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Marathon Strategic Advisors, LLC

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13F filer, CIK 2021711, PITTSBURGH, PA

Marathon Strategic Advisors, LLC reported $107,630,465 across 40 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-29. Its ten largest share positions make up 71.63% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002021711-25-000003

Period
2025-06-30
Reported value
$108M
Holdings
40
Top 10 weight
71.63%
New
4
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPMDadded+32,534$1.77M
VTInew+3,404$1.03M
CRDOadded+5,833$540K
SYKnew+1,316$521K
SCHFnew+19,335$427K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
GDXJreduced-4,167-$282K
ACGLexited-2,155-$207K
IVVreduced-202-$125K
VTIPreduced-611-$30.7K
STPZreduced-374-$20.1K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0002021711-25-000003, largest first. % of portfolio is the value over $107,630,465, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,884 shares; 2024Q4: 153,445 shares; 2025Q1: 151,764 shares; 2025Q2: 154,363 shares 154,363$11.2M10.43%+2,599Timeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,685 shares; 2024Q4: 146,193 shares; 2025Q1: 161,011 shares; 2025Q2: 193,545 shares 193,545$10.5M9.78%+32,534Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,260 shares; 2024Q4: 248,560 shares; 2025Q1: 252,227 shares; 2025Q2: 255,803 shares 255,803$10.4M9.62%+3,576Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,976 shares; 2024Q4: 228,353 shares; 2025Q1: 233,502 shares; 2025Q2: 241,408 shares 241,408$10.3M9.59%+7,906Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,044 shares; 2024Q4: 16,411 shares; 2025Q1: 16,087 shares; 2025Q2: 15,885 shares 15,885$9.86M9.16%-202Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,711 shares; 2024Q4: 103,643 shares; 2025Q1: 100,651 shares; 2025Q2: 100,794 shares 100,794$5.75M5.34%+143Timeline
VNQIVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,762 shares; 2024Q4: 114,959 shares; 2025Q1: 116,336 shares; 2025Q2: 121,030 shares 121,030$5.59M5.19%+4,694Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,302 shares; 2024Q4: 17,154 shares; 2025Q1: 16,909 shares; 2025Q2: 16,909 shares 16,909$4.73M4.4%0Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,292 shares; 2024Q4: 90,637 shares; 2025Q1: 87,716 shares; 2025Q2: 92,133 shares 92,133$4.56M4.23%+4,417Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,608 shares; 2024Q4: 43,781 shares; 2025Q1: 44,258 shares; 2025Q2: 47,082 shares 47,082$4.19M3.9%+2,824Timeline
XFRAXBLACKROCK FLOATING RATE INCOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,798 shares; 2024Q4: 248,675 shares; 2025Q1: 257,053 shares; 2025Q2: 280,236 shares 280,236$3.68M3.42%+23,183Timeline
GDXJVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,714 shares; 2024Q4: 57,964 shares; 2025Q1: 57,246 shares; 2025Q2: 53,079 shares 53,079$3.59M3.33%-4,167Timeline
CHICALAMOS CONV OPPORTUNITIES &Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,126 shares; 2024Q4: 198,658 shares; 2025Q1: 205,442 shares; 2025Q2: 222,018 shares 222,018$2.34M2.17%+16,576Timeline
DESWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,847 shares; 2024Q4: 59,353 shares; 2025Q1: 59,434 shares; 2025Q2: 61,793 shares 61,793$1.96M1.82%+2,359Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,077 shares; 2024Q4: 37,634 shares; 2025Q1: 39,277 shares; 2025Q2: 45,428 shares 45,428$1.94M1.8%+6,151Timeline
DLSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,960 shares; 2024Q4: 23,417 shares; 2025Q1: 23,499 shares; 2025Q2: 23,953 shares 23,953$1.8M1.67%+454Timeline
DGSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,358 shares; 2024Q4: 30,177 shares; 2025Q1: 30,599 shares; 2025Q2: 31,405 shares 31,405$1.73M1.61%+806Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,268 shares; 2024Q4: 64,268 shares; 2025Q1: 64,268 shares; 2025Q2: 64,268 shares 64,268$1.44M1.34%0Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,466 shares; 2024Q4: 27,482 shares; 2025Q1: 26,978 shares; 2025Q2: 26,367 shares 26,367$1.33M1.23%-611Timeline
CRDOCREDO TECHNOLOGY GROUP HOLDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 13,333 shares 13,333$1.23M1.15%+5,833Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,404 shares 3,404$1.03M0.96%newTimeline
DONWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,592 shares; 2024Q4: 15,310 shares; 2025Q1: 15,280 shares; 2025Q2: 15,280 shares 15,280$766K0.71%0Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,081 shares; 2024Q4: 3,035 shares; 2025Q1: 2,992 shares; 2025Q2: 2,992 shares 2,992$709K0.66%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,357 shares; 2024Q4: 1,299 shares; 2025Q1: 1,335 shares; 2025Q2: 1,401 shares 1,401$697K0.65%+66Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,154 shares; 2024Q4: 11,009 shares; 2025Q1: 11,009 shares; 2025Q2: 11,009 shares 11,009$683K0.63%0Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,136 shares; 2024Q4: 8,733 shares; 2025Q1: 8,733 shares; 2025Q2: 8,872 shares 8,872$560K0.52%+139Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,316 shares 1,316$521K0.48%newTimeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares 1,500$498K0.46%0Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,201 shares; 2024Q4: 8,528 shares; 2025Q1: 8,374 shares; 2025Q2: 8,135 shares 8,135$429K0.4%-239Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,335 shares 19,335$427K0.4%newTimeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 583 shares; 2024Q4: 583 shares; 2025Q1: 583 shares; 2025Q2: 583 shares 583$427K0.4%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,907 shares; 2025Q1: 1,907 shares; 2025Q2: 1,907 shares 1,907$418K0.39%0Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,027 shares; 2024Q4: 4,022 shares; 2025Q1: 4,022 shares; 2025Q2: 4,022 shares 4,022$417K0.39%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,705 shares; 2024Q4: 1,685 shares; 2025Q1: 1,686 shares; 2025Q2: 1,713 shares 1,713$351K0.33%+27Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 616 shares; 2024Q4: 616 shares; 2025Q1: 616 shares; 2025Q2: 616 shares 616$299K0.28%0Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 706 shares; 2024Q4: 671 shares; 2025Q1: 671 shares; 2025Q2: 671 shares 671$294K0.27%0Timeline
STPZPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,499 shares; 2024Q4: 5,441 shares; 2025Q1: 5,441 shares; 2025Q2: 5,067 shares 5,067$273K0.25%-374Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,906 shares; 2024Q4: 1,906 shares; 2025Q1: 1,906 shares; 2025Q2: 1,906 shares 1,906$252K0.23%0Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,635 shares; 2024Q4: not reported; 2025Q1: 2,583 shares; 2025Q2: 2,583 shares 2,583$231K0.21%0Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 973 shares; 2024Q4: 970 shares; 2025Q1: not reported; 2025Q2: 970 shares 970$209K0.19%newTimeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ACGLARCH CAP GROUP LTD2,155$207Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002021711-25-000003 base2025-07-29acceptance time not in the bulk data set