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CIK: 0002021711
Total reported value
$177.1M
$177.1M
40 檔
29.5%
According to the latest 13F quarterly dataset, Marathon Strategic Advisors, LLC managed an equity portfolio of $177.1M at the end of Q2 2025, spanning 40 distinct U.S. exchange-listed positions.
During Q2 2025, Marathon Strategic Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 10.43% | -0.94% | +1.71% | |
| 2 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 9.78% | -0.80% | +20.21% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 9.62% | -1.11% | +1.42% | |
| 4 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 9.59% | -1.04% | +3.39% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.16% | -0.91% | -1.26% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.34% | -0.61% | +0.14% | |
| 7 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 5.19% | -0.69% | +4.03% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.40% | -0.43% | — | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.23% | -0.54% | +5.04% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.90% | -0.47% | +6.38% | |
| 11 | XFRAX | Blackrock Fltng Rt Inc Strat | Stock-Other | 3.42% | -0.39% | +9.02% | |
| 12 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 3.33% | -0.43% | -7.28% | |
| 13 | CHI | Calamos Convert Opport & Inc | Stock-Other | 2.17% | — | +8.07% | |
| 14 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 1.82% | -0.22% | +3.97% | |
| 15 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.80% | -0.12% | +15.66% | |
| 16 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 1.67% | -0.28% | +1.93% | |
| 17 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 1.61% | -0.23% | +2.63% | |
| 18 | INTC | Intel CORP | Stock-Tech | 1.34% | +12.72% | — | |
| 19 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.23% | -0.20% | -2.26% | |
| 20 | CRDO | Credo Technology Group Holding Ltd | Stock-Tech | 1.15% | -0.57% | EXIT | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.96% | -0.06% | — | |
| 22 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.71% | -0.09% | — | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 0.66% | -0.05% | — | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.65% | -0.13% | +4.94% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.63% | -0.06% | — | |
| 26 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.52% | -0.10% | +1.59% | |
| 27 | SYK | Stryker CORP | Stock-Healthcare | 0.48% | -0.06% | — | |
| 28 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.46% | +0.02% | — | |
| 29 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.40% | -0.07% | -2.85% | |
| 30 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.40% | -0.02% | — | |
| 31 | MCK | Mckesson CORP | Stock-Healthcare | 0.40% | -0.11% | — | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | -0.03% | — | |
| 33 | AEP | American Electric Power | Stock-Utilities | 0.39% | -0.12% | — | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.33% | -0.03% | +1.60% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.28% | — | — | |
| 36 | TT | Trane Technologies plc | Stock-Industrials | 0.27% | -0.02% | — | |
| 37 | STPZ | Pimco 1-5 Year US Tips Index | ETF-Large Cap & Growth | 0.25% | -0.04% | -6.87% | |
| 38 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.23% | -0.09% | — | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.21% | -0.04% | — | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.19% | -0.01% | — |
According to official SEC Form 13F filings, Marathon Strategic Advisors, LLC reported a total U.S. public equity portfolio value of $177.1M across 40 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, SPMD, SPDW) accounted for 29.5% of total reported equity market value during Q2 2025.
During Q2 2025, Marathon Strategic Advisors, LLC's top holdings by market value included SPYM (10.4%)、SPMD (9.8%)、SPDW (9.6%). The largest single position, SPYM, represented 10.4% of total portfolio value.
In Q2 2025, Marathon Strategic Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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