account_balance

Investment manager · 13F filer · SEC CIK 2021711

Marathon Strategic Advisors, LLC

Reported value$177Mas of Jun 30, 2026
Positions50 2 new, 4 sold out
Top 10 weight74.9%INTC alone is 18%
FiledJul 1616 days after quarter end

Portfolio · as of Jun 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 18.4% Added +30%
SPMD SPDR Series Trust 13.1% Added +5%
SPYM SPDR Series Trust 7.6% Held
SPEM SPDR Index SHS FDS 7.4% Held
SPDW SPDR Index SHS FDS 6.9% Held
IVV iShares Tr 6.1% Trimmed −3%
VNQ Vanguard Index FDS 4.9% Added +7%
VEA Vanguard Tax-managed FDS 4.0% Held
VNQI Vanguard Intl Equity Index F 3.4% Added +5%
VO Vanguard Index FDS 3.1% Added +299%
VWO Vanguard Intl Equity Index F 3.0% Trimmed −3%
FRA BlackRock Floating Rate Inco 2.7% Added +12%

What changed

Biggest moves since Mar 31, 2026

Filed Jul 16, 2026, compared with the Apr 15, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • GDXJ −26%
  • EMXC −25%
  • IVV −3%
  • VWO −3%
remove_circleSold out

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.

This is data, not investment advice. About StockToast