13F Filings History of Marion Wealth Management

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$449,988,679
Signature - Title
Leila Shaver - COUNSEL
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 144 stock holdings with total value $449,988,679 as of Q4 2025. Top holdings included VCIT, IEFA, IEMG, VCSH, and PDBC.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 144 $449,988,679 +$20,172,984 -$1,950,206 +$18,222,778 VCIT, IEFA, IEMG, VCSH, PDBC 13F-HR 26 Jan 2026, 15:46
Q3 2025 136 $421,640,794 +$6,309,765 -$2,842,096 +$3,467,669 VCIT, IEFA, IEMG, VCSH, VOT 13F-HR 10 Oct 2025, 17:30
Q2 2025 131 $399,485,414 +$21,859,572 -$16,375,057 +$5,484,515 VCIT, IEFA, IEMG, VCSH, VOT 13F-HR 05 Aug 2025, 14:58
Q1 2025 128 $374,399,727 +$18,324,130 -$16,460,161 +$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 +$18,419,363 -$1,649,556 +$16,769,807 VCIT, IEFA, VCSH, IEMG, MLPB 13F-HR 07 Oct 2024, 11:32
Q2 2024 119 $340,488,257 +$11,156,581 -$2,640,724 +$8,515,857 VCIT, IEFA, VCSH, IEMG, MLPB 13F-HR 09 Jul 2024, 13:34
Q1 2024 121 $335,019,634 +$17,382,594 -$10,996,303 +$6,386,291 VCIT, IEFA, VCSH, MLPB, IEMG 13F-HR 08 Apr 2024, 11:05
Q4 2023 118 $312,806,954 +$57,674,330 -$48,499,951 +$9,174,379 VCIT, IEFA, VCSH, IEMG, MLPB 13F-HR 10 Jan 2024, 14:32
Q3 2023 109 $283,980,460 +$14,560,361 -$1,675,180 +$12,885,181 VCIT, VCSH, IEFA, MLPB, PDBC 13F-HR 18 Oct 2023, 12:25
Q2 2023 106 $281,516,044 +$9,461,959 -$3,869,277 +$5,592,682 VCIT, VCSH, IEFA, MLPB, PDBC 13F-HR 24 Jul 2023, 13:52
Q1 2023 105 $268,056,488 +$29,457,059 -$8,175,232 +$21,281,827 VCIT, VCSH, IEFA, PDBC, MLPB 13F-HR 24 Apr 2023, 13:58
Q4 2022 102 $237,166,856 +$69,692,107 -$39,983,850 +$29,708,257 VCIT, IEFA, VCSH, MLPB, IEMG 13F-HR 19 Jan 2023, 11:24
Q3 2022 101 $194,834,000 +$43,791,363 -$30,503,177 +$13,288,186 SPIB, SPSB, IEFA, MLPB, IEMG 13F-HR 10 Nov 2022, 15:29
Q2 2022 100 $190,872,000 +$48,233,454 -$38,280,955 +$9,952,499 SPIB, SPSB, IEMG, MLPB, EFG 13F-HR 27 Jul 2022, 13:45
Q1 2022 95 $204,818,000 +$5,254,135 -$1,771,522 +$3,482,613 VCIT, SPSB, EFV, EFG, GBUG 13F-HR 08 Apr 2022, 11:43
Q4 2021 97 $210,557,000 $0 $0 $0 VCIT, SPSB, EFG, EFV, GBUG 13F-HR 14 Feb 2022, 12:28