13F Filings History of Marathon Strategic Advisors, LLC

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$130,955,118
Signature - Title
Nicholas E Terezis - President and Chief Compliance Officer
Location
Pittsburgh, PA
Summary
This page shows a list of all the recent 13F filings made by Marathon Strategic Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Marathon Strategic Advisors, LLC reported 50 stock holdings with total value $130,955,118 as of Q4 2025. Top holdings included SPMD, SPYM, SPEM, SPDW, and IVV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 50 $130,955,118 +$9,637,650 -$4,759,223 +$4,878,427 SPMD, SPYM, SPEM, SPDW, IVV 13F-HR 11 Feb 2026, 16:48
Q3 2025 50 $124,937,769 +$11,818,061 -$3,586,016 +$8,232,045 SPMD, SPLG, SPEM, IVV, SPDW 13F-HR 09 Oct 2025, 12:34
Q2 2025 40 $107,630,465 +$6,809,322 -$677,746 +$6,131,576 SPLG, SPMD, SPDW, SPEM, IVV 13F-HR 29 Jul 2025, 12:54
Q1 2025 37 $93,004,520 +$1,894,270 -$939,983 +$954,287 SPLG, SPEM, SPDW, IVV, SPMD 13F-HR 17 Apr 2025, 16:00
Q4 2024 36 $92,435,290 +$3,196,345 -$1,886,456 +$1,309,889 SPLG, IVV, SPEM, SPDW, SPMD 13F-HR 17 Jan 2025, 15:46
Q3 2024 37 $94,631,319 +$7,502,829 -$3,993,963 +$3,508,866 SPLG, IVV, SPEM, SPDW, SPMD 13F-HR 07 Oct 2024, 15:20
Q2 2024 45 $85,563,912 +$42,842,652 -$39,846,943 +$2,995,709 SPLG, IVV, SPEM, SPDW, SPMD 13F-HR 08 Jul 2024, 11:50
Q1 2024 24 $82,136,264 +$40,925,487 -$34,793,446 +$6,132,041 Vanguard Shrt-Term Infl-Prot S, S&P MidCap 400 Index - iShares, SPLG, Vanguard Small Cap ETF, SPEM 13F-HR 30 Apr 2024, 14:00
Q4 2023 30 $73,845,085 $0 $0 $0 SPLG, IVV, SPEM, SPDW, SPMD 13F-HR 30 Apr 2024, 13:50