Marathon Wealth Advisors as of June 30, 2026
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 | |
| Applied Materials (AMAT) | 4.2 | $12M | 17k | 723.02 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 4.0 | $12M | 24k | 477.57 | |
| Apple (AAPL) | 3.9 | $11M | 39k | 289.36 | |
| Vanguard Index Fds Growth Etf (VUG) | 3.8 | $11M | 130k | 86.14 | |
| Broadcom (AVGO) | 3.7 | $11M | 28k | 377.76 | |
| Amazon (AMZN) | 3.6 | $10M | 44k | 238.34 | |
| Advanced Micro Devices (AMD) | 3.5 | $10M | 18k | 580.92 | |
| Microsoft Corporation (MSFT) | 3.4 | $9.9M | 27k | 373.02 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.1 | $9.0M | 12k | 736.39 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.0 | $8.7M | 25k | 353.33 | |
| Caterpillar (CAT) | 2.6 | $7.5M | 7.1k | 1064.95 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 2.5 | $7.4M | 92k | 80.57 | |
| Vanguard Index Fds Small Cp Etf (VB) | 2.2 | $6.5M | 21k | 303.12 | |
| Visa Com Cl A (V) | 2.2 | $6.4M | 19k | 343.09 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.2 | $6.3M | 86k | 73.41 | |
| Ishares Tr Core S&p500 Etf (IVV) | 2.2 | $6.3M | 8.4k | 748.85 | |
| TJX Companies (TJX) | 2.1 | $6.1M | 40k | 151.50 | |
| Eli Lilly & Co. (LLY) | 2.0 | $6.0M | 5.0k | 1199.40 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $5.9M | 17k | 357.36 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 2.0 | $5.8M | 2.9k | 1989.68 | |
| Costco Wholesale Corporation (COST) | 1.9 | $5.5M | 5.9k | 935.54 | |
| Analog Devices (ADI) | 1.7 | $4.8M | 12k | 397.17 | |
| JPMorgan Chase & Co. (JPM) | 1.6 | $4.7M | 15k | 327.33 | |
| Palo Alto Networks (PANW) | 1.5 | $4.5M | 13k | 341.01 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.4 | $4.1M | 6.0k | 686.83 | |
| Meta Platforms Cl A (META) | 1.4 | $4.0M | 7.0k | 563.33 | |
| UnitedHealth (UNH) | 1.3 | $3.9M | 9.4k | 415.64 | |
| Tesla Motors (TSLA) | 1.3 | $3.7M | 8.8k | 420.62 | |
| salesforce (CRM) | 1.1 | $3.3M | 21k | 156.66 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $3.3M | 6.5k | 500.37 | |
| Netflix (NFLX) | 1.1 | $3.2M | 44k | 71.40 | |
| Abbvie (ABBV) | 1.1 | $3.1M | 12k | 251.63 | |
| Republic Services (RSG) | 1.0 | $2.9M | 14k | 213.08 | |
| McDonald's Corporation (MCD) | 1.0 | $2.8M | 11k | 270.30 | |
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.9 | $2.7M | 31k | 89.20 | |
| Merck & Co (MRK) | 0.9 | $2.7M | 21k | 128.50 | |
| Home Depot (HD) | 0.9 | $2.7M | 7.5k | 352.68 | |
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.9 | $2.6M | 14k | 190.52 | |
| Linde SHS (LIN) | 0.9 | $2.5M | 4.8k | 518.93 | |
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.8 | $2.3M | 4.5k | 522.40 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.7 | $2.1M | 27k | 77.91 | |
| S&p Global (SPGI) | 0.7 | $2.1M | 5.1k | 407.29 | |
| Uber Technologies (UBER) | 0.7 | $2.0M | 28k | 72.16 | |
| Danaher Corporation (DHR) | 0.6 | $1.9M | 9.8k | 190.49 | |
| Servicenow (NOW) | 0.6 | $1.7M | 17k | 99.28 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $1.7M | 7.0k | 236.64 | |
| Johnson & Johnson (JNJ) | 0.5 | $1.4M | 5.5k | 253.97 | |
| American Express Company (AXP) | 0.5 | $1.4M | 4.1k | 338.23 | |
| Starbucks Corporation (SBUX) | 0.5 | $1.3M | 13k | 102.19 | |
| Honeywell International (HON) | 0.4 | $1.3M | 5.6k | 223.90 | |
| Ies Hldgs (IESC) | 0.4 | $1.2M | 1.7k | 734.66 | |
| Honeywell Aerospace (HONA) | 0.4 | $1.2M | 5.6k | 221.08 | |
| Adobe Systems Incorporated (ADBE) | 0.4 | $1.1M | 5.5k | 205.02 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $1.1M | 8.6k | 124.44 | |
| Zoetis Cl A (ZTS) | 0.3 | $872k | 12k | 71.86 | |
| Nextera Energy (NEE) | 0.3 | $868k | 9.9k | 87.77 | |
| Vanguard World Health Car Etf (VHT) | 0.3 | $805k | 2.7k | 299.06 | |
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.3 | $774k | 13k | 62.11 | |
| Ishares Tr Esg Msci Kld Etf (DSI) | 0.3 | $756k | 5.3k | 142.39 | |
| Wal-Mart Stores (WMT) | 0.3 | $743k | 6.6k | 113.26 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $691k | 1.9k | 370.13 | |
| Procter & Gamble Company (PG) | 0.2 | $653k | 4.5k | 146.63 | |
| AmerisourceBergen (COR) | 0.2 | $533k | 1.9k | 282.99 | |
| Roper Industries (ROP) | 0.2 | $533k | 1.6k | 338.46 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $504k | 768.00 | 655.89 | |
| Ishares Tr Ultra Short Dur (ICSH) | 0.2 | $496k | 9.8k | 50.58 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $445k | 1.2k | 368.34 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $405k | 5.7k | 71.25 | |
| Chevron Corporation (CVX) | 0.1 | $364k | 2.2k | 165.79 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $326k | 1.5k | 217.89 | |
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.1 | $324k | 2.0k | 158.65 | |
| Cadence Design Systems (CDNS) | 0.1 | $289k | 769.00 | 375.24 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $248k | 2.9k | 85.50 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $243k | 4.1k | 59.69 | |
| Goldman Sachs (GS) | 0.1 | $218k | 215.00 | 1011.60 |
