Marion Wealth Management

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Monroeville, PA
CIK
0001911097
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 126 375,021 VCIT, IEFA, VCSH, IEMG 13F-HR 10/7/2024 000191109724000005
Q2 2024 119 340,488 VCIT, IEFA, VCSH, IEMG 13F-HR 7/9/2024 000191109724000003
Q1 2024 121 335,019 VCIT, IEFA, VCSH, MLPB 13F-HR 4/8/2024 000191109724000002
Q4 2023 118 312,806 VCIT, IEFA, VCSH, IEMG 13F-HR 1/10/2024 000191109724000001
Q3 2023 109 283,980 VCIT, VCSH, IEFA, MLPB 13F-HR 10/18/2023 000191109723000006
Q2 2023 106 281,516 VCIT, VCSH, IEFA, MLPB 13F-HR 7/24/2023 000191109723000005
Q1 2023 105 268,056 VCIT, VCSH, IEFA, PDBC 13F-HR 4/24/2023 000191109723000004
Q4 2022 102 237,166 VCIT, IEFA, VCSH, MLPB 13F-HR 1/19/2023 000191109723000001
Q3 2022 101 194,834 SPIB, SPSB, IEFA, MLPB 13F-HR 11/10/2022 000191109722000004
Q2 2022 100 190,872 SPIB, SPSB, IEMG, MLPB 13F-HR 7/27/2022 000191109722000003
Q1 2022 95 204,818 VCIT, SPSB, EFV, EFG 13F-HR 4/8/2022 000191109722000002
Q4 2021 99 211,035 VCIT, SPSB, EFG, EFV 13F-HR 2/14/2022 000191109722000001