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Marathon Strategic Advisors

Latest statistics and disclosures from Marathon Strategic Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPMD, SPYM, SPEM, SPDW, IVV, and represent 47.07% of Marathon Strategic Advisors's stock portfolio.
Added to shares of these 10 stocks: SPMD, INTC, VNQ, MSFT, FRA, VTI, ACGL, SPSM, CHI, DGS.
Started 1 new stock position in ACGL.
Reduced shares in these 10 stocks: GDXJ, IVV, SPYM, CRDO, SPDW, BRK.B, SPEM, ROK, VWO, VEA.
Sold out of its position in BRK.B.
Marathon Strategic Advisors was a net buyer of stock by $4.9M.
Marathon Strategic Advisors has $131M in assets under management (AUM), dropping by 4.82%.
Central Index Key (CIK): 0002021711

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Positions held by Marathon Strategic Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Marathon Strategic Advisors

Marathon Strategic Advisors holds 50 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPMD)	13.3	$17M	+35%	301k	57.91	View chart
Spdr Series Trust State Street Spd (SPYM)	9.2	$12M	-4%	150k	80.22	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	8.6	$11M		241k	46.81	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	8.1	$11M	-3%	239k	44.41	View chart
Ishares Tr Core S&p500 Etf (IVV)	7.9	$10M	-7%	15k	684.93	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	5.2	$6.8M	+27%	76k	88.49	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.8	$6.2M		100k	62.47	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	4.4	$5.7M		125k	45.84	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.8	$5.0M		17k	290.22	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.7	$4.9M	-2%	91k	53.76	View chart
BlackRock Floating Rate Income Strat. Fn (FRA)	3.3	$4.3M	+11%	369k	11.78	View chart
Intel Corporation (INTC)	3.1	$4.1M	+70%	110k	36.90	View chart
Calamos Conv Opportunities & Sh Ben Int (CHI)	2.2	$2.9M	+3%	277k	10.48	View chart
Spdr Series Trust State Street Spd (SPSM)	2.0	$2.6M	+8%	55k	46.86	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	1.7	$2.2M	+2%	67k	33.45	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	1.5	$2.0M		25k	81.01	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	1.5	$1.9M	+3%	33k	57.24	View chart
Exxon Mobil Corporation (XOM)	1.3	$1.7M		14k	120.34	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	1.1	$1.5M	-21%	11k	143.89	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	1.1	$1.5M	-53%	13k	113.78	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.0	$1.3M		26k	49.46	View chart
Microsoft Corporation (MSFT)	0.9	$1.2M	+75%	2.5k	483.56	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$1.1M	+37%	3.3k	335.27	View chart
Linde SHS (LIN)	0.8	$986k		2.3k	426.39	View chart
ConocoPhillips (COP)	0.7	$964k		10k	93.61	View chart
American Electric Power Company (AEP)	0.6	$810k		7.0k	115.31	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.6	$804k		16k	51.60	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$783k		3.0k	257.95	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$701k		11k	66.00	View chart
Ishares Msci Emrg Chn (EMXC)	0.4	$570k	-11%	7.8k	72.68	View chart
Duke Energy Corp Com New (DUK)	0.4	$547k		4.7k	117.22	View chart
Phillips 66 (PSX)	0.4	$524k		4.1k	129.04	View chart
Rockwell Automation (ROK)	0.4	$477k	-18%	1.2k	389.07	View chart
McKesson Corporation (MCK)	0.4	$460k		561.00	820.29	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$458k	-8%	8.7k	52.88	View chart
Stryker Corporation (SYK)	0.3	$438k		1.2k	351.47	View chart
Amazon (AMZN)	0.3	$431k		1.9k	230.82	View chart
Brunswick Corporation (BC)	0.3	$408k		5.5k	74.24	View chart
Apple (AAPL)	0.3	$349k		1.3k	271.84	View chart
Pepsi (PEP)	0.3	$342k		2.4k	143.52	View chart
PPL Corporation (PPL)	0.2	$322k		9.2k	35.02	View chart
International Business Machines (IBM)	0.2	$306k		1.0k	296.21	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.2	$268k	-2%	5.0k	53.66	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$267k		11k	24.04	View chart
Trane Technologies SHS (TT)	0.2	$256k		658.00	389.20	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$236k		960.00	246.18	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$217k	-3%	2.3k	96.04	View chart
United Bankshares (UBSI)	0.2	$214k		5.6k	38.40	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$211k		3.9k	54.71	View chart
Arch Cap Group Ord (ACGL)	0.2	$207k	NEW	2.2k	95.90	View chart

Past Filings by Marathon Strategic Advisors

SEC 13F filings are viewable for Marathon Strategic Advisors going back to 2024

Marathon Strategic Advisors 2025 Q4 filed Feb. 11, 2026
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

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