Marathon Wealth Advisors LLC

Q3 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2026
Date filed
11/4/2026
Form type
13F-HR
Num holdings
75
Total value ($000)
$296,736
Net value change ($000)
+4,331 (1.5%)
New positions
1
Sold out positions
2
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 9/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 3,760 38.0%
NVDA 2,781 13.5%
VUG 1,610 14.4%
AAPL 1,608 14.1%
CRM 1,571 47.1%
META 1,274 32.2%
IVV 775 12.3%
NOW 742 44.2%
PANW 664 14.8%
ACN 496 46.1%
Top Reduces (Value $000, Stocks/ETFs)
AMAT -3,761 -30.3%
CAT -1,862 -24.8%
HONA -1,237 -100.0%
AVGO -789 -7.3%
TJX -730 -11.9%
TSLA -626 -17.0%
TSM -598 -5.2%
ASML -591 -10.1%
HD -502 -18.9%
GOOG -451 -5.2%
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