Marathon Wealth Advisors

Marathon Wealth Advisors as of March 31, 2026

Portfolio Holdings for Marathon Wealth Advisors

Marathon Wealth Advisors holds 73 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 7.3 $18M 103k 174.40
Apple (AAPL) 4.1 $10M 39k 253.79
Microsoft Corporation (MSFT) 3.9 $9.4M 26k 370.17
Amazon (AMZN) 3.7 $9.1M 44k 208.27
Broadcom (AVGO) 3.6 $8.8M 28k 309.50
Vanguard Index Fds Growth Etf (VUG) 3.6 $8.7M 20k 436.80
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 3.4 $8.2M 24k 337.96
Alphabet Cap Stk Cl C (GOOG) 2.9 $7.1M 25k 286.86
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.9 $7.0M 12k 577.17
Vanguard Index Fds Mid Cap Etf (VO) 2.7 $6.7M 23k 287.18
TJX Companies (TJX) 2.6 $6.4M 40k 159.70
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.5 $6.1M 83k 73.64
Applied Materials (AMAT) 2.4 $5.9M 17k 341.79
Costco Wholesale Corporation (COST) 2.4 $5.8M 5.8k 996.35
Visa Com Cl A (V) 2.3 $5.6M 19k 302.25
Vanguard Index Fds Small Cp Etf (VB) 2.3 $5.6M 21k 261.92
Caterpillar (CAT) 2.1 $5.0M 7.1k 708.49
Ishares Tr Core S&p500 Etf (IVV) 2.0 $4.9M 7.5k 653.24
Alphabet Cap Stk Cl A (GOOGL) 1.9 $4.7M 16k 287.56
Eli Lilly & Co. (LLY) 1.9 $4.6M 5.0k 919.81
Netflix (NFLX) 1.7 $4.2M 44k 96.15
JPMorgan Chase & Co. (JPM) 1.7 $4.2M 14k 294.17
salesforce (CRM) 1.6 $3.9M 21k 186.67
Asml Hldg Nv N Y Registry Shs (ASML) 1.6 $3.9M 2.9k 1320.75
Analog Devices (ADI) 1.6 $3.9M 12k 318.13
Meta Platforms Cl A (META) 1.6 $3.8M 6.7k 572.13
Advanced Micro Devices (AMD) 1.5 $3.6M 18k 203.44
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.5 $3.6M 6.0k 597.55
Tesla Motors (TSLA) 1.3 $3.2M 8.7k 371.76
McDonald's Corporation (MCD) 1.3 $3.2M 10k 310.80
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $3.1M 6.5k 479.18
Republic Services (RSG) 1.2 $2.9M 13k 219.01
Abbvie (ABBV) 1.1 $2.6M 12k 217.49
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.1 $2.6M 31k 84.84
UnitedHealth (UNH) 1.0 $2.5M 9.4k 270.59
Honeywell International 1.0 $2.5M 11k 226.04
Merck & Co (MRK) 1.0 $2.5M 21k 120.29
Home Depot (HD) 1.0 $2.4M 7.4k 328.87
Linde SHS (LIN) 1.0 $2.4M 4.8k 495.75
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.9 $2.2M 4.8k 463.17
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.8 $2.1M 26k 78.41
Uber Technologies (UBER) 0.8 $2.0M 28k 71.93
Palo Alto Networks (PANW) 0.8 $2.0M 13k 160.32
S&p Global (SPGI) 0.8 $2.0M 4.7k 425.36
Select Sector Spdr Tr State Street Tec (XLK) 0.8 $1.8M 14k 132.90
Danaher Corporation (DHR) 0.8 $1.8M 9.7k 189.61
Accenture Plc Ireland Shs Class A (ACN) 0.7 $1.7M 8.6k 198.28
Servicenow (NOW) 0.7 $1.7M 16k 104.55
Zoetis Cl A (ZTS) 0.6 $1.5M 13k 118.21
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $1.4M 6.6k 215.08
Adobe Systems Incorporated (ADBE) 0.6 $1.4M 5.6k 243.08
Johnson & Johnson (JNJ) 0.6 $1.3M 5.5k 244.43
American Express Company (AXP) 0.5 $1.2M 4.1k 302.49
Starbucks Corporation (SBUX) 0.5 $1.2M 13k 89.59
Nextera Energy (NEE) 0.4 $914k 9.8k 92.88
Wal-Mart Stores (WMT) 0.3 $822k 6.6k 124.28
Ies Hldgs (IESC) 0.3 $818k 1.7k 476.47
Vanguard World Health Car Etf (VHT) 0.3 $731k 2.7k 272.29
Ishares Tr Esg Msci Kld 400 (DSI) 0.3 $643k 5.3k 121.18
Procter & Gamble Company (PG) 0.3 $641k 4.4k 144.44
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.3 $625k 13k 50.12
Roper Industries (ROP) 0.2 $598k 1.7k 353.94
AmerisourceBergen (COR) 0.2 $596k 1.9k 314.21
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $578k 1.8k 320.82
Spdr Gold Tr Gold Shs (GLD) 0.2 $520k 1.2k 430.25
Ishares Tr Ultra Short Dur (ICSH) 0.2 $461k 9.1k 50.62
Chevron Corporation (CVX) 0.2 $460k 2.2k 206.91
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $299k 2.0k 146.57
Vanguard Index Fds Value Etf (VTV) 0.1 $293k 1.5k 196.14
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $223k 2.9k 77.10
Cadence Design Systems (CDNS) 0.1 $214k 769.00 277.81
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $205k 535.00 383.40
Intuit (INTU) 0.1 $205k 474.00 432.44