StockDriftsStockDriftsTop 49 Marathon Strategic Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| INTC | INTEL CORP | 16.46% | 233.6K | $28.1M | -0.01%(-13) | $50.23(+84.06%) | 2026-09-30 | |
| SPMD | SPDR SERIES TRUST MID CAP | 13.58% | 367.7K | $23.2M | +6.99%(+24.04K) | $53.73(+19.13%) | 2026-09-30 | |
| SPYM | SPDR SERIES TRUST LARGE CAP | 7.83% | 148.9K | $13.4M | -2.92%(-4.48K) | $55.00(+64.64%) | 2026-09-30 | |
| SPEM | SPDR INDEX SHS EMERGING MARKETS | 7.59% | 250.4K | $13.0M | -0.73%(-1.84K) | $36.02(+41.32%) | 2026-09-30 | |
| SPDW | SPDR INDEX SHS DEV WORLD EX US | 6.98% | 237.1K | $11.9M | -2.35%(-5.70K) | $33.83(+46.59%) | 2026-09-30 | |
| IVV | ISHARES TR CORE S&P500 ETF | 6.23% | 13.9K | $10.6M | -3.63%(-523) | $457.31(+68.95%) | 2026-09-30 | |
| VNQ | VANGUARD INDEX REAL ESTATE ETF | 5.2% | 99.0K | $8.9M | +10.67%(+9.55K) | $87.61(+5.31%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.02% | 97.3K | $6.9M | -1.31%(-1.29K) | $45.87(+52.23%) | 2026-09-30 | |
| VNQI | VANGUARD INTL EQUITY INDEX F | 3.6% | 144.4K | $6.1M | +6.32%(+8.58K) | $41.87(+2.06%) | 2026-09-30 | |
| VO | VANGUARD INDEX MRNGSTR MID CAP | 3.09% | 67.2K | $5.3M | -1.42%(-970) | $55.31(+46.17%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +54.29% |
| Top 20 Holdings Unweighted | — | — | — | — | +54.59% |
Marathon Strategic Advisors LLC reports $170.69M in US-listed equity holdings across 50 positions in its most recent 13F filing. Its largest disclosed positions are INTC (16.5%), SPMD (13.6%) and SPYM (7.8%). The top 20 holdings account for 90.5% of reported assets. Its disclosed equity book has returned +54.29% cumulatively over 11 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Marathon Strategic Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2021711). View Marathon Strategic Advisors LLC’s 13F filings on SEC