Marathon Strategic Advisors
Latest statistics and disclosures from Marathon Strategic Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPMD, SPLG, SPEM, IVV, SPDW, and represent 46.35% of Marathon Strategic Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPMD, XOM, VNQ, LIN, COP, FRA, DUK, PSX, CHI, BC.
- Started 10 new stock positions in LIN, BC, PSX, DUK, IBM, EEM, PPL, COP, UBSI, XOM.
- Reduced shares in these 10 stocks: GDXJ, SPDW, VTI, SCHF, AAPL, SYK, EFA, MCK, IJH, BRK.B.
- Marathon Strategic Advisors was a net buyer of stock by $8.2M.
- Marathon Strategic Advisors has $125M in assets under management (AUM), dropping by 16.08%.
- Central Index Key (CIK): 0002021711
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Portfolio Holdings for Marathon Strategic Advisors
Marathon Strategic Advisors holds 50 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| SPDR DJ Wilshire Mid Cap (SPMD) | 10.2 | $13M | +15% | 223k | 57.19 |
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| SPDR DJ Wilshire Large Cap (SPLG) | 9.8 | $12M | 157k | 78.34 |
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| SPDR S&P Emerging Markets (SPEM) | 9.1 | $11M | 244k | 46.81 |
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| iShares S&P 500 Index (IVV) | 8.7 | $11M | +2% | 16k | 669.28 |
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| SPDR S&P World ex-US (SPDW) | 8.5 | $11M | -3% | 248k | 42.79 |
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| Vanguard Europe Pacific ETF (VEA) | 4.9 | $6.1M | 101k | 59.92 |
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| Vanguard Intl Equity Index F glb ex us etf (VNQI) | 4.7 | $5.9M | +2% | 124k | 47.74 |
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| Vanguard REIT ETF (VNQ) | 4.4 | $5.5M | +27% | 60k | 91.42 |
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| Vanguard Mid-Cap ETF (VO) | 4.0 | $5.0M | 17k | 293.74 |
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| Vanguard Emerging Markets ETF (VWO) | 4.0 | $5.0M | 93k | 54.18 |
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| BlackRock Floating Rate Income Strat. Fn (FRA) | 3.4 | $4.3M | +18% | 331k | 12.98 |
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| Calamos Conv. Opptys. & Income Fund (CHI) | 2.3 | $2.9M | +20% | 268k | 10.79 |
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| Vaneck Vectors Junior Gold Miners Etf etf (GDXJ) | 2.2 | $2.7M | -48% | 28k | 99.03 |
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| Spdr Ser Tr spdr russel 2000 (SPSM) | 1.9 | $2.3M | +10% | 50k | 46.32 |
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| WisdomTree SmallCap Dividend Fund (DES) | 1.8 | $2.2M | +5% | 65k | 33.68 |
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| Intel Corporation (INTC) | 1.7 | $2.2M | 64k | 33.55 |
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| Credo Technology Group Holding (CRDO) | 1.6 | $1.9M | 13k | 145.61 |
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| WisdomTree Intl. SmallCap Div (DLS) | 1.5 | $1.9M | 24k | 79.51 |
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| WisdomTree Emerging Mkts Small Cp Div (DGS) | 1.5 | $1.8M | +2% | 32k | 57.10 |
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| Exxon Mobil Corporation (XOM) | 1.2 | $1.5M | NEW | 14k | 112.75 |
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| Vanguard Malvern Fds strm infproidx (VTIP) | 1.1 | $1.3M | 27k | 50.63 |
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| Linde (LIN) | 0.9 | $1.1M | NEW | 2.3k | 475.00 |
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| ConocoPhillips (COP) | 0.8 | $974k | NEW | 10k | 94.59 |
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| WisdomTree MidCap Dividend Fund (DON) | 0.7 | $815k | +2% | 16k | 52.30 |
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| American Electric Power Company (AEP) | 0.6 | $791k | +74% | 7.0k | 112.50 |
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| Vanguard Total Stock Market ETF (VTI) | 0.6 | $789k | -29% | 2.4k | 328.17 |
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| Vanguard Small-Cap ETF (VB) | 0.6 | $774k | 3.0k | 254.28 |
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| Microsoft Corporation (MSFT) | 0.6 | $726k | 1.4k | 517.79 |
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| iShares S&P MidCap 400 Index (IJH) | 0.6 | $704k | 11k | 65.26 |
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| Ishares Inc msci emrg chn (EMXC) | 0.5 | $600k | 8.9k | 67.51 |
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| Duke Energy (DUK) | 0.5 | $577k | NEW | 4.7k | 123.76 |
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| Phillips 66 (PSX) | 0.4 | $552k | NEW | 4.1k | 136.02 |
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| Rockwell Automation (ROK) | 0.4 | $524k | 1.5k | 349.53 |
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| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.4 | $503k | +16% | 9.5k | 53.03 |
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| Stryker Corporation (SYK) | 0.4 | $461k | -5% | 1.2k | 369.67 |
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| McKesson Corporation (MCK) | 0.3 | $433k | -3% | 561.00 | 772.54 |
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| Amazon (AMZN) | 0.3 | $414k | 1.9k | 219.57 |
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| Brunswick Corporation (BC) | 0.3 | $348k | NEW | 5.5k | 63.24 |
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| PPL Corporation (PPL) | 0.3 | $342k | NEW | 9.2k | 37.16 |
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| Pepsi (PEP) | 0.3 | $335k | +25% | 2.4k | 140.44 |
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| Apple (AAPL) | 0.3 | $328k | -24% | 1.3k | 254.58 |
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| Berkshire Hathaway (BRK.B) | 0.2 | $298k | -3% | 593.00 | 502.74 |
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| International Business Machines (IBM) | 0.2 | $292k | NEW | 1.0k | 282.16 |
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| Trane Technologies (TT) | 0.2 | $283k | 671.00 | 421.96 |
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| PIMCO 1-5 Year US TIPS Index Fund (STPZ) | 0.2 | $278k | 5.1k | 54.18 |
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| Schwab International Equity ETF (SCHF) | 0.2 | $259k | -42% | 11k | 23.28 |
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| iShares Russell 2000 Index (IWM) | 0.2 | $233k | 963.00 | 242.07 |
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| iShares MSCI EAFE Index Fund (EFA) | 0.2 | $220k | -8% | 2.4k | 93.38 |
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| United Bankshares (UBSI) | 0.2 | $207k | NEW | 5.6k | 37.21 |
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| iShares MSCI Emerging Markets Indx (EEM) | 0.2 | $206k | NEW | 3.9k | 53.40 |
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Past Filings by Marathon Strategic Advisors
SEC 13F filings are viewable for Marathon Strategic Advisors going back to 2024
- Marathon Strategic Advisors 2025 Q3 filed Oct. 9, 2025
- Marathon Strategic Advisors 2025 Q2 filed July 29, 2025
- Marathon Strategic Advisors 2025 Q1 filed April 17, 2025
- Marathon Strategic Advisors 2024 Q4 filed Jan. 17, 2025
- Marathon Strategic Advisors 2024 Q3 filed Oct. 7, 2024
- Marathon Strategic Advisors 2024 Q2 filed July 8, 2024
- Marathon Strategic Advisors 2023 Q4 filed April 30, 2024
- Marathon Strategic Advisors 2024 Q1 filed April 30, 2024