Marathon Strategic Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, Marathon Strategic Advisors, LLC held in its portfolio 48 assets valued at $130,955,118 (i.e. $130.96M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($32.01M), SPDR INDEX SHS FDS ($11.27M), and SPDR INDEX SHS FDS ($10.63M).
The chart below shows the top 10 valuable assets, and the table below shows the top 48 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Marathon Strategic Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 505418 | 32005596 | STATE STREET SPD |
| SPDR INDEX SHS FDS | 240797 | 11271715 | PORTFOLIO EMG MK |
| SPDR INDEX SHS FDS | 239399 | 10631710 | PORTFOLIO DEVLPD |
| ISHARES TR | 15014 | 10283493 | CORE S&P500 ETF |
| VANGUARD INDEX FDS | 76341 | 6755424 | REAL ESTATE ETF |
| VANGUARD TAX-MANAGED FDS | 99727 | 6229926 | VAN FTSE DEV MKT |
| VANGUARD INTL EQUITY INDEX F | 124640 | 5713498 | GLB EX US ETF |
| VANGUARD INDEX FDS | 17108 | 4965084 | MID CAP ETF |
| VANGUARD INTL EQUITY INDEX F | 90754 | 4878925 | FTSE EMR MKT ETF |
| BLACKROCK FLOATING RATE INCO | 369243 | 4349680 | COM |
| INTEL CORP | 109936 | 4056639 | COM |
| CALAMOS CONV OPPORTUNITIES & | 276926 | 2902181 | SH BEN INT |
| WISDOMTREE TR | 66599 | 2227721 | US SMALLCAP DIVD |
| WISDOMTREE TR | 24627 | 1995060 | INTL SMCAP DIV |
| WISDOMTREE TR | 33399 | 1911758 | EMG MKTS SMCAP |
| EXXON MOBIL CORP | 13713 | 1650223 | COM |
| CREDO TECHNOLOGY GROUP HOLDI | 10458 | 1504802 | ORDINARY SHARES |
| VANECK ETF TRUST | 12836 | 1460442 | JUNIOR GOLD MINE |
| VANGUARD MALVERN FDS | 26421 | 1306771 | STRM INFPROIDX |
| MICROSOFT CORP | 2459 | 1189073 | COM |
| VANGUARD INDEX FDS | 3309 | 1109409 | TOTAL STK MKT |
| LINDE PLC | 2313 | 986241 | SHS |
| CONOCOPHILLIPS | 10295 | 963715 | COM |
| AMERICAN ELEC PWR CO INC | 7027 | 810284 | COM |
| WISDOMTREE TR | 15590 | 804444 | US MIDCAP DIVID |
| VANGUARD INDEX FDS | 3035 | 782879 | SMALL CP ETF |
| ISHARES TR | 10621 | 700986 | CORE S&P MCP ETF |
| ISHARES INC | 7841 | 569884 | MSCI EMRG CHN |
| DUKE ENERGY CORP NEW | 4666 | 546926 | COM NEW |
| PHILLIPS 66 | 4059 | 523774 | COM |
| ROCKWELL AUTOMATION INC | 1225 | 476611 | COM |
| MCKESSON CORP | 561 | 460183 | COM |
| ISHARES TR | 8656 | 457712 | ISHS 1-5YR INVS |
| STRYKER CORPORATION | 1247 | 438284 | COM |
| AMAZON COM INC | 1865 | 430480 | COM |
| BRUNSWICK CORP | 5500 | 408320 | COM |
| APPLE INC | 1283 | 348775 | COM |
| PEPSICO INC | 2385 | 342296 | COM |
| PPL CORP | 9204 | 322325 | COM |
| INTERNATIONAL BUSINESS MACHS | 1033 | 305985 | COM |
| PIMCO ETF TR | 4994 | 267979 | 1-5 US TIP IDX |
| SCHWAB STRATEGIC TR | 11105 | 266965 | INTL EQTY ETF |
| TRANE TECHNOLOGIES PLC | 658 | 256094 | SHS |
| ISHARES TR | 960 | 236337 | RUSSELL 2000 ETF |
| ISHARES TR | 2263 | 217334 | MSCI EAFE ETF |
| UNITED BANKSHARES INC WEST V | 5565 | 213696 | COM |
| ISHARES TR | 3853 | 210809 | MSCI EMG MKT ETF |
| ARCH CAP GROUP LTD | 2155 | 206670 | ORD |
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