Marathon Wealth Advisors’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Marathon Wealth Advisors’s Portfolio FBCG Stock Details FBCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$774K	Hold	12,459	–	–	0.26%	59
2026 Q1	$624K	Hold	12,459	–	–	0.26%	61
2025 Q4	$683K	Buy	+12,459	New	+$676K	0.27%	59

Other funds holding FBCG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marathon Wealth Advisors's FBCG Position: Q2 2026 in Review

Marathon Wealth Advisors held its Fidelity Blue Chip Growth ETF (FBCG) position steady in Q2 2026 at 12,459 shares worth $774K. The position accounts for 0.26% of the portfolio, ranked #59.

Marathon Wealth Advisors first reported a position in FBCG in Q4 2025 and has held it in 3 quarters since. 318 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

Marathon Wealth Advisors held 12,459 shares of Fidelity Blue Chip Growth ETF worth $774K as of Q2 2026.
Marathon Wealth Advisors left its Fidelity Blue Chip Growth ETF share count unchanged in Q2 2026.
Fidelity Blue Chip Growth ETF made up 0.26% of Marathon Wealth Advisors's portfolio in Q2 2026, its #59 holding.
Marathon Wealth Advisors first reported a position in Fidelity Blue Chip Growth ETF in Q4 2025 and has held it in 3 quarters since.
318 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Marathon Wealth Advisors's 13F filing for Q2 2026, filed 11 Sep 2026.