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Marathon Wealth Advisors LLC Top Holdings and 13F Report (2026)

About Marathon Wealth Advisors LLC

Investment Activity

  • Marathon Wealth Advisors LLC has $296.74 million in total holdings as of September 30, 2026.
  • Marathon Wealth Advisors LLC owns shares of 75 different stocks, but just 32 companies or ETFs make up 80% of its holdings.
  • Approximately 1.58% of the portfolio was purchased this quarter.
  • About 1.04% of the portfolio was sold this quarter.
  • This quarter, Marathon Wealth Advisors LLC has purchased 76 new stocks and bought additional shares in 40 stocks.
  • Marathon Wealth Advisors LLC sold shares of 32 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

NVIDIA
$23,352,035
Microsoft
$13,664,308
Apple
$12,987,800

Largest New Holdings this Quarter

84615Q103 - SPACE EXPLORATION TECHN CORP
$231,268 Holding

Largest Purchases this Quarter

Vanguard Growth ETF
12,151 shares (about $1.09M)
iShares Core S&P 500 ETF
826 shares (about $632.58K)
IES
1,667 shares (about $535.24K)
Invesco QQQ
426 shares (about $315.15K)
Vanguard Total Bond Market ETF
4,485 shares (about $314.62K)

Largest Sales this Quarter

Advanced Micro Devices
497 shares (about $304.05K)
Alphabet
415 shares (about $141.41K)
NVIDIA
560 shares (about $127.89K)
Applied Materials
248 shares (about $126.82K)
Apple
328 shares (about $109.23K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMarathon Wealth Advisors LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Corporation stock logo
NVDA
NVIDIA
$23,352,035$127,893 ▼-0.5%102,2517.9%Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$13,664,308$45,649 ▲0.3%26,6414.6%Technology
Apple Inc. stock logo
AAPL
Apple
$12,987,800$109,231 ▼-0.8%39,0004.4%Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$12,782,766$1,094,929 ▲9.4%141,8574.3%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$11,004,296$78,009 ▼-0.7%24,1223.7%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$10,906,889$3,986 ▲0.0%43,7763.7%Consumer Discretionary
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$10,490,733$304,053 ▼-2.8%17,1483.5%Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$9,954,055$33,363 ▼-0.3%28,3443.4%Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$9,365,852$315,154 ▲3.5%12,6603.2%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$8,654,512$126,821 ▼-1.4%16,9242.9%Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$8,218,349$141,408 ▼-1.7%24,1192.8%Communication Services
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$7,095,170$97,632 ▼-1.4%90,4772.4%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$7,079,333$632,576 ▲9.8%9,2442.4%ETF
Visa Inc. stock logo
V
Visa
$6,758,905$23,715 ▲0.4%18,8102.3%Finance
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$6,358,489$314,624 ▲5.2%90,6412.1%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$6,063,913$5,405 ▲0.1%21,3152.0%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$5,767,625$8,099 ▲0.1%4,9851.9%Healthcare
Alphabet Inc. stock logo
GOOGL
Alphabet
$5,710,798$6,194 ▲0.1%16,5971.9%Communication Services
Caterpillar Inc. stock logo
CAT
Caterpillar
$5,646,440$69,729 ▼-1.2%6,9641.9%Industrials
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$5,458,246$125,623 ▲2.4%5,9961.8%Consumer Staples
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$5,384,354$45,118 ▲0.8%40,6951.8%Consumer Discretionary
ASML Holding N.V. stock logo
ASML
ASML
$5,251,098$68,855 ▼-1.3%2,8981.8%Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$5,225,541$137,781 ▲2.7%7,2061.8%Communication Services
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$5,136,296$74,295 ▼-1.4%12,9281.7%Technology
Salesforce Inc. stock logo
CRM
Salesforce
$4,903,272$21,120 ▲0.4%21,3591.7%Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$4,791,076$5,624 ▼-0.1%14,4821.6%Finance
Analog Devices, Inc. stock logo
ADI
Analog Devices
$4,786,812$48,003 ▼-1.0%12,0661.6%Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$4,266,618$50,459 ▲1.2%6,0881.4%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$3,481,973$27,897 ▲0.8%9,4861.2%Healthcare
Netflix, Inc. stock logo
NFLX
Netflix
$3,260,174$179,934 ▲5.8%46,8551.1%Communication Services
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$3,227,596$24,399 ▼-0.8%6,4821.1%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$3,195,740$19,619 ▼-0.6%12,2171.1%Healthcare
Tesla, Inc. stock logo
TSLA
Tesla
$3,062,486$48,611 ▼-1.6%8,6311.0%Consumer Discretionary
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$3,011,655$10,898 ▼-0.4%20,7261.0%Healthcare
Republic Services, Inc. stock logo
RSG
Republic Services
$2,843,333$8,395 ▲0.3%13,5481.0%Industrials
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$2,776,455$7,569 ▲0.3%30,8120.9%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$2,723,186$3,132 ▲0.1%13,9120.9%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$2,441,335$14,088 ▲0.6%10,5710.8%Consumer Discretionary
ServiceNow, Inc. stock logo
NOW
ServiceNow
$2,420,000$155,053 ▲6.8%18,0580.8%Technology
LINDE PLC
$2,275,024$23,733 ▼-1.0%4,7930.8%SHS
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$2,260,236$10,172 ▼-0.4%4,4440.8%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$2,183,362$103,904 ▲5.0%28,5780.7%ETF
Danaher Corporation stock logo
DHR
Danaher
$2,176,518$2,880 ▼-0.1%9,8240.7%Healthcare
The Home Depot, Inc. stock logo
HD
Home Depot
$2,158,853$12,517 ▲0.6%7,5890.7%Consumer Discretionary
S&P Global Inc. stock logo
SPGI
S&P Global
$2,030,928$9,863 ▲0.5%5,1480.7%Finance
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$1,926,571$8,769 ▼-0.5%28,1210.6%Industrials
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$1,792,413$156,542 ▲9.6%7,6830.6%ETF
Accenture PLC stock logo
ACN
Accenture
$1,571,837$13,936 ▼-0.9%8,5720.5%Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,411,860$52,154 ▼-3.6%5,3330.5%Healthcare
Adobe Inc. stock logo
ADBE
Adobe
$1,297,366$29,513 ▼-2.2%5,4070.4%Technology
American Express Company stock logo
AXP
American Express
$1,236,235$17,639 ▼-1.4%4,0650.4%Finance
Starbucks Corporation stock logo
SBUX
Starbucks
$1,235,647$2,161 ▲0.2%13,1510.4%Consumer Discretionary
HONEYWELL INTL INC
$1,168,683$11,391 ▼-1.0%5,5400.4%COM
IES Holdings, Inc. stock logo
IESC
IES
$1,080,113$535,240 ▲98.2%3,3640.4%Industrials
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$857,097$6,637 ▲0.8%2,7120.3%ETF
Zoetis Inc. stock logo
ZTS
Zoetis
$841,953$5,586 ▼-0.7%12,0570.3%Healthcare
Fidelity Blue Chip Growth ETF stock logo
FBCG
Fidelity Blue Chip Growth ETF
$787,5550.0%12,4590.3%ETF
iShares ESG MSCI KLD 400 ETF stock logo
DSI
iShares ESG MSCI KLD 400 ETF
$776,697$877 ▲0.1%5,3130.3%ETF
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$737,959$11,134 ▼-1.5%9,7430.2%Utilities
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$711,952$13,101 ▲1.9%1,9020.2%ETF
WALMART INC
$684,703$2,806 ▲0.4%6,5890.2%COM
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$648,141$188,121 ▲40.9%1,7020.2%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$639,308$7,990 ▼-1.2%4,4010.2%Consumer Staples
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$579,768$112,056 ▲24.0%9520.2%ETF
Cencora, Inc. stock logo
COR
Cencora
$566,818$901 ▲0.2%1,8880.2%Healthcare
iShares Ultra Short-Term Bond Active ETF stock logo
ICSH
iShares Ultra Short-Term Bond Active ETF
$560,832$66,879 ▲13.5%11,1280.2%ETF
ROPER TECHNOLOGIES INC
$539,723$10,131 ▼-1.8%1,5450.2%COM
Chevron Corporation stock logo
CVX
Chevron
$428,731$20,017 ▼-4.5%2,0990.1%Energy
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$410,939$9,885 ▲2.5%5,8200.1%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$344,878$505 ▲0.1%2,0480.1%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$319,772$3,673 ▼-1.1%1,4800.1%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$254,598$7,815 ▲3.2%2,9970.1%ETF
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$253,8580.0%7690.1%Technology
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$244,396$3,202 ▲1.3%4,1210.1%ETF
SPACE EXPLORATION TECHN CORP
$231,268$231,268 ▲New Holding1,5330.1%CLASS A COM STK
HONEYWELL AEROSPACE INC
$0$1,236,722 ▼-100.0%00.0%COM
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$0$217,493 ▼-100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
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