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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 | |
|---|---|---|---|---|---|---|
|
1
NVIDIA
NVDA
$5.27T
| $18.9M | 7.5% |
+101,162
| New | +$18.8M |
|
|
2
Microsoft
MSFT
$3.68T
| $11.3M | 4.51% |
+23,467
| New | +$11.8M |
|
|
3
Apple
AAPL
$4.85T
| $10.5M | 4.16% |
+38,467
| New | +$10.3M |
|
|
4
Broadcom
AVGO
$1.73T
| $9.77M | 3.88% |
+28,234
| New | +$10.1M |
|
|
5
Amazon
AMZN
$2.77T
| $9.74M | 3.87% |
+42,218
| New | +$9.66M |
|
6
Vanguard Morningstar Growth ETF
VUG
$226B
| $8.88M | 3.53% |
+109,212
| New | +$8.86M |
|
7
Alphabet (Google) Class C
GOOG
$4.1T
| $7.81M | 3.1% |
+24,882
| New | +$7.13M |
|
8
Invesco QQQ Trust
QQQ
$488B
| $7.38M | 2.93% |
+12,009
| New | +$7.37M |
|
9
TSMC
TSM
$2.25T
| $7.34M | 2.92% |
+24,147
| New | +$7.09M |
|
10
Vanguard Morningstar Mid-Cap ETF
VO
$106B
| $6.68M | 2.65% |
+92,000
| New | +$6.69M |
|
11
Visa
V
$692B
| $6.29M | 2.5% |
+17,949
| New | +$6.12M |
|
12
TJX Companies
TJX
$139B
| $6.01M | 2.39% |
+39,142
| New | +$5.79M |
|
13
Vanguard Total Bond Market
BND
$161B
| $6M | 2.38% |
+81,010
| New | +$6.03M |
|
14
iShares Core S&P 500 ETF
IVV
$868B
| $5.66M | 2.25% |
+8,257
| New | +$5.61M |
|
15
Vanguard Morningstar Small-Cap ETF
VB
$79.2B
| $5.4M | 2.14% |
+20,921
| New | +$5.36M |
|
16
Salesforce
CRM
$204B
| $5.23M | 2.08% |
+19,760
| New | +$4.91M |
|
17
Eli Lilly
LLY
$994B
| $5.2M | 2.06% |
+4,835
| New | +$4.62M |
|
|
18
Alphabet (Google) Class A
GOOGL
$4.14T
| $5.05M | 2.01% |
+16,147
| New | +$4.61M |
|
19
Costco
COST
$401B
| $4.79M | 1.9% |
+5,550
| New | +$5.03M |
|
20
JPMorgan Chase
JPM
$947B
| $4.49M | 1.79% |
+13,948
| New | +$4.32M |
|
21
Applied Materials
AMAT
$362B
| $4.43M | 1.76% |
+17,249
| New | +$4.14M |
|
22
Meta Platforms (Facebook)
META
$1.65T
| $4.21M | 1.67% |
+6,383
| New | +$4.26M |
|
23
Caterpillar
CAT
$376B
| $4.07M | 1.62% |
+7,102
| New | +$3.95M |
|
24
Netflix
NFLX
$322B
| $4M | 1.59% |
+42,683
| New | +$4.6M |
|
25
Tesla
TSLA
$1.44T
| $3.85M | 1.53% |
+8,570
| New | +$3.8M |
|
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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.