Arkolith/Funds/Marathon Wealth Advisors LLC

Marathon Wealth Advisors LLC

CIK 2153211
Holdings as of Jun 30, 2026·disclosed Sep 11, 2026·~73-day 13F lag·13F-HR
Active Filer

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.

Opened
4
bought for the first time
+1 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Sold out
2
exited the position entirely

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
23%
Top 10 holdings
40%
Top 20 holdings
63%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

77% mapped to company sectors

Information Technology
44%
ETFs / funds
23%
Consumer Discretionary
11%
Health Care
7%
Financials
6%
Industrials
5%
Utilities
1%
Materials
1%

+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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Marathon Wealth Advisors LLC

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 76$2.9B
Donor Advised Charitable Giving, Inc.9 / 76$4.5B
BlueSpruce Investments, LP10 / 76$640.7M
United American Securities Inc. (d/b/a UAS Asset Management)10 / 76$453.6M
Swiss Re Ltd45 / 76$1.0B
Hoffman, Alan N Investment Management8 / 76$161.4M
Prospect Hill Management, LLC9 / 76$240.7M
Greenbrier Partners Capital Management, LLC8 / 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.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

76 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$20.6M102.8K
7.0%
+0.3%
Added · +306 sh
2Applied Matls Inc
COM
$12.4M17.2K
4.2%
−0.8%
Reduced · −133 sh
3Taiwan Semiconductor Manufac
SPONSORED ADS
$11.6M24.3K
4.0%
+0.1%
Added · +38 sh
4Apple Inc
COM
$11.4M39.3K
3.9%
+0.3%
Added · +115 sh
5Vanguard Index FDS
GROWTH ETF
$11.2M129.7K
3.8%
+551%
Added · +110K sh
6Broadcom Inc
COM
$10.7M28.4K
3.7%
+0.2%
Added · +51 sh
7Amazon Com Inc
COM
$10.4M43.8K
3.6%
+0.3%
Added · +114 sh
8Advanced Micro Devices Inc
COM
$10.3M17.6K
3.5%
−0.7%
Reduced · −127 sh
9Microsoft Corp
COM
$9.9M26.6K
3.4%
+4.2%
Added · +1K sh
10Invesco QQQ TR
UNIT SER 1
$9.0M12.2K
3.1%
+1.3%
Added · +156 sh
11Alphabet Inc
CAP STK CL C
$8.7M24.5K
3.0%
−0.7%
Reduced · −173 sh
12Caterpillar Inc
COM
$7.5M7.0K
2.6%
−0.3%
Reduced · −25 sh
13Vanguard Index FDS
MID CAP ETF
$7.4M91.7K
2.5%
+294%
Added · +68K sh
14Vanguard Index FDS
SMALL CP ETF
$6.5M21.3K
2.2%
−0.1%
Reduced · −18 sh
15Visa Inc
COM CL A
$6.4M18.7K
2.2%
+1.3%
Added · +239 sh
16Vanguard BD Index FDS
TOTAL BND MRKT
$6.3M86.2K
2.2%
+4.3%
Added · +4K sh
17Ishares TR
CORE S&P500 ETF
$6.3M8.4K
2.2%
+13%
Added · +942 sh
18TJX Cos Inc New
COM
$6.1M40.4K
2.1%
+0.9%
Added · +374 sh
19Eli Lilly & Co
COM
$6.0M5.0K
2.0%
+0.5%
Added · +25 sh
20Alphabet Inc
CAP STK CL A
$5.9M16.6K
2.0%
+1.1%
Added · +175 sh
21ASML Hldg NV
N Y REGISTRY SHS
$5.8M2.9K
2.0%
−0.1%
Reduced · −2 sh
22Costco Wholesale Corporation
COM
$5.5M5.9K
1.9%
+1.1%
Added · +67 sh
23Analog Devices Inc
COM
$4.8M12.2K
1.7%
+0.2%
Added · +22 sh
24JPMorgan Chase & Co
COM
$4.7M14.5K
1.6%
+1.4%
Added · +203 sh
25Palo Alto Networks Inc
COM
$4.5M13.1K
1.5%
+4.4%
Added · +554 sh
26Vanguard Index FDS
S&P 500 ETF SHS
$4.1M6.0K
1.4%
+0.3%
Added · +17 sh
27Meta Platforms Inc
CL A
$4.0M7.0K
1.4%
+4.3%
Added · +287 sh
28Unitedhealth Group Inc
COM
$3.9M9.4K
1.3%
+0.1%
Added · +13 sh
29Tesla Inc
COM
$3.7M8.8K
1.3%
+0.7%
Added · +59 sh
30Salesforce Inc
COM
$3.3M21.3K
1.1%
+1.2%
Added · +260 sh
31Berkshire Hathaway Inc Del
CL B NEW
$3.3M6.5K
1.1%
+0.7%
Added · +47 sh
32Netflix Inc.
COM
$3.2M44.3K
1.1%
+0.4%
Added · +163 sh
33Abbvie Inc
COM
$3.1M12.3K
1.1%
+0.9%
Added · +110 sh
34Republic Svcs Inc
COM
$2.9M13.5K
1.0%
+1.1%
Added · +152 sh
35McDonalds Corp
COM
$2.8M10.5K
1.0%
+1.4%
Added · +148 sh
36American Centy ETF TR
INTL EQT ETF
$2.7M30.7K
0.9%
−0.4%
Reduced · −123 sh
37Merck & Co Inc
COM
$2.7M20.8K
0.9%
+1.0%
Added · +205 sh
38Home Depot Inc
COM
$2.7M7.5K
0.9%
+1.6%
Added · +119 sh
39Select Sector SPDR TR
ST STR TECHN ETF
$2.6M13.9K
0.9%
+0.1%
Added · +17 sh
40Linde PLC
SHS
$2.5M4.8K
0.9%
+0.9%
Added · +43 sh
41State STR SPDR Dow Jones Ind
UT SER 1
$2.3M4.5K
0.8%
−6.1%
Reduced · −289 sh
42Vanguard BD Index FDS
SHORT TRM BOND
$2.1M27.2K
0.7%
+4.1%
Added · +1K sh
43S&P Global Inc
COM
$2.1M5.1K
0.7%
+9.0%
Added · +422 sh
44Uber Technologies Inc
COM
$2.0M28.2K
0.7%
+0.7%
Added · +203 sh
45Danaher Corp Del
COM
$1.9M9.8K
0.6%
+1.7%
Added · +167 sh
46Servicenow Inc
COM
$1.7M16.9K
0.6%
+4.3%
Added · +702 sh
47Vanguard Specialized Funds
DIV APP ETF
$1.7M7.0K
0.6%
+6.8%
Added · +449 sh
48Johnson & Johnson
COM
$1.4M5.5K
0.5%
+0.4%
Added · +20 sh
49American Express Co
COM
$1.4M4.1K
0.5%
+0.1%
Added · +6 sh
50Starbucks Corp
COM
$1.3M13.1K
0.5%
+1.9%
Added · +246 sh
Showing 50 of 76 positions
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Filing history

As-of date vs the date the SEC received each filing

$292.4M · Q2 2026Q4 2025 · $251.7MQ2 2026 · $292.4M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Sep 11, 202673d76$292.4M13F-HR
Q1 2026Mar 31, 2026Sep 11, 2026164d73$243.8M13F-HR
Q4 2025Dec 31, 2025Sep 11, 2026254d73$251.7M13F-HR

Data source

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.