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Home > Institutional Investor > Marathon Wealth Advisors Llc > Profile

Instuitional Investor - Marathon Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Marathon Wealth Advisors Llc
Portfolio Value $292,405,452
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 102,811 $20,571,411 7.04%
2.
Applied Materials Inc
 AMAT 17,172 $12,415,652 4.25%
3.
Taiwan Semiconductor Manufacturing Co Ltd
 TSM 24,293 $11,601,602 3.97%
4.
Apple Inc.
 AAPL 39,328 $11,380,019 3.89%
5.
Vanguard Index Fds - GROWTH ETF
 129,706 $11,172,897 3.82%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.