Marathon Wealth Advisors LLC
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 296,736
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/4/2026 | 75 | 296,736 | 13F-HR | Marathon Wealth Advisors LLC |
| Q2 2026 | 9/11/2026 | 76 | 292,405 | 13F-HR | Marathon Wealth Advisors LLC |
| Q1 2026 | 9/11/2026 | 73 | 243,808 | 13F-HR | Marathon Wealth Advisors LLC |
| Q4 2025 | 9/11/2026 | 73 | 251,686 | 13F-HR | Marathon Wealth Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 226.3 K | 76.3% | 1.406 K | 0 | 1.406 K |
| ETFs | 68.27 K | 23.0% | 2.863 K | 0 | 2.863 K |
| Debt | 2.183 K | 0.7% | 62 | 0 | 62 |
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Fund Snapshot
Q3 2026
Latest filed
11/4/2026
Total value ($000)
296,736
Holdings
75
QoQ value change ($000)
4,331
(1.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.