Marion Wealth Management
RIA/Wealth
Marion Wealth Management is a RIA/Wealth based in Monroeville, PA led by Jeffrey Donald Lott, reporting $482.5M in AUM as of Q3 2025 with 62% ETF concentration.
Managing PartnerJeffrey Donald Lott
- Portfolio Value
- $421.6M
- Positions
- 136
- Top Holding
- VCIT at 7.46%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Marion Wealth Management's portfolio (43.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $31.5M | 7.46% | +$356.6K Bought | — 374.1K shares | |
ETF ETF | $30.0M | 7.11% | +$56.9K Bought | — 343.3K shares | |
ETF ETF | $20.1M | 4.77% | -$9.3K Sold | — 305.0K shares | |
ETF ETF | $18.2M | 4.32% | +$273.8K Bought | — 227.9K shares | |
Unknown Unknown | $16.0M | 3.80% | -$212.1K Sold | — 54.5K shares | |
Unknown Unknown | $14.7M | 3.49% | +$286.4K Bought | — 589.1K shares | |
ETF ETF | $14.4M | 3.41% | +$326.0K Bought | — 1.1M shares | |
ETF ETF | $14.2M | 3.37% | +$95.4K Bought | — 271.5K shares | |
ETF ETF | $12.9M | 3.07% | +$161.4K Bought | — 193.3K shares | |
ETF ETF | $10.2M | 2.42% | +$29.5K Bought | — 34.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Marion Wealth Management's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-20.5% | |
-11.8% |
Analytics
Portfolio insights and performance metrics for Marion Wealth Management
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