Marathon Wealth Advisors LLC
CIK: 2153211SEC EDGAR →
Portfolio Value
$22.2B
Holdings
73
As of
Q2 2026
New Positions
73
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 81,010 | $6.0B | 27.08% |
| 2 | NETFLIX INC | 42,683 | $4.0B | 18.06% |
| 3 | AMERICAN CENTY ETF TR | 30,950 | $2.5B | 11.50% |
| 4 | UBER TECHNOLOGIES INC | 27,215 | $2.2B | 10.04% |
| 5 | VANGUARD BD INDEX FDS | 25,905 | $2.0B | 9.21% |
| 6 | SCHWAB STRATEGIC TR | 54,811 | $1.8B | 8.07% |
| 7 | STARBUCKS CORP | 13,823 | $1.2B | 5.25% |
| 8 | NEXTERA ENERGY INC | 9,658 | $775.4M | 3.50% |
| 9 | FIDELITY COVINGTON TRUST | 12,459 | $683.3M | 3.08% |
| 10 | ISHARES TR | 9,601 | $485.6M | 2.19% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 24 | $13.8B | 62.4% |
| Communication Services | 4 | $4.0B | 18.1% |
| Technology | 18 | $2.3B | 10.4% |
| Consumer Cyclical | 7 | $1.2B | 5.4% |
| Utilities | 1 | $775.4M | 3.5% |
| Healthcare | 7 | $17.7M | 0.1% |
| Unknown | 3 | $11.0M | 0.0% |
| Industrials | 4 | $9.5M | 0.0% |
| Consumer Defensive | 3 | $6.1M | 0.0% |
| Basic Materials | 1 | $2.0M | 0.0% |
| Energy | 1 | $299K | 0.0% |