Marathon Strategic Advisors, LLC 13F Holdings
CIK 0002021711 · PITTSBURGH, PA
As of Sep 30, 2025, Marathon Strategic Advisors, LLC reported 50 positions worth
CIK 0002021711 · PITTSBURGH, PA
As of Sep 30, 2025, Marathon Strategic Advisors, LLC reported 50 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SS SPDR P S&P 400 MIDCAP ETF | SPMD | — | 222,953 | 2.8M | 10.21% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 156,659 | 2.3M | 9.82% |
| SPDR PORTFOLIO EMERGING MARK | SPEM | — | 243,902 | 1.4M | 9.14% |
| ISHARES CORE S&P 500 ETF | IVV | — | 16,205 | 0.8M | 8.68% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 248,122 | 0.6M | 8.50% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 101,202 | $6.1M | 4.85% |
| VANGUARD GLOBAL EX-US REAL ESTATE INDEX FUND | VNQI | — | 123,513 | $5.9M | 4.72% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 59,842 | $5.5M | 4.38% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 17,116 | $5.0M | 4.02% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 92,720 | $5.0M | 4.02% |
| BLACKROCK FLOATING RATE INCOME STRATEGIES FUND INC | XFRAX | — | 330,896 | $4.3M | 3.44% |
| CALAMOS CONV OPPORTUNITIES & I SH BEN INT | CHI | — | 267,662 | $2.9M | 2.31% |
| VANECK JUNIOR GOLD MINERS ETF | GDXJ | — | 27,493 | $2.7M | 2.18% |
| SS SPDR P S&P 600 SMALL CAP | SPSM | — | 50,390 | $2.3M | 1.87% |
| WISDOMTREE US SMALLCAP DIVIDEND FUND | DES | — | 65,061 | $2.2M | 1.75% |
| INTEL CORP | INTC | Technology | 64,296 | $2.2M | 1.73% |
| CREDO TECHNOLOGY GROUP HOLDING LTD | CRDO | Technology | 13,333 | .9M | 1.55% |
| WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND | DLS | — | 24,236 | .9M | 1.54% |
| WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | DGS | — | 32,310 | .8M | 1.48% |
| EXXON MOBIL CORP | XOM | Energy | 13,713 | .5M | 1.24% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 26,461 | .3M | 1.07% |
| LINDE PLC | LIN | Basic Materials | 2,313 | .1M | 0.88% |
| CONOCOPHILLIPS | COP | Energy | 10,295 | $973.8K | 0.78% |
| WISDOMTREE US MIDCAP DIVIDEND FUND | DON | — | 15,590 | $815.4K | 0.65% |
| AMERICAN ELECTRIC POWER | AEP | Utilities | 7,027 | $790.5K | 0.63% |