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LEILA SHAVER

Marion Wealth Management

Assets Managed
$451.283M
Holdings
143
Last Quarter
2026 - Q1
Filed Date
4d ago
Growth Rate
0.29%(2Q avg: 3.51%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Marion Wealth Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 143 positions.

Assets under management

The assets under management (AUM) of Marion Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 451.283M in assets, with a quarterly growth rate of 0.29% and a 2-quarter average growth rate of 3.51%. The portfolio is managed by LEILA SHAVER, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 22.62%
8.87%
$40.012M
483,527 shares@ $82.76 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -1.72%
6.81%
$30.688M
338,979 shares@ $90.54 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -9.21%
4.28%
$19.29M
276,560 shares@ $69.76 avg price
PDBC
Invesco Optimum Yield Divers
Recent Activity
Decreased -1.09%
4.26%
$19.222M
1.11M shares@ $17.33 avg price
MLPB
Etracs Alerian Infrast Ser B
Recent Activity
Decreased -0.85%
3.88%
$17.487M
602,363 shares@ $29.04 avg price
DON
Wisdomtree Us Midcap Dividen
Recent Activity
Increased 7.81%
3.5%
$15.76M
299,971 shares@ $52.54 avg price
VOT
Vanguard Mid-cap Growth Etf
Recent Activity
Increased 8.49%
3.45%
$15.538M
60,378 shares@ $257.35 avg price
VWOB
Vanguard Emerg Mkts Gov Bnd
Recent Activity
Increased 0.33%
2.93%
$13.189M
200,783 shares@ $65.7 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Decreased -34.52%
2.73%
$12.301M
155,180 shares@ $79.28 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 65.72%
2.32%
$10.428M
175,114 shares@ $59.55 avg price

1-10 of 143