Skip to content
Disclosery

Marathon Strategic Advisors, LLC

Follow

13F filer, CIK 2021711, PITTSBURGH, PA

Marathon Strategic Advisors, LLC reported $139,047,973 across 52 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-15. Its ten largest share positions make up 69.19% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002021711-26-000002

Period
2026-03-31
Reported value
$139M
Holdings
52
Top 10 weight
69.19%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
INTCadded+69,589$3.07M
SPMDadded+25,476$1.51M
VNQadded+7,379$655K
SPYMadded+5,681$435K
SPEMadded+8,625$405K

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-3,395-$408K
VTIreduced-763-$245K
CRDOreduced-2,000-$188K
IVVreduced-95-$62.1K
SYKreduced-93-$30.6K

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, Q1 2026

Share positions as resolved from 13F-HR 0002021711-26-000002, largest first. % of portfolio is the value over $139,047,973, 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; 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; 2026Q1: 326,708 shares 326,708$19.3M13.91%+25,476Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 155,353 shares 155,353$11.9M8.55%+5,681Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 249,422 shares 249,422$11.7M8.41%+8,625Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 244,233 shares 244,233$11.1M8.02%+4,834Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 14,919 shares 14,919$9.75M7.01%-95Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 179,525 shares 179,525$7.92M5.7%+69,589Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 83,720 shares 83,720$7.43M5.34%+7,379Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 99,472 shares 99,472$6.37M4.58%-255Timeline
VNQIVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 129,332 shares 129,332$5.75M4.13%+4,692Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 17,087 shares 17,087$4.91M3.53%-21Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 90,680 shares 90,680$4.9M3.52%-74Timeline
XFRAXBLACKROCK FLOATING RATE INCOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 392,654 shares 392,654$4.33M3.11%+23,411Timeline
CHICALAMOS CONV OPPORTUNITIES &Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 288,327 shares 288,327$3.1M2.23%+11,401Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 56,255 shares 56,255$2.72M1.95%+1,741Timeline
DESWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 68,287 shares 68,287$2.45M1.77%+1,688Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,713 shares; 2025Q4: 13,713 shares; 2026Q1: 13,713 shares 13,713$2.33M1.67%0Timeline
DGSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 34,494 shares 34,494$2.07M1.49%+1,095Timeline
DLSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 25,215 shares 25,215$2.06M1.48%+588Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,295 shares; 2025Q4: 10,295 shares; 2026Q1: 10,295 shares 10,295$1.36M0.98%0Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 26,204 shares 26,204$1.31M0.94%-217Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,313 shares; 2025Q4: 2,313 shares; 2026Q1: 2,313 shares 2,313$1.15M0.82%0Timeline
GDXJVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 9,441 shares 9,441$1.13M0.82%-3,395Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,027 shares 7,027$921K0.66%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,459 shares 2,459$910K0.65%0Timeline
DONWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 15,590 shares 15,590$819K0.59%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,404 shares; 2025Q3: 2,404 shares; 2025Q4: 3,309 shares; 2026Q1: 2,546 shares 2,546$817K0.59%-763Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,033 shares 3,033$794K0.57%-2Timeline
CRDOCREDO TECHNOLOGY GROUP HOLDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 8,458 shares 8,458$794K0.57%-2,000Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,059 shares; 2025Q4: 4,059 shares; 2026Q1: 4,059 shares 4,059$739K0.53%0Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 10,621 shares 10,621$717K0.52%0Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,841 shares 7,841$617K0.44%0Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,666 shares; 2025Q4: 4,666 shares; 2026Q1: 4,666 shares 4,666$611K0.44%0Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 583 shares; 2024Q4: 583 shares; 2025Q1: 583 shares; 2025Q2: 583 shares; 2025Q3: 561 shares; 2025Q4: 561 shares; 2026Q1: 561 shares 561$485K0.35%0Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,225 shares 1,225$440K0.32%0Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 8,144 shares 8,144$428K0.31%-512Timeline
BCBRUNSWICK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares 5,500$400K0.29%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,865 shares 1,865$388K0.28%0Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,316 shares; 2025Q3: 1,247 shares; 2025Q4: 1,247 shares; 2026Q1: 1,154 shares 1,154$379K0.27%-93Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,385 shares 2,385$370K0.27%0Timeline
PPLPPL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,204 shares; 2025Q4: 9,204 shares; 2026Q1: 9,204 shares 9,204$352K0.25%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,373 shares 1,373$348K0.25%+90Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 706 shares; 2024Q4: 671 shares; 2025Q1: 671 shares; 2025Q2: 671 shares; 2025Q3: 671 shares; 2025Q4: 658 shares; 2026Q1: 658 shares 658$274K0.2%0Timeline
STPZPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,964 shares 4,964$269K0.19%-30Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,335 shares; 2025Q3: 11,105 shares; 2025Q4: 11,105 shares; 2026Q1: 10,812 shares 10,812$268K0.19%-293Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,033 shares; 2025Q4: 1,033 shares; 2026Q1: 1,033 shares 1,033$250K0.18%0Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 973 shares; 2024Q4: 970 shares; 2025Q1: not reported; 2025Q2: 970 shares; 2025Q3: 963 shares; 2025Q4: 960 shares; 2026Q1: 960 shares 960$238K0.17%0Timeline
UBSIUNITED BANKSHARES INC WEST VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,565 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,565 shares; 2025Q4: 5,565 shares; 2026Q1: 5,565 shares 5,565$231K0.17%0Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,383 shares 2,383$222K0.16%newTimeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,853 shares; 2025Q4: 3,853 shares; 2026Q1: 3,853 shares 3,853$219K0.16%0Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,220 shares 2,220$216K0.16%-43Timeline
BARGRANITESHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,613 shares 4,613$213K0.15%newTimeline
ACGLARCH CAP GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,220 shares; 2024Q4: not reported; 2025Q1: 2,155 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,155 shares; 2026Q1: 2,155 shares 2,155$207K0.15%0Timeline

How Q1 2026 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 0002021711-26-000002 base2026-04-15acceptance time not in the bulk data set