Marathon Wealth Advisors LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of March 31, 2026. The filing, signed by Jonathan Paul Yeager, the firm's COO and Chief Compliance Officer, lists a total of 73 equity securities held by the firm.
The filing details a portfolio concentrated in large-cap technology and healthcare companies, alongside several exchange-traded funds (ETFs). Among the largest individual equity positions disclosed are NVIDIA Corporation, which holds 10,250,500 shares valued at approximately $102,130,000; Apple Inc., with 9,951,871 shares valued at $39,050,000; and Microsoft Corporation, holding 9,428,699 shares valued at $25,365,000.
- Major Technology Holdings: The portfolio includes significant stakes in Alphabet Inc. Class A (16,259 shares), Amazon.com Inc. (43,526 shares), Meta Platforms Inc. Class A (6,729 shares), and Taiwan Semiconductor Manufacturing Company Sponsored ADS (24,255 shares).
- Healthcare and Industrial Stocks: Eli Lilly & Co. is listed with 4,953 shares, while Procter & Gamble Co. holds 4,437 shares. Industrial exposure is represented by Caterpillar Inc. (7,075 shares) and Honeywell International Inc. (11,179 shares).
- ETF Exposure: The filing shows substantial investment in ETFs, including the Invesco QQQ Trust Unit Series 1 (12,078 shares), the Vanguard S&P 500 ETF Shares (5,999 shares), and the Vanguard Total Stock Market ETF (1,803 shares).
The filing also lists a variety of other holdings, including shares in Visa Inc., UnitedHealth Group, Costco Wholesale Corporation, and Johnson & Johnson, alongside several specialized ETFs focusing on sectors such as energy, gold, and healthcare.
