Marathon Wealth Advisors LLC

Registered adviser

CIK

2153211

Location

Boston, MA

Portfolio Value

Small $296,735,659

Diversification

Diversified

Filing Date

Global Rank

#5,327 / 8,827 ▲ 134 · as of Jun 2026

Top Industry

Semiconductors 26.4%

Period ended 38 days ago

Filed Nov 4, 2026 · 3d

4 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 338006

Roster of Nov 1, 2026

Regulatory AUM

$307,831,128

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$307,831,128	Individuals and high net worth (100%)
Jan 2026 to Mar 2026	$289,056,199	Individuals and high net worth (100%)
Dec 2025	$0	—

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 48.6%, 27.8 effective positions, active share 55.0% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 3.0 quarters (under 4)

Closest benchmark: the S&P 500 as of 2026-06-30, active share 55.0%; sector active share 21.7% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

75 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

10.5%

+0.2 pts

Top 5

32.1%

+1.5 pts

Top 10

49.5%

+0.9 pts

HHI

373

Diversified+13

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	39.8%	$118,193,632	17
Unclassified	24.0%	$71,244,488	24
Consumer Cyclical	8.5%	$25,189,437	6
Communication Services	7.6%	$22,414,820	4
Healthcare	6.9%	$20,454,880	8
Financial Services	6.1%	$18,044,685	5
Industrials	3.7%	$10,969,647	5
Consumer Defensive	2.3%	$6,782,503	3
Basic Materials	0.8%	$2,274,997	1
Utilities	0.2%	$737,934	1
Energy	0.1%	$428,636	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VUG	VANGUARD GROWTH INDEX FUND	+12,151	141,857	$12,782,734
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+4,485	90,641	$6,358,466
NFLX	Netflix Inc	+2,586	46,855	$3,260,170
IESC	IES Holdings, Inc.	+1,667	3,364	$1,080,113
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	+1,360	28,578	$2,183,359
ICSH	iShares Ultra Short Duration Bond Active ETF	+1,327	11,128	$560,851
NOW	ServiceNow, Inc.	+1,157	18,058	$2,419,952
IVV	iShares Core S&P 500 ETF	+826	9,244	$7,079,517
VIG	Vanguard Specialized Funds	+671	7,683	$1,792,520
GLD	Spdr Gold Trust	+494	1,702	$648,189
QQQ	Invesco Qqq Trust, Series 1	+426	12,660	$9,365,488
TJX	Tjx Companies Inc	+341	40,695	$5,384,355
META	Meta Platforms, Inc.	+190	7,206	$5,225,647
SMH	VanEck Semiconductor ETF	+184	952	$579,768
VEA	Vanguard FTSE Developed Markets ETF	+140	5,820	$410,950
COST	Costco Wholesale Corp	+138	5,996	$5,458,398
CRM	Salesforce, Inc.	+92	21,359	$4,903,385
VXUS	Vanguard Total International Stock ETF	+92	2,997	$254,625
MSFT	Microsoft Corp	+89	26,641	$13,664,168
AVDE	Avantis International Equity ETF	+84	30,812	$2,776,469
UNH	Unitedhealth Group Inc	+76	9,486	$3,482,120
VOO	VANGUARD 500 INDEX FUND	+72	6,088	$4,266,835
V	Visa Inc.	+66	18,810	$6,758,997
MCD	Mcdonalds Corp	+61	10,571	$2,441,266
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+54	4,121	$244,416
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VO	VANGUARD MID-CAP INDEX FUND	−1,245	90,477	$7,095,206
NVDA	Nvidia Corp	−560	102,251	$23,352,083
AMD	Advanced Micro Devices Inc	−497	17,148	$10,490,460
GOOG	Alphabet Inc.	−415	24,119	$8,218,308
AAPL	Apple Inc.	−328	39,000	$12,987,780
AMAT	Applied Materials Inc	−248	16,924	$8,654,595
JNJ	Johnson & Johnson	−197	5,333	$1,411,858
PANW	Palo Alto Networks Inc	−187	12,928	$5,136,423
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−171	24,122	$11,004,215
NEE	Nextera Energy Inc	−147	9,743	$737,934
TSLA	Tesla, Inc.	−137	8,631	$3,062,365
UBER	Uber Technologies, Inc	−128	28,121	$1,926,569
ADBE	Adobe Inc.	−123	5,407	$1,297,355
ADI	Analog Devices Inc	−121	12,066	$4,786,702
CVX	Chevron Corp	−98	2,099	$428,636
AVGO	Broadcom Inc.	−95	28,344	$9,954,129
CAT	Caterpillar Inc	−86	6,964	$5,646,341
ZTS	Zoetis Inc.	−80	12,057	$841,940
ACN	Accenture plc	−76	8,572	$1,571,847
MRK	Merck & Co., Inc.	−75	20,726	$3,011,695
ABBV	AbbVie Inc.	−75	12,217	$3,195,845
AXP	American Express Co	−58	4,065	$1,236,166
PG	PROCTER & GAMBLE Co	−55	4,401	$639,377
HON	Honeywell International Inc	−54	5,540	$1,168,607
LIN	Linde PLC	−50	4,793	$2,274,997
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
SPCX	Space Exploration Technologies Corp	1,533	$231,268
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	5,594	$1,236,721
GS	Goldman Sachs Group Inc	215	$217,444
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

75 tracked positions · $296,735,659 total · filing declares 75 positions · $296,736,106 · as of Sep 30, 2026

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

Showing 1–50 of 75 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	102,251	-560	$23,352,083	+13.5%	7.87%
MSFT	Microsoft Corp Technology	Added	26,641	+89	$13,664,168	+38.0%	4.60%
AAPL	Apple Inc. Technology	Reduced	39,000	-328	$12,987,780	+14.1%	4.38%
VUG	VANGUARD GROWTH INDEX FUND	Added	141,857	+12,151	$12,782,734	+14.4%	4.31%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	24,122	-171	$11,004,215	−5.1%	3.71%
AMZN	Amazon Com Inc Consumer Cyclical	Added	43,776	+16	$10,906,790	+4.6%	3.68%
AMD	Advanced Micro Devices Inc Technology	Reduced	17,148	-497	$10,490,460	+2.3%	3.54%
AVGO	Broadcom Inc. Technology	Reduced	28,344	-95	$9,954,129	−7.3%	3.35%
QQQ	Invesco Qqq Trust, Series 1	Added	12,660	+426	$9,365,488	+4.0%	3.16%
AMAT	Applied Materials Inc Technology	Reduced	16,924	-248	$8,654,595	−30.3%	2.92%
GOOG	Alphabet Inc. Communication Services	Reduced	24,119	-415	$8,218,308	−5.2%	2.77%
VO	VANGUARD MID-CAP INDEX FUND	Reduced	90,477	-1,245	$7,095,206	−4.0%	2.39%
IVV	iShares Core S&P 500 ETF	Added	9,244	+826	$7,079,517	+12.3%	2.39%
V	Visa Inc. Financial Services	Added	18,810	+66	$6,758,997	+5.1%	2.28%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	90,641	+4,485	$6,358,466	+0.5%	2.14%
VB	Vanguard Index Funds	Added	21,315	+19	$6,063,904	−6.1%	2.04%
LLY	ELI LILLY & Co Healthcare	Added	4,985	+7	$5,768,043	−3.4%	1.94%
GOOGL	Alphabet Inc. Communication Services	Added	16,597	+18	$5,710,695	−3.6%	1.92%
CAT	Caterpillar Inc Industrials	Reduced	6,964	-86	$5,646,341	−24.8%	1.90%
COST	Costco Wholesale Corp Consumer Defensive	Added	5,996	+138	$5,458,398	−0.4%	1.84%
TJX	Tjx Companies Inc Consumer Cyclical	Added	40,695	+341	$5,384,355	−11.9%	1.81%
ASML	Asml Holding NV Technology	Reduced	2,898	-38	$5,250,219	−10.1%	1.77%
META	Meta Platforms, Inc. Communication Services	Added	7,206	+190	$5,225,647	+32.2%	1.76%
PANW	Palo Alto Networks Inc Technology	Reduced	12,928	-187	$5,136,423	+14.8%	1.73%
CRM	Salesforce, Inc. Technology	Added	21,359	+92	$4,903,385	+47.2%	1.65%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	14,482	-17	$4,791,080	+1.0%	1.61%
ADI	Analog Devices Inc Technology	Reduced	12,066	-121	$4,786,702	−1.1%	1.61%
VOO	VANGUARD 500 INDEX FUND	Added	6,088	+72	$4,266,835	+3.3%	1.44%
UNH	Unitedhealth Group Inc Healthcare	Added	9,486	+76	$3,482,120	−11.0%	1.17%
NFLX	Netflix Inc Communication Services	Added	46,855	+2,586	$3,260,170	+3.1%	1.10%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	6,482	-49	$3,227,711	−1.2%	1.09%
ABBV	AbbVie Inc. Healthcare	Reduced	12,217	-75	$3,195,845	+3.3%	1.08%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	8,631	-137	$3,062,365	−17.0%	1.03%
MRK	Merck & Co., Inc. Healthcare	Reduced	20,726	-75	$3,011,695	+12.7%	1.01%
RSG	Republic Services, Inc. Industrials	Added	13,548	+40	$2,843,318	−1.2%	0.96%
AVDE	Avantis International Equity ETF	Added	30,812	+84	$2,776,469	+1.3%	0.94%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Added	13,912	+16	$2,723,274	+2.9%	0.92%
MCD	Mcdonalds Corp Consumer Cyclical	Added	10,571	+61	$2,441,266	−14.1%	0.82%
NOW	ServiceNow, Inc. Technology	Added	18,058	+1,157	$2,419,952	+44.2%	0.82%
LIN	Linde PLC Basic Materials	Reduced	4,793	-50	$2,274,997	−9.5%	0.77%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	4,444	-20	$2,259,996	−3.1%	0.76%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Added	28,578	+1,360	$2,183,359	+3.0%	0.74%
DHR	Danaher Corp Healthcare	Reduced	9,824	-13	$2,176,507	+16.2%	0.73%
HD	Home Depot, Inc. Consumer Cyclical	Added	7,589	+44	$2,158,994	−18.9%	0.73%
SPGI	S&P Global Inc. Financial Services	Added	5,148	+25	$2,030,731	−2.7%	0.68%
UBER	Uber Technologies, Inc Technology	Reduced	28,121	-128	$1,926,569	−5.5%	0.65%
VIG	Vanguard Specialized Funds	Added	7,683	+671	$1,792,520	+8.0%	0.60%
ACN	Accenture plc Technology	Reduced	8,572	-76	$1,571,847	+46.1%	0.53%
JNJ	Johnson & Johnson Healthcare	Reduced	5,333	-197	$1,411,858	+0.5%	0.48%
ADBE	Adobe Inc. Technology	Reduced	5,407	-123	$1,297,355	+14.4%	0.44%

Showing the top 50 of 75 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.