Marathon Wealth Advisors LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed September 11, 2026), Marathon Wealth Advisors LLC reported 73 stock positions worth $251.7 million. Its top holding was Nvidia (NVDA) at 7.5% of the portfolio, followed by Microsoft (MSFT, 4.5%) and Apple (AAPL, 4.2%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0002153211
- Portfolio Value
- $251.7M (Q4 2025)
- SEC Filing
- 0001085146-26-000770 ↗ filed Sep 11, 2026
Holdings Value
Holdings 73 stocks · $251.7M
| NVDA Nvidia Corp. | 7.50% | 101,162 | $18.9M | — |
| MSFT Microsoft Corp. | 4.51% | 23,467 | $11.3M | — |
| AAPL Apple Inc. | 4.16% | 38,467 | $10.5M | — |
| AVGO Broadcom Inc. | 3.88% | 28,234 | $9.8M | — |
| AMZN Amazon.com Inc. | 3.87% | 42,218 | $9.7M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.53% | 18,202 | $8.9M | — |
| GOOG Alphabet Inc. Class C | 3.10% | 24,882 | $7.8M | — |
| QQQ Invesco QQQ Trust Series 1 | 2.93% | 12,009 | $7.4M | — |
| TSM Taiwan Semiconductor-SP ADR | 2.92% | 24,147 | $7.3M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.65% | 23,000 | $6.7M | — |
| V Visa Inc. Class A | 2.50% | 17,949 | $6.3M | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.39% | 39,142 | $6.0M | — |
| BND Vanguard Total Bond Market | 2.38% | 81,010 | $6.0M | — |
| IVV iShares Core S&P 500 ETF | 2.25% | 8,257 | $5.7M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 2.14% | 20,921 | $5.4M | — |
| CRM Salesforce Inc. | 2.08% | 19,760 | $5.2M | — |
| LLY Eli Lilly & Co. | 2.06% | 4,835 | $5.2M | — |
| GOOGL Alphabet Inc. Class A | 2.01% | 16,147 | $5.1M | — |
| COST Costco Wholesale Corp. | 1.90% | 5,550 | $4.8M | — |
| JPM JPMorgan Chase & Co. | 1.79% | 13,948 | $4.5M | — |
| AMAT Applied Materials Inc. | 1.76% | 17,249 | $4.4M | — |
| META Meta Platforms Inc. Class A | 1.67% | 6,383 | $4.2M | — |
| CAT Caterpillar Inc. | 1.62% | 7,102 | $4.1M | — |
| NFLX Netflix Inc. | 1.59% | 42,683 | $4.0M | — |
| TSLA Tesla Inc. | 1.53% | 8,570 | $3.9M | — |
| VOO Vanguard S&P 500 ETF | 1.51% | 6,059 | $3.8M | — |
| AMD Advanced Micro Devices | 1.51% | 17,688 | $3.8M | — |
| ADI Analog Devices Inc. | 1.30% | 12,060 | $3.3M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.27% | 6,343 | $3.2M | — |
| ASML ASML Holding NV-NY Reg SHS | 1.25% | 2,937 | $3.1M | — |
| MCD McDonald's Corp. | 1.21% | 9,929 | $3.0M | — |
| UNH Unitedhealth Group Inc. | 1.17% | 8,942 | $3.0M | — |
| ABBV Abbvie Inc. | 1.08% | 11,864 | $2.7M | — |
| RSG Republic Services Inc. | 1.06% | 12,607 | $2.7M | — |
| AVDE Avantis International Equity | 1.01% | 30,950 | $2.5M | — |
| HD Home Depot Inc. | 0.98% | 7,147 | $2.5M | — |
| SPGI S&P Global Inc. | 0.94% | 4,547 | $2.4M | — |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.94% | 4,899 | $2.4M | — |
| UBER Uber Technologies Inc. | 0.88% | 27,215 | $2.2M | — |
| ACN Accenture PLC Class A | 0.86% | 8,035 | $2.2M | — |
| DHR Danaher Corp. | 0.85% | 9,363 | $2.1M | — |
| HON Honeywell International Inc. | 0.84% | 10,895 | $2.1M | — |
| MRK Merck & Co. Inc. | 0.84% | 20,002 | $2.1M | — |
| PANW Palo Alto Networks Inc. | 0.83% | 11,342 | $2.1M | — |
| BSV Vanguard Short-Term Bond ETF | 0.81% | 25,905 | $2.0M | — |
| NOW ServiceNow Inc. | 0.80% | 13,078 | $2.0M | — |
| XLK SS Technology Select Sector | 0.79% | 13,862 | $2.0M | — |
| LIN Linde PLC | 0.79% | 4,642 | $2.0M | — |
| ADBE Adobe Inc. | 0.76% | 5,433 | $1.9M | — |
| SCHG Schwab US Large-Cap Growth | 0.71% | 54,811 | $1.8M | — |
| ZTS Zoetis Inc. | 0.60% | 12,088 | $1.5M | — |
| AXP American Express Co. | 0.60% | 4,092 | $1.5M | — |
| VIG Vanguard Dividend Apprec ETF | 0.50% | 5,676 | $1.2M | — |
| SBUX Starbucks Corp. | 0.46% | 13,823 | $1.2M | — |
| JNJ Johnson & Johnson | 0.44% | 5,346 | $1.1M | — |
| NEE Nextera Energy Inc. | 0.31% | 9,658 | $775K | — |
| VHT Vanguard Health Care ETF | 0.31% | 2,679 | $771K | — |
| WMT Walmart Inc. | 0.29% | 6,614 | $737K | — |
| FBCG Fidelity Blue Chip Grow ETF | 0.27% | 12,459 | $683K | — |
| DSI iShares ESG MSCI KLD 400 ETF | 0.27% | 5,295 | $682K | — |
| IESC Ies Holdings Inc. filed as IES HLDGS INC | 0.27% | 1,737 | $676K | — |
| ROP Roper Technologies Inc. | 0.26% | 1,442 | $642K | — |
| COR Cencora Inc. | 0.25% | 1,896 | $640K | — |
| PG The Procter & Gamble Co. | 0.23% | 4,076 | $584K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.21% | 1,550 | $520K | — |
| ICSH iShares Ultra Short Duration | 0.19% | 9,601 | $486K | — |
| GLD SPDR Gold Shares | 0.18% | 1,172 | $464K | — |
| INTU Intuit Inc. | 0.14% | 525 | $347K | — |
| XLV SS Health Care Select Sector | 0.13% | 2,038 | $316K | — |
| CVX Chevron Corp. | 0.12% | 1,962 | $299K | — |
| CDNS Cadence Design SYS Inc. | 0.10% | 769 | $240K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.10% | 1,253 | $239K | — |
| VXUS Vanguard Total Intl Stock | 0.09% | 2,890 | $218K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.