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Marathon Wealth Advisors LLC

SEC CIK
0002153211
Latest filing
Sep 11, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Sep 11, 2026. Long positions only.

Institution overview
Positions
73
No filing for Q3 2025
Portfolio value
$251.7M
No filing for Q3 2025
Filed
Sep 11, 2026
SEC

Marathon Wealth Advisors LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Marathon Wealth Advisors LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock101,162$18.9M7.5%––History
MSFTMicrosoft CorpStock23,467$11.3M4.5%––History
AAPLApple Inc.Stock38,467$10.5M4.2%––History
AVGOBroadcom Inc.Stock28,234$9.77M3.9%––History
AMZNAmazon Com IncStock42,218$9.74M3.9%––History
Vanguard Morningstar Growth ETF922908736ETF18,202$8.88M3.5%–––
GOOGAlphabet Inc.Stock24,882$7.81M3.1%––History
Invesco QQQ Trust Series I46090E103ETF12,009$7.38M2.9%–––
TSMTaiwan Semiconductor Manufacturing Co LtdADR24,147$7.34M2.9%––History
Vanguard Morningstar Mid-Cap ETF922908629ETF23,000$6.68M2.7%–––
VVisa Inc.Stock17,949$6.29M2.5%––History
TJXTJX Companies IncStock39,142$6.01M2.4%––History
Vanguard Total Bond Market ETF921937835ETF81,010$6.00M2.4%–––
iShares Core S&P 500 ETF464287200ETF8,257$5.66M2.2%–––
Vanguard Morningstar Small-Cap ETF922908751ETF20,921$5.40M2.1%–––
CRMSalesforce, Inc.Stock19,760$5.23M2.1%––History
LLYEli Lilly & CoStock4,835$5.20M2.1%––History
GOOGLAlphabet Inc.Stock16,147$5.05M2.0%––History
COSTCostco Wholesale CorpStock5,550$4.79M1.9%––History
JPMJPMorgan Chase & CoStock13,948$4.49M1.8%––History
AMATApplied Materials IncStock17,249$4.43M1.8%––History
METAMeta Platforms, Inc.Stock6,383$4.21M1.7%––History
CATCaterpillar IncStock7,102$4.07M1.6%––History
NFLXNetflix IncStock42,683$4.00M1.6%––History
TSLATesla, Inc.Stock8,570$3.85M1.5%––History
Vanguard S&P 500 ETF922908363ETF6,059$3.80M1.5%–––
AMDAdvanced Micro Devices IncStock17,688$3.79M1.5%––History
ADIAnalog Devices IncStock12,060$3.27M1.3%––History
BRK.BBerkshire Hathaway IncStock6,343$3.19M1.3%––History
ASMLASML Holding NVADR2,937$3.14M1.2%––History
MCDMcDonalds CorpStock9,929$3.03M1.2%––History
UNHUnitedHealth Group IncStock8,942$2.95M1.2%––History
ABBVAbbVie Inc.Stock11,864$2.71M1.1%––History
RSGRepublic Services, Inc.COM12,607$2.67M1.1%––History
American Centy ETF Tr025072703INTL EQT ETF30,950$2.55M1.0%–––
HDHome Depot, Inc.Stock7,147$2.46M1.0%––History
SPGIS&P Global Inc.Stock4,547$2.38M0.9%––History
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 14,899$2.35M0.9%––History
UBERUber Technologies, IncStock27,215$2.22M0.9%––History
ACNAccenture plcStock8,035$2.16M0.9%––History
DHRDanaher CorpStock9,363$2.14M0.9%––History
HONHoneywell International IncCOM10,895$2.13M0.8%––History
MRKMerck & Co., Inc.Stock20,002$2.11M0.8%––History
PANWPalo Alto Networks IncStock11,342$2.09M0.8%––History
Vanguard Short-Term Bond ETF921937827ETF25,905$2.04M0.8%–––
NOWServiceNow, Inc.Stock13,078$2.00M0.8%––History
State Street Technology Select Sector SPDR ETF81369Y803ETF13,862$2.00M0.8%–––
LINLinde PLCStock4,642$1.98M0.8%––History
ADBEAdobe Inc.Stock5,433$1.90M0.8%––History
Schwab U.S. Large-Cap Growth ETF808524300ETF54,811$1.79M0.7%–––
ZTSZoetis Inc.Stock12,088$1.52M0.6%––History
AXPAmerican Express CoStock4,092$1.51M0.6%––History
Vanguard Dividend Appreciation ETF921908844ETF5,676$1.25M0.5%–––
SBUXStarbucks CorpStock13,823$1.16M0.5%––History
JNJJohnson & JohnsonStock5,346$1.11M0.4%––History
NEENextera Energy IncStock9,658$775.4K0.3%––History
Vanguard Health Care ETF92204A504ETF2,679$771.3K0.3%–––
WMTWalmart Inc.Stock6,614$736.9K0.3%––History
Fidelity Covington Trust316092352BLUE CHIP GRWTH12,459$683.3K0.3%–––
iShares Tr464288570ESG MSCI KLD ETF5,295$682.1K0.3%–––
IESCIES Holdings, Inc.COM1,737$675.7K0.3%––History
ROPRoper Technologies IncStock1,442$642.0K0.3%––History
CORCencora, Inc.Stock1,896$640.4K0.3%––History
PGProcter & Gamble CoStock4,076$584.1K0.2%––History
Vanguard Morningstar Total Stock Market ETF922908769ETF1,550$519.8K0.2%–––
iShares Tr46434V878ULTRA SHORT DUR9,601$485.6K0.2%–––
GLDSPDR Gold TrustETF1,172$464.4K0.2%––History
INTUIntuit Inc.Stock525$347.5K0.1%––History
State Street Health Care Select Sector SPDR ETF81369Y209ETF2,038$315.5K0.1%–––
CVXChevron CorpStock1,962$299.0K0.1%––History
CDNSCadence Design Systems IncStock769$240.3K0.1%––History
Vanguard Morningstar Value ETF922908744ETF1,253$239.3K0.1%–––
Vanguard Star FDS921909768VG TL INTL STK F2,890$218.0K0.1%–––