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Akre Focus Etf shares owned by Marion Wealth Management

Quarter-by-quarter ownership of Akre Focus Etf (AKRE) shares owned by Marion Wealth Management from 13F filings

Historical chart of Marion Wealth Management investment in Akre Focus Etf

Tip: Access up to 7 years of quarterly data

All positions including Akre Focus Etf held by Marion Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Akre Focus Etf by Marion Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.6M 58k 62.45

More positions owned by Marion Wealth Management

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Ubs Ag London Branch Etracs Aler Mlp (MLPB)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Wisdomtree Tr Us Midcap Divid (DON)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Rus 2000 Val Etf (IWN)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPYG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Marion Wealth Management

Top funds holding Akre Focus Etf

Cambridge Investment Research Advisors
UBS Group
Wealth Enhancement Advisory Services
Affiance Financial
Miracle Mile Advisors
Assetmark
Parisi Gray Wealth Management
Stratos Wealth Partners
Aprio Wealth Management
Urban Financial Advisory Corp
Lighthouse Wealth Management
Cary Street Partners Financial
Canal Capital Management
Montz Harcus Wealth Management
Perigon Wealth Management

View all funds holding Akre Focus Etf