Marathon Strategic Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$139.0M
Q ending 2026-03-31
Prior quarter
$131.0M
Q ending 2025-12-31
Change
+6.2% QoQ · +49.5% YoY
Positions
52
reported holdings
Largest positions
All 52 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Spdr Series Trust Mid Cap | SPMD | Shares | $19.3M | 327K |
| Spdr Series Trust Large Cap | SPYM | Shares | $11.9M | 155K |
| Spdr Index Shs Emerging Markets | SPEM | Shares | $11.7M | 249K |
| Spdr Index Shs Dev World Ex Us | SPDW | Shares | $11.1M | 244K |
| Ishares Tr Core S&P500 Etf | IVV | Shares | $9.7M | 15K |
| Intel Corp | INTC | Shares | $7.9M | 180K |
| Vanguard Index Real Estate | VNQ | Shares | $7.4M | 84K |
| Vanguard Tax-Managed Fds | VEA | Shares | $6.4M | 99K |
| Vanguard Index Glb Ex Us Real Est | VNQI | Shares | $5.7M | 129K |
| Vanguard Index Mid Cap | VO | Shares | $4.9M | 17K |
| Vanguard Index Emerging Mkt | VWO | Shares | $4.9M | 91K |
| Blackrock Floating Rate Inco | XFRAX | Shares | $4.3M | 393K |
| Calamos Conv Opportunities & | CHI | Shares | $3.1M | 288K |
| Spdr Series Trust Small Cap | SPSM | Shares | $2.7M | 56K |
| Wisdomtree Tr Us Smallcap Divd | DES | Shares | $2.5M | 68K |
| Exxon Mobil Corp | XOM | Shares | $2.3M | 14K |
| Wisdomtree Tr Emg Mkts Smcap | DGS | Shares | $2.1M | 34K |
| Wisdomtree Tr Intl Smcap Div | DLS | Shares | $2.1M | 25K |
| Conocophillips | COP | Shares | $1.4M | 10K |
| Vanguard Strminf Prot Sec Index | VTIP | Shares | $1.3M | 26K |
| Linde Plc | Shares | $1.1M | 2K | |
| Vaneck Junior Gold Miners Etf | GDXJ | Shares | $1.1M | 9K |
| American Elec Pwr Co Inc | AEP | Shares | $921K | 7K |
| Microsoft Corp | MSFT | Shares | $910K | 2K |
| Wisdomtree Tr Us Midcap Divid | DON | Shares | $819K | 16K |
| Vanguard Index Total Stk Mkt | VTI | Shares | $817K | 3K |
| Vanguard Index Small Cp | VB | Shares | $794K | 3K |
| Credo Technology Group Holdi | Shares | $794K | 8K | |
| Phillips 66 | PSX | Shares | $739K | 4K |
| Ishares Tr Core S&P Mcp Etf | IJH | Shares | $717K | 11K |
| Ishares Inc Msci Emrg Chn | EMXC | Shares | $617K | 8K |
| Duke Energy Corp New | DUK | Shares | $611K | 5K |
| Mckesson Corp | MCK | Shares | $485K | 561 |
| Rockwell Automation Inc | ROK | Shares | $440K | 1K |
| Ishares Tr 1-5Yr Invs | IGSB | Shares | $428K | 8K |
| Brunswick Corp | BC | Shares | $400K | 6K |
| Amazon Com Inc | AMZN | Shares | $388K | 2K |
| Stryker Corporation | SYK | Shares | $379K | 1K |
| Pepsico Inc | PEP | Shares | $370K | 2K |
| Ppl Corp | PPL | Shares | $352K | 9K |
| Apple Inc | AAPL | Shares | $348K | 1K |
| Trane Technologies Plc | Shares | $274K | 658 | |
| Pimco Etf Tr | STPZ | Shares | $269K | 5K |
| Schwab Strategic Tr | SCHF | Shares | $268K | 11K |
| International Business Machs | IBM | Shares | $250K | 1K |
| Ishares Tr Russell 2000 Etf | IWM | Shares | $238K | 960 |
| United Bankshares Inc West V | UBSI | Shares | $231K | 6K |
| Shell Plc | SHEL | Shares | $222K | 2K |
| Ishares Tr Msci Emg Mkt Etf | EEM | Shares | $219K | 4K |
| Ishares Tr Msci Eafe Etf | EFA | Shares | $216K | 2K |
| Graniteshares Gold Tr | BAR | Shares | $213K | 5K |
| Arch Cap Group Ltd | Shares | $207K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.