13F Insight
DOSSIER · 13F-HR · Q1 2026

Marathon Strategic Advisors, LLC

Marathon Strategic's pension fund based in Chicago, IL — $139M in tracked AUM across 52 positions as of Q1 2026.

MS
Marathon Strategic·Chicago, IL·Pension Fund
CIK 0002021711 · last filed Mar 31, 2026
Total AUM
$139M
▼ 9.3%
vs prior
Holdings
52
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
Top sector
Tech
14% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Marathon Strategic Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPMD
SPDR SERIES TRUST MID CAP
$19M327K13.9%
02
SPYM
SPDR SERIES TRUST LARGE CAP
$12M155K8.6%
03
SPEM
SPDR INDEX SHS EMERGING MARKETS
$12M249K8.4%
04
SPDW
SPDR INDEX SHS DEV WORLD EX US
$11M244K8.0%
05
IVV
ISHARES TR CORE S&P500 ETF
$10M15K7.0%
06
INTC
INTEL CORP
$8M180K5.7%
07
VNQ
VANGUARD INDEX REAL ESTATE
$7M84K5.3%
08
VEA
VANGUARD TAX-MANAGED FDS
$6M99K4.6%
09
VNQI
VANGUARD INDEX GLB EX US REAL EST
$6M129K4.1%
10
VO
VANGUARD INDEX MID CAP
$5M17K3.5%

Filing history

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