Marion Wealth Management
•CIK: 1911097•Filing: Q4 2025
**Marion Wealth Management** is a $450M-AUM firm managing a diversified portfolio of 144 positions. The strategy exhibits a notable allocation to fixed income and international equities, highlighted by significant holdings in VCIT ($33.1M) and IEFA ($32.2M). Further diversification is evident through substantial positions in IEMG ($22.1M) and VCSH ($18.9M). This structure suggests a focus on global asset class diversification within a managed wealth mandate.
Total AUM
$450.0M
QoQ Performance
+6.7%
Positions
104
Top 10 Concentration
43.1%
Latest Filing
Q4 2025
Top Holdings Allocation
VCIT
IEFA
VCIT7.4%
IEFA7.2%
IEMG4.9%
VCSH4.2%
PDBC3.6%
MLPB3.5%
VOT3.5%
DON3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other79.1%
Technology9.9%
Financial2.5%
Consumer2.2%
Industrial1.5%
Healthcare1.0%
Energy0.9%
ETF0.6%
Changes from Q3 2025
NEW10 new positions
↑90 increased
↓26 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023