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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 2026-03-31, accepted by EDGAR 2026-09-11 13:31:59 UTC, with 73 holding rows worth $243,808,000.

Accession
0001085146-26-000771
Filer
CIK 2153211
Filed
2026-09-11
Accepted by EDGAR
Ingested
Source
EDGAR daily index

Original filing

13F report for Q1 2026

A holdings report, 73 entries on the cover page, a total value of $243,808,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $243,808,000 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 Corp67066G104COM102,505$17,876,898dollars as filed
Apple Inc037833100COM39,213$9,951,871dollars as filed
Microsoft Corp594918104COM25,471$9,428,699dollars as filed
Amazon.com, Inc023135106COM43,646$9,090,235dollars as filed
Broadcom Inc.11135F101COM28,388$8,786,218dollars as filed
Vanguard Growth922908736COM19,930$8,705,353dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS24,255$8,197,131dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM24,707$7,087,456dollars as filed
INVESCO QQQ TR46090E103COM12,078$6,971,103dollars as filed
Vanguard Mid-Cap ETF922908629SHS23,303$6,692,179dollars as filed
TJX Companies Inc872540109COM39,980$6,384,829dollars as filed
Vanguard Total Bond Market ETF921937835SHS82,567$6,080,240dollars as filed
Applied Materials,Inc.038222105COM17,305$5,914,640dollars as filed
Costco Wholesale Corporation22160K105COM5,791$5,769,877dollars as filed
Visa Inc92826C839COM18,505$5,593,064dollars as filed
Vanguard Small-Cap ETF922908751SHS21,314$5,582,548dollars as filed
Caterpillar Inc.149123101COM7,075$5,012,556dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS7,476$4,883,595dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM16,404$4,717,216dollars as filed
Eli Lilly and Company532457108COM4,953$4,555,803dollars as filed
Netflix, Inc64110L106COM44,106$4,240,796dollars as filed
JPMorgan Chase & Co46625H100COM14,296$4,205,451dollars as filed
Salesforce.com, Inc79466L302COM21,007$3,921,434dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK2,938$3,880,362dollars as filed
Analog Devices,Inc.032654105COM12,165$3,870,070dollars as filed
META PLATFORMS INC CL A30303M102COM6,729$3,849,876dollars as filed
Advanced Micro Devices,Inc.007903107COM17,772$3,615,449dollars as filed
Vanguard S&P 500 ETF922908363COM5,999$3,584,675dollars as filed
Tesla Motors, Inc88160R101COM8,709$3,237,697dollars as filed
McDonalds Corporation580135101COM10,362$3,220,521dollars as filed
Berkshire Hathaway Inc084670702COM6,484$3,107,021dollars as filed
REPUBLIC SVCS INC COM760759100Stock13,356$2,925,146dollars as filed
AbbVie,Inc.00287Y109COM12,182$2,649,449dollars as filed
Avantis International Equity ETF025072703SHS30,851$2,617,409dollars as filed
UnitedHealth Group Inc91324P102COM9,397$2,542,705dollars as filed
Honeywell Technologies438516106COM11,179$2,526,896dollars as filed
Merck & Co.,Inc.58933Y105COM20,596$2,477,441dollars as filed
Home Depot, Inc437076102COM7,426$2,442,224dollars as filed
Linde plcG54950103COM4,800$2,379,606dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 14,753$2,201,442dollars as filed
Vanguard Short-Term Bond ETF921937827SHS26,153$2,050,637dollars as filed
Uber Technologies90353T100COM28,046$2,017,350dollars as filed
PALO ALTO NETWORKS INC697435105COM12,561$2,013,728dollars as filed
S&P Global,Inc.78409V104COM4,701$1,999,614dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS13,879$1,844,491dollars as filed
Danaher Corporation235851102COM9,670$1,833,485dollars as filed
Accenture Plc Class AG1151C101COM8,600$1,705,218dollars as filed
ServiceNow,Inc.81762P102COM16,199$1,693,642dollars as filed
ZOETIS INC CL A98978V103Stock12,698$1,501,031dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS6,563$1,411,540dollars as filed
Adobe Inc00724F101COM5,620$1,366,120dollars as filed
Johnson & Johnson478160104COM5,510$1,346,808dollars as filed
American Express Company025816109COM4,117$1,245,343dollars as filed
Starbucks Corporation855244109COM12,882$1,154,113dollars as filed
NextEra Energy,Inc.65339F101COM9,844$914,304dollars as filed
Walmart Inc.931142103COM6,617$822,360dollars as filed
IES HOLDINGS INC44951W106COM1,717$818,099dollars as filed
VANGUARD HEALTH CARE ETF92204A504ETF2,686$731,379dollars as filed
iShares MSCI KLD 400 Social ETF464288570SHS5,302$642,517dollars as filed
Procter & Gamble Co742718109COM4,437$640,884dollars as filed
Fidelity Blue Chip Growth ETF316092352SHS12,459$624,462dollars as filed
ROPER TECHNOLOGIES INC COM776696106Stock1,690$598,166dollars as filed
CENCORA INC COM03073E105Stock1,898$596,363dollars as filed
VTI922908769COM1,803$578,437dollars as filed
SPDR GOLD TR78463V107GOLD SHS1,208$519,736dollars as filed
BlackRock Ultra Short-Term Bond ETF46434V878SHS9,113$461,306dollars as filed
Chevron Corporation166764100COM2,224$460,169dollars as filed
Health Care Select Sector SPDR Fund81369Y209SHS2,042$299,306dollars as filed
Vanguard Value ETF922908744SHS1,496$293,425dollars as filed
VANGUARD STAR FDS921909768COM2,893$223,052dollars as filed
CADENCE DESIGN SYSTEM INC COM127387108Stock769$213,637dollars as filed
VANECK ETF TRUST92189F676COM535$205,119dollars as filed
Intuit Inc.461202103COM474$204,978dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-26-000771this filing2026-09-11