Marion Wealth Management has filed a Form 13F-HR with the Securities and Exchange Commission (SEC) disclosing its equity holdings as of September 30, 2026. The filing lists 161 distinct securities held by the firm.
The portfolio is diversified across various sectors, with a significant allocation to technology companies. Top holdings include Apple Inc., with 40,625 shares; Microsoft Corporation, holding 17,155 shares; and NVIDIA Corporation, with 19,208 shares. Other notable technology positions include Meta Platforms Inc. (7,928 shares), Amazon.com Inc. (17,559 shares), and Alphabet Inc. Class A (18,415 shares).
Financial services and healthcare also feature prominently in the portfolio. JPMorgan Chase & Co. is held in 15,684 shares, while Visa Inc. Class A is held in 1,118 shares. Eli Lilly & Co. is listed with 3,808 shares, and Merck & Co. Inc. with 1,382 shares.
The filing also includes a mix of exchange-traded funds (ETFs) and other equities. Vanguard funds account for a substantial portion of the holdings, including the Vanguard Total Bond Market ETF (9,929 shares), the Vanguard Small-Cap Value ETF (4,261 shares), and the Vanguard Small-Cap Growth ETF (32,834 shares). Other ETFs listed include the iShares Core S&P 500 ETF (1,968 shares) and the SPDR S&P 500 ETF Trust (7,6548 shares).
Specific individual stock positions include Procter & Gamble Co. (15,088 shares), Starbucks Corporation (28,008 shares), and United Parcel Service Inc. Class B (13,471 shares). The filing indicates that all positions are held in common stock.
