Marathon Strategic Advisors, LLC
Q2 2026 13F filing
Updated 58 days ago50 disclosed positions worth $177.1M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | I INTC INTEL CORP | $32.6M | 233.7K | 18.42% | Added(+30.1%) |
| 2 | ? N/A SPDR SERIES TRUST | $23.2M | 343.7K | 13.11% | Added(+5.2%) |
| 3 | S STT-PG SPDR SERIES TRUST | $13.5M | 153.4K | 7.61% | Trimmed(-1.3%) |
| 4 | ? N/A SPDR INDEX SHS FDS | $13.1M | 252.2K | 7.37% | Added(+1.1%) |
| 5 | ? N/A SPDR INDEX SHS FDS | $12.2M | 242.8K | 6.91% | Trimmed(-0.6%) |
| 6 | E ETHA ISHARES TR | $10.8M | 14.4K | 6.09% | Trimmed(-3.4%) |
| 7 | V VGES VANGUARD INDEX FDS | $8.6M | 89.5K | 4.87% | Added(+6.9%) |
| 8 | V VGES VANGUARD TAX-MANAGED FDS | $7M | 98.6K | 3.97% | Trimmed(-0.9%) |
| 9 | ? N/A VANGUARD INTL EQUITY INDEX F | $6.1M | 135.8K | 3.44% | Added(+5.0%) |
| 10 | V VGES VANGUARD INDEX FDS | $5.5M | 68.2K | 3.10% | Added(+298.9%) |
| 11 | V VGES VANGUARD INTL EQUITY INDEX F | $5.3M | 88.3K | 2.98% | Trimmed(-2.6%) |
| 12 | F FRA BLACKROCK FLOATING RATE INCO | $4.8M | 438.3K | 2.72% | Added(+11.6%) |
| 13 | C CHY CALAMOS CONV OPPORTUNITIES & | $3.9M | 293.8K | 2.23% | Added(+1.9%) |
| 14 | A ARCC SPDR SERIES TRUST | $3.2M | 56.1K | 1.83% | Trimmed(-0.2%) |
| 15 | ? N/A WISDOMTREE TR | $2.7M | 67.0K | 1.54% | Trimmed(-1.9%) |
| 16 | ? N/A WISDOMTREE TR | $2.2M | 34.6K | 1.26% | Added(+0.2%) |
| 17 | ? N/A WISDOMTREE TR | $2.1M | 25.4K | 1.20% | Added(+0.7%) |
| 18 | X XOM EXXON MOBIL CORP | $1.9M | 13.7K | 1.06% | Unchanged |
| 19 | ? N/A VANGUARD MALVERN FDS | $1.3M | 26.0K | 0.74% | Trimmed(-0.8%) |
| 20 | L LIN LINDE PLC | $1.2M | 2.3K | 0.68% | Unchanged |
| 21 | C COP CONOCOPHILLIPS | $1.1M | 10.3K | 0.60% | Unchanged |
| 22 | A AEP AMERICAN ELEC PWR CO INC | $961K | 7.0K | 0.54% | Unchanged |
| 23 | V VGES VANGUARD INDEX FDS | $942K | 2.5K | 0.53% | Unchanged |
| 24 | V VGES VANGUARD INDEX FDS | $917K | 3.0K | 0.52% | Trimmed(-0.3%) |
| 25 | M MSFT MICROSOFT CORP | $914K | 2.5K | 0.52% | Trimmed(-0.3%) |
| 26 | ? N/A WISDOMTREE TR | $881K | 15.6K | 0.50% | Unchanged |
| 27 | E ETHA ISHARES TR | $819K | 10.6K | 0.46% | Unchanged |
| 28 | ? N/A VANECK ETF TRUST | $690K | 7.0K | 0.39% | Trimmed(-25.6%) |
| 29 | P PSX PHILLIPS 66 | $686K | 4.1K | 0.39% | Unchanged |
| 30 | ? N/A ROCKWELL AUTOMATION INC | $606K | 1.2K | 0.34% | Unchanged |
| 31 | E ETHA ISHARES INC | $602K | 5.9K | 0.34% | Trimmed(-25.0%) |
| 32 | D DUK-PA DUKE ENERGY CORP NEW | $591K | 4.7K | 0.33% | Unchanged |
| 33 | M MU MICRON TECHNOLOGY INC | $486K | 421 | 0.27% | — |
| 34 | B BC-PC BRUNSWICK CORP | $463K | 5.5K | 0.26% | Unchanged |
| 35 | A AMZN AMAZON COM INC | $445K | 1.9K | 0.25% | Unchanged |
| 36 | M MCK MCKESSON CORP | $424K | 561 | 0.24% | Unchanged |
| 37 | ? N/A ISHARES TR | $421K | 8.0K | 0.24% | Trimmed(-1.3%) |
| 38 | A AAPL APPLE INC | $397K | 1.4K | 0.22% | Unchanged |
| 39 | S SYK STRYKER CORPORATION | $363K | 1.2K | 0.21% | Unchanged |
| 40 | P PPLC PPL CORP | $335K | 9.2K | 0.19% | Unchanged |
| 41 | P PEP PEPSICO INC | $322K | 2.4K | 0.18% | Trimmed(-0.4%) |
| 42 | T TT TRANE TECHNOLOGIES PLC | $312K | 636 | 0.18% | Trimmed(-3.3%) |
| 43 | S SCHW-PJ SCHWAB STRATEGIC TR | $299K | 10.8K | 0.17% | Unchanged |
| 44 | I IBM INTERNATIONAL BUSINESS MACHS | $290K | 1.0K | 0.16% | Unchanged |
| 45 | E ETHA ISHARES TR | $288K | 957 | 0.16% | Trimmed(-0.3%) |
| 46 | ? N/A PIMCO ETF TR | $265K | 5.0K | 0.15% | Unchanged |
| 47 | E ETHA ISHARES TR | $264K | 3.9K | 0.15% | Unchanged |
| 48 | U UBSI UNITED BANKSHARES INC WEST V | $255K | 5.6K | 0.14% | Unchanged |
| 49 | E ETHA ISHARES TR | $219K | 2.1K | 0.12% | Trimmed(-4.9%) |
| 50 | G GS-PD GOLDMAN SACHS GROUP INC | $212K | 210 | 0.12% | — |