Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Marion Wealth Management

Quarter ended Q3 2025 · Filed October 10, 2025 · Accession 0001911097-25-000006

Total Value
$421.6M
Positions
136
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (136)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD SCOTTSDALE FDS92206C870374,142$31.5M7.46%
2ISHARES TR46432F842343,316$30.0M7.11%
3ISHARES INC46434G103305,030$20.1M4.77%
4VANGUARD SCOTTSDALE FDS92206C409227,942$18.2M4.32%
5VANGUARD INDEX FDS92290853854,479$16.0M3.80%
6UBS AG LONDON BRANCHUSML589,133$14.7M3.49%
7INVESCO ACTVELY MNGD ETC FDIVZ1,069,434$14.4M3.41%
8WISDOMTREE TRWT271,505$14.2M3.37%
9VANGUARD WHITEHALL FDS921946885193,260$12.9M3.07%
10VANGUARD INDEX FDS92290859534,216$10.2M2.42%
11APPLE INCAAPL37,767$9.6M2.28%
12ISHARES TR46428763051,981$9.2M2.18%
13INVESCO EXCHANGE TRADED FD TIVZ193,384$8.7M2.07%
14SPDR SERIES TRUST78464A40980,395$8.4M1.99%
15MICROSOFT CORPMSFT15,314$7.9M1.88%
16VANGUARD SCOTTSDALE FDS92206C102126,127$7.4M1.76%
17DBX ETF TR233051432173,120$6.4M1.52%
18FIRST TR EXCH TRADED FD III33739E108348,184$6.4M1.51%
19VANGUARD SCOTTSDALE FDS92206C706100,622$6.0M1.43%
20VANGUARD SCOTTSDALE FDS92206C771127,059$6.0M1.42%
21VANGUARD SCOTTSDALE FDS92206C81376,480$5.9M1.41%
22VANGUARD WORLD FD92204A7027,665$5.7M1.36%
23ANALOG DEVICES INCADI21,273$5.2M1.24%
24ALPHABET INCGOOG21,036$5.1M1.21%
25META PLATFORMS INCMETA6,771$5.0M1.18%
26ISHARES TR46436E71845,466$4.6M1.09%
27JPMORGAN CHASE & CO.VYLD13,783$4.3M1.03%
28NVIDIA CORPORATIONNVDA20,143$3.8M0.89%
29SELECT SECTOR SPDR TR81369Y85229,730$3.5M0.83%
30ORACLE CORPORCL-PD12,447$3.5M0.83%
31AMAZON COM INCAMZN15,494$3.4M0.81%
32ACCENTURE PLC IRELANDACN13,546$3.3M0.79%
33MASTERCARD INCORPORATEDMA5,509$3.1M0.74%
34SALESFORCE INCCRM13,116$3.1M0.74%
35SELECT SECTOR SPDR TR81369Y40712,941$3.1M0.74%
36ISHARES TR46428755621,181$3.1M0.73%
37TJX COS INC NEW87254010920,997$3.0M0.72%
38SELECT SECTOR SPDR TR81369Y20920,289$2.8M0.67%
39BLACKROCK INCBLK2,415$2.8M0.67%
40HOME DEPOT INCHD6,735$2.7M0.65%
41BLACKSTONE INCBX15,892$2.7M0.64%
42ELI LILLY & COLLY3,497$2.7M0.63%
43CBOE GLOBAL MKTS INC12503M10810,838$2.7M0.63%
44MCKESSON CORPMCK3,071$2.4M0.56%
45QUEST DIAGNOSTICS INCDGX12,418$2.4M0.56%
46QUANTA SVCS INC74762E1025,657$2.3M0.56%
47COSTCO WHSL CORP NEW22160K1052,455$2.3M0.54%
48T-MOBILE US INCTMUSZ9,262$2.2M0.53%
49PHILLIPS 66PSX14,172$1.9M0.46%
50PROCTER AND GAMBLE CO74271810912,179$1.9M0.44%
51SELECT SECTOR SPDR TR81369Y70412,010$1.9M0.44%
52NORTHROP GRUMMAN CORPNOC3,007$1.8M0.43%
53FIRST TR EXCHANGE-TRADED FD33733E85675,713$1.8M0.43%
54DEERE & CODE3,843$1.8M0.42%
55VULCAN MATLS CO9291601095,638$1.7M0.41%
56SELECT SECTOR SPDR TR81369Y50619,303$1.7M0.41%
57VANGUARD WORLD FD92204A2077,623$1.6M0.39%
58COCA COLA COKO23,965$1.6M0.38%
59NEXTERA ENERGY INCNEE-PW20,976$1.6M0.38%
60CONOCOPHILLIPSCOP16,707$1.6M0.37%
61FLEXSTEEL INDS INCFLEX33,936$1.6M0.37%
62EOG RES INCEOG13,640$1.5M0.36%
63UNION PAC CORPUNP6,433$1.5M0.36%
64UNITED PARCEL SERVICE INCUPS17,896$1.5M0.35%
65PNC FINL SVCS GROUP INC6934751057,385$1.5M0.35%
66VANGUARD SCOTTSDALE FDS92206C84726,090$1.5M0.35%
67ISHARES TR4642872002,148$1.4M0.34%
68LINDE PLCLIN3,004$1.4M0.34%
69VANGUARD INDEX FDS9229087362,733$1.3M0.31%
70SPDR S&P 500 ETF TRSPY1,964$1.3M0.31%
71BROADCOM INCAVGO3,745$1.2M0.29%
72J P MORGAN EXCHANGE TRADED F46641Q64723,945$1.2M0.29%
73ALPHABET INCGOOG4,961$1.2M0.29%
74AMERICAN TOWER CORP NEW03027X1006,012$1.2M0.27%
75AMERICAN ELEC PWR CO INC0255371019,859$1.1M0.26%
76J P MORGAN EXCHANGE TRADED F46641Q33218,273$1.0M0.25%
77CATERPILLAR INCCAT2,179$1.0M0.25%
78EQUINIX INCEQIX1,259$986,2840.23%
79VANGUARD BD INDEX FDS92193783512,213$908,2580.22%
80VANGUARD INDEX FDS9229086114,261$889,3130.21%
81SPDR SERIES TRUST78464A37522,067$747,8510.18%
82CONSTELLATION ENERGY CORPCEG2,233$734,8720.17%
83EXXON MOBIL CORPXOM6,463$728,7090.17%
84J P MORGAN EXCHANGE TRADED F46641Q65414,146$722,0120.17%
85SPDR S&P MIDCAP 400 ETF TRMDY1,108$660,5680.16%
86SERVICENOW INCNOW681$626,7110.15%
87ISHARES TR4642898597,051$621,4640.15%
88NETFLIX INCNFLX491$588,6700.14%
89J P MORGAN EXCHANGE TRADED F46654Q2039,449$543,5060.13%
90ISHARES TR4642874655,786$540,2390.13%
91VANGUARD INDEX FDS9229086291,837$539,6000.13%
92FIRST TR EXCHANGE-TRADED FD33739Q70510,764$530,7950.13%
93DICKS SPORTING GOODS INC2533931022,383$529,5500.13%
94SPDR SERIES TRUST78464A47416,155$489,3480.12%
95WISDOMTREE TRWT4,924$428,5360.10%
96CAPITAL ONE FINL CORP14040H1051,993$423,6720.10%
97CSX CORPCSX11,340$402,6830.10%
98SPDR SERIES TRUST78464A8476,689$382,5540.09%
99ISHARES U S ETF TR46431W85314,153$380,0080.09%
100VANGUARD INDEX FDS9229087441,898$353,9580.08%
101WALMART INCWMT3,386$348,9610.08%
102AXON ENTERPRISE INCAXON454$325,8090.08%
103GE AEROSPACE3696043011,080$324,9000.08%
104INVESCO QQQ TRIVZ541$324,6160.08%
105UNITED RENTALS INCURI334$318,9310.08%
106SCHWAB CHARLES CORPSCHW-PJ3,324$317,3340.08%
107JOHNSON & JOHNSONJNJ1,657$307,2400.07%
108VISA INCV883$301,6000.07%
109BELDEN INCBDC2,500$300,6750.07%
110AMGEN INCAMGN1,025$289,2550.07%
111VERIZON COMMUNICATIONS INCVZ6,494$285,4110.07%
112PALO ALTO NETWORKS INCPANW1,396$284,2540.07%
113SELECT SECTOR SPDR TR81369Y6055,252$282,9250.07%
114NATIONAL FUEL GAS CONFG3,013$278,3110.07%
115INVESCO EXCH TRADED FD TR IIIVZ11,230$277,3880.07%
116SPDR SERIES TRUST78464A5084,816$266,4900.06%
117ISHARES TR4642872344,877$260,4320.06%
118FOSTER L B COFSTR9,593$258,5310.06%
119BOSTON SCIENTIFIC CORPBSX2,591$252,9590.06%
120PPG INDS INC6935061072,400$252,2640.06%
121STARBUCKS CORPSBUX2,971$251,3240.06%
122QUALCOMM INCQCOM1,500$249,5400.06%
123EXELON CORPEXC5,445$245,0820.06%
124VANGUARD INDEX FDS922908769689$226,1090.05%
125PUBLIC SVC ENTERPRISE GRP IN7445731062,600$216,9960.05%
126ISHARES TR4642874992,188$211,2510.05%
127UBER TECHNOLOGIES INCUBER2,156$211,2230.05%
128SPDR SERIES TRUST78464A7631,493$209,1060.05%
129FORTINET INCFTNT2,486$209,0230.05%
130SPDR SERIES TRUST78468R8534,494$208,1590.05%
131ISHARES TR4642884141,936$206,1650.05%
132EATON CORP PLCETN547$204,7150.05%
133CHIPOTLE MEXICAN GRILL INCCMG5,195$203,5920.05%
134ARISTA NETWORKS INCANET1,387$202,1000.05%
135TARGA RES CORPTRGP1,196$200,4310.05%
136WASTE MGMT INC DEL94106L109907$200,3600.05%