Marathon Strategic Advisors, LLC

Est. AUM

$139.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST MID CAP	COM	$19.3M	326708	13.91%	SOLE
2	SPDR SERIES TRUST LARGE CAP	COM	$11.9M	155353	8.55%	SOLE
3	SPDR INDEX SHS EMERGING MARKETS	COM	$11.7M	249422	8.41%	SOLE
4	SPDR INDEX SHS DEV WORLD EX US	COM	$11.1M	244233	8.02%	SOLE
5	ISHARES TR CORE S&P500 ETF	COM	$9.7M	14919	7.01%	SOLE
6	INTEL CORP	COM	$7.9M	179525	5.70%	SOLE
7	VANGUARD INDEX REAL ESTATE	COM	$7.4M	83720	5.34%	SOLE
8	VANGUARD TAX-MANAGED FDS	COM	$6.4M	99472	4.58%	SOLE
9	VANGUARD INDEX GLB EX US REAL EST	COM	$5.7M	129332	4.13%	SOLE
10	VANGUARD INDEX MID CAP	COM	$4.9M	17087	3.53%	SOLE
11	VANGUARD INDEX EMERGING MKT	COM	$4.9M	90680	3.52%	SOLE
12	BLACKROCK FLOATING RATE INCO	COM	$4.3M	392654	3.11%	SOLE
13	CALAMOS CONV OPPORTUNITIES &	COM	$3.1M	288327	2.23%	SOLE
14	SPDR SERIES TRUST SMALL CAP	COM	$2.7M	56255	1.95%	SOLE
15	WISDOMTREE TR US SMALLCAP DIVD	COM	$2.5M	68287	1.76%	SOLE
16	EXXON MOBIL CORP	COM	$2.3M	13713	1.67%	SOLE
17	WISDOMTREE TR EMG MKTS SMCAP	COM	$2.1M	34494	1.49%	SOLE
18	WISDOMTREE TR INTL SMCAP DIV	COM	$2.1M	25215	1.48%	SOLE
19	CONOCOPHILLIPS	COM	$1.4M	10295	0.98%	SOLE
20	VANGUARD STRMINF PROT SEC INDEX	COM	$1.3M	26204	0.94%	SOLE
21	LINDE PLC	COM	$1.1M	2313	0.82%	SOLE
22	VANECK JUNIOR GOLD MINERS ETF	COM	$1.1M	9441	0.81%	SOLE
23	AMERICAN ELEC PWR CO INC	COM	$921K	7027	0.66%	SOLE
24	MICROSOFT CORP	COM	$910K	2459	0.65%	SOLE
25	WISDOMTREE TR US MIDCAP DIVID	COM	$819K	15590	0.59%	SOLE
26	VANGUARD INDEX TOTAL STK MKT	COM	$817K	2546	0.59%	SOLE
27	VANGUARD INDEX SMALL CP	COM	$794K	3033	0.57%	SOLE
28	CREDO TECHNOLOGY GROUP HOLDI	COM	$794K	8458	0.57%	SOLE
29	PHILLIPS 66	COM	$739K	4059	0.53%	SOLE
30	ISHARES TR CORE S&P MCP ETF	COM	$717K	10621	0.52%	SOLE
31	ISHARES INC MSCI EMRG CHN	COM	$617K	7841	0.44%	SOLE
32	DUKE ENERGY CORP NEW	COM	$611K	4666	0.44%	SOLE
33	MCKESSON CORP	COM	$485K	561	0.35%	SOLE
34	ROCKWELL AUTOMATION INC	COM	$440K	1225	0.32%	SOLE
35	ISHARES TR 1-5YR INVS	COM	$428K	8144	0.31%	SOLE
36	BRUNSWICK CORP	COM	$400K	5500	0.29%	SOLE
37	AMAZON COM INC	COM	$388K	1865	0.28%	SOLE
38	STRYKER CORPORATION	COM	$379K	1154	0.27%	SOLE
39	PEPSICO INC	COM	$370K	2385	0.27%	SOLE
40	PPL CORP	COM	$352K	9204	0.25%	SOLE
41	APPLE INC	COM	$348K	1373	0.25%	SOLE
42	TRANE TECHNOLOGIES PLC	COM	$274K	658	0.20%	SOLE
43	PIMCO ETF TR	COM	$269K	4964	0.19%	SOLE
44	SCHWAB STRATEGIC TR	COM	$268K	10812	0.19%	SOLE
45	INTERNATIONAL BUSINESS MACHS	COM	$250K	1033	0.18%	SOLE
46	ISHARES TR RUSSELL 2000 ETF	COM	$238K	960	0.17%	SOLE
47	UNITED BANKSHARES INC WEST V	COM	$231K	5565	0.17%	SOLE
48	SHELL PLC	COM	$222K	2383	0.16%	SOLE
49	ISHARES TR MSCI EMG MKT ETF	COM	$219K	3853	0.16%	SOLE
50	ISHARES TR MSCI EAFE ETF	COM	$216K	2220	0.16%	SOLE

1–50 of 52

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.