# Marathon Wealth Advisors LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2153211. Source: https://holderbook.com/funds/2153211-marathon-wealth-advisors-llc/

- Reported value: $292.4M
- Positions: 76
- Weight of the ten largest: 40.2%
- Filed: 2026-09-11

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $20.6M | 102,811 | 7.0% | 3 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $12.4M | 17,172 | 4.2% | 3 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $11.6M | 24,293 | 4.0% | 3 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $11.4M | 39,328 | 3.9% | 3 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $11.2M | 129,706 | 3.8% | 3 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $10.7M | 28,439 | 3.7% | 3 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $10.4M | 43,760 | 3.6% | 3 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $10.3M | 17,645 | 3.5% | 3 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $9.9M | 26,552 | 3.4% | 3 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $9.0M | 12,234 | 3.1% | 3 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $8.7M | 24,534 | 3.0% | 3 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $7.5M | 7,050 | 2.6% | 3 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $7.4M | 91,722 | 2.5% | 3 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $6.5M | 21,296 | 2.2% | 3 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $6.4M | 18,744 | 2.2% | 3 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $6.3M | 86,156 | 2.2% | 3 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $6.3M | 8,418 | 2.2% | 3 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $6.1M | 40,354 | 2.1% | 3 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $6.0M | 4,978 | 2.0% | 3 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $5.9M | 16,579 | 2.0% | 3 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $5.8M | 2,936 | 2.0% | 3 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $5.5M | 5,858 | 1.9% | 3 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $4.8M | 12,187 | 1.7% | 3 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $4.7M | 14,499 | 1.6% | 3 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $4.5M | 13,115 | 1.5% | 3 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $4.1M | 6,016 | 1.4% | 3 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $4.0M | 7,016 | 1.4% | 3 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $3.9M | 9,410 | 1.3% | 3 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $3.7M | 8,768 | 1.3% | 3 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $3.3M | 21,267 | 1.1% | 3 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $3.3M | 6,531 | 1.1% | 3 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $3.2M | 44,269 | 1.1% | 3 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $3.1M | 12,292 | 1.1% | 3 |
| REPUBLIC SVCS INC | [RSG](https://holderbook.com/stocks/RSG/) | $2.9M | 13,508 | 1.0% | 3 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $2.8M | 10,510 | 1.0% | 3 |
| AMERICAN CENTY ETF TR | [AVDE](https://holderbook.com/stocks/AVDE/) | $2.7M | 30,728 | 0.9% | 3 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $2.7M | 20,801 | 0.9% | 3 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $2.7M | 7,545 | 0.9% | 3 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $2.6M | 13,896 | 0.9% | 3 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $2.5M | 4,843 | 0.9% | 3 |
| STATE STR SPDR DOW JONES IND | [DIA](https://holderbook.com/stocks/DIA/) | $2.3M | 4,464 | 0.8% | 3 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $2.1M | 27,218 | 0.7% | 3 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $2.1M | 5,123 | 0.7% | 3 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $2.0M | 28,249 | 0.7% | 3 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $1.9M | 9,837 | 0.6% | 3 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $1.7M | 16,901 | 0.6% | 3 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $1.7M | 7,012 | 0.6% | 3 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $1.4M | 5,530 | 0.5% | 3 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $1.4M | 4,123 | 0.5% | 3 |
| STARBUCKS CORP | [SBUX](https://holderbook.com/stocks/SBUX/) | $1.3M | 13,128 | 0.5% | 3 |
| HONEYWELL INTL INC | [HON](https://holderbook.com/stocks/HON/) | $1.3M | 5,594 | 0.4% | 1 |
| IES HOLDINGS INC | [IESC](https://holderbook.com/stocks/IESC/) | $1.2M | 1,697 | 0.4% | 3 |
| HONEYWELL AEROSPACE INC | [HONA](https://holderbook.com/stocks/HONA/) | $1.2M | 5,594 | 0.4% | 1 |
| ADOBE INC | [ADBE](https://holderbook.com/stocks/ADBE/) | $1.1M | 5,530 | 0.4% | 3 |
| ACCENTURE PLC IRELAND | [ACN](https://holderbook.com/stocks/ACN/) | $1.1M | 8,648 | 0.4% | 3 |
| ZOETIS INC | [ZTS](https://holderbook.com/stocks/ZTS/) | $872.2K | 12,137 | 0.3% | 3 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $868.1K | 9,890 | 0.3% | 3 |
| VANGUARD WORLD FD | [VHT](https://holderbook.com/stocks/VHT/) | $804.8K | 2,691 | 0.3% | 3 |
| FIDELITY COVINGTON TRUST | [FBCG](https://holderbook.com/stocks/FBCG/) | $773.8K | 12,459 | 0.3% | 3 |
| ISHARES TR | [DSI](https://holderbook.com/stocks/DSI/) | $755.7K | 5,307 | 0.3% | 3 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $743.2K | 6,562 | 0.3% | 3 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $691.0K | 1,867 | 0.2% | 3 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $653.4K | 4,456 | 0.2% | 3 |
| CENCORA INC | [COR](https://holderbook.com/stocks/COR/) | $533.4K | 1,885 | 0.2% | 3 |
| ROPER TECHNOLOGIES INC | [ROP](https://holderbook.com/stocks/ROP/) | $532.7K | 1,574 | 0.2% | 3 |
| VANECK ETF TRUST | [SMH](https://holderbook.com/stocks/SMH/) | $503.7K | 768 | 0.2% | 2 |
| ISHARES TR | [ICSH](https://holderbook.com/stocks/ICSH/) | $495.7K | 9,801 | 0.2% | 3 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $445.0K | 1,208 | 0.2% | 3 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $404.7K | 5,680 | 0.1% | 1 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $364.2K | 2,197 | 0.1% | 3 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $326.2K | 1,497 | 0.1% | 3 |
| SELECT SECTOR SPDR TR | [XLV](https://holderbook.com/stocks/XLV/) | $324.4K | 2,045 | 0.1% | 3 |
| CADENCE DESIGN SYSTEM INC | [CDNS](https://holderbook.com/stocks/CDNS/) | $288.6K | 769 | 0.1% | 3 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $248.4K | 2,905 | 0.1% | 3 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $242.8K | 4,067 | 0.1% | 1 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $217.5K | 215 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +18.2% | +14.8% | +3.3% | 100% |
| Q1 2026 | -4.9% | -4.6% | -0.2% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $292.4M | 76 |
| Q1 2026 | $243.8M | 73 |
| Q4 2025 | $251.7M | 73 |