Marathon Wealth Advisors LLC holds a diversified book of 76 reported positions worth $292.4M as of Q2 2026 (disclosed Sep 11, 2026, a ~73-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Honeywell International Inc and trimmed Applied Materials Inc. Their largest long position is Nvidia Corp at 7% of the reported non-option book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
77% mapped to company sectors
+2 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Marathon Wealth Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 76 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 9 / 76 | $4.5B |
| BlueSpruce Investments, LP | 10 / 76 | $640.7M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 10 / 76 | $453.6M |
| Swiss Re Ltd | 45 / 76 | $1.0B |
| Hoffman, Alan N Investment Management | 8 / 76 | $161.4M |
| Prospect Hill Management, LLC | 9 / 76 | $240.7M |
| Greenbrier Partners Capital Management, LLC | 8 / 76 | $1.2B |
Ranked by the share of each fund's own book sitting in the names it shares with Marathon Wealth Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $20.6M | 102.8K | 7.0% | ▲+0.3% Added · +306 sh | |
| 2 | Applied Matls Inc COM | $12.4M | 17.2K | 4.2% | ▼−0.8% Reduced · −133 sh | |
| 3 | Taiwan Semiconductor Manufac SPONSORED ADS | $11.6M | 24.3K | 4.0% | ▲+0.1% Added · +38 sh | |
| 4 | Apple Inc COM | $11.4M | 39.3K | 3.9% | ▲+0.3% Added · +115 sh | |
| 5 | Vanguard Index FDS GROWTH ETF | $11.2M | 129.7K | 3.8% | ▲+551% Added · +110K sh | |
| 6 | Broadcom Inc COM | $10.7M | 28.4K | 3.7% | ▲+0.2% Added · +51 sh | |
| 7 | Amazon Com Inc COM | $10.4M | 43.8K | 3.6% | ▲+0.3% Added · +114 sh | |
| 8 | Advanced Micro Devices Inc COM | $10.3M | 17.6K | 3.5% | ▼−0.7% Reduced · −127 sh | |
| 9 | Microsoft Corp COM | $9.9M | 26.6K | 3.4% | ▲+4.2% Added · +1K sh | |
| 10 | Invesco QQQ TR UNIT SER 1 | $9.0M | 12.2K | 3.1% | ▲+1.3% Added · +156 sh | |
| 11 | Alphabet Inc CAP STK CL C | $8.7M | 24.5K | 3.0% | ▼−0.7% Reduced · −173 sh | |
| 12 | Caterpillar Inc COM | $7.5M | 7.0K | 2.6% | ▼−0.3% Reduced · −25 sh | |
| 13 | Vanguard Index FDS MID CAP ETF | $7.4M | 91.7K | 2.5% | ▲+294% Added · +68K sh | |
| 14 | Vanguard Index FDS SMALL CP ETF | $6.5M | 21.3K | 2.2% | ▼−0.1% Reduced · −18 sh | |
| 15 | Visa Inc COM CL A | $6.4M | 18.7K | 2.2% | ▲+1.3% Added · +239 sh | |
| 16 | Vanguard BD Index FDS TOTAL BND MRKT | $6.3M | 86.2K | 2.2% | ▲+4.3% Added · +4K sh | |
| 17 | Ishares TR CORE S&P500 ETF | $6.3M | 8.4K | 2.2% | ▲+13% Added · +942 sh | |
| 18 | TJX Cos Inc New COM | $6.1M | 40.4K | 2.1% | ▲+0.9% Added · +374 sh | |
| 19 | Eli Lilly & Co COM | $6.0M | 5.0K | 2.0% | ▲+0.5% Added · +25 sh | |
| 20 | Alphabet Inc CAP STK CL A | $5.9M | 16.6K | 2.0% | ▲+1.1% Added · +175 sh | |
| 21 | ASML Hldg NV N Y REGISTRY SHS | $5.8M | 2.9K | 2.0% | ▼−0.1% Reduced · −2 sh | |
| 22 | Costco Wholesale Corporation COM | $5.5M | 5.9K | 1.9% | ▲+1.1% Added · +67 sh | |
| 23 | Analog Devices Inc COM | $4.8M | 12.2K | 1.7% | ▲+0.2% Added · +22 sh | |
| 24 | JPMorgan Chase & Co COM | $4.7M | 14.5K | 1.6% | ▲+1.4% Added · +203 sh | |
| 25 | Palo Alto Networks Inc COM | $4.5M | 13.1K | 1.5% | ▲+4.4% Added · +554 sh | |
| 26 | Vanguard Index FDS S&P 500 ETF SHS | $4.1M | 6.0K | 1.4% | ▲+0.3% Added · +17 sh | |
| 27 | Meta Platforms Inc CL A | $4.0M | 7.0K | 1.4% | ▲+4.3% Added · +287 sh | |
| 28 | Unitedhealth Group Inc COM | $3.9M | 9.4K | 1.3% | ▲+0.1% Added · +13 sh | |
| 29 | Tesla Inc COM | $3.7M | 8.8K | 1.3% | ▲+0.7% Added · +59 sh | |
| 30 | Salesforce Inc COM | $3.3M | 21.3K | 1.1% | ▲+1.2% Added · +260 sh | |
| 31 | Berkshire Hathaway Inc Del CL B NEW | $3.3M | 6.5K | 1.1% | ▲+0.7% Added · +47 sh | |
| 32 | Netflix Inc. COM | $3.2M | 44.3K | 1.1% | ▲+0.4% Added · +163 sh | |
| 33 | Abbvie Inc COM | $3.1M | 12.3K | 1.1% | ▲+0.9% Added · +110 sh | |
| 34 | Republic Svcs Inc COM | $2.9M | 13.5K | 1.0% | ▲+1.1% Added · +152 sh | |
| 35 | McDonalds Corp COM | $2.8M | 10.5K | 1.0% | ▲+1.4% Added · +148 sh | |
| 36 | American Centy ETF TR INTL EQT ETF | $2.7M | 30.7K | 0.9% | ▼−0.4% Reduced · −123 sh | |
| 37 | Merck & Co Inc COM | $2.7M | 20.8K | 0.9% | ▲+1.0% Added · +205 sh | |
| 38 | Home Depot Inc COM | $2.7M | 7.5K | 0.9% | ▲+1.6% Added · +119 sh | |
| 39 | Select Sector SPDR TR ST STR TECHN ETF | $2.6M | 13.9K | 0.9% | ▲+0.1% Added · +17 sh | |
| 40 | Linde PLC SHS | $2.5M | 4.8K | 0.9% | ▲+0.9% Added · +43 sh | |
| 41 | State STR SPDR Dow Jones Ind UT SER 1 | $2.3M | 4.5K | 0.8% | ▼−6.1% Reduced · −289 sh | |
| 42 | Vanguard BD Index FDS SHORT TRM BOND | $2.1M | 27.2K | 0.7% | ▲+4.1% Added · +1K sh | |
| 43 | S&P Global Inc COM | $2.1M | 5.1K | 0.7% | ▲+9.0% Added · +422 sh | |
| 44 | Uber Technologies Inc COM | $2.0M | 28.2K | 0.7% | ▲+0.7% Added · +203 sh | |
| 45 | Danaher Corp Del COM | $1.9M | 9.8K | 0.6% | ▲+1.7% Added · +167 sh | |
| 46 | Servicenow Inc COM | $1.7M | 16.9K | 0.6% | ▲+4.3% Added · +702 sh | |
| 47 | Vanguard Specialized Funds DIV APP ETF | $1.7M | 7.0K | 0.6% | ▲+6.8% Added · +449 sh | |
| 48 | Johnson & Johnson COM | $1.4M | 5.5K | 0.5% | ▲+0.4% Added · +20 sh | |
| 49 | American Express Co COM | $1.4M | 4.1K | 0.5% | ▲+0.1% Added · +6 sh | |
| 50 | Starbucks Corp COM | $1.3M | 13.1K | 0.5% | ▲+1.9% Added · +246 sh |
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Use Arkolith to show Marathon Wealth Advisors LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.