Marathon Wealth Advisors
Latest statistics and disclosures from Marathon Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AMAT, TSM, AAPL, VUG, and represent 22.96% of Marathon Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$9.5M), VO (+$5.5M), HON, HONA, IVV, VEA, MSFT, BND, VWO, GS.
- Started 5 new stock positions in VEA, VWO, HONA, HON, GS.
- Reduced shares in these 10 stocks: Honeywell International, INTU, DIA, AMAT, AMD, GOOG, ZTS, ROP, CAT, ADBE.
- Sold out of its positions in Honeywell International, INTU.
- Marathon Wealth Advisors was a net buyer of stock by $18M.
- Marathon Wealth Advisors has $292M in assets under management (AUM), dropping by 19.93%.
- Central Index Key (CIK): 0002153211
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Portfolio Holdings for Marathon Wealth Advisors
Marathon Wealth Advisors holds 76 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.0 | $21M | 103k | 200.09 |
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| Applied Materials (AMAT) | 4.2 | $12M | 17k | 723.02 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 4.0 | $12M | 24k | 477.57 |
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| Apple (AAPL) | 3.9 | $11M | 39k | 289.36 |
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| Vanguard Index Fds Growth Etf (VUG) | 3.8 | $11M | +550% | 130k | 86.14 |
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| Broadcom (AVGO) | 3.7 | $11M | 28k | 377.76 |
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| Amazon (AMZN) | 3.6 | $10M | 44k | 238.34 |
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| Advanced Micro Devices (AMD) | 3.5 | $10M | 18k | 580.92 |
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| Microsoft Corporation (MSFT) | 3.4 | $9.9M | +4% | 27k | 373.02 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.1 | $9.0M | 12k | 736.39 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.0 | $8.7M | 25k | 353.33 |
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| Caterpillar (CAT) | 2.6 | $7.5M | 7.1k | 1064.95 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 2.5 | $7.4M | +293% | 92k | 80.57 |
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| Vanguard Index Fds Small Cp Etf (VB) | 2.2 | $6.5M | 21k | 303.12 |
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| Visa Com Cl A (V) | 2.2 | $6.4M | 19k | 343.09 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.2 | $6.3M | +4% | 86k | 73.41 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.2 | $6.3M | +12% | 8.4k | 748.85 |
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| TJX Companies (TJX) | 2.1 | $6.1M | 40k | 151.50 |
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| Eli Lilly & Co. (LLY) | 2.0 | $6.0M | 5.0k | 1199.40 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $5.9M | 17k | 357.36 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 2.0 | $5.8M | 2.9k | 1989.68 |
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| Costco Wholesale Corporation (COST) | 1.9 | $5.5M | 5.9k | 935.54 |
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| Analog Devices (ADI) | 1.7 | $4.8M | 12k | 397.17 |
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| JPMorgan Chase & Co. (JPM) | 1.6 | $4.7M | 15k | 327.33 |
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| Palo Alto Networks (PANW) | 1.5 | $4.5M | +4% | 13k | 341.01 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.4 | $4.1M | 6.0k | 686.83 |
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| Meta Platforms Cl A (META) | 1.4 | $4.0M | +4% | 7.0k | 563.33 |
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| UnitedHealth (UNH) | 1.3 | $3.9M | 9.4k | 415.64 |
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| Tesla Motors (TSLA) | 1.3 | $3.7M | 8.8k | 420.62 |
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| salesforce (CRM) | 1.1 | $3.3M | 21k | 156.66 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $3.3M | 6.5k | 500.37 |
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| Netflix (NFLX) | 1.1 | $3.2M | 44k | 71.40 |
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| Abbvie (ABBV) | 1.1 | $3.1M | 12k | 251.63 |
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| Republic Services (RSG) | 1.0 | $2.9M | 14k | 213.08 |
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| McDonald's Corporation (MCD) | 1.0 | $2.8M | 11k | 270.30 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.9 | $2.7M | 31k | 89.20 |
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| Merck & Co (MRK) | 0.9 | $2.7M | 21k | 128.50 |
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| Home Depot (HD) | 0.9 | $2.7M | 7.5k | 352.68 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.9 | $2.6M | 14k | 190.52 |
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| Linde SHS (LIN) | 0.9 | $2.5M | 4.8k | 518.93 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.8 | $2.3M | -6% | 4.5k | 522.40 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.7 | $2.1M | +4% | 27k | 77.91 |
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| S&p Global (SPGI) | 0.7 | $2.1M | +8% | 5.1k | 407.29 |
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| Uber Technologies (UBER) | 0.7 | $2.0M | 28k | 72.16 |
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| Danaher Corporation (DHR) | 0.6 | $1.9M | 9.8k | 190.49 |
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| Servicenow (NOW) | 0.6 | $1.7M | +4% | 17k | 99.28 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $1.7M | +6% | 7.0k | 236.64 |
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| Johnson & Johnson (JNJ) | 0.5 | $1.4M | 5.5k | 253.97 |
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| American Express Company (AXP) | 0.5 | $1.4M | 4.1k | 338.23 |
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| Starbucks Corporation (SBUX) | 0.5 | $1.3M | 13k | 102.19 |
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| Honeywell International (HON) | 0.4 | $1.3M | NEW | 5.6k | 223.90 |
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| Ies Hldgs (IESC) | 0.4 | $1.2M | 1.7k | 734.66 |
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| Honeywell Aerospace (HONA) | 0.4 | $1.2M | NEW | 5.6k | 221.08 |
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| Adobe Systems Incorporated (ADBE) | 0.4 | $1.1M | 5.5k | 205.02 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $1.1M | 8.6k | 124.44 |
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| Zoetis Cl A (ZTS) | 0.3 | $872k | -4% | 12k | 71.86 |
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| Nextera Energy (NEE) | 0.3 | $868k | 9.9k | 87.77 |
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| Vanguard World Health Car Etf (VHT) | 0.3 | $805k | 2.7k | 299.06 |
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| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.3 | $774k | 13k | 62.11 |
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| Ishares Tr Esg Msci Kld Etf (DSI) | 0.3 | $756k | 5.3k | 142.39 |
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| Wal-Mart Stores (WMT) | 0.3 | $743k | 6.6k | 113.26 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $691k | +3% | 1.9k | 370.13 |
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| Procter & Gamble Company (PG) | 0.2 | $653k | 4.5k | 146.63 |
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| AmerisourceBergen (COR) | 0.2 | $533k | 1.9k | 282.99 |
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| Roper Industries (ROP) | 0.2 | $533k | -6% | 1.6k | 338.46 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $504k | +43% | 768.00 | 655.89 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.2 | $496k | +7% | 9.8k | 50.58 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $445k | 1.2k | 368.34 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $405k | NEW | 5.7k | 71.25 |
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| Chevron Corporation (CVX) | 0.1 | $364k | 2.2k | 165.79 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $326k | 1.5k | 217.89 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.1 | $324k | 2.0k | 158.65 |
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| Cadence Design Systems (CDNS) | 0.1 | $289k | 769.00 | 375.24 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $248k | 2.9k | 85.50 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $243k | NEW | 4.1k | 59.69 |
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| Goldman Sachs (GS) | 0.1 | $218k | NEW | 215.00 | 1011.60 |
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Past Filings by Marathon Wealth Advisors
SEC 13F filings are viewable for Marathon Wealth Advisors going back to 2026
- Marathon Wealth Advisors 2025 Q4 filed Sept. 11, 2026
- Marathon Wealth Advisors 2026 Q1 filed Sept. 11, 2026
- Marathon Wealth Advisors 2026 Q2 filed Sept. 11, 2026