Every 13F-reported equity position this quarter with its quarter-over-quarter change; each row traces to the filer's 13F-HR on EDGAR.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR
Every 13F-reported equity position this quarter with its quarter-over-quarter change; each row traces to the filer's 13F-HR on EDGAR.
Marathon Wealth Advisors LLC (CIK 2153211) reported $292.4M across 76 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($20.6M, 7.04%), AMAT ($12.4M, 4.25%), TSM ($11.6M, 3.97%), AAPL ($11.4M, 3.89%), VUG ($11.2M, 3.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $20.6M | 7.04% | 102,811 | Added |
| 2 | AMAT | APPLIED MATLS INC | $12.4M | 4.25% | 17,172 | Trimmed |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $11.6M | 3.97% | 24,293 | Added |
| 4 | AAPL | APPLE INC | $11.4M | 3.89% | 39,328 | Added |
| 5 | VUG | VANGUARD INDEX FDS | $11.2M | 3.82% | 129,706 | Added |
| 6 | AVGO | BROADCOM INC | $10.7M | 3.67% | 28,439 | Added |
| 7 | AMZN | AMAZON COM INC | $10.4M | 3.57% | 43,760 | Added |
| 8 | AMD | ADVANCED MICRO DEVICES INC | $10.3M | 3.51% | 17,645 | Trimmed |
| 9 | MSFT | MICROSOFT CORP | $9.9M | 3.39% | 26,552 | Added |
| 10 | QQQ | INVESCO QQQ TR | $9.0M | 3.08% | 12,234 | Added |
| 11 | GOOG | ALPHABET INC | $8.7M | 2.96% | 24,534 | Trimmed |
| 12 | CAT | CATERPILLAR INC | $7.5M | 2.57% | 7,050 | Trimmed |
| 13 | VO | VANGUARD INDEX FDS | $7.4M | 2.53% | 91,722 | Added |
| 14 | VB | VANGUARD INDEX FDS | $6.5M | 2.21% | 21,296 | Trimmed |
| 15 | V | VISA INC | $6.4M | 2.20% | 18,744 | Added |
| 16 | BND | VANGUARD BD INDEX FDS | $6.3M | 2.16% | 86,156 | Added |
| 17 | IVV | ISHARES TR | $6.3M | 2.16% | 8,418 | Added |
| 18 | TJX | TJX COS INC NEW | $6.1M | 2.09% | 40,354 | Added |
| 19 | LLY | ELI LILLY & CO | $6.0M | 2.04% | 4,978 | Added |
| 20 | GOOGL | ALPHABET INC | $5.9M | 2.03% | 16,579 | Added |
| 21 | ASML | ASML HLDG NV | $5.8M | 2.00% | 2,936 | Trimmed |
| 22 | COST | COSTCO WHOLESALE CORPORATION | $5.5M | 1.87% | 5,858 | Added |
| 23 | ADI | ANALOG DEVICES INC | $4.8M | 1.66% | 12,187 | Added |
| 24 | JPM | JPMORGAN CHASE & CO | $4.7M | 1.62% | 14,499 | Added |
| 25 | PANW | PALO ALTO NETWORKS INC | $4.5M | 1.53% | 13,115 | Added |
Source: SEC Form 13F filings · as of 2026-06-30