MWAL
FBCG

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

Marathon Wealth Advisors LLC’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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Marathon Wealth Advisors LLC 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 LLC first reported a position in FBCG in Q4 2025 and has held it in 3 quarters since. 317 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

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

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