☆Marathon Wealth Advisors LLC
Quality Q
0.321
AUM ($M)
292
Positions
76
Turnover
0.09
Top-10 wt
40%
Herfindahl
0.026
History (qtrs)
3
Excess Return
—
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Holdings · 78 positions · portfolio value $292M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 7.0% | -0.3% | 20.6 | 102,811 | +306 | 2 | — |
| ☆AMAT funds › | APPLIED MATLS INC | TRIM | — | 4.2% | +1.8% | 12.4 | 17,172 | -133 | 2 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | ADD | — | 4.0% | +0.6% | 11.6 | 24,293 | +38 | 2 | — |
| ☆AAPL funds › | APPLE INC | ADD | — | 3.9% | -0.2% | 11.4 | 39,328 | +115 | 2 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | ADD | — | 3.8% | +0.3% | 11.2 | 129,706 | +109,776 | 2 | — |
| ☆AVGO funds › | BROADCOM INC | ADD | — | 3.7% | +0.1% | 10.7 | 28,439 | +51 | 2 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 3.6% | -0.2% | 10.4 | 43,760 | +114 | 2 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | TRIM | — | 3.5% | +2.0% | 10.3 | 17,645 | -127 | 2 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 3.4% | -0.5% | 9.9 | 26,552 | +1,081 | 2 | — |
| ☆QQQ funds › | INVESCO QQQ TR | ADD | — | 3.1% | +0.2% | 9.0 | 12,234 | +156 | 2 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 3.0% | +0.1% | 8.7 | 24,534 | -173 | 2 | — |
| ☆CAT funds › | CATERPILLAR INC | TRIM | — | 2.6% | +0.5% | 7.5 | 7,050 | -25 | 2 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 2.5% | -0.2% | 7.4 | 91,722 | +68,419 | 2 | — |
| ☆VB funds › | VANGUARD INDEX FDS | TRIM | — | 2.2% | -0.1% | 6.5 | 21,296 | -18 | 2 | — |
| ☆V funds › | VISA INC | ADD | — | 2.2% | -0.1% | 6.4 | 18,744 | +239 | 2 | — |
| ☆BND funds › | VANGUARD BD INDEX FDS | ADD | — | 2.2% | -0.3% | 6.3 | 86,156 | +3,589 | 2 | — |
| ☆IVV funds › | ISHARES TR | ADD | — | 2.2% | +0.2% | 6.3 | 8,418 | +942 | 2 | — |
| ☆TJX funds › | TJX COS INC NEW | ADD | — | 2.1% | -0.5% | 6.1 | 40,354 | +374 | 2 | — |
| ☆LLY funds › | ELI LILLY & CO | ADD | — | 2.0% | +0.2% | 6.0 | 4,978 | +25 | 2 | — |
| ☆GOOGL funds › | ALPHABET INC | ADD | — | 2.0% | +0.1% | 5.9 | 16,579 | +175 | 2 | — |
| ☆ASML funds › | ASML HLDG NV | TRIM | — | 2.0% | +0.4% | 5.8 | 2,936 | -2 | 2 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | ADD | — | 1.9% | -0.5% | 5.5 | 5,858 | +67 | 2 | — |
| ☆ADI funds › | ANALOG DEVICES INC | ADD | — | 1.7% | +0.1% | 4.8 | 12,187 | +22 | 2 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | ADD | — | 1.6% | -0.1% | 4.7 | 14,499 | +203 | 2 | — |
| ☆PANW funds › | PALO ALTO NETWORKS INC | ADD | — | 1.5% | +0.7% | 4.5 | 13,115 | +554 | 2 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | ADD | — | 1.4% | -0.1% | 4.1 | 6,016 | +17 | 2 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 1.4% | -0.2% | 4.0 | 7,016 | +287 | 2 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | ADD | — | 1.3% | +0.3% | 3.9 | 9,410 | +13 | 2 | — |
| ☆TSLA funds › | TESLA INC | ADD | — | 1.3% | -0.1% | 3.7 | 8,768 | +59 | 2 | — |
| ☆CRM funds › | SALESFORCE INC | ADD | — | 1.1% | -0.5% | 3.3 | 21,267 | +260 | 2 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 1.1% | -0.2% | 3.3 | 6,531 | +47 | 2 | — |
| ☆NFLX funds › | NETFLIX INC. | ADD | — | 1.1% | -0.7% | 3.2 | 44,269 | +163 | 2 | — |
| ☆ABBV funds › | ABBVIE INC | ADD | — | 1.1% | -0.0% | 3.1 | 12,292 | +110 | 2 | — |
| ☆RSG funds › | REPUBLIC SVCS INC | ADD | — | 1.0% | -0.2% | 2.9 | 13,508 | +152 | 2 | — |
| ☆MCD funds › | MCDONALDS CORP | ADD | — | 1.0% | -0.3% | 2.8 | 10,510 | +148 | 2 | — |
| ☆AVDE funds › | AMERICAN CENTY ETF TR | TRIM | — | 0.9% | -0.1% | 2.7 | 30,728 | -123 | 2 | — |
| ☆MRK funds › | MERCK & CO INC | ADD | — | 0.9% | -0.1% | 2.7 | 20,801 | +205 | 2 | — |
| ☆HD funds › | HOME DEPOT INC | ADD | — | 0.9% | -0.1% | 2.7 | 7,545 | +119 | 2 | — |
| ☆XLK funds › | SELECT SECTOR SPDR TR | ADD | — | 0.9% | +0.1% | 2.6 | 13,896 | +17 | 2 | — |
| ☆LIN funds › | LINDE PLC | ADD | — | 0.9% | -0.1% | 2.5 | 4,843 | +43 | 2 | — |
| ☆DIA funds › | STATE STR SPDR DOW JONES IND | TRIM | — | 0.8% | -0.1% | 2.3 | 4,464 | -289 | 2 | — |
| ☆BSV funds › | VANGUARD BD INDEX FDS | ADD | — | 0.7% | -0.1% | 2.1 | 27,218 | +1,065 | 2 | — |
| ☆SPGI funds › | S&P GLOBAL INC | ADD | — | 0.7% | -0.1% | 2.1 | 5,123 | +422 | 2 | — |
| ☆UBER funds › | UBER TECHNOLOGIES INC | ADD | — | 0.7% | -0.1% | 2.0 | 28,249 | +203 | 2 | — |
| ☆DHR funds › | DANAHER CORP DEL | ADD | — | 0.6% | -0.1% | 1.9 | 9,837 | +167 | 2 | — |
| ☆NOW funds › | SERVICENOW INC | ADD | — | 0.6% | -0.1% | 1.7 | 16,901 | +702 | 2 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | ADD | — | 0.6% | -0.0% | 1.7 | 7,012 | +449 | 2 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | ADD | — | 0.5% | -0.1% | 1.4 | 5,530 | +20 | 2 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | ADD | — | 0.5% | -0.0% | 1.4 | 4,123 | +6 | 2 | — |
| ☆SBUX funds › | STARBUCKS CORP | ADD | — | 0.5% | -0.0% | 1.3 | 13,128 | +246 | 2 | — |
| ☆HON funds › | HONEYWELL INTL INC | NEW | — | 0.4% | +0.4% | 1.3 | 5,594 | +5,594 | 1 | — |
| ☆IESC funds › | IES HOLDINGS INC | TRIM | — | 0.4% | +0.1% | 1.2 | 1,697 | -20 | 2 | — |
| ☆HONA funds › | HONEYWELL AEROSPACE INC | NEW | — | 0.4% | +0.4% | 1.2 | 5,594 | +5,594 | 1 | — |
| ☆ADBE funds › | ADOBE INC | TRIM | — | 0.4% | -0.2% | 1.1 | 5,530 | -90 | 2 | — |
| ☆ACN funds › | ACCENTURE PLC IRELAND | ADD | — | 0.4% | -0.3% | 1.1 | 8,648 | +48 | 2 | — |
| ☆ZTS funds › | ZOETIS INC | TRIM | — | 0.3% | -0.3% | 0.9 | 12,137 | -561 | 2 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | ADD | — | 0.3% | -0.1% | 0.9 | 9,890 | +46 | 2 | — |
| ☆VHT funds › | VANGUARD WORLD FD | ADD | — | 0.3% | -0.0% | 0.8 | 2,691 | +5 | 2 | — |
| ☆FBCG funds › | FIDELITY COVINGTON TRUST | HOLD | — | 0.3% | +0.0% | 0.8 | 12,459 | +0 | 2 | — |
| ☆DSI funds › | ISHARES TR | ADD | — | 0.3% | -0.0% | 0.8 | 5,307 | +5 | 2 | — |
| ☆WMT funds › | WALMART INC | TRIM | — | 0.3% | -0.1% | 0.7 | 6,562 | -55 | 2 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | ADD | — | 0.2% | -0.0% | 0.7 | 1,867 | +64 | 2 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | ADD | — | 0.2% | -0.0% | 0.7 | 4,456 | +19 | 2 | — |
| ☆COR funds › | CENCORA INC | TRIM | — | 0.2% | -0.1% | 0.5 | 1,885 | -13 | 2 | — |
| ☆ROP funds › | ROPER TECHNOLOGIES INC | TRIM | — | 0.2% | -0.1% | 0.5 | 1,574 | -116 | 2 | — |
| ☆SMH funds › | VANECK ETF TRUST | ADD | — | 0.2% | +0.1% | 0.5 | 768 | +233 | 2 | — |
| ☆ICSH funds › | ISHARES TR | ADD | — | 0.2% | -0.0% | 0.5 | 9,801 | +688 | 2 | — |
| ☆GLD funds › | SPDR GOLD TR | HOLD | — | 0.2% | -0.1% | 0.4 | 1,208 | +0 | 2 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | NEW | — | 0.1% | +0.1% | 0.4 | 5,680 | +5,680 | 1 | — |
| ☆CVX funds › | CHEVRON CORPORATION | TRIM | — | 0.1% | -0.1% | 0.4 | 2,197 | -27 | 2 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | -0.0% | 0.3 | 1,497 | +1 | 2 | — |
| ☆XLV funds › | SELECT SECTOR SPDR TR | ADD | — | 0.1% | -0.0% | 0.3 | 2,045 | +3 | 2 | — |
| ☆CDNS funds › | CADENCE DESIGN SYSTEM INC | HOLD | — | 0.1% | +0.0% | 0.3 | 769 | +0 | 2 | — |
| ☆VXUS funds › | VANGUARD STAR FDS | ADD | — | 0.1% | -0.0% | 0.2 | 2,905 | +12 | 2 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | NEW | — | 0.1% | +0.1% | 0.2 | 4,067 | +4,067 | 1 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | NEW | — | 0.1% | +0.1% | 0.2 | 215 | +215 | 1 | — |
| ☆CUSIP:438516106 funds › | HONEYWELL INTL INC | EXIT | — | 0.0% | -1.0% | 0.0 | 0 | -11,179 | 0 | — |
| ☆INTU funds › | INTUIT | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -474 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 292 | 76 | 0.09 | 40% | 0.026 | 0.320 | — | in |
| 2026Q1 | 244 | 73 | 0.05 | 38% | 0.025 | 0.359 | — | entered |
| 2025Q4 | 252 | 73 | 0.00 | 39% | 0.026 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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