13F-HR filed by Marathon Wealth Advisors LLC
Marathon Wealth Advisors LLC filed this 13F-HR for the quarter ended 2026-06-30, accepted by EDGAR 2026-09-11 13:32:36 UTC, with 76 holding rows worth $292,405,452.
- Accession
- 0001085146-26-000772
- Filer
- CIK 2153211
- Filed
- 2026-09-11
- Accepted by EDGAR
- Ingested
- Source
- EDGAR daily index
13F report for Q2 2026
A holdings report, 76 entries on the cover page, a total value of $292,405,452 stated on the cover page (in dollars after the unit check, H1), rows summing to $292,405,452 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| NVIDIA Corp | 67066G104 | COM | 102,811 | $20,571,411 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 17,172 | $12,415,652 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 24,293 | $11,601,602 | dollars as filed | |
| Apple Inc | 037833100 | COM | 39,328 | $11,380,019 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 129,706 | $11,172,897 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 28,439 | $10,743,021 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 43,760 | $10,429,853 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 17,645 | $10,250,416 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 26,552 | $9,904,451 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 12,234 | $9,008,973 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 24,534 | $8,668,627 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 7,050 | $7,507,871 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 91,722 | $7,390,050 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 21,296 | $6,455,313 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 18,744 | $6,430,923 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 86,156 | $6,324,708 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 8,418 | $6,303,812 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 40,354 | $6,113,639 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 4,978 | $5,970,593 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 16,579 | $5,924,690 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 2,936 | $5,841,704 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 5,858 | $5,480,407 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 12,187 | $4,840,359 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 14,499 | $4,746,012 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 13,115 | $4,472,368 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 6,016 | $4,131,978 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 7,016 | $3,952,288 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 9,410 | $3,911,156 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 8,768 | $3,687,964 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 21,267 | $3,331,746 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 6,531 | $3,267,931 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 44,269 | $3,160,809 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 12,292 | $3,093,038 | dollars as filed | |
| REPUBLIC SVCS INC COM | 760759100 | Stock | 13,508 | $2,878,347 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 10,510 | $2,840,905 | dollars as filed | |
| Avantis International Equity ETF | 025072703 | SHS | 30,728 | $2,740,943 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 20,801 | $2,672,945 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 7,545 | $2,660,934 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 13,896 | $2,647,438 | dollars as filed | |
| Linde plc | G54950103 | COM | 4,843 | $2,513,185 | dollars as filed | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 4,464 | $2,331,984 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 27,218 | $2,120,529 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 5,123 | $2,086,542 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 28,249 | $2,038,449 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 9,837 | $1,873,812 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 16,901 | $1,677,966 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 7,012 | $1,659,287 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 5,530 | $1,404,436 | dollars as filed | |
| American Express Company | 025816109 | COM | 4,123 | $1,394,532 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 13,128 | $1,341,546 | dollars as filed | |
| HONEYWELL INTL INC COM | 438516205 | Stock | 5,594 | $1,252,497 | dollars as filed | |
| IES HOLDINGS INC | 44951W106 | COM | 1,697 | $1,246,718 | dollars as filed | |
| HONEYWELL AEROSPACE INC COM | 43849R105 | Stock | 5,594 | $1,236,722 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 5,530 | $1,133,769 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 8,648 | $1,076,185 | dollars as filed | |
| ZOETIS INC CL A | 98978V103 | Stock | 12,137 | $872,181 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 9,890 | $868,070 | dollars as filed | |
| VANGUARD HEALTH CARE ETF | 92204A504 | ETF | 2,691 | $804,759 | dollars as filed | |
| Fidelity Blue Chip Growth ETF | 316092352 | SHS | 12,459 | $773,849 | dollars as filed | |
| iShares MSCI KLD 400 Social ETF | 464288570 | SHS | 5,307 | $755,685 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 6,562 | $743,215 | dollars as filed | |
| VTI | 922908769 | COM | 1,867 | $691,033 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 4,456 | $653,401 | dollars as filed | |
| CENCORA INC COM | 03073E105 | Stock | 1,885 | $533,432 | dollars as filed | |
| ROPER TECHNOLOGIES INC COM | 776696106 | Stock | 1,574 | $532,729 | dollars as filed | |
| VANECK ETF TRUST | 92189F676 | COM | 768 | $503,724 | dollars as filed | |
| BlackRock Ultra Short-Term Bond ETF | 46434V878 | SHS | 9,801 | $495,734 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 1,208 | $444,956 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 5,680 | $404,679 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 2,197 | $364,242 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 1,497 | $326,185 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 2,045 | $324,431 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 769 | $288,560 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 2,905 | $248,388 | dollars as filed | |
| VWO | 922042858 | SHS | 4,067 | $242,754 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 215 | $217,493 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-26-000772 | this filing | 2026-09-11 |