Marathon Wealth Advisors LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the end of the reporting period. The filing, signed by Jonathan Paul Yeager, the firm's COO and Chief Compliance Officer, details 76 distinct positions held by the firm.
The portfolio is heavily weighted toward large-cap technology and healthcare companies. The largest single position is NVIDIA Corporation, held at 10,281,111 shares. Other major holdings include Apple Inc. (11,380,019 shares), Microsoft Corporation (9,904,451 shares), and Taiwan Semiconductor Manufacturing Company (11,601,602 shares). In the healthcare sector, Eli Lilly & Co. is held at 5,970,593 shares, while Merck & Co. holds 2,672,945 shares.
The filing also lists significant exposure to exchange-traded funds (ETFs). Vanguard Index Funds account for a substantial portion of the portfolio, including the Vanguard Index Funds Growth ETF (11,172,897 shares) and the Vanguard Index Funds Mid Cap ETF (7,390,050 shares). Other notable ETF holdings include the Invesco QQQ Trust (9,008,973 shares) and the iShares Core S&P 500 ETF (6,303,812 shares).
The firm holds positions across various sectors, including consumer staples, financial services, and energy. Notable consumer names include Costco Wholesale Corporation (5,480,407 shares) and Walmart Inc. (743,215 shares). Financial holdings include JPMorgan Chase & Co. (4,746,012 shares) and Visa Inc. (6,430,923 shares).
