Marion Wealth Management: 13F holdings
CIK 19110972026Q2
| Positions | 156 |
|---|---|
| Reported value | $491.5m |
| Filed | 2026-07-16 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VCIT VANGUARD SCOTTSDALE FDS | 522,764 | $43.2m | 8.8% |
| IEFA ISHARES TR | 343,708 | $33.2m | 6.8% |
| IEMG ISHARES INC | 261,219 | $21.6m | 4.4% |
| VOT VANGUARD INDEX FDS | 62,783 | $19.2m | 3.9% |
| DON WISDOMTREE TR | 317,689 | $18.0m | 3.7% |
| UBS AG LONDON BRANCH | 598,326 | $17.2m | 3.5% |
| PDBC INVESCO ACTVELY MNGD ETC FD | 1,073,833 | $17.1m | 3.5% |
| VWOB VANGUARD WHITEHALL FDS | 205,098 | $13.8m | 2.8% |
| VGIT VANGUARD SCOTTSDALE FDS | 203,139 | $12.0m | 2.4% |
| AAPL APPLE INC | 40,913 | $11.8m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1911097")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.