• 13F History

Marion Wealth Management

13F Filings History

Latest 13F report
Q1 2025 - Apr 8, 2025
Value $
$374M
Signature - Title
Christina Duncan - Compliance Consultant
Location
Monroeville, PA
Summary
This page shows a list of all the recent 13F filings made by Marion Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Marion Wealth Management reported 128 stock holdings with total value $374M as of Q1 2025. Top holdings included VCIT, IEFA, VCSH, IEMG, and MLPB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 128 $374M +$18.3M -$16.5M +$1.86M VCIT, IEFA, VCSH, IEMG, MLPB 13F-HR 4/8/2025, 04:03 PM
Q4 2024 132 $377M +$16.7M -$7.59M +$9.09M VCIT, IEFA, VCSH, MLPB, IEMG 13F-HR 1/13/2025, 03:23 PM
Q3 2024 126 $375M +$18.4M -$1.65M +$16.8M VCIT, IEFA, VCSH, IEMG, MLPB 13F-HR 10/7/2024, 11:32 AM
Q2 2024 119 $340M +$11.2M -$2.64M +$8.52M VCIT, IEFA, VCSH, IEMG, MLPB 13F-HR 7/9/2024, 01:34 PM
Q1 2024 121 $335M +$17.4M -$11M +$6.39M VCIT, IEFA, VCSH, MLPB, IEMG 13F-HR 4/8/2024, 11:05 AM
Q4 2023 118 $313M +$57.7M -$48.5M +$9.17M VCIT, IEFA, VCSH, IEMG, MLPB 13F-HR 1/10/2024, 02:32 PM
Q3 2023 109 $284M +$14.6M -$1.46M +$13.1M VCIT, VCSH, IEFA, MLPB, PDBC 13F-HR 10/18/2023, 12:25 PM
Q2 2023 106 $282M +$9.46M -$1.33M +$8.13M VCIT, VCSH, IEFA, MLPB, PDBC 13F-HR 7/24/2023, 01:52 PM
Q1 2023 105 $268M +$29.5M -$7.53M +$21.9M VCIT, VCSH, IEFA, PDBC, MLPB 13F-HR 4/24/2023, 01:58 PM
Q4 2022 102 $237M +$69.7M -$34.6M +$35.1M VCIT, IEFA, VCSH, MLPB, IEMG 13F-HR 1/19/2023, 10:24 AM
Q3 2022 100 $187M +$43.4M -$16.1M +$27.3M SPIB, SPSB, IEFA, IEMG, VRP 13F-HR 11/10/2022, 02:29 PM
Q2 2022 99 $184M +$48.2M -$31.5M +$16.7M SPIB, SPSB, IEMG, EFG, EFV 13F-HR 7/27/2022, 01:45 PM
Q1 2022 94 $197M +$5.25M -$723K +$4.53M VCIT, SPSB, EFV, EFG, GBUG 13F-HR 4/8/2022, 11:43 AM
Q4 2021 98 $204M VCIT, SPSB, EFG, EFV, GBUG 13F-HR 2/14/2022, 11:28 AM