Marathon Wealth Advisors LLC
76 holdingsFiling period: 2026-06-30Current AUM: $288.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 102.8K | $20.6M | $21.8M | 7.55% | +306 | 2026-06-30 |
| 2 | AMAT | APPLIED MATLS INC | 17.2K | $12.4M | $7.2M | 2.50% | -133 | 2026-06-30 |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 24.3K | $11.6M | $10.1M | 3.48% | +38 | 2026-06-30 |
| 4 | AAPL | APPLE INC | 39.3K | $11.4M | $13.0M | 4.51% | +115 | 2026-06-30 |
| 5 | VUG | VANGUARD INDEX FDS | 129.7K | $11.2M | $11.3M | 3.91% | +109.8K | 2026-06-30 |
| 6 | AVGO | BROADCOM INC | 28.4K | $10.7M | $9.6M | 3.34% | +51 | 2026-06-30 |
| 7 | AMZN | AMAZON COM INC | 43.8K | $10.4M | $10.9M | 3.76% | +114 | 2026-06-30 |
| 8 | AMD | ADVANCED MICRO DEVICES INC | 17.6K | $10.3M | $8.9M | 3.08% | -127 | 2026-06-30 |
| 9 | MSFT | MICROSOFT CORP | 26.6K | $9.9M | $13.2M | 4.57% | +1.1K | 2026-06-30 |
| 10 | QQQ | INVESCO QQQ TR | 12.2K | $9.0M | $8.6M | 2.98% | +156 | 2026-06-30 |
| 11 | GOOG | ALPHABET INC | 24.5K | $8.7M | $8.4M | 2.90% | -173 | 2026-06-30 |
| 12 | CAT | CATERPILLAR INC | 7.0K | $7.5M | $5.5M | 1.91% | -25 | 2026-06-30 |
| 13 | VO | VANGUARD INDEX FDS | 91.7K | $7.4M | $7.3M | 2.54% | +68.4K | 2026-06-30 |
| 14 | VB | VANGUARD INDEX FDS | 21.3K | $6.5M | $6.2M | 2.14% | -18 | 2026-06-30 |
| 15 | V | VISA INC | 18.7K | $6.4M | $7.0M | 2.44% | +239 | 2026-06-30 |
| 16 | BND | VANGUARD BD INDEX FDS | 86.2K | $6.3M | $6.1M | 2.12% | +3.6K | 2026-06-30 |
| 17 | IVV | ISHARES TR | 8.4K | $6.3M | $6.4M | 2.21% | +942 | 2026-06-30 |
| 18 | TJX | TJX COS INC NEW | 40.4K | $6.1M | $5.0M | 1.74% | +374 | 2026-06-30 |
| 19 | LLY | ELI LILLY & CO | 5.0K | $6.0M | $5.7M | 1.96% | +25 | 2026-06-30 |
| 20 | GOOGL | ALPHABET INC | 16.6K | $5.9M | $5.7M | 1.98% | +175 | 2026-06-30 |
| 21 | — | ASML HLDG NV | 2.9K | $5.8M | $5.8M | 2.02% | -2 | 2026-06-30 |
| 22 | COST | COSTCO WHOLESALE CORPORATION | 5.9K | $5.5M | $5.3M | 1.83% | +67 | 2026-06-30 |
| 23 | ADI | ANALOG DEVICES INC | 12.2K | $4.8M | $4.4M | 1.52% | +22 | 2026-06-30 |
| 24 | JPM | JPMORGAN CHASE & CO | 14.5K | $4.7M | $5.1M | 1.77% | +203 | 2026-06-30 |
| 25 | PANW | PALO ALTO NETWORKS INC | 13.1K | $4.5M | $4.9M | 1.70% | +554 | 2026-06-30 |
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