Go Pro

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

About Marathon Wealth Advisors LLC

Investment Activity

  • Marathon Wealth Advisors LLC has $292.41 million in total holdings as of June 30, 2026.
  • Marathon Wealth Advisors LLC owns shares of 76 different stocks, but just 32 companies or ETFs make up 80% of its holdings.
  • Approximately 7.43% of the portfolio was purchased this quarter.
  • About 1.12% of the portfolio was sold this quarter.
  • This quarter, Marathon Wealth Advisors LLC has purchased 73 new stocks and bought additional shares in 53 stocks.
  • Marathon Wealth Advisors LLC sold shares of 15 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

NVIDIA
$20,571,411
Applied Materials
$12,415,652
Apple
$11,380,019

Largest New Holdings this Quarter

438516205 - HONEYWELL INTL INC
$1,252,497 Holding
43849R105 - HONEYWELL AEROSPACE INC
$1,236,722 Holding
921943858 - Vanguard FTSE Developed Markets ETF
$404,679 Holding
922042858 - Vanguard FTSE Emerging Markets ETF
$242,754 Holding
38141G104 - The Goldman Sachs Group
$217,493 Holding

Largest Purchases this Quarter

Vanguard Growth ETF
109,776 shares (about $9.46M)
Vanguard Mid-Cap ETF
68,419 shares (about $5.51M)
HONEYWELL INTL INC
5,594 shares (about $1.25M)
HONEYWELL AEROSPACE INC
5,594 shares (about $1.24M)
iShares Core S&P 500 ETF
942 shares (about $705.42K)

Largest Sales this Quarter

Applied Materials
133 shares (about $96.16K)
Advanced Micro Devices
127 shares (about $73.78K)
Alphabet
173 shares (about $61.13K)
Zoetis
561 shares (about $40.31K)

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
$20,571,411$61,227 0.3%102,8117.0%Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$12,415,652$96,161 -0.8%17,1724.2%Technology
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$11,601,602$18,148 0.2%24,2934.0%Technology
Apple Inc. stock logo
AAPL
Apple
$11,380,019$33,277 0.3%39,3283.9%Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$11,172,897$9,456,123 550.8%129,7063.8%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$10,743,021$19,266 0.2%28,4393.7%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$10,429,853$27,171 0.3%43,7603.6%Consumer Discretionary
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$10,250,416$73,777 -0.7%17,6453.5%Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$9,904,451$403,236 4.2%26,5523.4%Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$9,008,973$114,877 1.3%12,2343.1%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$8,668,627$61,126 -0.7%24,5343.0%Communication Services
Caterpillar Inc. stock logo
CAT
Caterpillar
$7,507,871$26,624 -0.4%7,0502.6%Industrials
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$7,390,050$5,512,525 293.6%91,7222.5%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$6,455,313$5,456 -0.1%21,2962.2%ETF
Visa Inc. stock logo
V
Visa
$6,430,923$81,999 1.3%18,7442.2%Finance
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$6,324,708$263,468 4.3%86,1562.2%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$6,303,812$705,416 12.6%8,4182.2%ETF
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$6,113,639$56,661 0.9%40,3542.1%Consumer Discretionary
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$5,970,593$29,985 0.5%4,9782.0%Healthcare
Alphabet Inc. stock logo
GOOGL
Alphabet
$5,924,690$62,538 1.1%16,5792.0%Communication Services
ASML Holding N.V. stock logo
ASML
ASML
$5,841,704$3,979 -0.1%2,9362.0%Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$5,480,407$62,681 1.2%5,8581.9%Consumer Staples
Analog Devices, Inc. stock logo
ADI
Analog Devices
$4,840,359$8,738 0.2%12,1871.7%Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$4,746,012$66,449 1.4%14,4991.6%Finance
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$4,472,368$188,920 4.4%13,1151.5%Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$4,131,978$11,676 0.3%6,0161.4%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$3,952,288$161,674 4.3%7,0161.4%Communication Services
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$3,911,156$5,403 0.1%9,4101.3%Healthcare
Tesla, Inc. stock logo
TSLA
Tesla
$3,687,964$24,816 0.7%8,7681.3%Consumer Discretionary
Salesforce Inc. stock logo
CRM
Salesforce
$3,331,746$40,732 1.2%21,2671.1%Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$3,267,931$23,517 0.7%6,5311.1%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$3,160,809$11,638 0.4%44,2691.1%Communication Services
AbbVie Inc. stock logo
ABBV
AbbVie
$3,093,038$27,679 0.9%12,2921.1%Healthcare
Republic Services, Inc. stock logo
RSG
Republic Services
$2,878,347$32,389 1.1%13,5081.0%Industrials
McDonald's Corporation stock logo
MCD
McDonald's
$2,840,905$40,005 1.4%10,5101.0%Consumer Discretionary
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$2,740,943$10,972 -0.4%30,7280.9%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$2,672,945$26,343 1.0%20,8010.9%Healthcare
The Home Depot, Inc. stock logo
HD
Home Depot
$2,660,934$41,968 1.6%7,5450.9%Consumer Discretionary
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$2,647,438$3,239 0.1%13,8960.9%ETF
LINDE PLC
$2,513,185$22,314 0.9%4,8430.9%SHS
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$2,331,984$150,973 -6.1%4,4640.8%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$2,120,529$82,973 4.1%27,2180.7%ETF
S&P Global Inc. stock logo
SPGI
S&P Global
$2,086,542$171,876 9.0%5,1230.7%Finance
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$2,038,449$14,648 0.7%28,2490.7%Industrials
Danaher Corporation stock logo
DHR
Danaher
$1,873,812$31,811 1.7%9,8370.6%Healthcare
ServiceNow, Inc. stock logo
NOW
ServiceNow
$1,677,966$69,696 4.3%16,9010.6%Technology
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$1,659,287$106,249 6.8%7,0120.6%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,404,436$5,079 0.4%5,5300.5%Healthcare
American Express Company stock logo
AXP
American Express
$1,394,532$2,029 0.1%4,1230.5%Finance
Starbucks Corporation stock logo
SBUX
Starbucks
$1,341,546$25,139 1.9%13,1280.5%Consumer Discretionary
HONEYWELL INTL INC
$1,252,497$1,252,497 New Holding5,5940.4%COM
IES Holdings, Inc. stock logo
IESC
IES
$1,246,718$14,693 -1.2%1,6970.4%Industrials
HONEYWELL AEROSPACE INC
$1,236,722$1,236,722 New Holding5,5940.4%COM
Adobe Inc. stock logo
ADBE
Adobe
$1,133,769$18,452 -1.6%5,5300.4%Technology
Accenture PLC stock logo
ACN
Accenture
$1,076,185$5,973 0.6%8,6480.4%Technology
Zoetis Inc. stock logo
ZTS
Zoetis
$872,181$40,314 -4.4%12,1370.3%Healthcare
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$868,070$4,038 0.5%9,8900.3%Utilities
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$804,759$1,495 0.2%2,6910.3%ETF
Fidelity Blue Chip Growth ETF stock logo
FBCG
Fidelity Blue Chip Growth ETF
$773,8490.0%12,4590.3%ETF
iShares ESG MSCI KLD 400 ETF stock logo
DSI
iShares ESG MSCI KLD 400 ETF
$755,685$712 0.1%5,3070.3%ETF
WALMART INC
$743,215$6,229 -0.8%6,5620.3%COM
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$691,033$23,688 3.5%1,8670.2%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$653,401$2,786 0.4%4,4560.2%Consumer Staples
Cencora, Inc. stock logo
COR
Cencora
$533,432$3,679 -0.7%1,8850.2%Healthcare
ROPER TECHNOLOGIES INC
$532,729$39,261 -6.9%1,5740.2%COM
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$503,724$152,823 43.6%7680.2%ETF
iShares Ultra Short-Term Bond Active ETF stock logo
ICSH
iShares Ultra Short-Term Bond Active ETF
$495,734$34,799 7.5%9,8010.2%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$444,9560.0%1,2080.2%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$404,679$404,679 New Holding5,6800.1%ETF
Chevron Corporation stock logo
CVX
Chevron
$364,242$4,476 -1.2%2,1970.1%Energy
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$326,185$218 0.1%1,4970.1%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$324,431$476 0.1%2,0450.1%ETF
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$288,5600.0%7690.1%Technology
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$248,388$1,026 0.4%2,9050.1%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$242,754$242,754 New Holding4,0670.1%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$217,493$217,493 New Holding2150.1%Finance
Honeywell International Inc. stock logo
HON
Honeywell International
$0$2,526,896 -100.0%00.0%Industrials
Intuit Inc. stock logo
INTU
Intuit
$0$204,978 -100.0%00.0%Technology

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data