13F Filings History of Marion Wealth Management

Latest 13F report
Q3 2025 - 10 Oct 2025
Value $
$421,640,794
Signature - Title
Ruth Thortvedt - 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 136 stock holdings with total value $421,640,794 as of Q3 2025. Top holdings included VCIT, IEFA, IEMG, VCSH, and VOT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 136 $421,640,794 +$6,309,764 -$2,842,097 +$3,467,667 VCIT, IEFA, IEMG, VCSH, VOT 13F-HR 10 Oct 2025, 17:30
Q2 2025 131 $399,485,414 +$21,859,575 -$16,375,057 +$5,484,518 VCIT, IEFA, IEMG, VCSH, VOT 13F-HR 05 Aug 2025, 14:58
Q1 2025 128 $374,399,727 +$18,324,131 -$16,460,162 +$1,863,969 VCIT, IEFA, VCSH, IEMG, MLPB 13F-HR 08 Apr 2025, 16:03
Q4 2024 132 $377,093,026 +$16,679,017 -$7,591,475 +$9,087,542 VCIT, IEFA, VCSH, MLPB, IEMG 13F-HR 13 Jan 2025, 15:23
Q3 2024 126 $375,021,968 +$18,419,362 -$1,649,556 +$16,769,806 VCIT, IEFA, VCSH, IEMG, MLPB 13F-HR 07 Oct 2024, 11:32
Q2 2024 119 $340,488,257 +$11,156,581 -$2,640,723 +$8,515,858 VCIT, IEFA, VCSH, IEMG, MLPB 13F-HR 09 Jul 2024, 13:34
Q1 2024 121 $335,019,634 +$17,382,593 -$10,996,307 +$6,386,286 VCIT, IEFA, VCSH, MLPB, IEMG 13F-HR 08 Apr 2024, 11:05
Q4 2023 118 $312,806,954 +$57,674,334 -$48,499,957 +$9,174,377 VCIT, IEFA, VCSH, IEMG, MLPB 13F-HR 10 Jan 2024, 14:32
Q3 2023 109 $283,980,460 +$14,560,363 -$1,457,002 +$13,103,361 VCIT, VCSH, IEFA, MLPB, PDBC 13F-HR 18 Oct 2023, 12:25
Q2 2023 106 $281,516,044 +$9,461,959 -$1,329,886 +$8,132,073 VCIT, VCSH, IEFA, MLPB, PDBC 13F-HR 24 Jul 2023, 13:52
Q1 2023 105 $268,056,488 +$29,457,059 -$7,530,798 +$21,926,261 VCIT, VCSH, IEFA, PDBC, MLPB 13F-HR 24 Apr 2023, 13:58
Q4 2022 102 $237,166,856 +$69,692,112 -$34,615,864 +$35,076,248 VCIT, IEFA, VCSH, MLPB, IEMG 13F-HR 19 Jan 2023, 10:24
Q3 2022 100 $187,110,000 +$43,410,599 -$16,125,177 +$27,285,422 SPIB, SPSB, IEFA, IEMG, VRP 13F-HR 10 Nov 2022, 14:29
Q2 2022 99 $183,974,000 +$48,233,476 -$31,497,259 +$16,736,217 SPIB, SPSB, IEMG, EFG, EFV 13F-HR 27 Jul 2022, 13:45
Q1 2022 94 $196,756,000 +$5,254,136 -$722,632 +$4,531,504 VCIT, SPSB, EFV, EFG, GBUG 13F-HR 08 Apr 2022, 11:43
Q4 2021 98 $203,829,000 $0 VCIT, SPSB, EFG, EFV, GBUG 13F-HR 14 Feb 2022, 11:28