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Marathon Wealth Advisors - Q2 2026 13F Filings

MA

Marathon Wealth Advisors LLC

CIK: 0002153211
Address: Massachusetts Boston 131 Dartmouth St 3Rd Floor
$292.41 M
Portfolio Value
76
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 09/11/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. VUG Vanguard Growth Etf
+$9.46 M
2. VO Vanguard Mid-Cap Etf
+$5.51 M
3. HONA Honeywell Aerospace
+$1.24 M
4. IVV Ishares Core S&P 500 Etf
+$705,415.88
5. VEA Vanguard Ftse Developed Markets Etf
+$404,679

Top Sells

Q2 2026
1. INTU Intuit
−$204,978
2. DIA Spdr Dow Jones Industrial Average Etf Trust
−$150,972.98
3. AMAT Applied Materials
−$96,161.29
4. AMD Advanced Micro Devices
−$73,777.43
5. GOOG Alphabet
−$61,126.29

Asset Allocation

Stocks/ETFs
+19.93%
$292.41 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Marathon Wealth Advisors Q2 2026 Filing Summary

Marathon Wealth Advisors LLC filed its 13F report for Q2 2026 on September 11, 2026. The portfolio totaled 292.41 M reflecting a +19.93% change from the prior quarter, spanning 76 assets. The top 10 holdings comprised 40.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 4 new positions and 1 complete exits.

Report Type

Status

Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Marathon Wealth Advisors’s Q2 2026 Filing

Marathon Wealth Advisors submitted their Form 13F-HR for the Q2 2026 period on 09/11/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Marathon Wealth Advisors reported a managed portfolio value of 292.41 M, consisting of 76 individual positions.

This page displays the raw filing documents. To see which stocks Marathon Wealth Advisors bought or sold during Q2 2026, please visit Marathon Wealth Advisors's Portfolio Analysis page.