Marathon Strategic Advisors, LLC
โขCIK: 2021711โขFiling: Q4 2025
**Marathon Strategic Advisors, LLC** manages $131M across a diversified portfolio of 50 positions. The fund exhibits a notable overweighting in sector-specific and broad market ETFs, with top holdings including SPMD at $17.4M and SPYM at $12.0M. Significant allocations are also directed toward fixed income and international exposure, evidenced by positions in IVV ($10.3M) and VEA ($6.2M). This structure suggests a tactical approach balancing domestic equity exposure with global diversification.
Total AUM
$131.0M
QoQ Performance
+4.8%
Positions
35
Top 10 Concentration
68.9%
Latest Filing
Q4 2025
Top Holdings Allocation
SPMD
SPYM
SPEM
SPDW
IVV
VNQ
SPMD13.3%
SPYM9.2%
SPEM8.6%
SPDW8.1%
IVV7.9%
VNQ5.2%
VEA4.8%
VNQI4.4%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other83.9%
ETF7.9%
Technology4.5%
Energy2.0%
Materials0.8%
Utilities0.4%
Consumer0.3%
Consumer Staples0.3%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
โ12 increased
โ21 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024