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Marathon Strategic Advisors, LLC

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13F filer, CIK 2021711, PITTSBURGH, PA

Marathon Strategic Advisors, LLC reported $130,955,118 across 50 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-11. Its ten largest share positions make up 68.86% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002021711-26-000001

Period
2025-12-31
Reported value
$131M
Holdings
50
Top 10 weight
68.86%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPMDadded+78,279$4.53M
INTCadded+45,640$1.68M
VNQadded+16,499$1.46M
MSFTadded+1,057$511K
XFRAXadded+38,347$452K

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-14,657-$1.67M
IVVreduced-1,191-$816K
SPYMreduced-6,987-$560K
CRDOreduced-2,875-$414K
SPDWreduced-8,723-$387K

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, Q4 2025

Share positions as resolved from 13F-HR 0002021711-26-000001, largest first. % of portfolio is the value over $130,955,118, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,685 shares; 2024Q4: 146,193 shares; 2025Q1: 161,011 shares; 2025Q2: 193,545 shares; 2025Q3: 222,953 shares; 2025Q4: 301,232 shares 301,232$17.4M13.32%+78,279Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,884 shares; 2024Q4: 153,445 shares; 2025Q1: 151,764 shares; 2025Q2: 154,363 shares; 2025Q3: 156,659 shares; 2025Q4: 149,672 shares 149,672$12M9.17%-6,987Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,976 shares; 2024Q4: 228,353 shares; 2025Q1: 233,502 shares; 2025Q2: 241,408 shares; 2025Q3: 243,902 shares; 2025Q4: 240,797 shares 240,797$11.3M8.61%-3,105Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,260 shares; 2024Q4: 248,560 shares; 2025Q1: 252,227 shares; 2025Q2: 255,803 shares; 2025Q3: 248,122 shares; 2025Q4: 239,399 shares 239,399$10.6M8.12%-8,723Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,044 shares; 2024Q4: 16,411 shares; 2025Q1: 16,087 shares; 2025Q2: 15,885 shares; 2025Q3: 16,205 shares; 2025Q4: 15,014 shares 15,014$10.3M7.85%-1,191Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,608 shares; 2024Q4: 43,781 shares; 2025Q1: 44,258 shares; 2025Q2: 47,082 shares; 2025Q3: 59,842 shares; 2025Q4: 76,341 shares 76,341$6.76M5.16%+16,499Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,711 shares; 2024Q4: 103,643 shares; 2025Q1: 100,651 shares; 2025Q2: 100,794 shares; 2025Q3: 101,202 shares; 2025Q4: 99,727 shares 99,727$6.23M4.76%-1,475Timeline
VNQIVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,762 shares; 2024Q4: 114,959 shares; 2025Q1: 116,336 shares; 2025Q2: 121,030 shares; 2025Q3: 123,513 shares; 2025Q4: 124,640 shares 124,640$5.71M4.36%+1,127Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,302 shares; 2024Q4: 17,154 shares; 2025Q1: 16,909 shares; 2025Q2: 16,909 shares; 2025Q3: 17,116 shares; 2025Q4: 17,108 shares 17,108$4.97M3.79%-8Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,292 shares; 2024Q4: 90,637 shares; 2025Q1: 87,716 shares; 2025Q2: 92,133 shares; 2025Q3: 92,720 shares; 2025Q4: 90,754 shares 90,754$4.88M3.73%-1,966Timeline
XFRAXBLACKROCK FLOATING RATE INCOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,798 shares; 2024Q4: 248,675 shares; 2025Q1: 257,053 shares; 2025Q2: 280,236 shares; 2025Q3: 330,896 shares; 2025Q4: 369,243 shares 369,243$4.35M3.32%+38,347Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,268 shares; 2024Q4: 64,268 shares; 2025Q1: 64,268 shares; 2025Q2: 64,268 shares; 2025Q3: 64,296 shares; 2025Q4: 109,936 shares 109,936$4.06M3.1%+45,640Timeline
CHICALAMOS CONV OPPORTUNITIES &Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,126 shares; 2024Q4: 198,658 shares; 2025Q1: 205,442 shares; 2025Q2: 222,018 shares; 2025Q3: 267,662 shares; 2025Q4: 276,926 shares 276,926$2.9M2.22%+9,264Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,077 shares; 2024Q4: 37,634 shares; 2025Q1: 39,277 shares; 2025Q2: 45,428 shares; 2025Q3: 50,390 shares; 2025Q4: 54,514 shares 54,514$2.55M1.95%+4,124Timeline
DESWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,847 shares; 2024Q4: 59,353 shares; 2025Q1: 59,434 shares; 2025Q2: 61,793 shares; 2025Q3: 65,061 shares; 2025Q4: 66,599 shares 66,599$2.23M1.7%+1,538Timeline
DLSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,960 shares; 2024Q4: 23,417 shares; 2025Q1: 23,499 shares; 2025Q2: 23,953 shares; 2025Q3: 24,236 shares; 2025Q4: 24,627 shares 24,627$2M1.52%+391Timeline
DGSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,358 shares; 2024Q4: 30,177 shares; 2025Q1: 30,599 shares; 2025Q2: 31,405 shares; 2025Q3: 32,310 shares; 2025Q4: 33,399 shares 33,399$1.91M1.46%+1,089Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,713 shares; 2025Q4: 13,713 shares 13,713$1.65M1.26%0Timeline
CRDOCREDO TECHNOLOGY GROUP HOLDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 13,333 shares; 2025Q3: 13,333 shares; 2025Q4: 10,458 shares 10,458$1.5M1.15%-2,875Timeline
GDXJVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,714 shares; 2024Q4: 57,964 shares; 2025Q1: 57,246 shares; 2025Q2: 53,079 shares; 2025Q3: 27,493 shares; 2025Q4: 12,836 shares 12,836$1.46M1.12%-14,657Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,466 shares; 2024Q4: 27,482 shares; 2025Q1: 26,978 shares; 2025Q2: 26,367 shares; 2025Q3: 26,461 shares; 2025Q4: 26,421 shares 26,421$1.31M1%-40Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,357 shares; 2024Q4: 1,299 shares; 2025Q1: 1,335 shares; 2025Q2: 1,401 shares; 2025Q3: 1,402 shares; 2025Q4: 2,459 shares 2,459$1.19M0.91%+1,057Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,404 shares; 2025Q3: 2,404 shares; 2025Q4: 3,309 shares 3,309$1.11M0.85%+905Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,313 shares; 2025Q4: 2,313 shares 2,313$986K0.75%0Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,295 shares; 2025Q4: 10,295 shares 10,295$964K0.74%0Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,027 shares; 2024Q4: 4,022 shares; 2025Q1: 4,022 shares; 2025Q2: 4,022 shares; 2025Q3: 7,027 shares; 2025Q4: 7,027 shares 7,027$810K0.62%0Timeline
DONWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,592 shares; 2024Q4: 15,310 shares; 2025Q1: 15,280 shares; 2025Q2: 15,280 shares; 2025Q3: 15,590 shares; 2025Q4: 15,590 shares 15,590$804K0.61%0Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,081 shares; 2024Q4: 3,035 shares; 2025Q1: 2,992 shares; 2025Q2: 2,992 shares; 2025Q3: 3,044 shares; 2025Q4: 3,035 shares 3,035$783K0.6%-9Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,154 shares; 2024Q4: 11,009 shares; 2025Q1: 11,009 shares; 2025Q2: 11,009 shares; 2025Q3: 10,791 shares; 2025Q4: 10,621 shares 10,621$701K0.54%-170Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,136 shares; 2024Q4: 8,733 shares; 2025Q1: 8,733 shares; 2025Q2: 8,872 shares; 2025Q3: 8,881 shares; 2025Q4: 7,841 shares 7,841$570K0.44%-1,040Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,666 shares; 2025Q4: 4,666 shares 4,666$547K0.42%0Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,059 shares; 2025Q4: 4,059 shares 4,059$524K0.4%0Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,225 shares 1,225$477K0.36%-275Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 583 shares; 2024Q4: 583 shares; 2025Q1: 583 shares; 2025Q2: 583 shares; 2025Q3: 561 shares; 2025Q4: 561 shares 561$460K0.35%0Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,201 shares; 2024Q4: 8,528 shares; 2025Q1: 8,374 shares; 2025Q2: 8,135 shares; 2025Q3: 9,491 shares; 2025Q4: 8,656 shares 8,656$458K0.35%-835Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,316 shares; 2025Q3: 1,247 shares; 2025Q4: 1,247 shares 1,247$438K0.33%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,907 shares; 2025Q1: 1,907 shares; 2025Q2: 1,907 shares; 2025Q3: 1,887 shares; 2025Q4: 1,865 shares 1,865$430K0.33%-22Timeline
BCBRUNSWICK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares 5,500$408K0.31%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,705 shares; 2024Q4: 1,685 shares; 2025Q1: 1,686 shares; 2025Q2: 1,713 shares; 2025Q3: 1,289 shares; 2025Q4: 1,283 shares 1,283$349K0.27%-6Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,906 shares; 2024Q4: 1,906 shares; 2025Q1: 1,906 shares; 2025Q2: 1,906 shares; 2025Q3: 2,385 shares; 2025Q4: 2,385 shares 2,385$342K0.26%0Timeline
PPLPPL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,204 shares; 2025Q4: 9,204 shares 9,204$322K0.25%0Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,033 shares; 2025Q4: 1,033 shares 1,033$306K0.23%0Timeline
STPZPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,499 shares; 2024Q4: 5,441 shares; 2025Q1: 5,441 shares; 2025Q2: 5,067 shares; 2025Q3: 5,129 shares; 2025Q4: 4,994 shares 4,994$268K0.2%-135Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,335 shares; 2025Q3: 11,105 shares; 2025Q4: 11,105 shares 11,105$267K0.2%0Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 706 shares; 2024Q4: 671 shares; 2025Q1: 671 shares; 2025Q2: 671 shares; 2025Q3: 671 shares; 2025Q4: 658 shares 658$256K0.2%-13Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 973 shares; 2024Q4: 970 shares; 2025Q1: not reported; 2025Q2: 970 shares; 2025Q3: 963 shares; 2025Q4: 960 shares 960$236K0.18%-3Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,635 shares; 2024Q4: not reported; 2025Q1: 2,583 shares; 2025Q2: 2,583 shares; 2025Q3: 2,353 shares; 2025Q4: 2,263 shares 2,263$217K0.17%-90Timeline
UBSIUNITED BANKSHARES INC WEST VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,565 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,565 shares; 2025Q4: 5,565 shares 5,565$214K0.16%0Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,853 shares; 2025Q4: 3,853 shares 3,853$211K0.16%0Timeline
ACGLARCH CAP GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,220 shares; 2024Q4: not reported; 2025Q1: 2,155 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,155 shares 2,155$207K0.16%newTimeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
BRK-BBERKSHIRE HATHAWAY INC DEL593$298Kshares

How Q4 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 0002021711-26-000001 base2026-02-11acceptance time not in the bulk data set