Marathon Wealth Advisors as of Dec. 31, 2025
Portfolio Holdings for Marathon Wealth Advisors
Marathon Wealth Advisors holds 73 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 |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.5 | $19M | 101k | 186.50 | |
| Microsoft Corporation (MSFT) | 4.5 | $11M | 24k | 483.62 | |
| Apple (AAPL) | 4.2 | $11M | 39k | 271.86 | |
| Broadcom (AVGO) | 3.9 | $9.8M | 28k | 346.10 | |
| Amazon (AMZN) | 3.9 | $9.7M | 42k | 230.82 | |
| Vanguard Index Fds Growth Etf (VUG) | 3.5 | $8.9M | 18k | 487.86 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.1 | $7.8M | 25k | 313.80 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.9 | $7.4M | 12k | 614.31 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.9 | $7.3M | 24k | 303.89 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 2.7 | $6.7M | 23k | 290.22 | |
| Visa Com Cl A (V) | 2.5 | $6.3M | 18k | 350.71 | |
| TJX Companies (TJX) | 2.4 | $6.0M | 39k | 153.61 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.4 | $6.0M | 81k | 74.07 | |
| Ishares Tr Core S&p500 Etf (IVV) | 2.2 | $5.7M | 8.3k | 684.93 | |
| Vanguard Index Fds Small Cp Etf (VB) | 2.1 | $5.4M | 21k | 257.94 | |
| salesforce (CRM) | 2.1 | $5.2M | 20k | 264.91 | |
| Eli Lilly & Co. (LLY) | 2.1 | $5.2M | 4.8k | 1074.69 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $5.1M | 16k | 313.01 | |
| Costco Wholesale Corporation (COST) | 1.9 | $4.8M | 5.6k | 862.38 | |
| JPMorgan Chase & Co. (JPM) | 1.8 | $4.5M | 14k | 322.22 | |
| Applied Materials (AMAT) | 1.8 | $4.4M | 17k | 256.99 | |
| Meta Platforms Cl A (META) | 1.7 | $4.2M | 6.4k | 660.11 | |
| Caterpillar (CAT) | 1.6 | $4.1M | 7.1k | 572.90 | |
| Netflix (NFLX) | 1.6 | $4.0M | 43k | 93.76 | |
| Tesla Motors (TSLA) | 1.5 | $3.9M | 8.6k | 449.74 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.5 | $3.8M | 6.1k | 627.14 | |
| Advanced Micro Devices (AMD) | 1.5 | $3.8M | 18k | 214.17 | |
| Analog Devices (ADI) | 1.3 | $3.3M | 12k | 271.19 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $3.2M | 6.3k | 502.63 | |
| Asml Holding N V N Y Registry Shs (ASML) | 1.2 | $3.1M | 2.9k | 1069.73 | |
| McDonald's Corporation (MCD) | 1.2 | $3.0M | 9.9k | 305.63 | |
| UnitedHealth (UNH) | 1.2 | $3.0M | 8.9k | 330.12 | |
| Abbvie (ABBV) | 1.1 | $2.7M | 12k | 228.50 | |
| Republic Services (RSG) | 1.1 | $2.7M | 13k | 211.94 | |
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 1.0 | $2.5M | 31k | 82.32 | |
| Home Depot (HD) | 1.0 | $2.5M | 7.1k | 344.10 | |
| S&p Global (SPGI) | 0.9 | $2.4M | 4.5k | 522.64 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.9 | $2.4M | 4.9k | 480.54 | |
| Uber Technologies (UBER) | 0.9 | $2.2M | 27k | 81.71 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.9 | $2.2M | 8.0k | 268.29 | |
| Danaher Corporation (DHR) | 0.9 | $2.1M | 9.4k | 228.91 | |
| Honeywell International | 0.8 | $2.1M | 11k | 195.09 | |
| Merck & Co (MRK) | 0.8 | $2.1M | 20k | 105.26 | |
| Palo Alto Networks (PANW) | 0.8 | $2.1M | 11k | 184.19 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.8 | $2.0M | 26k | 78.81 | |
| Servicenow (NOW) | 0.8 | $2.0M | 13k | 153.19 | |
| Select Sector Spdr Tr State Street Tec (XLK) | 0.8 | $2.0M | 14k | 143.97 | |
| Linde SHS (LIN) | 0.8 | $2.0M | 4.6k | 426.38 | |
| Adobe Systems Incorporated (ADBE) | 0.8 | $1.9M | 5.4k | 349.99 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.7 | $1.8M | 55k | 32.62 | |
| Zoetis Cl A (ZTS) | 0.6 | $1.5M | 12k | 125.82 | |
| American Express Company (AXP) | 0.6 | $1.5M | 4.1k | 369.98 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $1.2M | 5.7k | 219.77 | |
| Starbucks Corporation (SBUX) | 0.5 | $1.2M | 14k | 84.21 | |
| Johnson & Johnson (JNJ) | 0.4 | $1.1M | 5.3k | 206.94 | |
| Nextera Energy (NEE) | 0.3 | $775k | 9.7k | 80.28 | |
| Vanguard World Health Car Etf (VHT) | 0.3 | $771k | 2.7k | 287.89 | |
| Wal-Mart Stores (WMT) | 0.3 | $737k | 6.6k | 111.42 | |
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.3 | $683k | 13k | 54.84 | |
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.3 | $682k | 5.3k | 128.83 | |
| Ies Hldgs (IESC) | 0.3 | $676k | 1.7k | 389.02 | |
| Roper Industries (ROP) | 0.3 | $642k | 1.4k | 445.24 | |
| AmerisourceBergen (COR) | 0.3 | $640k | 1.9k | 337.75 | |
| Procter & Gamble Company (PG) | 0.2 | $584k | 4.1k | 143.31 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $520k | 1.6k | 335.34 | |
| Ishares Tr Ultra Short Dur (ICSH) | 0.2 | $486k | 9.6k | 50.58 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $464k | 1.2k | 396.27 | |
| Intuit (INTU) | 0.1 | $348k | 525.00 | 661.86 | |
| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $316k | 2.0k | 154.83 | |
| Chevron Corporation (CVX) | 0.1 | $299k | 2.0k | 152.40 | |
| Cadence Design Systems (CDNS) | 0.1 | $240k | 769.00 | 312.51 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $239k | 1.3k | 191.02 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $218k | 2.9k | 75.43 |