account_balance

Investment manager · 13F filer · SEC CIK 2021711

Marathon Strategic Advisors, LLC

Reported value$171Mas of Sep 30, 2026
Positions50 3 new, 3 sold out
Top 10 weight74.6%INTC alone is 16%
FiledOct 2020 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
INTC Intel Corp 16.5% Held
SPMD SPDR Series Trust Mid Cap 13.6% Added +7%
SPYM SPDR Series Trust Large Cap 7.8% Trimmed −3%
SPEM SPDR Index SHS Emerging Markets 7.6% Held
SPDW SPDR Index SHS Dev World Ex US 7.0% Trimmed −2%
IVV iShares Tr Core S&p500 ETF 6.2% Trimmed −4%
VNQ Vanguard Index Real Estate ETF 5.2% Added +11%
VEA Vanguard Tax-Managed FDS 4.0% Held
VNQI Vanguard Intl Equity Index F 3.6% Added +6%
VO Vanguard Index Mrngstr Mid Cap 3.1% Held
VWO Vanguard Intl Equity Index F 3.0% Held
FRA BlackRock Floating Rate Income Strategies Fund, Inc. 2.9% Added +8%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 20, 2026, compared with the Jul 16, 2026 filing
add_circleNew
arrow_upwardAdded
  • IGSB +167%
  • VNQ +11%
  • FRA +8%
  • SPMD +7%
arrow_downwardTrimmed
  • VTIP −51%
  • VB −5%
  • SPSM −5%
  • AAPL −5%
remove_circleSold out
  • GDXJ $690K
  • STPZ $265K
  • GS $212K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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