Marathon Wealth Advisors
Latest statistics and disclosures from Marathon Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, MSFT, AAPL, VUG, TSM, and represent 24.87% of Marathon Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VUG, IVV, IESC, QQQ, BND, SPCX, GLD, NFLX, VIG, NOW.
- Started 1 new stock position in SPCX.
- Reduced shares in these 10 stocks: HONA, AMD, , GOOG, NVDA, AMAT, AAPL, VO, TSM, PANW.
- Sold out of its positions in GS, HONA.
- Marathon Wealth Advisors was a net buyer of stock by $1.6M.
- Marathon Wealth Advisors has $297M in assets under management (AUM), dropping by 1.48%.
- Central Index Key (CIK): 0002153211
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Portfolio Holdings for Marathon Wealth Advisors
Marathon Wealth Advisors holds 75 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.9 | $23M | 102k | 228.38 |
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| Microsoft Corporation (MSFT) | 4.6 | $14M | 27k | 512.91 |
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| Apple (AAPL) | 4.4 | $13M | 39k | 333.02 |
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| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 4.3 | $13M | +9% | 142k | 90.11 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 3.7 | $11M | 24k | 456.19 |
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| Amazon (AMZN) | 3.7 | $11M | 44k | 249.15 |
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| Advanced Micro Devices (AMD) | 3.5 | $11M | -2% | 17k | 611.78 |
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| Broadcom (AVGO) | 3.4 | $10M | 28k | 351.19 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.2 | $9.4M | +3% | 13k | 739.80 |
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| Applied Materials (AMAT) | 2.9 | $8.7M | 17k | 511.38 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.8 | $8.2M | 24k | 340.74 |
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| Vanguard Index Fds Mrngstr Mid Cap (VO) | 2.4 | $7.1M | 91k | 78.42 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.4 | $7.1M | +9% | 9.2k | 765.83 |
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| Visa Com Cl A (V) | 2.3 | $6.8M | 19k | 359.33 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.1 | $6.4M | +5% | 91k | 70.15 |
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| Vanguard Index Fds Mrngstr Sml Cap (VB) | 2.0 | $6.1M | 21k | 284.49 |
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| Eli Lilly & Co. (LLY) | 1.9 | $5.8M | 5.0k | 1157.00 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $5.7M | 17k | 344.09 |
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| Caterpillar (CAT) | 1.9 | $5.6M | 7.0k | 810.80 |
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| Costco Wholesale Corporation (COST) | 1.8 | $5.5M | +2% | 6.0k | 910.31 |
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| TJX Companies (TJX) | 1.8 | $5.4M | 41k | 132.31 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 1.8 | $5.3M | 2.9k | 1811.97 |
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| Meta Platforms Cl A (META) | 1.8 | $5.2M | +2% | 7.2k | 725.17 |
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| Palo Alto Networks (PANW) | 1.7 | $5.1M | 13k | 397.30 |
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| salesforce (CRM) | 1.7 | $4.9M | 21k | 229.56 |
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| JPMorgan Chase & Co. (JPM) | 1.6 | $4.8M | 15k | 330.83 |
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| Analog Devices (ADI) | 1.6 | $4.8M | 12k | 396.72 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.4 | $4.3M | 6.1k | 700.82 |
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| UnitedHealth (UNH) | 1.2 | $3.5M | 9.5k | 367.06 |
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| Netflix (NFLX) | 1.1 | $3.3M | +5% | 47k | 69.58 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $3.2M | 6.5k | 497.93 |
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| Abbvie (ABBV) | 1.1 | $3.2M | 12k | 261.58 |
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| Tesla Motors (TSLA) | 1.0 | $3.1M | 8.6k | 354.82 |
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| Merck & Co (MRK) | 1.0 | $3.0M | 21k | 145.31 |
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| Republic Services (RSG) | 1.0 | $2.8M | 14k | 209.87 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.9 | $2.8M | 31k | 90.11 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.9 | $2.7M | 14k | 195.74 |
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| McDonald's Corporation (MCD) | 0.8 | $2.4M | 11k | 230.95 |
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| Servicenow (NOW) | 0.8 | $2.4M | +6% | 18k | 134.01 |
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| Linde SHS (LIN) | 0.8 | $2.3M | 4.8k | 474.66 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.8 | $2.3M | 4.4k | 508.60 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.7 | $2.2M | +4% | 29k | 76.40 |
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| Danaher Corporation (DHR) | 0.7 | $2.2M | 9.8k | 221.55 |
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| Home Depot (HD) | 0.7 | $2.2M | 7.6k | 284.47 |
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| S&p Global (SPGI) | 0.7 | $2.0M | 5.1k | 394.51 |
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| Uber Technologies (UBER) | 0.6 | $1.9M | 28k | 68.51 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $1.8M | +9% | 7.7k | 233.30 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $1.6M | 8.6k | 183.37 |
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| Johnson & Johnson (JNJ) | 0.5 | $1.4M | -3% | 5.3k | 264.74 |
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| Adobe Systems Incorporated (ADBE) | 0.4 | $1.3M | -2% | 5.4k | 239.94 |
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| American Express Company (AXP) | 0.4 | $1.2M | 4.1k | 304.12 |
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| Starbucks Corporation (SBUX) | 0.4 | $1.2M | 13k | 93.96 |
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| Honeywell International (HON) | 0.4 | $1.2M | 5.5k | 210.95 |
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| Ies Hldgs (IESC) | 0.4 | $1.1M | +98% | 3.4k | 321.08 |
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| Vanguard World Health Car Etf (VHT) | 0.3 | $857k | 2.7k | 316.04 |
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| Zoetis Cl A (ZTS) | 0.3 | $842k | 12k | 69.83 |
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| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.3 | $788k | 13k | 63.21 |
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| Ishares Tr Esg Msci Kld Etf (DSI) | 0.3 | $777k | 5.3k | 146.19 |
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| Nextera Energy (NEE) | 0.2 | $738k | 9.7k | 75.74 |
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| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.2 | $712k | 1.9k | 374.32 |
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| Wal-Mart Stores (WMT) | 0.2 | $685k | 6.6k | 103.92 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $648k | +40% | 1.7k | 380.81 |
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| Procter & Gamble Company (PG) | 0.2 | $639k | 4.4k | 145.26 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $580k | +23% | 952.00 | 609.00 |
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| AmerisourceBergen (COR) | 0.2 | $567k | 1.9k | 300.22 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.2 | $561k | +13% | 11k | 50.40 |
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| Roper Industries (ROP) | 0.2 | $540k | 1.5k | 349.34 |
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| Chevron Corporation (CVX) | 0.1 | $429k | -4% | 2.1k | 204.25 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $411k | +2% | 5.8k | 70.61 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.1 | $345k | 2.0k | 168.40 |
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| Vanguard Index Fds Mrngstr Val Etf (VTV) | 0.1 | $320k | 1.5k | 216.06 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $255k | +3% | 3.0k | 84.95 |
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| Cadence Design Systems (CDNS) | 0.1 | $254k | 769.00 | 330.11 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $244k | 4.1k | 59.30 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.1 | $231k | NEW | 1.5k | 150.86 |
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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 2026 Q3 filed Nov. 4, 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