Marathon Wealth Advisors LLC

Q2 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
6/30/2026
Date filed
9/11/2026
Form type
13F-HR
Num holdings
76
Total value ($000)
$292,405
Net value change ($000)
+48,597 (19.9%)
New positions
5
Sold out positions
2
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 9/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AMD 6,635 183.5%
AMAT 6,501 109.9%
TSM 3,405 41.5%
NVDA 2,694 15.1%
CAT 2,495 49.8%
VUG 2,468 28.4%
PANW 2,458 122.0%
QQQ 2,038 29.2%
ASML 1,962 50.6%
AVGO 1,957 22.3%
Top Reduces (Value $000, Stocks/ETFs)
HON -2,527 -100.0%
NFLX -1,080 -25.5%
ZTS -629 -41.9%
ACN -629 -36.9%
CRM -589 -15.0%
MCD -380 -11.8%
COST -290 -5.0%
TJX -271 -4.2%
ADBE -232 -17.0%
INTU -205 -100.0%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type