Marathon Wealth Advisors LLC

CIK 0002153211 · BOSTON, MA · Quarter end: 2025-12-31 · Filed on: 2026-09-11 · Open the SEC source
The most recent 13F EDGAR holds under this CIK is 2025 Q4, filed 2026-09-11. Nothing has been filed since — the fund stopped filing, or it files under a different entity now. The positions below are a snapshot of that date, not a current portfolio.

Marathon Wealth Advisors LLC reported 73 positions worth $251.7M as of December 31, 2025 (13F filed September 11, 2026). Largest holding: NVDA (7.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$251.7M
2025 Q4
Positions
73
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
39.0%
Est. Net Flow (Q)
2025 Q4
10 / 73 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$18.9M7.50%101,162
2MSFTMICROSOFT CORPSH$11.3M4.51%23,467
3AAPLAPPLE INCSH$10.5M4.16%38,467
4AVGOBROADCOM INCSH$9.8M3.88%28,234
5AMZNAMAZON COM INCSH$9.7M3.87%42,218
6VUGVANGUARD INDEX FDSSH$8.9M3.53%18,202
7GOOGALPHABET INCSH$7.8M3.10%24,882
8QQQINVESCO QQQ TRSH$7.4M2.93%12,009
9TSMTAIWAN SEMICONDUCTOR MFG LTDSH$7.3M2.92%24,147
10VOVANGUARD INDEX FDSSH$6.7M2.65%23,000

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Marathon Wealth Advisors LLC hold as of Q4 2025?

Marathon Wealth Advisors LLC reported 73 positions worth $251.7M in its Q4 2025 13F filing. Largest positions: NVDA (7.5%), MSFT (4.5%), AAPL (4.2%), AVGO (3.9%) and AMZN (3.9%).

What did Marathon Wealth Advisors LLC buy in Q4 2025?

No previous quarter is available yet; the comparison appears with the next filing.

What did Marathon Wealth Advisors LLC sell in Q4 2025?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.