Marathon Strategic Advisors
Marathon Strategic Advisors reported 50 stocks worth $171M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are INTC (16.5%), SPMD (13.6%) and SPYM (7.8%). Compared with Q2 2026, the fund opened new positions in XOM, VLO and SHEL, added to SPMD, VNQ and VNQI, trimmed SPYM, SPEM and SPDW and sold out of XOM, GDXJ and STPZ.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  INTC Intel Corp | $28.1M | 16.5% | 234K | No change | 8 of 8 | |
| 2 |  SPMD State Street | $23.2M | 13.6% | 368K | +24K (+7%) | 8 of 8 | |
| 3 |  SPYM Spdr Series Trust | $13.4M | 7.8% | 149K | −4,479 (−3%) | 8 of 8 | |
| 4 |  SPEM Spdr Emerging | $13M | 7.6% | 250K | −1,837 (−1%) | 8 of 8 | |
| 5 |  SPDW Spdr Developed | $11.9M | 7.0% | 237K | −5,698 (−2%) | 8 of 8 | |
| 6 |  IVV Ishares TR | $10.6M | 6.2% | 14K | −523 (−4%) | 8 of 8 | |
| 7 |  VNQ Vanguard Index Fds | $8.9M | 5.2% | 99K | +9,550 (+11%) | 8 of 8 | |
| 8 |  VEA Vanguard Tax-Managed Fds | $6.9M | 4.0% | 97K | −1,292 (−1%) | 8 of 8 | |
| 9 |  VNQI Vanguard Glbal EX US | $6.1M | 3.6% | 144K | +8,581 (+6%) | 8 of 8 | |
| 10 |  VO Vanguard Index Fds | $5.3M | 3.1% | 67K | −970 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Marathon Strategic Advisors 13F FAQ
What does Marathon Strategic Advisors own?
Marathon Strategic Advisors reported 50 stocks worth $171M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are INTC (16.5%), SPMD (13.6%) and SPYM (7.8%). The table above lists every position in the filing (the top 10 without an account).
What did Marathon Strategic Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 11 added to, 20 trimmed and 4 sold out. New positions include XOM, VLO and SHEL. It sold all of XOM, GDXJ and STPZ.
When will Marathon Strategic Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Marathon Strategic Advisors's portfolio worth?
The Q3 2026 filing reports $171M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.