Marathon Mission, Inc.

Q4 2025 13F Holdings

  • Location
    albany, NY
  • Num holdings

    55

  • Value ($000)

    $172,882

  • Date Filed
    01/05/2026
  • Form type
    13F-HR
  • CIK
    0001987261
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SPYV

SPDR SERIES TRUST

PRTFLO S&P500 VL
78464A508
$26.3M
15 %

463,013

K
KRE

SPDR SERIES TRUST

PRTFLO S&P500 GW
78464A409
$23.44M
14 %

219,665

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$18.93M
11 %

302,999

X
XSOE

WISDOMTREE TR

EM EX ST-OWNED
97717X578
$18.34M
11 %

469,895

M
MDYV

SPDR SERIES TRUST

S&P 400 MDCP VAL
78464A839
$10.48M
6 %

123,862

M
MDYG

SPDR SERIES TRUST

S&P 400 MDCP GRW
78464A821
$7.37M
4 %

79,736

I
IBDX

ISHARES TR

IBONDS DEC 2032
46436E312
$5.25M
3 %

205,574

I
IBHJ

ISHARES TR

IBONDS 2030 TERM
46436E122
$5.2M
3 %

195,327

K
KRE

SPDR SERIES TRUST

PORTFOLIO S&P500
78464A854
$5.05M
3 %

62,992

I
IBHF

ISHARES TR

IBONDS 2026 TERM
46436E528
$5.01M
3 %

216,901

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