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Marathon Strategic Advisors, LLC

Q4 2025 13F Holdings

  • Location
    pittsburgh, PA
  • Num holdings

    50

  • Value ($000)

    $130,955

  • Date Filed
    02/11/2026
  • Form type
    13F-HR
  • CIK
    0002021711
  • 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
SPMD

SPDR SERIES TRUST

STATE STREET SPD
78464A847
$17.44M
13 %

301,232

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A854
$12.01M
9 %

149,672

S
SPEM

SPDR INDEX SHS FDS

PORTFOLIO EMG MK
78463X509
$11.27M
9 %

240,797

S
SPDW

SPDR INDEX SHS FDS

PORTFOLIO DEVLPD
78463X889
$10.63M
8 %

239,399

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$10.28M
8 %

15,014

V
VNQ

VANGUARD INDEX FDS

REAL ESTATE ETF
922908553
$6.76M
5 %

76,341

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$6.23M
5 %

99,727

V
VNQI

VANGUARD INTL EQUITY INDEX F

GLB EX US ETF
922042676
$5.71M
4 %

124,640

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$4.97M
4 %

17,108

V
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$4.88M
4 %

90,754

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