Marathon Strategic Advisors, LLC holds a focused book of 50 stocks worth $177.1M as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened Micron Technology Inc and trimmed Ste STR SPDR PT S&P 500 ETF. Their largest long position is Intel Corp at 18% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2021711/holdings"
Use Arkolith to show Marathon Strategic Advisors, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
25% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Intel Corp COM | $32.6M | 233.7K | 18.4% | ▲+30% Added · +54K sh | |
| 2 | SPDR Series Trust ST STR P400MID | $23.2M | 343.7K | 13.1% | ▲+5.2% Added · +17K sh | |
| 3 | SPDR Series Trust ST STR P500ETF | $13.5M | 153.4K | 7.6% | ▼−1.3% Reduced · −2K sh | |
| 4 | SPDR Index SHS FDS ST PORT MARK ETF | $13.1M | 252.2K | 7.4% | ▲+1.1% Added · +3K sh | |
| 5 | SPDR Index SHS FDS ST STR PO EX ETF | $12.2M | 242.8K | 6.9% | ▼−0.6% Reduced · −1K sh | |
| 6 | Ishares TR CORE S&P500 ETF | $10.8M | 14.4K | 6.1% | ▼−3.4% Reduced · −502 sh | |
| 7 | Vanguard Index FDS REAL ESTATE ETF | $8.6M | 89.5K | 4.9% | ▲+6.9% Added · +6K sh | |
| 8 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $7.0M | 98.6K | 4.0% | ▼−0.9% Reduced · −892 sh | |
| 9 | Vanguard Intl Equity Index F GLB EX US ETF | $6.1M | 135.8K | 3.4% | ▲+5.0% Added · +7K sh | |
| 10 | Vanguard Index FDS MID CAP ETF | $5.5M | 68.2K | 3.1% | ▲+299% Added · +51K sh | |
| 11 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $5.3M | 88.3K | 3.0% | ▼−2.6% Reduced · −2K sh | |
| 12 | BlackRock Floating Rate Inco COM | $4.8M | 438.3K | 2.7% | ▲+12% Added · +46K sh | |
| 13 | Calamos Conv Opportunities & SH BEN INT | $3.9M | 293.8K | 2.2% | ▲+1.9% Added · +5K sh | |
| 14 | SPDR Series Trust ST STR SP600 SML | $3.2M | 56.1K | 1.8% | ▼−0.2% Reduced · −109 sh | |
| 15 | Wisdomtree TR US SMALLCAP DIVD | $2.7M | 67.0K | 1.5% | ▼−1.9% Reduced · −1K sh | |
| 16 | Wisdomtree TR EMG MKTS SMCAP | $2.2M | 34.6K | 1.3% | ▲+0.2% Added · +67 sh | |
| 17 | Wisdomtree TR INTL SMCAP DIV | $2.1M | 25.4K | 1.2% | ▲+0.7% Added · +170 sh | |
| 18 | Exxon Mobil Corp COM | $1.9M | 13.7K | 1.1% | —Held | |
| 19 | Vanguard Malvern FDS STRM INFPROIDX | $1.3M | 26.0K | 0.7% | ▼−0.8% Reduced · −209 sh | |
| 20 | Linde PLC SHS | $1.2M | 2.3K | 0.7% | —Held | |
| 21 | ConocoPhillips COM | $1.1M | 10.3K | 0.6% | —Held | |
| 22 | American Elec PWR Co Inc COM | $961K | 7.0K | 0.5% | —Held | |
| 23 | Vanguard Index FDS TOTAL STK MKT | $942K | 2.5K | 0.5% | —Held | |
| 24 | Vanguard Index FDS SMALL CP ETF | $917K | 3.0K | 0.5% | ▼−0.3% Reduced · −9 sh | |
| 25 | Microsoft Corp COM | $914K | 2.5K | 0.5% | ▼−0.3% Reduced · −8 sh | |
| 26 | Wisdomtree TR US MIDCAP DIVID | $881K | 15.6K | 0.5% | —Held | |
| 27 | Ishares TR CORE S&P MCP ETF | $819K | 10.6K | 0.5% | —Held | |
| 28 | Vaneck ETF Trust JUNIOR GOLD MINE | $690K | 7.0K | 0.4% | ▼−26% Reduced · −2K sh | |
| 29 | Phillips 66 COM | $686K | 4.1K | 0.4% | —Held | |
| 30 | Rockwell Automation Inc COM | $606K | 1.2K | 0.3% | —Held | |
| 31 | Ishares Inc MSCI EMRG CHN | $602K | 5.9K | 0.3% | ▼−25% Reduced · −2K sh | |
| 32 | Duke Energy Corp New COM NEW | $591K | 4.7K | 0.3% | —Held | |
| 33 | Micron Technology Inc COM | $486K | 421 | 0.3% | ▲New New position | |
| 34 | Brunswick Corp COM | $463K | 5.5K | 0.3% | —Held | |
| 35 | Amazon Com Inc COM | $445K | 1.9K | 0.3% | —Held | |
| 36 | McKesson Corp COM | $424K | 561 | 0.2% | —Held | |
| 37 | Ishares TR ISHS 1-5YR INVS | $421K | 8.0K | 0.2% | ▼−1.3% Reduced · −105 sh | |
| 38 | Apple Inc COM | $397K | 1.4K | 0.2% | —Held | |
| 39 | Stryker Corporation COM | $363K | 1.2K | 0.2% | —Held | |
| 40 | PPL Corp COM | $335K | 9.2K | 0.2% | —Held | |
| 41 | Pepsico Inc COM | $322K | 2.4K | 0.2% | ▼−0.4% Reduced · −10 sh | |
| 42 | Trane Technologies PLC SHS | $312K | 636 | 0.2% | ▼−3.3% Reduced · −22 sh | |
| 43 | Schwab Strategic TR INTL EQTY ETF | $299K | 10.8K | 0.2% | —Held | |
| 44 | International Business Machs COM | $290K | 1.0K | 0.2% | —Held | |
| 45 | Ishares TR RUSSELL 2000 ETF | $288K | 957 | 0.2% | ▼−0.3% Reduced · −3 sh | |
| 46 | Pimco ETF TR 1-5 US TIP IDX | $265K | 5.0K | 0.1% | —Held | |
| 47 | Ishares TR MSCI EMG MKT ETF | $264K | 3.9K | 0.1% | —Held | |
| 48 | United Bankshares Inc West V COM | $255K | 5.6K | 0.1% | —Held | |
| 49 | Ishares TR MSCI EAFE ETF | $219K | 2.1K | 0.1% | ▼−4.9% Reduced · −108 sh | |
| 50 | Goldman Sachs Group Inc COM | $212K | 210 | 0.1% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 16, 2026 | 50 | $177.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 15, 2026 | 52 | $139.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 50 | $131.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 9, 2025 | 50 | $124.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 40 | $107.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 37 | $93.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 17, 2025 | 36 | $92.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 7, 2024 | 37 | $94.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.