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CIK: 0002153211
Total reported value
$292.4M
$292.4M
73 檔
18.9%
At the close of Q1 2026, Marathon Wealth Advisors LLC disclosed equity holdings valued at approximately $292.4M, spread across 73 reported holdings.
In Q1 2026, Marathon Wealth Advisors LLC displayed an active expansion posture, initiating 1 new positions and adding to 60 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.33% | -0.29% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.08% | -0.19% | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.87% | -0.48% | — | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.73% | -0.16% | — | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 3.60% | +0.07% | — | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 3.57% | +0.25% | — | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.36% | +0.61% | — | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.91% | +0.05% | — | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.86% | +0.22% | — | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.74% | -0.21% | — | |
| 11 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.62% | -0.53% | — | |
| 12 | BND | Vanguard Total Bond Market | ETF-Other | 2.49% | -0.33% | — | |
| 13 | AMAT | Applied Materials Inc | Stock-Tech | 2.43% | +1.82% | — | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.37% | -0.50% | — | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 2.29% | -0.09% | — | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 2.29% | -0.08% | — | |
| 17 | CAT | Caterpillar Inc | Stock-Industrials | 2.06% | +0.51% | — | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.00% | +0.16% | — | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.93% | +0.10% | — | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.87% | +0.17% | — | |
| 21 | NFLX | Netflix Inc | Stock-Comm Services | 1.74% | -0.66% | — | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.72% | -0.10% | — | |
| 23 | CRM | Salesforce Inc | Stock-Tech | 1.61% | -0.47% | — | |
| 24 | ASML | ASML Holding N.V. | Stock-Tech | 1.59% | +0.41% | — | |
| 25 | ADI | Analog Devices Inc | Stock-Tech | 1.59% | +0.07% | — | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.58% | -0.23% | — | |
| 27 | AMD | Advanced Micro Devices | Stock-Tech | 1.48% | +2.03% | — | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.47% | -0.06% | — | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.33% | -0.07% | — | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.32% | -0.35% | — | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.27% | -0.15% | — | |
| 32 | RSG | Republic Services Inc | Stock-Industrials | 1.20% | -0.22% | — | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 1.09% | -0.03% | — | |
| 34 | AVDE | Avantis International Equity | ETF-Other | 1.07% | -0.13% | — | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.04% | +0.30% | — | |
| 36 | HON | Honeywell International Inc | Stock-Industrials | 1.04% | -1.04% | EXIT | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.02% | -0.11% | — | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 1.00% | -0.09% | — | |
| 39 | LIN | Linde plc | Stock-Materials | 0.98% | -0.12% | — | |
| 40 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.90% | -0.10% | — | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.84% | -0.11% | — | |
| 42 | UBER | Uber Technologies Inc | Stock-Industrials | 0.83% | -0.13% | — | |
| 43 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.83% | +0.70% | — | |
| 44 | SPGI | S&p Global Inc | Stock-Financials | 0.82% | -0.11% | — | |
| 45 | XLK | Ss Technology Select Sector | ETF-Tech | 0.76% | +0.15% | — | |
| 46 | DHR | Danaher CORP | Stock-Healthcare | 0.75% | -0.11% | — | |
| 47 | ACN | Accenture plc | Stock-Tech | 0.70% | -0.33% | — | |
| 48 | NOW | Servicenow Inc | Stock-Tech | 0.69% | -0.12% | — | |
| 49 | ZTS | Zoetis Inc | Stock-Healthcare | 0.62% | -0.32% | — | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.58% | -0.01% | — |
According to official SEC Form 13F filings, Marathon Wealth Advisors LLC reported a total U.S. public equity portfolio value of $292.4M across 73 disclosed positions in Q1 2026.
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 NVDA, AAPL, MSFT) accounted for 18.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
SMH
市值: $205.1K
Top Position Liquidated / Trimmed
SCHG
前期市值: $1.8M
During Q1 2026, Marathon Wealth Advisors LLC's top holdings by market value included NVDA (7.3%)、AAPL (4.1%)、MSFT (3.9%). The largest single position, NVDA, represented 7.3% of total portfolio value.
In Q1 2026, Marathon Wealth Advisors LLC made 72 total portfolio adjustments, initiating 1 new buys, adding to 60 positions, trimming 10 holdings, and fully liquidating 1 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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