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MWAL
Marathon Wealth Advisors LLC 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
% of AUM
99.2%
Top 10 Holdings %
Top 10 Hldgs %
39.04%
Holding
73
New
73
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$18.8M |
| 2 |
Microsoft
MSFT
|
+$11.8M |
| 3 |
Apple
AAPL
|
+$10.3M |
| 4 |
Broadcom
AVGO
|
+$10.1M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
26
Vanguard S&P 500 ETF
VOO
$1.05T
| $3.8M | 1.51% |
+6,059
| New | +$3.77M |
|
27
Advanced Micro Devices
AMD
$843B
| $3.79M | 1.51% |
+17,688
| New | +$3.97M |
|
28
Analog Devices
ADI
$184B
| $3.27M | 1.3% |
+12,060
| New | +$3.03M |
|
29
Berkshire Hathaway Class B
BRK.B
$1.09T
| $3.19M | 1.27% |
+6,343
| New | +$3.16M |
|
30
ASML
ASML
$652B
| $3.14M | 1.25% |
+2,937
| New | +$3.06M |
|
31
McDonald's
MCD
$179B
| $3.03M | 1.21% |
+9,929
| New | +$3.04M |
|
32
UnitedHealth
UNH
$340B
| $2.95M | 1.17% |
+8,942
| New | +$3.03M |
|
33
AbbVie
ABBV
$454B
| $2.71M | 1.08% |
+11,864
| New | +$2.7M |
|
34
Republic Services
RSG
$68.2B
| $2.67M | 1.06% |
+12,607
| New | +$2.71M |
|
35
Avantis International Equity ETF
AVDE
$19B
| $2.55M | 1.01% |
+30,950
| New | +$2.48M |
|
36
Home Depot
HD
$308B
| $2.46M | 0.98% |
+7,147
| New | +$2.62M |
|
37
S&P Global
SPGI
$121B
| $2.38M | 0.94% |
+4,547
| New | +$2.25M |
|
38
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.2B
| $2.35M | 0.94% |
+4,899
| New | +$2.32M |
|
39
Uber
UBER
$146B
| $2.22M | 0.88% |
+27,215
| New | +$2.45M |
|
40
Accenture
ACN
$113B
| $2.16M | 0.86% |
+8,035
| New | +$2.04M |
|
41
Danaher
DHR
$141B
| $2.14M | 0.85% |
+9,363
| New | +$2.06M |
|
42
Honeywell
HON
$64.1B
| $2.13M | 0.84% |
+10,895
| New | +$2.13M |
|
43
Merck
MRK
$355B
| $2.11M | 0.84% |
+20,002
| New | +$1.88M |
|
44
Palo Alto Networks
PANW
$270B
| $2.09M | 0.83% |
+11,342
| New | +$2.29M |
|
45
Vanguard Short-Term Bond ETF
BSV
$46.2B
| $2.04M | 0.81% |
+25,905
| New | +$2.04M |
|
46
ServiceNow
NOW
$137B
| $2M | 0.8% |
+13,078
| New | +$2.24M |
|
47
State Street Technology Select Sector SPDR ETF
XLK
$122B
| $2M | 0.79% |
+13,862
| New | +$2M |
|
48
Linde
LIN
$215B
| $1.98M | 0.79% |
+4,642
| New | +$1.99M |
|
49
Adobe
ADBE
$100B
| $1.9M | 0.76% |
+5,433
| New | +$1.85M |
|
50
Schwab US Large-Cap Growth ETF
SCHG
$62.2B
| $1.79M | 0.71% |
+54,811
| New | +$1.78M |
|
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Marathon Wealth Advisors LLC's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Marathon Wealth Advisors LLC, 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 LLC's largest Q4 2025 buy was NVIDIA: 101,162 shares worth $18.9M.
- Marathon Wealth Advisors LLC's ten largest holdings make up 39% of its $252M portfolio in Q4 2025.
- Marathon Wealth Advisors LLC disclosed 73 positions in Q4 2025, its first 13F filing on record.
Based on Marathon Wealth Advisors LLC's 13F filing for Q4 2025, filed 11 Sep 2026.