Marathon Strategic Advisors, LLC

Marathon Strategic Advisors, LLC is an Investment Adviser institutional filer with the SEC under CIK 2021711, reporting 50 portfolio positions, with 12 historical 13F filings on file. Most recent reporting period: 2026-09-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

• State of incorporation: PA
• Filing type: 13F-HR
• Latest reporting period: 2026-09-30
• Last filed: 2026-10-20

Top 10 portfolio positions

The largest reported holdings in Marathon Strategic Advisors, LLC's most recent 13F filing, ranked by reported market value.

1. INTEL CORP (INTC)
2. SPDR SERIES TRUST MID CAP (SPMD)
3. SPDR SERIES TRUST LARGE CAP (SPYM)
4. SPDR INDEX SHS EMERGING MARKETS (SPEM)
5. SPDR INDEX SHS DEV WORLD EX US (SPDW)
6. ISHARES TR CORE S&P500 ETF (IVV)
7. VANGUARD INDEX REAL ESTATE ETF (VNQ)
8. VANGUARD TAX-MANAGED FDS (VEA)
9. VANGUARD INTL EQUITY INDEX F (VNQI)
10. VANGUARD INDEX MRNGSTR MID CAP (VO)