We are live on ! Find out more
MWA

Marathon Wealth Advisors Portfolio holdings

AUM $292M
This Fund
S&P 500
This Quarter Est. Return
+4.53%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$252M
AUM Growth
–
Cap. Flow
+$250M
Cap. Flow %
99.2%
Top 10 Hldgs %
39.04%
Holding
73
New
73
Increased
–
Reduced
–
Closed
–
Avg Time Held
0 quarters
Top 10 Avg Time Held
0 quarters
Top 20 Avg Time Held
0 quarters

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$18.8M
2
MSFT icon
Microsoft
MSFT
+$11.8M
3
AAPL icon
Apple
AAPL
+$10.3M
4
AVGO icon
Broadcom
AVGO
+$10.1M
5
AMZN icon
Amazon
AMZN
+$9.66M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 35.46%
2 Miscellaneous 23.89%
3 Consumer Discretionary 10.44%
4 Communication Services 8.37%
5 Healthcare 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
VOO icon
26
Vanguard S&P 500 ETF
VOO
$1.06T
$3.8M 1.51%
+6,059
New +$3.77M
2025 Q4
0 quarters
AMD icon
27
Advanced Micro Devices
AMD
$1.03T
$3.79M 1.51%
+17,688
New +$3.97M
2025 Q4
0 quarters
ADI icon
28
Analog Devices
ADI
$203B
$3.27M 1.3%
+12,060
New +$3.03M
2025 Q4
0 quarters
BRK.B icon
29
Berkshire Hathaway Class B
BRK.B
$1.08T
$3.19M 1.27%
+6,343
New +$3.16M
2025 Q4
0 quarters
ASML icon
30
ASML
ASML
$714B
$3.14M 1.25%
+2,937
New +$3.06M
2025 Q4
0 quarters
MCD icon
31
McDonald's
MCD
$165B
$3.03M 1.21%
+9,929
New +$3.04M
2025 Q4
0 quarters
UNH icon
32
UnitedHealth
UNH
$340B
$2.95M 1.17%
+8,942
New +$3.03M
2025 Q4
0 quarters
ABBV icon
33
AbbVie
ABBV
$470B
$2.71M 1.08%
+11,864
New +$2.7M
2025 Q4
0 quarters
RSG icon
34
Republic Services
RSG
$65.2B
$2.67M 1.06%
+12,607
New +$2.71M
2025 Q4
0 quarters
AVDE icon
35
Avantis International Equity ETF
AVDE
$19.1B
$2.55M 1.01%
+30,950
New +$2.48M
2025 Q4
0 quarters
HD icon
36
Home Depot
HD
$281B
$2.46M 0.98%
+7,147
New +$2.62M
2025 Q4
0 quarters
SPGI icon
37
S&P Global
SPGI
$115B
$2.38M 0.94%
+4,547
New +$2.25M
2025 Q4
0 quarters
DIA icon
38
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44B
$2.35M 0.94%
+4,899
New +$2.32M
2025 Q4
0 quarters
UBER icon
39
Uber
UBER
$142B
$2.22M 0.88%
+27,215
New +$2.45M
2025 Q4
0 quarters
ACN icon
40
Accenture
ACN
$119B
$2.16M 0.86%
+8,035
New +$2.04M
2025 Q4
0 quarters
DHR icon
41
Danaher
DHR
$156B
$2.14M 0.85%
+9,363
New +$2.06M
2025 Q4
0 quarters
HON icon
42
Honeywell
HON
$67.9B
$2.13M 0.84%
+10,895
New +$2.13M
2025 Q4
0 quarters
MRK icon
43
Merck
MRK
$344B
$2.11M 0.84%
+20,002
New +$1.88M
2025 Q4
0 quarters
PANW icon
44
Palo Alto Networks
PANW
$333B
$2.09M 0.83%
+11,342
New +$2.29M
2025 Q4
0 quarters
BSV icon
45
Vanguard Short-Term Bond ETF
BSV
$45.9B
$2.04M 0.81%
+25,905
New +$2.04M
2025 Q4
0 quarters
NOW icon
46
ServiceNow
NOW
$141B
$2M 0.8%
+13,078
New +$2.24M
2025 Q4
0 quarters
XLK icon
47
State Street Technology Select Sector SPDR ETF
XLK
$131B
$2M 0.79%
+13,862
New +$2M
2025 Q4
0 quarters
LIN icon
48
Linde
LIN
$222B
$1.98M 0.79%
+4,642
New +$1.99M
2025 Q4
0 quarters
ADBE icon
49
Adobe
ADBE
$94.9B
$1.9M 0.76%
+5,433
New +$1.85M
2025 Q4
0 quarters
SCHG icon
50
Schwab US Large-Cap Growth ETF
SCHG
$65.3B
$1.79M 0.71%
+54,811
New +$1.78M
2025 Q4
0 quarters
1
2
3

Similar funds

PIA
PineBridge Investments Asia Hong Kong $292M AUM
HCM
Heathbridge Capital Management Toronto, Ontario, Canada $292M AUM 21.77% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
AP
Advisortrust Partners Raleigh, North Carolina $292M AUM
WIM
Wittenberg Investment Management Carlisle, Massachusetts $292M AUM 36.12% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $292M AUM 48.67% 1-Year Est. Return
SC
Swan Capital Pensacola, Florida $292M AUM 15.76% 1-Year Est. Return

Marathon Wealth Advisors's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Marathon Wealth Advisors, which disclosed 73 positions worth $252M. Its ten largest holdings account for 39% of the portfolio.

Its largest position is NVIDIA: 101,162 shares worth $18.9M.

By sector, the portfolio is most concentrated in Technology at 35% of assets, followed by Miscellaneous and Consumer Discretionary.

  • Marathon Wealth Advisors's largest Q4 2025 buy was NVIDIA: 101,162 shares worth $18.9M.
  • Marathon Wealth Advisors's ten largest holdings make up 39% of its $252M portfolio in Q4 2025.
  • Marathon Wealth Advisors disclosed 73 positions in Q4 2025, its first 13F filing on record.

Based on Marathon Wealth Advisors's 13F filing for Q4 2025, filed 11 Sep 2026.