Marathon Strategic Advisors, LLC Top Holdings and 13F Report (2026) About Marathon Strategic Advisors, LLCInvestment ActivityMarathon Strategic Advisors, LLC has $139.05 million in total holdings as of March 31, 2026.Marathon Strategic Advisors, LLC owns shares of 52 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 5.47% of the portfolio was purchased this quarter.About 0.73% of the portfolio was sold this quarter.This quarter, Marathon Strategic Advisors, LLC has purchased 50 new stocks and bought additional shares in 14 stocks.Marathon Strategic Advisors, LLC sold shares of 14 stocks and completely divested from 0 stocks this quarter.Largest Holdings SPDR Portfolio S&P 400 Mid Cap ETF $19,347,669SPDR Portfolio S&P 500 ETF $11,890,719SPDR Portfolio Emerging Markets ETF $11,700,393SPDR Portfolio Developed World ex-US ETF $11,149,237iShares Core S&P 500 ETF $9,745,111 Largest New Holdings this Quarter 780259305 - Shell $221,619 Holding38748G101 - GraniteShares Gold Trust $212,798 Holding Largest Purchases this Quarter Intel 69,589 shares (about $3.07M)SPDR Portfolio S&P 400 Mid Cap ETF 25,476 shares (about $1.51M)Vanguard Real Estate ETF 7,379 shares (about $654.52K)SPDR Portfolio S&P 500 ETF 5,681 shares (about $434.82K)SPDR Portfolio Emerging Markets ETF 8,625 shares (about $404.60K) Largest Sales this Quarter VanEck Junior Gold Miners ETF 3,395 shares (about $407.54K)Vanguard Total Stock Market ETF 763 shares (about $244.78K)Credo Technology Group 2,000 shares (about $187.74K)iShares Core S&P 500 ETF 95 shares (about $62.05K)Stryker 93 shares (about $30.56K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMarathon Strategic Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPMDSPDR Portfolio S&P 400 Mid Cap ETF$19,347,669$1,508,690 ▲8.5%326,70813.9%ETFSPLGSPDR Portfolio S&P 500 ETF$11,890,719$434,824 ▲3.8%155,3538.6%ETFSPEMSPDR Portfolio Emerging Markets ETF$11,700,393$404,599 ▲3.6%249,4228.4%ETFSPDWSPDR Portfolio Developed World ex-US ETF$11,149,237$220,672 ▲2.0%244,2338.0%ETFIVViShares Core S&P 500 ETF$9,745,111$62,054 ▼-0.6%14,9197.0%ETFINTCIntel$7,922,439$3,070,963 ▲63.3%179,5255.7%Computer and TechnologyVNQVanguard Real Estate ETF$7,426,000$654,520 ▲9.7%83,7205.3%ETFVEAVanguard FTSE Developed Markets ETF$6,374,170$16,340 ▼-0.3%99,4724.6%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$5,748,808$208,559 ▲3.8%129,3324.1%ETFVOVanguard Mid-Cap ETF$4,907,045$6,031 ▼-0.1%17,0873.5%ETFVWOVanguard FTSE Emerging Markets ETF$4,901,244$4,000 ▼-0.1%90,6803.5%ETFFRABlackRock Floating Rate Income Strategies Fund$4,327,051$257,989 ▲6.3%392,6543.1%Financial ServicesCHICalamos Convertible Opportunities and Income Fund$3,096,628$122,447 ▲4.1%288,3272.2%Financial ServicesSPSMSPDR Portfolio S&P 600 Small Cap ETF$2,718,266$84,126 ▲3.2%56,2552.0%ETFDESWisdomTree U.S. SmallCap Dividend Fund$2,454,218$60,666 ▲2.5%68,2871.8%FinanceXOMExxonMobil$2,326,5480.0%13,7131.7%EnergyDGSWisdomTree Emerging Markets SmallCap Dividend Fund$2,073,091$65,810 ▲3.3%34,4941.5%FinanceDLSWisdomTree International SmallCap Dividend Fund$2,055,050$47,923 ▲2.4%25,2151.5%FinanceCOPConocoPhillips$1,358,9400.0%10,2951.0%EnergyVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,308,878$10,839 ▼-0.8%26,2040.9%ManufacturingLINDE PLC$1,146,6930.0%2,3130.8%COMGDXJVanEck Junior Gold Miners ETF$1,133,298$407,536 ▼-26.4%9,4410.8%ETFAEPAmerican Electric Power$921,1000.0%7,0270.7%UtilitiesMSFTMicrosoft$910,1890.0%2,4590.7%Computer and TechnologyDONWisdomTree U.S. MidCap Dividend Fund$819,0990.0%15,5900.6%FinanceVTIVanguard Total Stock Market ETF$816,783$244,778 ▼-23.1%2,5460.6%ETFVBVanguard Small-Cap ETF$794,404$524 ▼-0.1%3,0330.6%ETFCRDOCredo Technology Group$793,953$187,740 ▼-19.1%8,4580.6%Computer and TechnologyPSXPhillips 66$739,4690.0%4,0590.5%EnergyIJHiShares Core S&P Mid-Cap ETF$717,2370.0%10,6210.5%ETFEMXCiShares MSCI Emerging Markets ex China ETF$616,7740.0%7,8410.4%ManufacturingDUKDuke Energy$610,9930.0%4,6660.4%UtilitiesMCKMcKesson$485,4670.0%5610.3%MedicalROKRockwell Automation$439,6280.0%1,2250.3%Computer and TechnologyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$428,049$26,911 ▼-5.9%8,1440.3%ManufacturingBCBrunswick$400,1800.0%5,5000.3%Consumer DiscretionaryAMZNAmazon.com$388,4240.0%1,8650.3%Retail/WholesaleSYKStryker$379,193$30,559 ▼-7.5%1,1540.3%MedicalPEPPepsiCo$370,3670.0%2,3850.3%Consumer StaplesPPLPPL$351,5930.0%9,2040.3%UtilitiesAAPLApple$348,472$22,842 ▲7.0%1,3730.3%Computer and TechnologyTTTrane Technologies$274,2150.0%6580.2%ConstructionSTPZPIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund$268,586$1,623 ▼-0.6%4,9640.2%ETFSCHFSchwab International Equity ETF$267,597$7,252 ▼-2.6%10,8120.2%ETFIBMInternational Business Machines$250,3890.0%1,0330.2%Computer and TechnologyIWMiShares Russell 2000 ETF$238,1040.0%9600.2%FinanceUBSIUnited Bankshares$230,5030.0%5,5650.2%FinanceSHELShell$221,619$221,619 ▲New Holding2,3830.2%EnergyEEMiShares MSCI Emerging Markets ETF$218,8240.0%3,8530.2%FinanceEFAiShares MSCI EAFE ETF$215,647$4,177 ▼-1.9%2,2200.2%FinanceBARGraniteShares Gold Trust$212,798$212,798 ▲New Holding4,6130.2%FinanceACGLArch Capital Group$206,8210.0%2,1550.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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