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Marion Wealth Management
Marion Wealth Management LLC is an SEC-registered investment adviser headquartered in Monroeville, Pennsylvania. The firm was founded in 2011 and serves over a thousand client accounts, primarily individuals and high-net-worth individuals, as well as some pension and profit-sharing plans. With a team of 6 employees, the firm manages hundreds of millions in assets and delivers portfolio management and investment advisory services tailored to personal and retirement needs.
Investment Strategy
Marion Wealth Management focuses on diversified portfolio management by allocating capital in equities, ETFs, and fixed income securities for individuals and retirement plans. The firm applies discretionary management for the majority of its clients while maintaining a smaller portion as non-discretionary accounts. Strategies include active sector weighting, risk management, and periodic rebalancing, aiming to maximize client returns in accordance with risk tolerance and investment objectives.
Latest 13F Filing Activity
Marion Wealth Management filed their most recent 13F report on Sep 30, 2025 disclosing 136 equity positions with a total 13F market value of $422M. The fund increased holdings in Apple Inc., Ishares Inc., Alphabet Inc. among other positions. Marion Wealth Management reduced exposure to SPDR Series Trust, Salesforce Inc., Accenture PLC Ireland among others.
Top Holdings
Equity Positions (136)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VCIT | VANGUARD SCOTTSDALE FDS | 7.46% | $31.5M | 374,142 | $78.74 | $84.11 | +$796.8K |
I IEFA | ISHARES TR | 7.11% | $30.0M | 343,316 | $57.51 | $87.31 | +$1.4M |
I IEMG | ISHARES INC | 4.77% | $20.1M | 305,030 | $53.86 | $65.92 | +$1.8M |
V VCSH | VANGUARD SCOTTSDALE FDS | 4.32% | $18.2M | 227,942 | $75.84 | $79.93 | +$370.2K |
V VOT | VANGUARD INDEX FDS | 3.80% | $16.0M | 54,479 | $219.00 | $293.79 | +$306.6K |
Industry Allocation
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