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Home > Institutional Investor > Marion Wealth Management > Profile

Instuitional Investor - Marion Wealth Management

Fund Profile
Filing Period:
Fund Name: Marion Wealth Management
Portfolio Value $491,494,185
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 VCIT 522,764 $43,206,411 8.79%
2.
Ishares Trust
 HYG 343,708 $33,195,342 6.75%
3.
Ishares Inc - CORE MSCI EMKT
 261,219 $21,639,418 4.4%
4.
Vanguard Index Fds
 62,783 $19,230,285 3.91%
5.
Watford Holdings Ltd.
 WTREP 317,689 $17,955,799 3.65%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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