DOSSIER · 13F-HR · Q2 2026

Marathon Strategic Advisors, LLC

$177M in tracked AUM across 50 positions as of Q2 2026.

MS
CIK 0002021711 · last filed Jun 30, 2026
Total AUM
$177M
as of Q2 2026
Holdings
50
positions
Whale Score
64
64
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Marathon Strategic Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
INTC
INTEL CORP
$33M234K18.4%
02
SPMD
SPDR SERIES TRUST
$23M344K13.1%
03
SPYM
SPDR SERIES TRUST
$13M153K7.6%
04
SPEM
SPDR INDEX SHS FDS
$13M252K7.4%
05
SPDW
SPDR INDEX SHS FDS
$12M243K6.9%
06
IVV
ISHARES TR
$11M14K6.1%
07
VNQ
VANGUARD INDEX FDS
$9M90K4.9%
08
VEA
VANGUARD TAX-MANAGED FDS
$7M99K4.0%
09
VNQI
VANGUARD INTL EQUITY INDEX F
$6M136K3.4%
10
VO
VANGUARD INDEX FDS
$5M68K3.1%

Filing history

2026Q2Jun 30
$177M 27.4%
50 positionsView →
2026Q1Mar 31
$139M 6.2%
52 positionsView →
2025Q4Dec 31
$131M 4.8%
50 positionsView →
2025Q3Sep 30
$125M 16.1%
50 positionsView →
2025Q2Jun 30
$108M 15.7%
40 positionsLocked
2025Q1Mar 31
$93M 0.6%
37 positionsLocked
2024Q4Dec 31
$92M 2.3%
36 positionsLocked
2024Q3Sep 30
$95M 10.6%
37 positionsLocked
2024Q2Jun 30
$86M 4.2%
45 positionsLocked
2024Q1Mar 31
$82M 11.2%
33 positionsLocked
2023Q4Dec 31
$74M
30 positionsLocked