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CIK 0002153211 • 3 13F filings • Sep 11, 2026 – Sep 11, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $2.6M | 1.1% | 12,182 SH | |
| ACCENTURE PLC IRELAND | SHS CLASS A | $1.7M | 0.7% | 8,600 SH | |
| ADOBE INC | COM | $1.4M | 0.6% | 5,620 SH | |
| ADVANCED MICRO DEVICES INC | COM | $3.6M | 1.5% | 17,772 SH | |
| ALPHABET INC | CAP STK CL A | $4.7M | 1.9% | 16,404 SH | |
| ALPHABET INC | CAP STK CL C | $7.1M | 2.9% | 24,707 SH | |
| AMAZON COM INC | COM | $9.1M | 3.7% | 43,646 SH | |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $2.6M | 1.1% | 30,851 SH | |
| AMERICAN EXPRESS CO | COM | $1.2M | 0.5% | 4,117 SH | |
| ANALOG DEVICES INC | COM | $3.9M | 1.6% | 12,165 SH | |
| APPLE INC | COM | $10.0M | 4.1% | 39,213 SH | |
| APPLIED MATLS INC | COM | $5.9M | 2.4% | 17,305 SH | |
| ASML HLDG NV | N Y REGISTRY SHS | $3.9M | 1.6% | 2,938 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.1M | 1.3% | 6,484 SH | |
| BROADCOM INC | COM | $8.8M | 3.6% | 28,388 SH | |
| CADENCE DESIGN SYSTEM INC | COM | $214K | 0.1% | 769 SH | |
| CATERPILLAR INC | COM | $5.0M | 2.1% | 7,075 SH | |
| CENCORA INC | COM | $596K | 0.2% | 1,898 SH | |
| CHEVRON CORPORATION | COM | $460K | 0.2% | 2,224 SH | |
| COSTCO WHOLESALE CORPORATION | COM | $5.8M | 2.4% | 5,791 SH | |
| DANAHER CORP DEL | COM | $1.8M | 0.8% | 9,670 SH | |
| ELI LILLY & CO | COM | $4.6M | 1.9% | 4,953 SH | |
| FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | $624K | 0.3% | 12,459 SH | |
| HOME DEPOT INC | COM | $2.4M | 1.0% | 7,426 SH | |
| HONEYWELL INTL INC | COM | $2.5M | 1.0% | 11,179 SH | |
| IES HOLDINGS INC | COM | $818K | 0.3% | 1,717 SH | |
| INTUIT | COM | $205K | 0.1% | 474 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $7.0M | 2.9% | 12,078 SH | |
| ISHARES TR | CORE S&P500 ETF | $4.9M | 2.0% | 7,476 SH | |
| ISHARES TR | ESG MSCI KLD 400 | $643K | 0.3% | 5,302 SH | |
| ISHARES TR | ULTRA SHORT DUR | $461K | 0.2% | 9,113 SH | |
| JOHNSON & JOHNSON | COM | $1.3M | 0.6% | 5,510 SH | |
| JPMORGAN CHASE & CO | COM | $4.2M | 1.7% | 14,296 SH | |
| LINDE PLC | SHS | $2.4M | 1.0% | 4,800 SH | |
| MCDONALDS CORP | COM | $3.2M | 1.3% | 10,362 SH | |
| MERCK & CO INC | COM | $2.5M | 1.0% | 20,596 SH | |
| META PLATFORMS INC | CL A | $3.8M | 1.6% | 6,729 SH | |
| MICROSOFT CORP | COM | $9.4M | 3.9% | 25,471 SH | |
| NETFLIX INC. | COM | $4.2M | 1.7% | 44,106 SH | |
| NEXTERA ENERGY INC | COM | $914K | 0.4% | 9,844 SH | |
| NVIDIA CORPORATION | COM | $17.9M | 7.3% | 102,505 SH | |
| PALO ALTO NETWORKS INC | COM | $2.0M | 0.8% | 12,561 SH | |
| PROCTER & GAMBLE CO | COM | $641K | 0.3% | 4,437 SH | |
| REPUBLIC SVCS INC | COM | $2.9M | 1.2% | 13,356 SH | |
| ROPER TECHNOLOGIES INC | COM | $598K | 0.2% | 1,690 SH | |
| S&P GLOBAL INC | COM | $2.0M | 0.8% | 4,701 SH | |
| SALESFORCE INC | COM | $3.9M | 1.6% | 21,007 SH | |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $299K | 0.1% | 2,042 SH | |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $1.8M | 0.8% | 13,879 SH | |
| SERVICENOW INC | COM | $1.7M | 0.7% | 16,199 SH | |
| SPDR GOLD TR | GOLD SHS | $520K | 0.2% | 1,208 SH | |
| STARBUCKS CORP | COM | $1.2M | 0.5% | 12,882 SH | |
| STATE STR SPDR DOW JONES IND | UT SER 1 | $2.2M | 0.9% | 4,753 SH | |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $8.2M | 3.4% | 24,255 SH | |
| TESLA INC | COM | $3.2M | 1.3% | 8,709 SH | |
| TJX COS INC NEW | COM | $6.4M | 2.6% | 39,980 SH | |
| UBER TECHNOLOGIES INC | COM | $2.0M | 0.8% | 28,046 SH | |
| UNITEDHEALTH GROUP INC | COM | $2.5M | 1.0% | 9,397 SH | |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $205K | 0.1% | 535 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $2.1M | 0.8% | 26,153 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $6.1M | 2.5% | 82,567 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $8.7M | 3.6% | 19,930 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $6.7M | 2.7% | 23,303 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.6M | 1.5% | 5,999 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $5.6M | 2.3% | 21,314 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $578K | 0.2% | 1,803 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $293K | 0.1% | 1,496 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.4M | 0.6% | 6,563 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $223K | 0.1% | 2,893 SH | |
| VANGUARD WORLD FD | HEALTH CAR ETF | $731K | 0.3% | 2,686 SH | |
| VISA INC | COM CL A | $5.6M | 2.3% | 18,505 SH | |
| WALMART INC | COM | $822K | 0.3% | 6,617 SH | |
| ZOETIS INC | CL A | $1.5M | 0.6% | 12,698 SH |
| Q1 2026 |
| 13F-HR |
| 0001085146-26-000771 |
| $243.8M |
| View |