Marathon Wealth Advisors LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed September 11, 2026), Marathon Wealth Advisors LLC reported 76 stock positions worth $292.4 million. Its top holding was Nvidia (NVDA) at 7.0% of the portfolio, followed by Applied Materials (AMAT, 4.2%) and Taiwan Semiconductor-SP ADR (TSM, 4.0%). Compared with Q1 2026, it opened 3 new positions, sold out of 1, added to 52 and reduced 16. The biggest buy was Palo Alto Networks (PANW, shares +4%) and the biggest sale Zoetis (ZTS, shares −4%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0002153211
Portfolio Value
$292.4M (Q2 2026)
SEC Filing
0001085146-26-000772 ↗ filed Sep 11, 2026

Holdings Value

0$100.0M$200.0M$300.0M Q4 2025: $251.7M Q4 2025 Q1 2026: $243.8M Q1 2026 Q2 2026: $292.4M $292.4M Q2 2026

Holdings 76 stocks · $292.4M
NVDA Nvidia Corp. 7.04% 102,811 $20.6M Add +0.3%
AMAT Applied Materials Inc. 4.25% 17,172 $12.4M Reduce -0.8%
TSM Taiwan Semiconductor-SP ADR 3.97% 24,293 $11.6M Add +0.2%
AAPL Apple Inc. 3.89% 39,328 $11.4M Add +0.3%
VUG Vanguard Mrngstar GR ETF-Sui 3.82% 129,706 $11.2M Add +8.5%
AVGO Broadcom Inc. 3.67% 28,439 $10.7M Add +0.2%
AMZN Amazon.com Inc. 3.57% 43,760 $10.4M Add +0.3%
AMD Advanced Micro Devices 3.51% 17,645 $10.3M Reduce -0.7%
MSFT Microsoft Corp. 3.39% 26,552 $9.9M Add +4.2%
QQQ Invesco QQQ Trust Series 1 3.08% 12,234 $9.0M Add +1.3%
GOOG Alphabet Inc. Class C 2.96% 24,534 $8.7M Reduce -0.7%
CAT Caterpillar Inc. 2.57% 7,050 $7.5M Reduce -0.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 2.53% 91,722 $7.4M Reduce -1.6%
VB Vanguard Most SM-Cap ETF-Usd 2.21% 21,296 $6.5M Reduce -0.1%
V Visa Inc. Class A 2.20% 18,744 $6.4M Add +1.3%
BND Vanguard Total Bond Market 2.16% 86,156 $6.3M Add +4.3%
IVV iShares Core S&P 500 ETF 2.16% 8,418 $6.3M Add +12.6%
TJX TJX Companies Inc. filed as TJX COS INC NEW 2.09% 40,354 $6.1M Add +0.9%
LLY Eli Lilly & Co. 2.04% 4,978 $6.0M Add +0.5%
GOOGL Alphabet Inc. Class A 2.03% 16,579 $5.9M Add +1.1%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 2.00% 2,936 $5.8M Reduce -0.1%
COST Costco Wholesale Corp. 1.87% 5,858 $5.5M Add +1.2%
ADI Analog Devices Inc. 1.66% 12,187 $4.8M Add +0.2%
JPM JPMorgan Chase & Co. 1.62% 14,499 $4.7M Add +1.4%
PANW Palo Alto Networks Inc. 1.53% 13,115 $4.5M Add +4.4%
VOO Vanguard S&P 500 ETF 1.41% 6,016 $4.1M Add +0.3%
META Meta Platforms Inc. Class A 1.35% 7,016 $4.0M Add +4.3%
UNH Unitedhealth Group Inc. 1.34% 9,410 $3.9M Add +0.1%
TSLA Tesla Inc. 1.26% 8,768 $3.7M Add +0.7%
CRM Salesforce Inc. 1.14% 21,267 $3.3M Add +1.2%
BRK.B Berkshire Hathaway Inc. Class B 1.12% 6,531 $3.3M Add +0.7%
NFLX Netflix Inc. 1.08% 44,269 $3.2M Add +0.4%
ABBV Abbvie Inc. 1.06% 12,292 $3.1M Add +0.9%
RSG Republic Services Inc. 0.98% 13,508 $2.9M Add +1.1%
MCD McDonald's Corp. 0.97% 10,510 $2.8M Add +1.4%
AVDE Avantis International Equity 0.94% 30,728 $2.7M Reduce -0.4%
MRK Merck & Co. Inc. 0.91% 20,801 $2.7M Add +1.0%
HD Home Depot Inc. 0.91% 7,545 $2.7M Add +1.6%
XLK SS Technology Select Sector 0.91% 13,896 $2.6M Add +0.1%
LIN Linde PLC 0.86% 4,843 $2.5M Add +0.9%
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.80% 4,464 $2.3M Reduce -6.1%
BSV Vanguard Short-Term Bond ETF 0.73% 27,218 $2.1M Add +4.1%
SPGI S&P Global Inc. 0.71% 5,123 $2.1M Add +9.0%
UBER Uber Technologies Inc. 0.70% 28,249 $2.0M Add +0.7%
DHR Danaher Corp. 0.64% 9,837 $1.9M Add +1.7%
NOW ServiceNow Inc. 0.57% 16,901 $1.7M Add +4.3%
VIG Vanguard Dividend Apprec ETF 0.57% 7,012 $1.7M Add +6.8%
JNJ Johnson & Johnson 0.48% 5,530 $1.4M Add +0.4%
AXP American Express Co. 0.48% 4,123 $1.4M Add +0.1%
SBUX Starbucks Corp. 0.46% 13,128 $1.3M Add +1.9%
HON Honeywell International Inc. 0.43% 5,594 $1.3M No change
IESC Ies Holdings Inc. 0.43% 1,697 $1.2M Reduce -1.2%
HONA Honeywell Aerospace Inc. 0.42% 5,594 $1.2M No change
ADBE Adobe Inc. 0.39% 5,530 $1.1M Reduce -1.6%
ACN Accenture PLC Class A 0.37% 8,648 $1.1M Add +0.6%
ZTS Zoetis Inc. 0.30% 12,137 $872K Reduce -4.4%
NEE Nextera Energy Inc. 0.30% 9,890 $868K Add +0.5%
VHT Vanguard Health Care ETF 0.28% 2,691 $805K Add +0.2%
FBCG Fidelity Blue Chip Grow ETF 0.26% 12,459 $774K No change
DSI iShares ESG MSCI KLD 400 ETF 0.26% 5,307 $756K Add +0.1%
WMT Walmart Inc. 0.25% 6,562 $743K Reduce -0.8%
VTI VG Morningstar TS MKT ETF-US 0.24% 1,867 $691K Add +3.5%
PG The Procter & Gamble Co. 0.22% 4,456 $653K Add +0.4%
COR Cencora Inc. 0.18% 1,885 $533K Reduce -0.7%
ROP Roper Technologies Inc. 0.18% 1,574 $533K Reduce -6.9%
SMH Vaneck Semiconductor ETF 0.17% 768 $504K Add +43.5%
ICSH iShares Ultra Short Duration 0.17% 9,801 $496K Add +7.5%
GLD SPDR Gold Shares 0.15% 1,208 $445K No change
VEA Vanguard Ftse Developed ETF 0.14% 5,680 $405K New
CVX Chevron Corp. 0.12% 2,197 $364K Reduce -1.2%
VTV Vanguard Mrngstr Val ETF-Aui 0.11% 1,497 $326K Add +0.1%
XLV SS Health Care Select Sector 0.11% 2,045 $324K Add +0.1%
CDNS Cadence Design SYS Inc. 0.10% 769 $289K No change
VXUS Vanguard Total Intl Stock 0.08% 2,905 $248K Add +0.4%
VWO Vanguard Ftse Emerging Marke 0.08% 4,067 $243K New
GS Goldman Sachs Group Inc. 0.07% 215 $217K New

Portfolio Sells Q1 2026 → Q2 2026
ZTS Zoetis Inc. Reduce -4.4% 0.30% −0.32
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -1.6% 2.53% −0.22
ADBE Adobe Inc. Reduce -1.6% 0.39% −0.17
AVDE Avantis International Equity Reduce -0.4% 0.94% −0.14
DIA SS SPDR Dow Jones Indus Avg Reduce -6.1% 0.80% −0.11
INTU Intuit Inc. Sold out 0.00% −0.08
WMT Walmart Inc. Reduce -0.8% 0.25% −0.08
VB Vanguard Most SM-Cap ETF-Usd Reduce -0.1% 2.21% −0.08
CVX Chevron Corp. Reduce -1.2% 0.12% −0.06
ROP Roper Technologies Inc. Reduce -6.9% 0.18% −0.06
COR Cencora Inc. Reduce -0.7% 0.18% −0.06
GOOG Alphabet Inc. Class C Reduce -0.7% 2.96% +0.06
IESC Ies Holdings Inc. Reduce -1.2% 0.43% +0.09
ASML ASML Holding NV-NY Reg SHS Reduce -0.1% 2.00% +0.41
CAT Caterpillar Inc. Reduce -0.3% 2.57% +0.51
AMAT Applied Materials Inc. Reduce -0.8% 4.25% +1.82
AMD Advanced Micro Devices Reduce -0.7% 3.51% +2.02

Portfolio Buys Q1 2026 → Q2 2026
PANW Palo Alto Networks Inc. Add +4.4% 1.53% +0.70
TSM Taiwan Semiconductor-SP ADR Add +0.2% 3.97% +0.61
UNH Unitedhealth Group Inc. Add +0.1% 1.34% +0.29
VUG Vanguard Mrngstar GR ETF-Sui Add +8.5% 3.82% +0.25
QQQ Invesco QQQ Trust Series 1 Add +1.3% 3.08% +0.22
LLY Eli Lilly & Co. Add +0.5% 2.04% +0.17
IVV iShares Core S&P 500 ETF Add +12.6% 2.16% +0.15
XLK SS Technology Select Sector Add +0.1% 0.91% +0.15
VEA Vanguard Ftse Developed ETF New 0.14% +0.14
GOOGL Alphabet Inc. Class A Add +1.1% 2.03% +0.09
SMH Vaneck Semiconductor ETF Add +43.5% 0.17% +0.09
VWO Vanguard Ftse Emerging Marke New 0.08% +0.08
GS Goldman Sachs Group Inc. New 0.07% +0.07
AVGO Broadcom Inc. Add +0.2% 3.67% +0.07
ADI Analog Devices Inc. Add +0.2% 1.66% +0.07
VTI VG Morningstar TS MKT ETF-US Add +3.5% 0.24% −0.00
DSI iShares ESG MSCI KLD 400 ETF Add +0.1% 0.26% −0.01
VXUS Vanguard Total Intl Stock Add +0.4% 0.08% −0.01
VTV Vanguard Mrngstr Val ETF-Aui Add +0.1% 0.11% −0.01
VIG Vanguard Dividend Apprec ETF Add +6.8% 0.57% −0.01
XLV SS Health Care Select Sector Add +0.1% 0.11% −0.01
SBUX Starbucks Corp. Add +1.9% 0.46% −0.01
ICSH iShares Ultra Short Duration Add +7.5% 0.17% −0.02
VHT Vanguard Health Care ETF Add +0.2% 0.28% −0.02
ABBV Abbvie Inc. Add +0.9% 1.06% −0.03
AXP American Express Co. Add +0.1% 0.48% −0.03
PG The Procter & Gamble Co. Add +0.4% 0.22% −0.04
VOO Vanguard S&P 500 ETF Add +0.3% 1.41% −0.06
TSLA Tesla Inc. Add +0.7% 1.26% −0.07
JNJ Johnson & Johnson Add +0.4% 0.48% −0.07
NEE Nextera Energy Inc. Add +0.5% 0.30% −0.08
HD Home Depot Inc. Add +1.6% 0.91% −0.09
V Visa Inc. Class A Add +1.3% 2.20% −0.09
JPM JPMorgan Chase & Co. Add +1.4% 1.62% −0.10
MRK Merck & Co. Inc. Add +1.0% 0.91% −0.10
SPGI S&P Global Inc. Add +9.0% 0.71% −0.11
DHR Danaher Corp. Add +1.7% 0.64% −0.11
BSV Vanguard Short-Term Bond ETF Add +4.1% 0.73% −0.12
LIN Linde PLC Add +0.9% 0.86% −0.12
NOW ServiceNow Inc. Add +4.3% 0.57% −0.12
UBER Uber Technologies Inc. Add +0.7% 0.70% −0.13
BRK.B Berkshire Hathaway Inc. Class B Add +0.7% 1.12% −0.16
AMZN Amazon.com Inc. Add +0.3% 3.57% −0.16
AAPL Apple Inc. Add +0.3% 3.89% −0.19
RSG Republic Services Inc. Add +1.1% 0.98% −0.22
META Meta Platforms Inc. Class A Add +4.3% 1.35% −0.23
NVDA Nvidia Corp. Add +0.3% 7.04% −0.30
BND Vanguard Total Bond Market Add +4.3% 2.16% −0.33
ACN Accenture PLC Class A Add +0.6% 0.37% −0.33
MCD McDonald's Corp. Add +1.4% 0.97% −0.35

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 76$292.4MNVDA, AMAT, TSM, AAPL, VUG
Q1 2026 73$243.8MNVDA, AAPL, MSFT, AMZN, AVGO
Q4 2025 73$251.7MNVDA, MSFT, AAPL, AVGO, AMZN