Marion Wealth Management has filed its latest 13F-HR report with the SEC, revealing its investment holdings as of September 30, 2026. This report is crucial as it provides insight into the company's investment strategy and portfolio management.
Marion Wealth Management, based in Monroeville, Pennsylvania, specializes in asset management. The firm is categorized under the SEC's institutional investment managers, which highlights its role in managing significant assets for clients. The company has a history of filing various forms, including multiple 13F-HR submissions throughout the year, indicating its active participation in the investment management sector.
The latest filing, accession number 0001911097-26-000005, was accepted on October 21, 2026, and officially filed on October 22, 2026. However, specific details regarding the holdings or any significant changes were not disclosed in this filing.
This filing may impact stakeholders, including clients and investors, who rely on Marion Wealth Management's insights into market trends and investment strategies. Understanding the firm's holdings can provide valuable context for its future performance and strategy.
Looking ahead, the filing does not specify any upcoming actions or additional filings, leaving stakeholders to await further updates from the firm.
Filing Details and Context
The 13F-HR report submitted by Marion Wealth Management covers the period ending September 30, 2026, and was accepted by the SEC on October 21, 2026. This filing is part of the firm's ongoing compliance with SEC regulations, which require institutional investment managers to disclose their equity holdings on a quarterly basis.
The firm operates out of its business address at 2790 Mosside Boulevard, Suite 640, Monroeville, PA 15146. This location serves as both the mailing and business address for Marion Wealth Management, reinforcing its established presence in the region.
Company Information
Marion Wealth Management is identified by its Central Index Key (CIK) number 0001911097. The firm has an Employer Identification Number (EIN) of 823672786 and is incorporated in Pennsylvania. Its fiscal year ends on December 31, aligning its reporting cycle with the calendar year.
"As an institutional investment manager, Marion Wealth Management plays a significant role in managing assets for a diverse clientele, which may include individuals, corporations, and other institutions."
While the filing includes essential information regarding filing dates and document types, it does not provide specific details about the investment holdings or any notable changes in the portfolio during the reporting period. Stakeholders will need to monitor future filings for more comprehensive insights into the firm's investment activities.