Marathon Wealth Advisors LLC has filed its Form 13F-HR, disclosing its equity securities portfolio as of the close of business on December 31, 2025. The filing, signed by Jonathan Paul Yeager, the firm's COO and Chief Compliance Officer, lists a total of 73 securities held by the firm.
The portfolio is heavily weighted toward technology and semiconductor stocks. The largest holding is NVIDIA Corporation, with 18,866,741 shares valued at $101,162,000. Other significant technology positions include Microsoft Corporation with 11,349,089 shares ($23,467,000), Apple Inc. with 10,457,623 shares ($38,467,000), and Taiwan Semiconductor Manufacturing Ltd. with 7,338,024 shares ($24,147,000). The firm also holds substantial positions in Broadcom Inc., Meta Platforms Inc., and Advanced Micro Devices Inc.
Outside of technology, Marathon Wealth Advisors holds a diverse mix of large-cap equities. The portfolio includes shares of Berkshire Hathaway Inc. Class B, Eli Lilly & Co., Costco Wholesale Corp., and UnitedHealth Group Inc. The firm also holds a variety of exchange-traded funds, including the Invesco QQQ Trust, the iShares Core S&P 500 ETF, and several Vanguard Index Funds covering growth, mid-cap, small-cap, and total stock market segments.
