Marathon Wealth Advisors
Marathon Wealth Advisors reported 75 stocks worth $297M in its 13F filing for Q3 2026, filed Nov 4, 2026. Its largest holdings are NVDA (7.9%), MSFT (4.6%) and AAPL (4.4%).
Latest filing from Marathon Wealth Advisors
Q3 2026This is the first quarter on file for this fund, so there is nothing to compare it with yet.
Portfolio at a glance
share of reported value · Q3 2026Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 1 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $23.4M | 7.9% | 102K | – | 1 of 1 | |
| 2 |  MSFT Microsoft Corp | $13.7M | 4.6% | 27K | – | 1 of 1 | |
| 3 |  AAPL Apple Inc | $13M | 4.4% | 39K | – | 1 of 1 | |
| 4 |  VUG Vanguard Index Fds | $12.8M | 4.3% | 142K | – | 1 of 1 | |
| 5 |  TSM Taiwan Semiconductor Mfg Ltd | $11M | 3.7% | 24K | – | 1 of 1 | |
| 6 |  AMZN Amazon Com Inc | $10.9M | 3.7% | 44K | – | 1 of 1 | |
| 7 |  AMD Advanced Micro Devices Inc | $10.5M | 3.5% | 17K | – | 1 of 1 | |
| 8 |  AVGO Broadcom Inc | $10M | 3.4% | 28K | – | 1 of 1 | |
| 9 |  QQQ Invesco Qqq TR | $9.4M | 3.2% | 13K | – | 1 of 1 | |
| 10 |  AMAT Applied Matls Inc | $8.7M | 2.9% | 17K | – | 1 of 1 |
Positions at Sep 30, 2026, as reported. Change is against the fund's previous filing; weight is the share of the fund's reported stocks.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Nov 4, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
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All hedge fund holdings →Marathon Wealth Advisors 13F FAQ
What does Marathon Wealth Advisors own?
Marathon Wealth Advisors reported 75 stocks worth $297M in its 13F filing for Q3 2026, filed Nov 4, 2026. Its largest holdings are NVDA (7.9%), MSFT (4.6%) and AAPL (4.4%). The table above lists every position in the filing (the top 10 without an account).
What did Marathon Wealth Advisors buy and sell in Q3 2026?
This is the first quarter we have for this fund, so there is nothing to compare with yet.
When will Marathon Wealth 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 Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $297M 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.