Marathon Wealth Advisors LLC

Portfolio Overview

Marathon Wealth Advisors LLC disclosed 76 positions worth $292.4M in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 7.0% of the equity portfolio, followed by $AMAT and $TSM. During the quarter the fund opened 4 new positions and exited 1 — including a new stake in $HONA and a full exit from $INTU. The portfolio is most concentrated in Technology (43.7% of disclosed assets). All figures are sourced directly from Marathon Wealth Advisors LLC’s Form 13F-HR filing with the SEC under CIK 2153211.

• 

  NVIDIA CORP

  $NVDA

  85.9#5

  Quality

  $20.6M102,811 sh
• 

  APPLIED MATERIALS INC /DE

  $AMAT

  72.1#156

  Quality

  $12.4M17,172 sh
• 

  TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

  $TSM

  —

  Quality

  $11.6M24,293 sh
• 

  Apple Inc.

  $AAPL

  76.3

  Quality

  $11.4M39,328 sh

• VANGUARD INDEX FDS - GROWTH ETF

  —

  Quality

  $11.2M129,706 sh
• 

  Broadcom Inc.

  $AVGO

  84.4

  Quality

  $10.7M28,439 sh
• 

  AMAZON COM INC

  $AMZN

  68.4

  Quality

  $10.4M43,760 sh
• 

  ADVANCED MICRO DEVICES INC

  $AMD

  79.7

  Quality

  $10.3M17,645 sh
• 

  MICROSOFT CORP

  $MSFT

  79.7

  Quality

  $9.9M26,552 sh
• 

  INVESCO QQQ TRUST, SERIES 1

  $QQQ

  —

  Quality

  $9.0M12,234 sh

Company	Quality	Value	Shares
NVIDIA CORP$NVDA	85.9#5	$20.6M	102,811
APPLIED MATERIALS INC /DE$AMAT	72.1#156	$12.4M	17,172
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM	—	$11.6M	24,293
Apple Inc.$AAPL	76.3	$11.4M	39,328
VANGUARD INDEX FDS - GROWTH ETF	—	$11.2M	129,706
Broadcom Inc.$AVGO	84.4	$10.7M	28,439
AMAZON COM INC$AMZN	68.4	$10.4M	43,760
ADVANCED MICRO DEVICES INC$AMD	79.7	$10.3M	17,645
MICROSOFT CORP$MSFT	79.7	$9.9M	26,552
INVESCO QQQ TRUST, SERIES 1$QQQ	—	$9.0M	12,234

Showing top 10 of 76 holdings.

Full Holdings — Marathon Wealth Advisors LLC (Q2 2026)

All 76 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$NVDA	NVIDIA CORP	$20.6M	7.0%	+0%	85.9
2	$AMAT	APPLIED MATERIALS INC /DE	$12.4M	4.3%	-1%	72.1
3	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	$11.6M	4.0%	+0%	—
4	$AAPL	Apple Inc.	$11.4M	3.9%	+0%	76.3
5	—	VANGUARD INDEX FDS - GROWTH ETF	$11.2M	3.8%	+551%	—
6	$AVGO	Broadcom Inc.	$10.7M	3.7%	+0%	84.4
7	$AMZN	AMAZON COM INC	$10.4M	3.6%	+0%	68.4
8	$AMD	ADVANCED MICRO DEVICES INC	$10.3M	3.5%	-1%	79.7
9	$MSFT	MICROSOFT CORP	$9.9M	3.4%	+4%	79.7
10	$QQQ	INVESCO QQQ TRUST, SERIES 1	$9.0M	3.1%	+1%	—
11	$GOOGL	Alphabet Inc.	$8.7M	3.0%	-1%	78.1
12	$CAT	CATERPILLAR INC	$7.5M	2.6%	-0%	66.3
13	—	VANGUARD INDEX FDS - MID CAP ETF	$7.4M	2.5%	+294%	—
14	—	VANGUARD INDEX FDS - SMALL CP ETF	$6.5M	2.2%	-0%	—
15	$V	VISA INC.	$6.4M	2.2%	+1%	82.7
16	—	VANGUARD BD INDEX FDS - TOTAL BND MRKT	$6.3M	2.2%	+4%	—
17	—	ISHARES TR - CORE S&P500 ETF	$6.3M	2.2%	+13%	—
18	$TJX	TJX COMPANIES INC /DE/	$6.1M	2.1%	+1%	68.4
19	$LLY	ELI LILLY & Co	$6.0M	2.0%	+1%	87.5
20	$GOOG	Alphabet Inc.	$5.9M	2.0%	+1%	78.1
21	$ASML	ASML HOLDING NV	$5.8M	2.0%	-0%	—
22	$COST	COSTCO WHOLESALE CORP /NEW	$5.5M	1.9%	+1%	65.9
23	$ADI	ANALOG DEVICES INC	$4.8M	1.7%	+0%	79.1
24	$JPM	JPMORGAN CHASE & CO	$4.7M	1.6%	+1%	70.3
25	$PANW	Palo Alto Networks Inc	$4.5M	1.5%	+4%	65.4
26	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	$4.1M	1.4%	+0%	—
27	$META	Meta Platforms, Inc.	$4.0M	1.4%	+4%	79.6
28	$UNH	UNITEDHEALTH GROUP INC	$3.9M	1.3%	+0%	62.5
29	$TSLA	Tesla, Inc.	$3.7M	1.3%	+1%	53.6
30	$CRM	Salesforce, Inc.	$3.3M	1.1%	+1%	76.9
31	$BRK.B	BERKSHIRE HATHAWAY INC	$3.3M	1.1%	+1%	73.6
32	$NFLX	NETFLIX INC	$3.2M	1.1%	+0%	78.6
33	$ABBV	AbbVie Inc.	$3.1M	1.1%	+1%	72.5
34	$RSG	REPUBLIC SERVICES, INC.	$2.9M	1.0%	+1%	62
35	$MCD	MCDONALDS CORP	$2.8M	1.0%	+1%	68.6
36	—	AMERICAN CENTY ETF TR - INTL EQT ETF	$2.7M	0.9%	-0%	—
37	$MRK	Merck & Co., Inc.	$2.7M	0.9%	+1%	59.7
38	$HD	HOME DEPOT, INC.	$2.7M	0.9%	+2%	60.1
39	—	SELECT SECTOR SPDR TR - ST STR TECHN ETF	$2.6M	0.9%	+0%	—
40	$LIN	LINDE PLC	$2.5M	0.9%	+1%	—
41	—	STATE STR SPDR DOW JONES IND - UT SER 1	$2.3M	0.8%	-6%	—
42	$META	Meta Platforms, Inc.	$2.1M	0.7%	+4%	79.6
43	$SPGI	S&P Global Inc.	$2.1M	0.7%	+9%	75.8
44	$UBER	Uber Technologies, Inc	$2.0M	0.7%	+1%	73.3
45	$DHR	DANAHER CORP /DE/	$1.9M	0.6%	+2%	64.6
46	$NOW	ServiceNow, Inc.	$1.7M	0.6%	+4%	72.8
47	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	$1.7M	0.6%	+7%	—
48	$JNJ	JOHNSON & JOHNSON	$1.4M	0.5%	+0%	68.8
49	$AXP	AMERICAN EXPRESS CO	$1.4M	0.5%	+0%	69.1
50	$SBUX	STARBUCKS CORP	$1.3M	0.5%	+2%	57.9
51	$HON	HONEYWELL INTERNATIONAL INC	$1.3M	0.4%	-50%	66.5
52	$IESC	IES Holdings, Inc.	$1.2M	0.4%	-1%	68.1
53	$HONA	Honeywell Aerospace Inc.	$1.2M	0.4%	NEW	—
54	$ADBE	ADOBE INC.	$1.1M	0.4%	-2%	77.8
55	$ACN	Accenture plc	$1.1M	0.4%	+1%	—
56	$ZTS	Zoetis Inc.	$872,181	0.3%	-4%	68.4
57	$NEE	NEXTERA ENERGY INC	$868,070	0.3%	+0%	64.4
58	—	VANGUARD WORLD FD - HEALTH CAR ETF	$804,759	0.3%	+0%	—
59	—	FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH	$773,849	0.3%	+0%	—
60	—	ISHARES TR - ESG MSCI KLD ETF	$755,685	0.3%	+0%	—
61	$WMT	Walmart Inc.	$743,215	0.3%	-1%	59.9
62	—	VANGUARD INDEX FDS - TOTAL STK MKT	$691,033	0.2%	+4%	—
63	$PG	PROCTER & GAMBLE Co	$653,401	0.2%	+0%	64.4
64	$COR	Cencora, Inc.	$533,432	0.2%	-1%	60.9
65	$ROP	ROPER TECHNOLOGIES INC	$532,729	0.2%	-7%	71.8
66	—	VANECK ETF TRUST - SEMICONDUCTR ETF	$503,724	0.2%	+44%	—
67	—	ISHARES TR - ULTRA SHORT DUR	$495,734	0.2%	+8%	—
68	$GLD	SPDR GOLD TRUST	$444,956	0.1%	+0%	—
69	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	$404,679	0.1%	NEW	—
70	$CVX	CHEVRON CORP	$364,242	0.1%	-1%	62.6
71	—	VANGUARD INDEX FDS - VALUE ETF	$326,185	0.1%	+0%	—
72	—	SELECT SECTOR SPDR TR - ST STR CARE ETF	$324,431	0.1%	+0%	—
73	$CDNS	CADENCE DESIGN SYSTEMS INC	$288,560	0.1%	+0%	72.5
74	—	VANGUARD STAR FDS - VG TL INTL STK F	$248,388	0.1%	+0%	—
75	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	$242,754	0.1%	NEW	—
76	$GS	GOLDMAN SACHS GROUP INC	$217,493	0.1%	NEW	73.3