Marathon Wealth Advisors LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed September 11, 2026), Marathon Wealth Advisors LLC reported 73 stock positions worth $243.8 million. Its top holding was Nvidia (NVDA) at 7.3% of the portfolio, followed by Apple (AAPL, 4.1%) and Microsoft (MSFT, 3.9%). Compared with Q4 2025, it opened 1 new position, sold out of 1, added to 60 and reduced 10. The biggest buy was Applied Materials (AMAT, shares +0%) and the biggest sale an exit from Schwab US Large-Cap Growth (SCHG).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0002153211
Portfolio Value
$243.8M (Q1 2026)
SEC Filing
0001085146-26-000771 ↗ filed Sep 11, 2026

Holdings Value

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

Holdings 73 stocks · $243.8M
NVDA Nvidia Corp. 7.33% 102,505 $17.9M Add +1.3%
AAPL Apple Inc. 4.08% 39,213 $10.0M Add +1.9%
MSFT Microsoft Corp. 3.87% 25,471 $9.4M Add +8.5%
AMZN Amazon.com Inc. 3.73% 43,646 $9.1M Add +3.4%
AVGO Broadcom Inc. 3.60% 28,388 $8.8M Add +0.6%
VUG Vanguard Mrngstar GR ETF-Sui 3.57% 19,930 $8.7M Add +9.5%
TSM Taiwan Semiconductor-SP ADR 3.36% 24,255 $8.2M Add +0.5%
GOOG Alphabet Inc. Class C 2.91% 24,707 $7.1M Reduce -0.7%
QQQ Invesco QQQ Trust Series 1 2.86% 12,078 $7.0M Add +0.6%
VO Vngrd Mrngstr MD-Cap ETF-Usd 2.74% 23,303 $6.7M Add +1.3%
TJX TJX Companies Inc. filed as TJX COS INC NEW 2.62% 39,980 $6.4M Add +2.1%
BND Vanguard Total Bond Market 2.49% 82,567 $6.1M Add +1.9%
AMAT Applied Materials Inc. 2.43% 17,305 $5.9M Add +0.3%
COST Costco Wholesale Corp. 2.37% 5,791 $5.8M Add +4.3%
V Visa Inc. Class A 2.29% 18,505 $5.6M Add +3.1%
VB Vanguard Most SM-Cap ETF-Usd 2.29% 21,314 $5.6M Add +1.9%
CAT Caterpillar Inc. 2.06% 7,075 $5.0M Reduce -0.4%
IVV iShares Core S&P 500 ETF 2.00% 7,476 $4.9M Reduce -9.5%
GOOGL Alphabet Inc. Class A 1.93% 16,404 $4.7M Add +1.6%
LLY Eli Lilly & Co. 1.87% 4,953 $4.6M Add +2.4%
NFLX Netflix Inc. 1.74% 44,106 $4.2M Add +3.3%
JPM JPMorgan Chase & Co. 1.72% 14,296 $4.2M Add +2.5%
CRM Salesforce Inc. 1.61% 21,007 $3.9M Add +6.3%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 1.59% 2,938 $3.9M Add +0.0%
ADI Analog Devices Inc. 1.59% 12,165 $3.9M Add +0.9%
META Meta Platforms Inc. Class A 1.58% 6,729 $3.8M Add +5.4%
AMD Advanced Micro Devices 1.48% 17,772 $3.6M Add +0.5%
VOO Vanguard S&P 500 ETF 1.47% 5,999 $3.6M Reduce -1.0%
TSLA Tesla Inc. 1.33% 8,709 $3.2M Add +1.6%
MCD McDonald's Corp. 1.32% 10,362 $3.2M Add +4.4%
BRK.B Berkshire Hathaway Inc. Class B 1.27% 6,484 $3.1M Add +2.2%
RSG Republic Services Inc. 1.20% 13,356 $2.9M Add +5.9%
ABBV Abbvie Inc. 1.09% 12,182 $2.6M Add +2.7%
AVDE Avantis International Equity 1.07% 30,851 $2.6M Reduce -0.3%
UNH Unitedhealth Group Inc. 1.04% 9,397 $2.5M Add +5.1%
HON Honeywell International Inc. 1.04% 11,179 $2.5M Add +2.6%
MRK Merck & Co. Inc. 1.02% 20,596 $2.5M Add +3.0%
HD Home Depot Inc. 1.00% 7,426 $2.4M Add +3.9%
LIN Linde PLC 0.98% 4,800 $2.4M Add +3.4%
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.90% 4,753 $2.2M Reduce -3.0%
BSV Vanguard Short-Term Bond ETF 0.84% 26,153 $2.1M Add +1.0%
UBER Uber Technologies Inc. 0.83% 28,046 $2.0M Add +3.0%
PANW Palo Alto Networks Inc. 0.83% 12,561 $2.0M Add +10.8%
SPGI S&P Global Inc. 0.82% 4,701 $2.0M Add +3.4%
XLK SS Technology Select Sector 0.76% 13,879 $1.8M Add +0.1%
DHR Danaher Corp. 0.75% 9,670 $1.8M Add +3.3%
ACN Accenture PLC Class A 0.70% 8,600 $1.7M Add +7.0%
NOW ServiceNow Inc. 0.69% 16,199 $1.7M Add +23.9%
ZTS Zoetis Inc. 0.62% 12,698 $1.5M Add +5.0%
VIG Vanguard Dividend Apprec ETF 0.58% 6,563 $1.4M Add +15.6%
ADBE Adobe Inc. 0.56% 5,620 $1.4M Add +3.4%
JNJ Johnson & Johnson 0.55% 5,510 $1.3M Add +3.1%
AXP American Express Co. 0.51% 4,117 $1.2M Add +0.6%
SBUX Starbucks Corp. 0.47% 12,882 $1.2M Reduce -6.8%
NEE Nextera Energy Inc. 0.38% 9,844 $914K Add +1.9%
WMT Walmart Inc. 0.34% 6,617 $822K Add +0.1%
IESC Ies Holdings Inc. 0.34% 1,717 $818K Reduce -1.1%
VHT Vanguard Health Care ETF 0.30% 2,686 $731K Add +0.3%
DSI iShares ESG MSCI KLD 400 ETF 0.26% 5,302 $643K Add +0.1%
PG The Procter & Gamble Co. 0.26% 4,437 $641K Add +8.9%
FBCG Fidelity Blue Chip Grow ETF 0.26% 12,459 $624K No change
ROP Roper Technologies Inc. 0.25% 1,690 $598K Add +17.2%
COR Cencora Inc. 0.24% 1,898 $596K Add +0.1%
VTI VG Morningstar TS MKT ETF-US 0.24% 1,803 $578K Add +16.3%
GLD SPDR Gold Shares 0.21% 1,208 $520K Add +3.1%
ICSH iShares Ultra Short Duration 0.19% 9,113 $461K Reduce -5.1%
CVX Chevron Corp. 0.19% 2,224 $460K Add +13.3%
XLV SS Health Care Select Sector 0.12% 2,042 $299K Add +0.2%
VTV Vanguard Mrngstr Val ETF-Aui 0.12% 1,496 $293K Add +19.4%
VXUS Vanguard Total Intl Stock 0.09% 2,893 $223K Add +0.1%
CDNS Cadence Design SYS Inc. 0.09% 769 $214K No change
SMH Vaneck Semiconductor ETF 0.08% 535 $205K New
INTU Intuit Inc. 0.08% 474 $205K Reduce -9.7%

Portfolio Sells Q4 2025 → Q1 2026
SCHG Schwab US Large-Cap Growth Sold out 0.00% −0.71
IVV iShares Core S&P 500 ETF Reduce -9.5% 2.00% −0.24
GOOG Alphabet Inc. Class C Reduce -0.7% 2.91% −0.20
INTU Intuit Inc. Reduce -9.7% 0.08% −0.05
VOO Vanguard S&P 500 ETF Reduce -1.0% 1.47% −0.04
DIA SS SPDR Dow Jones Indus Avg Reduce -3.0% 0.90% −0.03
ICSH iShares Ultra Short Duration Reduce -5.1% 0.19% −0.00
SBUX Starbucks Corp. Reduce -6.8% 0.47% +0.01
AVDE Avantis International Equity Reduce -0.3% 1.07% +0.06
IESC Ies Holdings Inc. Reduce -1.1% 0.34% +0.07
CAT Caterpillar Inc. Reduce -0.4% 2.06% +0.44

Portfolio Buys Q4 2025 → Q1 2026
AMAT Applied Materials Inc. Add +0.3% 2.43% +0.66
COST Costco Wholesale Corp. Add +4.3% 2.37% +0.46
TSM Taiwan Semiconductor-SP ADR Add +0.5% 3.36% +0.45
ASML ASML Holding NV-NY Reg SHS Add +0.0% 1.59% +0.34
ADI Analog Devices Inc. Add +0.9% 1.59% +0.29
TJX TJX Companies Inc. Add +2.1% 2.62% +0.23
HON Honeywell International Inc. Add +2.6% 1.04% +0.19
LIN Linde PLC Add +3.4% 0.98% +0.19
MRK Merck & Co. Inc. Add +3.0% 1.02% +0.18
NFLX Netflix Inc. Add +3.3% 1.74% +0.15
VB Vanguard Most SM-Cap ETF-Usd Add +1.9% 2.29% +0.15
RSG Republic Services Inc. Add +5.9% 1.20% +0.14
MCD McDonald's Corp. Add +4.4% 1.32% +0.12
JNJ Johnson & Johnson Add +3.1% 0.55% +0.11
BND Vanguard Total Bond Market Add +1.9% 2.49% +0.11
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +1.3% 2.74% +0.09
SMH Vaneck Semiconductor ETF New 0.08% +0.08
VIG Vanguard Dividend Apprec ETF Add +15.6% 0.58% +0.08
CVX Chevron Corp. Add +13.3% 0.19% +0.07
NEE Nextera Energy Inc. Add +1.9% 0.38% +0.07
WMT Walmart Inc. Add +0.1% 0.34% +0.04
VUG Vanguard Mrngstar GR ETF-Sui Add +9.5% 3.57% +0.04
PG The Procter & Gamble Co. Add +8.9% 0.26% +0.03
VTI VG Morningstar TS MKT ETF-US Add +16.3% 0.24% +0.03
BSV Vanguard Short-Term Bond ETF Add +1.0% 0.84% +0.03
GLD SPDR Gold Shares Add +3.1% 0.21% +0.03
VTV Vanguard Mrngstr Val ETF-Aui Add +19.4% 0.12% +0.03
HD Home Depot Inc. Add +3.9% 1.00% +0.02
ZTS Zoetis Inc. Add +5.0% 0.62% +0.01
ABBV Abbvie Inc. Add +2.7% 1.09% +0.01
BRK.B Berkshire Hathaway Inc. Class B Add +2.2% 1.27% +0.01
VXUS Vanguard Total Intl Stock Add +0.1% 0.09% +0.00
XLV SS Health Care Select Sector Add +0.2% 0.12% −0.00
PANW Palo Alto Networks Inc. Add +10.8% 0.83% −0.00
VHT Vanguard Health Care ETF Add +0.3% 0.30% −0.01
DSI iShares ESG MSCI KLD 400 ETF Add +0.1% 0.26% −0.01
COR Cencora Inc. Add +0.1% 0.24% −0.01
ROP Roper Technologies Inc. Add +17.2% 0.25% −0.01
AMD Advanced Micro Devices Add +0.5% 1.48% −0.02
XLK SS Technology Select Sector Add +0.1% 0.76% −0.04
UBER Uber Technologies Inc. Add +3.0% 0.83% −0.06
JPM JPMorgan Chase & Co. Add +2.5% 1.72% −0.06
QQQ Invesco QQQ Trust Series 1 Add +0.6% 2.86% −0.07
AAPL Apple Inc. Add +1.9% 4.08% −0.07
GOOGL Alphabet Inc. Class A Add +1.6% 1.93% −0.07
AXP American Express Co. Add +0.6% 0.51% −0.09
META Meta Platforms Inc. Class A Add +5.4% 1.58% −0.10
DHR Danaher Corp. Add +3.3% 0.75% −0.10
NOW ServiceNow Inc. Add +23.9% 0.69% −0.10
SPGI S&P Global Inc. Add +3.4% 0.82% −0.12

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