CIK 2021711
Marathon Strategic Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
50
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 50
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPMD | SPDR SERIES TRUST | 301K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 150K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 241K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 239K | $1M+ | SH |
| IVV | ISHARES TR | 15K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 76K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 100K | $1M+ | SH |
| VNQI | VANGUARD INTL EQUITY INDEX F | 125K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 17K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 91K | $1M+ | SH |
| FRA | BLACKROCK FLOATING RATE INCO | 369K | $1M+ | SH |
| INTC | INTEL CORP | 110K | $1M+ | SH |
| CHI | CALAMOS CONV OPPORTUNITIES & | 277K | $1M+ | SH |
| SPSM | SPDR SERIES TRUST | 55K | $1M+ | SH |
| DES | WISDOMTREE TR | 67K | $1M+ | SH |
| DLS | WISDOMTREE TR | 25K | $1M+ | SH |
| DGS | WISDOMTREE TR | 33K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 14K | $1M+ | SH |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 10K | $1M+ | SH |
| GDXJ | VANECK ETF TRUST | 13K | $1M+ | SH |
| VTIP | VANGUARD MALVERN FDS | 26K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 2K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| LIN | LINDE PLC | 2K | $500K+ | SH |
| COP | CONOCOPHILLIPS | 10K | $500K+ | SH |
| AEP | AMERICAN ELEC PWR CO INC | 7K | $500K+ | SH |
| DON | WISDOMTREE TR | 16K | $500K+ | SH |
| VB | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| IJH | ISHARES TR | 11K | $500K+ | SH |
| EMXC | ISHARES INC | 8K | $500K+ | SH |
| DUK | DUKE ENERGY CORP NEW | 5K | $500K+ | SH |
| PSX | PHILLIPS 66 | 4K | $500K+ | SH |
| ROK | ROCKWELL AUTOMATION INC | 1K | $100K–$500K | SH |
| MCK | MCKESSON CORP | 561 | $100K–$500K | SH |
| IGSB | ISHARES TR | 9K | $100K–$500K | SH |
| SYK | STRYKER CORPORATION | 1K | $100K–$500K | SH |
| AMZN | AMAZON COM INC | 2K | $100K–$500K | SH |
| BC | BRUNSWICK CORP | 6K | $100K–$500K | SH |
| AAPL | APPLE INC | 1K | $100K–$500K | SH |
| PEP | PEPSICO INC | 2K | $100K–$500K | SH |
| PPL | PPL CORP | 9K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 1K | $100K–$500K | SH |
| STPZ | PIMCO ETF TR | 5K | $100K–$500K | SH |
| SCHF | SCHWAB STRATEGIC TR | 11K | $100K–$500K | SH |
| TT | TRANE TECHNOLOGIES PLC | 658 | $100K–$500K | SH |
| IWM | ISHARES TR | 960 | $100K–$500K | SH |
| EFA | ISHARES TR | 2K | $100K–$500K | SH |
| UBSI | UNITED BANKSHARES INC WEST V | 6K | $100K–$500K | SH |
| EEM | ISHARES TR | 4K | $100K–$500K | SH |
| ACGL | ARCH CAP GROUP LTD | 2K | $100K–$500K | SH |