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Disclosery

13F-HR filed by Marathon Wealth Advisors LLC

Marathon Wealth Advisors LLC filed this 13F-HR for the quarter ended 2025-12-31, accepted by EDGAR 2026-09-11 13:31:35 UTC, with 73 holding rows worth $251,686,138.

Accession
0001085146-26-000770
Filer
CIK 2153211
Filed
2026-09-11
Accepted by EDGAR
Ingested
Source
EDGAR daily index

Original filing

13F report for Q4 2025

A holdings report, 73 entries on the cover page, a total value of $251,686,138 stated on the cover page (in dollars after the unit check, H1), rows summing to $251,686,138 with VALUE read as dollars as filed, 13F file number 028-27211. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
NVIDIA Corp67066G104COM101,162$18,866,741dollars as filed
Microsoft Corp594918104COM23,467$11,349,089dollars as filed
Apple Inc037833100COM38,467$10,457,623dollars as filed
Broadcom Inc.11135F101COM28,234$9,771,736dollars as filed
Amazon.com, Inc023135106COM42,218$9,744,850dollars as filed
Vanguard Growth922908736COM18,202$8,879,972dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM24,882$7,808,079dollars as filed
INVESCO QQQ TR46090E103COM12,009$7,377,206dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS24,147$7,338,024dollars as filed
Vanguard Mid-Cap ETF922908629SHS23,000$6,675,069dollars as filed
Visa Inc92826C839COM17,949$6,294,826dollars as filed
TJX Companies Inc872540109COM39,142$6,012,659dollars as filed
Vanguard Total Bond Market ETF921937835SHS81,010$6,000,387dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS8,257$5,655,465dollars as filed
Vanguard Small-Cap ETF922908751SHS20,921$5,396,463dollars as filed
Salesforce.com, Inc79466L302COM19,760$5,234,698dollars as filed
Eli Lilly and Company532457108COM4,835$5,196,127dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM16,147$5,054,095dollars as filed
Costco Wholesale Corporation22160K105COM5,550$4,786,227dollars as filed
JPMorgan Chase & Co46625H100COM13,948$4,494,374dollars as filed
Applied Materials,Inc.038222105COM17,249$4,432,758dollars as filed
META PLATFORMS INC CL A30303M102COM6,383$4,213,505dollars as filed
Caterpillar Inc.149123101COM7,102$4,068,707dollars as filed
Netflix, Inc64110L106COM42,683$4,001,962dollars as filed
Tesla Motors, Inc88160R101COM8,570$3,854,253dollars as filed
Vanguard S&P 500 ETF922908363COM6,059$3,799,848dollars as filed
Advanced Micro Devices,Inc.007903107COM17,688$3,788,158dollars as filed
Analog Devices,Inc.032654105COM12,060$3,270,586dollars as filed
Berkshire Hathaway Inc084670702COM6,343$3,188,192dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK2,937$3,141,788dollars as filed
McDonalds Corporation580135101COM9,929$3,034,630dollars as filed
UnitedHealth Group Inc91324P102COM8,942$2,951,966dollars as filed
AbbVie,Inc.00287Y109COM11,864$2,710,903dollars as filed
REPUBLIC SVCS INC COM760759100Stock12,607$2,671,873dollars as filed
Avantis International Equity ETF025072703SHS30,950$2,547,819dollars as filed
Home Depot, Inc437076102COM7,147$2,459,309dollars as filed
S&P Global,Inc.78409V104COM4,547$2,376,422dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 14,899$2,354,144dollars as filed
Uber Technologies90353T100COM27,215$2,223,739dollars as filed
Accenture Plc Class AG1151C101COM8,035$2,155,734dollars as filed
Danaher Corporation235851102COM9,363$2,143,281dollars as filed
Honeywell Technologies438516106COM10,895$2,125,498dollars as filed
Merck & Co.,Inc.58933Y105COM20,002$2,105,363dollars as filed
PALO ALTO NETWORKS INC697435105COM11,342$2,089,137dollars as filed
Vanguard Short-Term Bond ETF921937827SHS25,905$2,041,589dollars as filed
ServiceNow,Inc.81762P102COM13,078$2,003,472dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS13,862$1,995,672dollars as filed
Linde plcG54950103COM4,642$1,979,256dollars as filed
Adobe Inc00724F101COM5,433$1,901,511dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS54,811$1,787,939dollars as filed
ZOETIS INC CL A98978V103Stock12,088$1,520,957dollars as filed
American Express Company025816109COM4,092$1,513,947dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS5,676$1,247,420dollars as filed
Starbucks Corporation855244109COM13,823$1,164,031dollars as filed
Johnson & Johnson478160104COM5,346$1,106,308dollars as filed
NextEra Energy,Inc.65339F101COM9,658$775,381dollars as filed
VANGUARD HEALTH CARE ETF92204A504ETF2,679$771,256dollars as filed
Walmart Inc.931142103COM6,614$736,916dollars as filed
Fidelity Blue Chip Growth ETF316092352SHS12,459$683,270dollars as filed
iShares MSCI KLD 400 Social ETF464288570SHS5,295$682,140dollars as filed
IES HOLDINGS INC44951W106COM1,737$675,728dollars as filed
ROPER TECHNOLOGIES INC COM776696106Stock1,442$642,043dollars as filed
CENCORA INC COM03073E105Stock1,896$640,365dollars as filed
Procter & Gamble Co742718109COM4,076$584,140dollars as filed
VTI922908769COM1,550$519,782dollars as filed
BlackRock Ultra Short-Term Bond ETF46434V878SHS9,601$485,607dollars as filed
SPDR GOLD TR78463V107GOLD SHS1,172$464,425dollars as filed
Intuit Inc.461202103COM525$347,478dollars as filed
Health Care Select Sector SPDR Fund81369Y209SHS2,038$315,542dollars as filed
Chevron Corporation166764100COM1,962$299,012dollars as filed
CADENCE DESIGN SYSTEM INC COM127387108Stock769$240,323dollars as filed
Vanguard Value ETF922908744SHS1,253$239,348dollars as filed
VANGUARD STAR FDS921909768COM2,890$217,995dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-26-000770this filing2026-09-11