Marathon Wealth Advisors LLC

CIK

2153211

Location

Boston, MA

Portfolio Value

Small $292,402,658

Diversification

Diversified

Filing Date

Global Rank

#3,802 / 8,700 ▲ 1814

Top Industry

Semiconductors 25.9%

Period ended 2 months ago

Filed Sep 11, 2026 · 1d

3 quarters · since Dec 2025

Portfolio Concentration

67 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

10.3%

+2.4 pts

Top 5

30.6%

+3.0 pts

Top 10

48.6%

+2.8 pts

HHI

360

Diversified+49

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	38.3%	$112,098,792	17
Unclassified	23.4%	$68,304,030	16
Consumer Cyclical	9.3%	$27,074,687	6
Communication Services	7.4%	$21,706,283	3
Healthcare	7.0%	$20,331,713	8
Financial Services	6.2%	$18,143,322	6
Industrials	4.8%	$14,121,764	5
Consumer Defensive	2.4%	$6,876,622	3
Basic Materials	0.9%	$2,513,226	1
Utilities	0.3%	$868,045	1
Energy	0.1%	$364,174	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	+178,259	252,104	$30,167,111
BIV	Vanguard Intermediate-Term Bond ETF	+4,654	113,374	$8,445,265
MSFT	Microsoft Corp	+1,081	26,552	$9,904,427
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+947	13,725	$7,059,819
NOW	ServiceNow, Inc.	+702	16,901	$1,677,931
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	+688	9,801	$495,734
PANW	Palo Alto Networks Inc	+554	13,115	$4,472,477
VIG	Vanguard Dividend Appreciation ETF	+449	7,012	$1,659,179
SPGI	S&P Global Inc.	+422	5,123	$2,086,392
TJX	Tjx Companies Inc /De/	+374	40,354	$6,113,631
NVDA	Nvidia Corp	+306	102,811	$20,571,452
META	Meta Platforms, Inc.	+287	7,016	$3,952,042
CRM	Salesforce, Inc.	+260	21,267	$3,331,688
SBUX	Starbucks Corp	+246	13,128	$1,341,550
V	Visa Inc.	+239	18,744	$6,430,878
AFK	VanEck Africa Index ETF	+233	768	$503,723
MRK	Merck & Co., Inc.	+205	20,801	$2,672,928
UBER	Uber Technologies, Inc	+203	28,249	$2,038,447
JPM	Jpmorgan Chase & Co	+203	14,499	$4,745,957
DHR	Danaher Corp /De/	+167	9,837	$1,873,751
NFLX	Netflix Inc	+163	44,269	$3,160,806
QQQ	Invesco Qqq Trust, Series 1	+156	12,234	$9,009,117
RSG	Republic Services, Inc.	+152	13,508	$2,878,284
MCD	Mcdonalds Corp	+148	10,510	$2,840,958
HD	Home Depot, Inc.	+119	7,545	$2,660,970
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
HON	Honeywell International Inc	−5,585	5,594	$1,252,496
ZTS	Zoetis Inc.	−561	12,137	$872,164
DIA	Spdr Dow Jones Industrial Average ETF Trust	−289	4,464	$2,331,948
AMAT	Applied Materials Inc /De	−133	17,172	$12,415,356
AMD	Advanced Micro Devices Inc	−127	17,645	$10,250,156
ACSG	American Century Small Cap Growth Insights ETF	−123	30,728	$2,740,937
ROP	Roper Technologies Inc	−116	1,574	$532,625
ADBE	Adobe Inc.	−90	5,530	$1,133,760
WMT	Walmart Inc.	−55	6,562	$743,212
CVX	Chevron Corp	−27	2,197	$364,174
CAT	Caterpillar Inc	−25	7,050	$7,507,545
IESC	IES Holdings, Inc.	−20	1,697	$1,246,718
COR	Cencora, Inc.	−13	1,885	$533,417
ASML	Asml Holding NV	−2	2,936	$5,840,995
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	5,594	$1,236,721
VEA	Vanguard FTSE Developed Markets ETF	5,680	$404,700
VEU	Vanguard FTSE All-World Ex-US ETF	4,067	$242,759
GS	Goldman Sachs Group Inc	215	$217,444
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
INTU	Intuit Inc.	474	$204,948
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

67 tracked positions · $292,402,658 total · filing declares 76 positions · $292,405,452 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 67 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Added	252,104	+178,259	$30,167,111	+129.2%	10.32%
NVDA	Nvidia Corp Technology	Added	102,811	+306	$20,571,452	+15.1%	7.04%
GOOGL	Alphabet Inc. Communication Services	Added	41,113	+2	$14,593,435	+23.6%	4.99%
AMAT	Applied Materials Inc /De Technology	Reduced	17,172	-133	$12,415,356	+109.9%	4.25%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	24,293	+38	$11,601,608	+41.5%	3.97%
AAPL	Apple Inc. Technology	Added	39,328	+115	$11,379,950	+14.3%	3.89%
AVGO	Broadcom Inc. Technology	Added	28,439	+51	$10,742,832	+22.3%	3.67%
AMZN	Amazon Com Inc Consumer Cyclical	Added	43,760	+114	$10,429,758	+14.7%	3.57%
AMD	Advanced Micro Devices Inc Technology	Reduced	17,645	-127	$10,250,156	+183.5%	3.51%
MSFT	Microsoft Corp Technology	Added	26,552	+1,081	$9,904,427	+5.0%	3.39%
QQQ	Invesco Qqq Trust, Series 1	Added	12,234	+156	$9,009,117	+29.2%	3.08%
BIV	Vanguard Intermediate-Term Bond ETF	Added	113,374	+4,654	$8,445,265	+3.9%	2.89%
CAT	Caterpillar Inc Industrials	Reduced	7,050	-25	$7,507,545	+49.8%	2.57%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	13,725	+947	$7,059,819	—	2.41%
V	Visa Inc. Financial Services	Added	18,744	+239	$6,430,878	+15.0%	2.20%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	40,354	+374	$6,113,631	−4.2%	2.09%
LLY	ELI LILLY & Co Healthcare	Added	4,978	+25	$5,970,763	+31.1%	2.04%
ASML	Asml Holding NV Technology	Reduced	2,936	-2	$5,840,995	+50.5%	2.00%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	5,858	+67	$5,479,983	−5.0%	1.87%
ADI	Analog Devices Inc Technology	Added	12,187	+22	$4,840,310	+25.1%	1.66%
JPM	Jpmorgan Chase & Co Financial Services	Added	14,499	+203	$4,745,957	+12.9%	1.62%
PANW	Palo Alto Networks Inc Technology	Added	13,115	+554	$4,472,477	+122.1%	1.53%
META	Meta Platforms, Inc. Communication Services	Added	7,016	+287	$3,952,042	+2.7%	1.35%
UNH	Unitedhealth Group Inc Healthcare	Added	9,410	+13	$3,911,078	+53.8%	1.34%
TSLA	Tesla, Inc. Consumer Cyclical	Added	8,768	+59	$3,687,820	+13.9%	1.26%
CRM	Salesforce, Inc. Technology	Added	21,267	+260	$3,331,688	−15.0%	1.14%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	6,531	+47	$3,268,047	+5.2%	1.12%
NFLX	Netflix Inc Communication Services	Added	44,269	+163	$3,160,806	−25.5%	1.08%
ABBV	AbbVie Inc. Healthcare	Added	12,292	+110	$3,093,158	+16.7%	1.06%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	15,941	+20	$2,971,924	+38.6%	1.02%
RSG	Republic Services, Inc. Industrials	Added	13,508	+152	$2,878,284	−1.6%	0.98%
MCD	Mcdonalds Corp Consumer Cyclical	Added	10,510	+148	$2,840,958	−11.8%	0.97%
ACSG	American Century Small Cap Growth Insights ETF	Reduced	30,728	-123	$2,740,937	+4.7%	0.94%
MRK	Merck & Co., Inc. Healthcare	Added	20,801	+205	$2,672,928	+7.9%	0.91%
HD	Home Depot, Inc. Consumer Cyclical	Added	7,545	+119	$2,660,970	+9.0%	0.91%
LIN	Linde PLC Basic Materials	Added	4,843	+43	$2,513,226	+5.6%	0.86%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	4,464	-289	$2,331,948	+5.9%	0.80%
SPGI	S&P Global Inc. Financial Services	Added	5,123	+422	$2,086,392	+4.3%	0.71%
UBER	Uber Technologies, Inc Technology	Added	28,249	+203	$2,038,447	+1.0%	0.70%
DHR	Danaher Corp /De/ Healthcare	Added	9,837	+167	$1,873,751	+2.2%	0.64%
NOW	ServiceNow, Inc. Technology	Added	16,901	+702	$1,677,931	−0.9%	0.57%
VIG	Vanguard Dividend Appreciation ETF	Added	7,012	+449	$1,659,179	+17.6%	0.57%
JNJ	Johnson & Johnson Healthcare	Added	5,530	+20	$1,404,454	+4.3%	0.48%
AXP	American Express Co Financial Services	Added	4,123	+6	$1,394,604	+12.0%	0.48%
SBUX	Starbucks Corp Consumer Cyclical	Added	13,128	+246	$1,341,550	+16.2%	0.46%
HON	Honeywell International Inc Industrials	Reduced	5,594	-5,585	$1,252,496	−50.4%	0.43%
IESC	IES Holdings, Inc. Industrials	Reduced	1,697	-20	$1,246,718	+52.4%	0.43%
HONA	Honeywell Aerospace Inc. Industrials	NEW	5,594	NEW	$1,236,721	NEW	0.42%
ADBE	Adobe Inc. Technology	Reduced	5,530	-90	$1,133,760	−17.0%	0.39%
ACN	Accenture plc Technology	Added	8,648	+48	$1,076,157	−36.9%	0.37%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.