2026 Q2 Portfolio Activity
In 2026 Q2, Marathon Wealth Advisors LLC maintained a portfolio of 73 distinct positions.
Position History
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Total Positions
73
Quarter
2026 Q2
Top Holding
NVDA (7.5%)
Top 10 Concentration
39.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 73
Marathon Wealth Advisors LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 7.50% | — |
#1
Prev: #—
|
8.5 |
—
|
101,162 | — |
NEW
|
101,162 | $18,866,741 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 4.51% | — |
#2
Prev: #—
|
6.8 |
—
|
23,467 | — |
NEW
|
23,467 | $11,349,089 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
AAPL
APPLE INC
|
Technology | 4.16% | — |
#3
Prev: #—
|
6.2 |
—
|
38,467 | — |
NEW
|
38,467 | $10,457,623 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
AVGO
BROADCOM INC
|
Technology | 3.88% | — |
#4
Prev: #—
|
5.6 |
—
|
28,234 | — |
NEW
|
28,234 | $9,771,736 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 3.87% | — |
#5
Prev: #—
|
5.5 |
—
|
42,218 | — |
NEW
|
42,218 | $9,744,850 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 3.53% | — |
#6
Prev: #—
|
4.9 |
—
|
18,202 | — |
NEW
|
18,202 | $8,879,972 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 3.10% | — |
#7
Prev: #—
|
4.7 |
—
|
24,882 | — |
NEW
|
24,882 | $7,808,079 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 2.93% | — |
#8
Prev: #—
|
4.7 |
—
|
12,009 | — |
NEW
|
12,009 | $7,377,206 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 2.92% | — |
#9
Prev: #—
|
4.7 |
—
|
24,147 | — |
NEW
|
24,147 | $7,338,024 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 2.65% | — |
#10
Prev: #—
|
4.6 |
—
|
23,000 | — |
NEW
|
23,000 | $6,675,069 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
V
VISA INC
|
Financial Services | 2.50% | — |
#11
Prev: #—
|
4.5 |
—
|
17,949 | — |
NEW
|
17,949 | $6,294,826 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 2.39% | — |
#12
Prev: #—
|
4.5 |
—
|
39,142 | — |
NEW
|
39,142 | $6,012,659 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
BND
VANGUARD BD IND...
|
ETF | 2.38% | — |
#13
Prev: #—
|
4.5 |
—
|
81,010 | — |
NEW
|
81,010 | $6,000,387 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
IVV
ISHARES TR
|
ETF | 2.25% | — |
#14
Prev: #—
|
4.4 |
—
|
8,257 | — |
NEW
|
8,257 | $5,655,465 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 2.14% | — |
#15
Prev: #—
|
4.4 |
—
|
20,921 | — |
NEW
|
20,921 | $5,396,463 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
CRM
SALESFORCE INC
|
Technology | 2.08% | — |
#16
Prev: #—
|
4.3 |
—
|
19,760 | — |
NEW
|
19,760 | $5,234,698 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 2.06% | — |
#17
Prev: #—
|
4.3 |
—
|
4,835 | — |
NEW
|
4,835 | $5,196,127 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 2.01% | — |
#18
Prev: #—
|
4.3 |
—
|
16,147 | — |
NEW
|
16,147 | $5,054,095 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
COST
COSTCO WHSL COR...
|
Consumer Defensive | 1.90% | — |
#19
Prev: #—
|
4.3 |
—
|
5,550 | — |
NEW
|
5,550 | $4,786,227 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.79% | — |
#20
Prev: #—
|
4.2 |
—
|
13,948 | — |
NEW
|
13,948 | $4,494,374 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 1.76% | — |
#21
Prev: #—
|
4.2 |
—
|
17,249 | — |
NEW
|
17,249 | $4,432,758 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.67% | — |
#22
Prev: #—
|
4.2 |
—
|
6,383 | — |
NEW
|
6,383 | $4,213,505 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 1.62% | — |
#23
Prev: #—
|
4.1 |
—
|
7,102 | — |
NEW
|
7,102 | $4,068,707 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
NFLX
NETFLIX INC
|
Communication Services | 1.59% | — |
#24
Prev: #—
|
4.1 |
—
|
42,683 | — |
NEW
|
42,683 | $4,001,962 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 1.53% | — |
#25
Prev: #—
|
4.1 |
—
|
8,570 | — |
NEW
|
8,570 | $3,854,253 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.51% | — |
#26
Prev: #—
|
4.1 |
—
|
6,059 | — |
NEW
|
6,059 | $3,799,848 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 1.51% | — |
#27
Prev: #—
|
4.1 |
—
|
17,688 | — |
NEW
|
17,688 | $3,788,158 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
ADI
ANALOG DEVICES ...
|
Technology | 1.30% | — |
#28
Prev: #—
|
4.0 |
—
|
12,060 | — |
NEW
|
12,060 | $3,270,586 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.27% | — |
#29
Prev: #—
|
4.0 |
—
|
6,343 | — |
NEW
|
6,343 | $3,188,192 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
ASML
ASML HOLDING N ...
|
Technology | 1.25% | — |
#30
Prev: #—
|
4.0 |
—
|
2,937 | — |
NEW
|
2,937 | $3,141,788 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 1.21% | — |
#31
Prev: #—
|
4.0 |
—
|
9,929 | — |
NEW
|
9,929 | $3,034,630 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 1.17% | — |
#32
Prev: #—
|
4.0 |
—
|
8,942 | — |
NEW
|
8,942 | $2,951,966 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 1.08% | — |
#33
Prev: #—
|
3.9 |
—
|
11,864 | — |
NEW
|
11,864 | $2,710,903 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
RSG
REPUBLIC SVCS I...
|
Industrials | 1.06% | — |
#34
Prev: #—
|
3.9 |
—
|
12,607 | — |
NEW
|
12,607 | $2,671,873 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
AVDE
AMERICAN CENTY ...
|
Bond/Debt | 1.01% | — |
#35
Prev: #—
|
3.9 |
—
|
30,950 | — |
NEW
|
30,950 | $2,547,819 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.98% | — |
#36
Prev: #—
|
3.9 |
—
|
7,147 | — |
NEW
|
7,147 | $2,459,309 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
SPGI
S&P GLOBAL INC
|
Financial Services | 0.94% | — |
#37
Prev: #—
|
3.9 |
—
|
4,547 | — |
NEW
|
4,547 | $2,376,422 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
DIA
SPDR DOW JONES ...
|
ETF | 0.94% | — |
#38
Prev: #—
|
3.9 |
—
|
4,899 | — |
NEW
|
4,899 | $2,354,144 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
UBER
UBER TECHNOLOGI...
|
Technology | 0.88% | — |
#39
Prev: #—
|
3.9 |
—
|
27,215 | — |
NEW
|
27,215 | $2,223,739 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
ACN
ACCENTURE PLC I...
|
Technology | 0.86% | — |
#40
Prev: #—
|
3.8 |
—
|
8,035 | — |
NEW
|
8,035 | $2,155,734 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
DHR
DANAHER CORPORA...
|
Healthcare | 0.85% | — |
#41
Prev: #—
|
3.8 |
—
|
9,363 | — |
NEW
|
9,363 | $2,143,281 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
HON
HONEYWELL INTL ...
|
Industrials | 0.84% | — |
#42
Prev: #—
|
3.8 |
—
|
10,895 | — |
NEW
|
10,895 | $2,125,498 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.84% | — |
#43
Prev: #—
|
3.8 |
—
|
20,002 | — |
NEW
|
20,002 | $2,105,363 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.83% | — |
#44
Prev: #—
|
3.8 |
—
|
11,342 | — |
NEW
|
11,342 | $2,089,137 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 0.81% | — |
#45
Prev: #—
|
3.8 |
—
|
25,905 | — |
NEW
|
25,905 | $2,041,589 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
NOW
SERVICENOW INC
|
Technology | 0.80% | — |
#46
Prev: #—
|
3.8 |
—
|
13,078 | — |
NEW
|
13,078 | $2,003,472 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 0.79% | — |
#47
Prev: #—
|
3.8 |
—
|
13,862 | — |
NEW
|
13,862 | $1,995,672 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
LIN
LINDE PLC
|
Basic Materials | 0.79% | — |
#48
Prev: #—
|
3.8 |
—
|
4,642 | — |
NEW
|
4,642 | $1,979,256 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
ADBE
ADOBE INC
|
Technology | 0.76% | — |
#49
Prev: #—
|
3.8 |
—
|
5,433 | — |
NEW
|
5,433 | $1,901,511 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 0.71% | — |
#50
Prev: #—
|
3.8 |
—
|
54,811 | — |
NEW
|
54,811 | $1,787,939 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-09-11 |
Showing 1-50 of 73 holdings