Marathon Wealth Advisors LLC

Q1 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2026
Date filed
9/11/2026
Form type
13F-HR
Num holdings
73
Total value ($000)
$243,808
Net value change ($000)
-7,878 (-3.1%)
New positions
1
Sold out positions
1
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 9/11/2026 Next filing: 9/11/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AMAT 1,482 33.4%
COST 984 20.6%
CAT 944 23.2%
TSM 859 11.7%
ASML 738 23.5%
ADI 599 18.3%
HON 402 18.9%
LIN 401 20.3%
MRK 372 17.7%
TJX 372 6.2%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -1,920 -16.9%
SCHG -1,788 -100.0%
CRM -1,314 -25.1%
NVDA -990 -5.2%
AVGO -986 -10.1%
IVV -771 -13.6%
GOOGL -721 -9.2%
V -702 -11.2%
AMZN -655 -6.7%
LLY -640 -12.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type