Q2 2026 13F · SEC CIK 2153211

Marathon Wealth Advisors LLC

Wealth managerFiled 2026-09-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $292.4M
Reported positions: 76
Holdings vs S&P 500, 3 yrs: —
Assets under management: $307.8M

Marathon Wealth Advisors LLC is a wealth manager that reported 76 positions worth $292.4M in its Q2 2026 13F, filed 2026-09-11. Its largest holdings were Nvidia Corporation (NVDA, 7.0%), Applied Matls Inc (AMAT, 4.2%), Taiwan Semiconductor Manufac (TSM, 4.0%).

Marathon Wealth Advisors LLC holdings largest 50 of 76 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Marathon Wealth Advisors LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation	7.0%	7.3%	102,811	+0.3%	$20.6M
AMATApplied Matls Inc	4.2%	2.4%	17,172	-0.8%	$12.4M
TSMTaiwan Semiconductor Manufac	4.0%	3.4%	24,293	+0.2%	$11.6M
AAPLApple Inc	3.9%	4.1%	39,328	+0.3%	$11.4M
VUGVanguard Index Fds	3.8%	3.6%	129,706	+550.8%	$11.2M
AVGOBroadcom Inc	3.7%	3.6%	28,439	+0.2%	$10.7M
AMZNAmazon Com Inc	3.6%	3.7%	43,760	+0.3%	$10.4M
AMDAdvanced Micro Devices Inc	3.5%	1.5%	17,645	-0.7%	$10.3M
MSFTMicrosoft Corp	3.4%	3.9%	26,552	+4.2%	$9.9M
QQQInvesco Qqq Tr	3.1%	2.9%	12,234	+1.3%	$9.0M
GOOGAlphabet Inc	3.0%	2.9%	24,534	-0.7%	$8.7M
CATCaterpillar Inc	2.6%	2.1%	7,050	-0.4%	$7.5M
VOVanguard Index Fds	2.5%	2.7%	91,722	+293.6%	$7.4M
VBVanguard Index Fds	2.2%	2.3%	21,296	-0.1%	$6.5M
VVisa Inc	2.2%	2.3%	18,744	+1.3%	$6.4M
BNDVanguard Bd Index Fds	2.2%	2.5%	86,156	+4.3%	$6.3M
IVVIshares Tr	2.2%	2.0%	8,418	+12.6%	$6.3M
TJXTjx Cos Inc New	2.1%	2.6%	40,354	+0.9%	$6.1M
LLYEli Lilly & Co	2.0%	1.9%	4,978	+0.5%	$6.0M
GOOGLAlphabet Inc	2.0%	1.9%	16,579	+1.1%	$5.9M
ASMLAsml Hldg NV	2.0%	1.6%	2,936	-0.1%	$5.8M
COSTCostco Wholesale Corporation	1.9%	2.4%	5,858	+1.2%	$5.5M
ADIAnalog Devices Inc	1.7%	1.6%	12,187	+0.2%	$4.8M
JPMJpmorgan Chase & Co	1.6%	1.7%	14,499	+1.4%	$4.7M
PANWPalo Alto Networks Inc	1.5%	0.8%	13,115	+4.4%	$4.5M
VOOVanguard Index Fds	1.4%	1.5%	6,016	+0.3%	$4.1M
METAMeta Platforms Inc	1.4%	1.6%	7,016	+4.3%	$4.0M
UNHUnitedhealth Group Inc	1.3%	1.0%	9,410	+0.1%	$3.9M
TSLATesla Inc	1.3%	1.3%	8,768	+0.7%	$3.7M
CRMSalesforce Inc	1.1%	1.6%	21,267	+1.2%	$3.3M
BRK-BBerkshire Hathaway Inc Del	1.1%	1.3%	6,531	+0.7%	$3.3M
NFLXNetflix Inc.	1.1%	1.7%	44,269	+0.4%	$3.2M
ABBVAbbvie Inc	1.1%	1.1%	12,292	+0.9%	$3.1M
RSGRepublic Svcs Inc	1.0%	1.2%	13,508	+1.1%	$2.9M
MCDMcdonalds Corp	1.0%	1.3%	10,510	+1.4%	$2.8M
AVDEAvantis International Equity ETF	0.9%	1.1%	30,728	-0.4%	$2.7M
MRKMerck & Co Inc	0.9%	1.0%	20,801	+1.0%	$2.7M
HDHome Depot Inc	0.9%	1.0%	7,545	+1.6%	$2.7M
XLKSelect Sector Spdr Tr	0.9%	0.8%	13,896	+0.1%	$2.6M
LINLinde PLC	0.9%	1.0%	4,843	+0.9%	$2.5M
DIASpdr Dow Jones Indl Average	0.8%	0.9%	4,464	-6.1%	$2.3M
BSVVanguard Bd Index Fds	0.7%	0.8%	27,218	+4.1%	$2.1M
SPGIS&p Global Inc	0.7%	0.8%	5,123	+9.0%	$2.1M
UBERUber Technologies Inc	0.7%	0.8%	28,249	+0.7%	$2.0M
DHRDanaher Corp Del	0.6%	0.8%	9,837	+1.7%	$1.9M
NOWServicenow Inc	0.6%	0.7%	16,901	+4.3%	$1.7M
VIGVanguard Specialized Funds	0.6%	0.6%	7,012	+6.8%	$1.7M
JNJJohnson & Johnson	0.5%	—	5,530	—	$1.4M
AXPAmerican Express Co	0.5%	—	4,123	—	$1.4M
SBUXStarbucks Corp	0.5%	—	13,128	—	$1.3M

What Marathon Wealth Advisors LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Index Fds+550.8% shares
VO Vanguard Index Fds+293.6% shares
IVV Ishares Tr+12.6% shares
SPGI S&p Global Inc+9.0% shares
VIG Vanguard Specialized Funds+6.8% shares

Reduced

DIA Spdr Dow Jones Indl Average-6.1% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$292.4M	76
Q1 2026	$243.8M	73

Questions about Marathon Wealth Advisors LLC's portfolio

What stocks does Marathon Wealth Advisors LLC own?

Marathon Wealth Advisors LLC's latest 13F, for Q2 2026 and filed Sep 11, 2026, lists 76 positions worth $292.4M. The largest are Nvidia Corporation (NVDA) at 7.0%, Applied Matls Inc (AMAT) at 4.2%, Taiwan Semiconductor Manufac (TSM) at 4.0%, Apple Inc (AAPL) at 3.9% and Vanguard Index Fds (VUG) at 3.8%.

What did Marathon Wealth Advisors LLC buy last quarter?

In Q2 2026, Marathon Wealth Advisors LLC added Vanguard Index Fds (VUG) (+550.8% shares), Vanguard Index Fds (VO) (+293.6% shares) and Ishares Tr (IVV) (+12.6% shares), compared with its Q1 2026 filing.

What did Marathon Wealth Advisors LLC sell last quarter?

In Q2 2026, Marathon Wealth Advisors LLC cut from its top 50 Honeywell Intl. Inc (HON), cut from its top 50 Accenture PLC Ireland (ACN), cut from its top 50 Zoetis Inc (ZTS) and Spdr Dow Jones Indl Average (DIA) (-6.1% shares), compared with its Q1 2026 filing.

When is Marathon Wealth Advisors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Marathon Wealth Advisors LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Marathon Wealth Advisors LLC manage?

Marathon Wealth Advisors LLC reported $307.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $292.4M.