StockDriftsStockDriftsTop 50 Marathon Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 7.04% | 102.8K | $20.6M | new | $186.45(+17.08%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 4.25% | 17.2K | $12.4M | new | $231.09(+97.54%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 3.97% | 24.3K | $11.6M | new | $291.89(+48.43%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.89% | 39.3K | $11.4M | new | $263.25(+26.22%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 3.82% | 129.7K | $11.2M | new | $80.14(+9.84%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.67% | 28.4K | $10.7M | new | $344.83(+4.98%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.57% | 43.8K | $10.4M | new | $225.00(+14.13%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 3.51% | 17.6K | $10.3M | new | $188.07(+174.43%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.39% | 26.6K | $9.9M | new | $489.72(+1.21%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.08% | 12.2K | $9.0M | new | $607.78(+17.62%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +11.67% |
| Top 20 Holdings Unweighted | — | — | — | — | +13.93% |
Marathon Wealth Advisors LLC reports $292.41M in US-listed equity holdings across 76 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (7.0%), AMAT (4.3%) and TSM (4.0%). The top 20 holdings account for 63.14% of reported assets. Its disclosed equity book has returned +11.67% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Marathon Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2153211). View Marathon Wealth Advisors LLC’s 13F filings on SEC