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Disclosery

13F-HR filed by Marathon Strategic Advisors, LLC

Marathon Strategic Advisors, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-29, with 40 holding rows worth $107,630,465.

Accession
0002021711-25-000003
Filer
CIK 2021711
Filed
2025-07-29
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 40 entries on the cover page, a total value of $107,630,465 stated on the cover page (in dollars after the unit check, H1), rows summing to $107,630,465 with VALUE read as dollars as filed, 13F file number 028-24085. 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
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS154,363$11,220,647dollars as filed
SPDR Portfolio S&P 400 Mid Cap ETF78464A847SHS193,545$10,524,986dollars as filed
SPDW78463X889COM255,803$10,357,464dollars as filed
SPDR Portfolio Emerging Markets ETF78463X509SHS241,408$10,317,791dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS15,885$9,862,688dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS100,794$5,746,238dollars as filed
VANGUARD INTL EQUITY INDEX F922042676COM121,030$5,585,535dollars as filed
Vanguard Mid-Cap ETF922908629SHS16,909$4,731,646dollars as filed
VWO922042858SHS92,133$4,556,889dollars as filed
Vanguard Real Estate922908553SHS47,082$4,193,147dollars as filed
BLACKROCK FLOATING RATE INCO09255X100COM280,236$3,682,296dollars as filed
VANECK ETF TRUST92189F791JUNIOR GOLD MINE53,079$3,587,610dollars as filed
CALAMOS CONVERTIBLE OPPORTUNIT128117108SH BEN INT222,018$2,335,626dollars as filed
WISDOMTREE TR97717W604US SMALLCAP DIVD61,793$1,962,552dollars as filed
SPDR Portfolio S&P 600 Small Cap ETF78468R853SHS45,428$1,935,242dollars as filed
WISDOMTREE TR97717W760INTL SMCAP DIV23,953$1,799,110dollars as filed
WISDOMTREE TR97717W281EMG MKTS SMCAP31,405$1,734,818dollars as filed
Intel Corp458140100COM64,268$1,439,604dollars as filed
VANGUARD MALVERN FDS922020805SHS26,367$1,325,494dollars as filed
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESG25457105Stock13,333$1,234,503dollars as filed
VTI922908769COM3,404$1,034,578dollars as filed
WISDOMTREE TR97717W505US MIDCAP DIVID15,280$765,834dollars as filed
Vanguard Small-Cap ETF922908751SHS2,992$709,045dollars as filed
Microsoft Corp594918104COM1,401$697,101dollars as filed
IJH464287507COM11,009$682,779dollars as filed
ISHARES INC46434G764MSCI EMRG CHN8,872$560,179dollars as filed
Stryker Corporation863667101COM1,316$520,650dollars as filed
ROCKWELL AUTOMATION INC COM773903109Stock1,500$498,255dollars as filed
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646ETF8,135$429,185dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF19,335$427,304dollars as filed
MCKESSON CORP COM58155Q103Stock583$427,211dollars as filed
Amazon.com, Inc023135106COM1,907$418,377dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock4,022$417,323dollars as filed
Apple Inc037833100COM1,713$351,375dollars as filed
Berkshire Hathaway Inc084670702COM616$299,235dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock671$293,503dollars as filed
PIMCO ETF TR72201R2051-5 US TIP IDX5,067$272,656dollars as filed
PepsiCo,Inc.713448108COM1,906$251,669dollars as filed
ISHARES TR464287465MSCI EAFE ETF2,583$230,912dollars as filed
iShares Russell 2000 ETF464287655SHS970$209,408dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002021711-25-000003this filing2025-07-29acceptance time not in the bulk data set