Marathon Wealth Advisors LLC
76 holdingsFiling period: 2026-06-30Current AUM: $293.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 102.8K | $20.6M | $22.2M | 7.57% | +306 | 2026-06-30 |
| 2 | AMAT | Applied Matls Inc | 17.2K | $12.4M | $6.7M | 2.27% | -133 | 2026-06-30 |
| 3 | TSM | Taiwan Semiconductor Manufac | 24.3K | $11.6M | $10.3M | 3.51% | +38 | 2026-06-30 |
| 4 | AAPL | Apple Inc | 39.3K | $11.4M | $13.5M | 4.61% | +115 | 2026-06-30 |
| 5 | VUG | Vanguard Index Fds | 129.7K | $11.2M | $11.4M | 3.87% | +109.8K | 2026-06-30 |
| 6 | AVGO | Broadcom Inc | 28.4K | $10.7M | $9.4M | 3.19% | +51 | 2026-06-30 |
| 7 | AMZN | Amazon.com Inc | 43.8K | $10.4M | $10.9M | 3.72% | +114 | 2026-06-30 |
| 8 | AMD | Advanced Micro Devices Inc | 17.6K | $10.3M | $9.4M | 3.20% | -127 | 2026-06-30 |
| 9 | MSFT | Microsoft Corp | 26.6K | $9.9M | $14.1M | 4.82% | +1.1K | 2026-06-30 |
| 10 | QQQ | Invesco Qqq TR | 12.2K | $9.0M | $8.7M | 2.97% | +156 | 2026-06-30 |
| 11 | GOOG | Alphabet Inc | 24.5K | $8.7M | $7.7M | 2.63% | -173 | 2026-06-30 |
| 12 | CAT | Caterpillar Inc | 7.0K | $7.5M | $4.9M | 1.66% | -25 | 2026-06-30 |
| 13 | VO | Vanguard Index Fds | 91.7K | $7.4M | $7.5M | 2.54% | +68.4K | 2026-06-30 |
| 14 | VB | Vanguard Index Fds | 21.3K | $6.5M | $6.1M | 2.10% | -18 | 2026-06-30 |
| 15 | V | Visa Inc | 18.7K | $6.4M | $7.6M | 2.58% | +239 | 2026-06-30 |
| 16 | BND | Vanguard BD Index Fds | 86.2K | $6.3M | $6.1M | 2.09% | +3.6K | 2026-06-30 |
| 17 | IVV | iShares TR | 8.4K | $6.3M | $6.5M | 2.21% | +942 | 2026-06-30 |
| 18 | TJX | Tjx Cos Inc New | 40.4K | $6.1M | $5.8M | 1.98% | +374 | 2026-06-30 |
| 19 | LLY | Eli Lilly & Co | 5.0K | $6.0M | $6.4M | 2.17% | +25 | 2026-06-30 |
| 20 | GOOGL | Alphabet Inc | 16.6K | $5.9M | $5.3M | 1.79% | +175 | 2026-06-30 |
| 21 | — | Asml Hldg NV | 2.9K | $5.8M | $5.8M | 1.99% | -2 | 2026-06-30 |
| 22 | COST | Costco Wholesale Corporation | 5.9K | $5.5M | $5.9M | 2.01% | +67 | 2026-06-30 |
| 23 | ADI | Analog Devices Inc | 12.2K | $4.8M | $5.0M | 1.69% | +22 | 2026-06-30 |
| 24 | JPM | JPMorgan Chase & Co | 14.5K | $4.7M | $4.8M | 1.65% | +203 | 2026-06-30 |
| 25 | PANW | Palo Alto Networks Inc | 13.1K | $4.5M | $5.1M | 1.75% | +554 | 2026-06-30 |
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