Long-term investor

Marion Wealth Management @marionwealthmanagement

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001911097).

Record

  • Tracked since 2025-06-30 (431 days), 49 trades recorded
  • Returns: week n/a · month n/a · 90 days +5.1% · 6 months +6.0% · 1 year +10.9% · all +10.9%
  • Max drawdown -1.8% · Sharpe 0.83 · win rate 28% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 92206C870 · 8.8% · long · since 2025-06-30
  • 46432F842 · 6.8% · long · since 2025-06-30
  • 46434G103 · 4.4% · long · since 2025-06-30
  • 922908538 · 3.9% · long · since 2025-06-30
  • 97717W505 · 3.7% · long · since 2025-06-30
  • 90274D382 · 3.5% · long · since 2025-06-30
  • 46090F100 · 3.5% · long · since 2025-06-30
  • 921946885 · 2.8% · long · since 2025-06-30
  • 92206C706 · 2.4% · long · since 2025-06-30
  • AAPL · 2.4% · long · since 2025-06-30
  • 922908595 · 2.4% · long · since 2025-06-30
  • 464287630 · 2.3% · long · since 2025-06-30

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