§ 13F · FUND PROFILE
Marathon Strategic Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $125M (13F)Positions · 50Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$434K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPMD | SPDR SERIES TRUST MID CAP | 327K | $19M | 13.9% | +8% |
| 2 | SPYM | SPDR SERIES TRUST LARGE CAP | 155K | $12M | 8.6% | +4% |
| 3 | SPEM | SPDR INDEX SHS EMERGING MARKETS | 249K | $12M | 8.4% | +4% |
| 4 | SPDW | SPDR INDEX SHS DEV WORLD EX US | 244K | $11M | 8.0% | +2% |
| 5 | IVV | ISHARES TR CORE S&P500 ETF | 15K | $10M | 7.0% | −1% |
| 6 | INTC | INTEL CORP | 180K | $8M | 5.7% | +63% |
| 7 | VNQ | VANGUARD INDEX REAL ESTATE | 84K | $7M | 5.3% | +10% |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | 99K | $6M | 4.6% | ±0% |
| 9 | VNQI | VANGUARD INDEX GLB EX US REAL EST | 129K | $6M | 4.1% | +4% |
| 10 | VO | VANGUARD INDEX MID CAP | 17K | $5M | 3.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MARATHON SIGNAL
AC read
Marathon Strategic Advisors, LLC is a Other fund managing $125 million in assets. The fund runs a portfolio of 50 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed