0.2%1,1890.2%ETFCEGConstellation Energy$698,653$33,535 ▲5.0%2,7500.1%UtilitiesBNDVanguard Total Bond Market ETF$696,525$26,517 ▲4.0%9,9290.1%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$679,333$24,371 ▲3.7%21,0450.1%ETFVOVanguard Mid-Cap ETF$576,2300.0%7,3480.1%ETFHEDJWisdomTree Europe Hedged Equity Fund$567,4670.0%10,2320.1%ETFINTCIntel$566,283$12,023 ▲2.2%4,7100.1%TechnologyEFAiShares MSCI EAFE ETF$555,396$9,038 ▲1.7%5,3460.1%ETFKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$545,659$42,411 ▲8.4%11,3350.1%ETFCSXCSX$527,4230.0%11,3400.1%IndustrialsTSMTaiwan Semiconductor Manufacturing$503,634$307,472 ▲156.7%1,1040.1%TechnologyAMATApplied Materials$500,893$16,372 ▼-3.2%9790.1%TechnologyBDCBelden$485,685$215,860 ▲80.0%4,5000.1%TechnologyShowing largest 100 holdings. 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