Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Marathon Strategic Advisors, LLC (CIK 2021711) reported $139.0M across 52 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPMD ($19.3M, 13.91%), SPLG ($11.9M, 8.55%), SPEM ($11.7M, 8.41%), SPDW ($11.1M, 8.02%), IVV ($9.7M, 7.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPMD | SPDR SERIES TRUST MID CAP | $19.3M | 13.91% | 326,708 | Added |
| 2 | SPLG | SPDR SERIES TRUST LARGE CAP | $11.9M | 8.55% | 155,353 | Added |
| 3 | SPEM | SPDR INDEX SHS EMERGING MARKETS | $11.7M | 8.41% | 249,422 | Added |
| 4 | SPDW | SPDR INDEX SHS DEV WORLD EX US | $11.1M | 8.02% | 244,233 | Added |
| 5 | IVV | ISHARES TR CORE S&P500 ETF | $9.7M | 7.01% | 14,919 | Trimmed |
| 6 | INTC | INTEL CORP | $7.9M | 5.70% | 179,525 | Added |
| 7 | VNQ | VANGUARD INDEX REAL ESTATE | $7.4M | 5.34% | 83,720 | Added |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | $6.4M | 4.58% | 99,472 | Trimmed |
| 9 | VNQI | VANGUARD INDEX GLB EX US REAL EST | $5.7M | 4.13% | 129,332 | Added |
| 10 | VO | VANGUARD INDEX MID CAP | $4.9M | 3.53% | 17,087 | Trimmed |
| 11 | VWO | VANGUARD INDEX EMERGING MKT | $4.9M | 3.52% | 90,680 | Trimmed |
| 12 | FRA | BLACKROCK FLOATING RATE INCO | $4.3M | 3.11% | 392,654 | Added |
| 13 | CHI | CALAMOS CONV OPPORTUNITIES & | $3.1M | 2.23% | 288,327 | Added |
| 14 | SPSM | SPDR SERIES TRUST SMALL CAP | $2.7M | 1.95% | 56,255 | Added |
| 15 | DES | WISDOMTREE TR US SMALLCAP DIVD | $2.5M | 1.77% | 68,287 | Added |
| 16 | XOM | EXXON MOBIL CORP | $2.3M | 1.67% | 13,713 | Hold |
| 17 | DGS | WISDOMTREE TR EMG MKTS SMCAP | $2.1M | 1.49% | 34,494 | Added |
| 18 | DLS | WISDOMTREE TR INTL SMCAP DIV | $2.1M | 1.48% | 25,215 | Added |
| 19 | COP | CONOCOPHILLIPS | $1.4M | 0.98% | 10,295 | Hold |
| 20 | VTIP | VANGUARD STRMINF PROT SEC INDEX | $1.3M | 0.94% | 26,204 | Trimmed |
| 21 | GDXJ | VANECK JUNIOR GOLD MINERS ETF | $1.1M | 0.82% | 9,441 | Trimmed |
| 22 | LIN | LINDE PLC | $1.1M | 0.82% | 2,313 | Hold |
| 23 | AEP | AMERICAN ELEC PWR CO INC | $921,100 | 0.66% | 7,027 | Hold |
| 24 | MSFT | MICROSOFT CORP | $910,189 | 0.65% | 2,459 | Hold |
| 25 | VTI | VANGUARD INDEX TOTAL STK MKT | $816,783 | 0.59% | 2,546 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31