Mariner Wealth Advisors
Latest statistics and disclosures from Mariner's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, IVV, MSFT, VEA, and represent 21.23% of Mariner's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$809M), NOW (+$249M), MSFT (+$240M), AAPL (+$232M), IVV (+$198M), NFLX (+$141M), AGG (+$124M), AMZN (+$103M), IUSB (+$99M), DASH (+$83M).
- Started 331 new stock positions in FJP, ELPC, VIST, SCL, SOLS, VCYT, PDYN, MLTX, VREX, BCBP.
- Reduced shares in these 10 stocks: WMB (-$137M), JPM (-$89M), EEM (-$46M), SNPS (-$45M), TMUS (-$38M), CMCSA (-$29M), GLW (-$28M), IBDQ (-$23M), SAP (-$22M), Unilever (-$22M).
- Sold out of its positions in ACMR, AMN, ASPI, ABCL, ADUS, Adicet Bio, MSOS, AKBA, ALK, ALEX.
- Mariner was a net buyer of stock by $5.8B.
- Mariner has $84B in assets under management (AUM), dropping by 8.53%.
- Central Index Key (CIK): 0001373442
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Portfolio Holdings for Mariner
Mariner holds 3524 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Mariner has 3524 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Mariner Dec. 31, 2025 positions
- Download the Mariner December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 5.7 | $4.8B | +20% | 26M | 186.50 |
|
| Apple (AAPL) | 5.6 | $4.7B | +5% | 17M | 271.95 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 4.4 | $3.7B | +5% | 5.4M | 684.95 |
|
| Microsoft Corporation (MSFT) | 3.1 | $2.6B | +10% | 5.4M | 483.65 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.5 | $2.1B | +3% | 33M | 62.47 |
|
| Amazon (AMZN) | 1.7 | $1.4B | +7% | 6.3M | 230.87 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $1.4B | +5% | 4.4M | 313.01 |
|
| Broadcom (AVGO) | 1.6 | $1.3B | 3.9M | 346.10 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.4 | $1.2B | +11% | 12M | 99.88 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $1.0B | +5% | 1.5M | 681.93 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.2 | $993M | +4% | 15M | 66.00 |
|
| JPMorgan Chase & Co. (JPM) | 1.2 | $976M | -8% | 3.0M | 322.26 |
|
| Meta Platforms Cl A (META) | 1.2 | $970M | +7% | 1.5M | 660.75 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.1 | $966M | +7% | 5.1M | 190.99 |
|
| Vanguard Index Fds Growth Etf (VUG) | 1.1 | $894M | +2% | 1.8M | 487.86 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.0 | $870M | +5% | 9.7M | 89.46 |
|
| Tesla Motors (TSLA) | 1.0 | $821M | +4% | 1.8M | 449.73 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.9 | $750M | +15% | 16M | 46.54 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $750M | +4% | 2.4M | 313.86 |
|
| Eli Lilly & Co. (LLY) | 0.8 | $714M | +2% | 664k | 1074.94 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.8 | $701M | 13M | 53.76 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $666M | +2% | 1.1M | 614.32 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.8 | $655M | +12% | 20M | 32.62 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $611M | +7% | 1.2M | 502.65 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $600M | 1.8M | 335.27 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.7 | $582M | +9% | 2.0M | 290.23 |
|
| Ishares Core Msci Emkt (IEMG) | 0.7 | $561M | +9% | 8.3M | 67.22 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $539M | +2% | 859k | 627.15 |
|
| Wal-Mart Stores (WMT) | 0.6 | $522M | +7% | 4.7M | 111.41 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $507M | +7% | 2.0M | 258.02 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $452M | 3.7M | 123.26 |
|
|
| Procter & Gamble Company (PG) | 0.5 | $406M | -3% | 2.8M | 143.31 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.5 | $406M | 1.5M | 276.94 |
|
|
| Johnson & Johnson (JNJ) | 0.5 | $393M | +2% | 1.9M | 206.95 |
|
| Home Depot (HD) | 0.5 | $389M | 1.1M | 344.21 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $370M | +7% | 649k | 570.88 |
|
| Apollo Global Mgmt (APO) | 0.4 | $355M | +15% | 2.4M | 145.88 |
|
| Visa Com Cl A (V) | 0.4 | $355M | 1.0M | 350.75 |
|
|
| Amgen (AMGN) | 0.4 | $351M | 1.1M | 327.31 |
|
|
| Costco Wholesale Corporation (COST) | 0.4 | $342M | 396k | 862.34 |
|
|
| Ge Vernova (GEV) | 0.4 | $326M | +7% | 499k | 653.79 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $315M | +17% | 3.3M | 96.05 |
|
| Abbvie (ABBV) | 0.4 | $313M | +2% | 1.4M | 228.49 |
|
| Corning Incorporated (GLW) | 0.4 | $308M | -8% | 3.5M | 87.56 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $308M | +5% | 2.6M | 120.34 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $306M | 1.4M | 219.78 |
|
|
| Servicenow (NOW) | 0.4 | $306M | +440% | 2.0M | 153.19 |
|
| Merck & Co (MRK) | 0.3 | $290M | +8% | 2.8M | 105.26 |
|
| PNC Financial Services (PNC) | 0.3 | $286M | +27% | 1.4M | 208.78 |
|
| Nasdaq Omx (NDAQ) | 0.3 | $279M | +2% | 2.9M | 97.13 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $277M | 585k | 473.30 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $275M | +6% | 10M | 26.91 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $270M | +3% | 9.1M | 29.61 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $261M | 346.00 | 754800.00 |
|
|
| McDonald's Corporation (MCD) | 0.3 | $259M | +3% | 846k | 305.63 |
|
| Nextera Energy (NEE) | 0.3 | $254M | 3.2M | 80.29 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $253M | +6% | 1.2M | 212.13 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $251M | +8% | 538k | 467.68 |
|
| Chevron Corporation (CVX) | 0.3 | $247M | 1.6M | 152.40 |
|
|
| TJX Companies (TJX) | 0.3 | $230M | +18% | 1.5M | 153.61 |
|
| Abbott Laboratories (ABT) | 0.3 | $230M | -2% | 1.8M | 125.29 |
|
| Cadence Design Systems (CDNS) | 0.3 | $225M | +29% | 721k | 312.58 |
|
| Palantir Technologies Cl A (PLTR) | 0.3 | $223M | +12% | 1.3M | 177.82 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.3 | $220M | 2.6M | 84.65 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.3 | $220M | +9% | 2.0M | 107.11 |
|
| Oracle Corporation (ORCL) | 0.3 | $219M | -5% | 1.1M | 194.91 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $215M | 9.0M | 24.05 |
|
|
| Stryker Corporation (SYK) | 0.3 | $213M | 606k | 351.47 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $209M | 1.7M | 120.19 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $209M | +3% | 2.2M | 96.16 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $207M | +4% | 4.7M | 44.41 |
|
| Metropcs Communications (TMUS) | 0.2 | $205M | -15% | 1.0M | 203.04 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $204M | +2% | 547k | 373.45 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.2 | $201M | +14% | 2.7M | 74.17 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $199M | +11% | 4.0M | 50.29 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $189M | -4% | 6.9M | 27.43 |
|
| Kla Corp Com New (KLAC) | 0.2 | $186M | -5% | 153k | 1215.21 |
|
| Spdr Series Trust State Street Spd (SPYM) | 0.2 | $186M | +8% | 2.3M | 80.22 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $185M | +2% | 588k | 314.81 |
|
| Caterpillar (CAT) | 0.2 | $185M | +5% | 323k | 572.75 |
|
| Cisco Systems (CSCO) | 0.2 | $185M | 2.4M | 77.03 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $180M | 2.6M | 69.42 |
|
|
| Pure Storage Cl A (PSTG) | 0.2 | $180M | +3% | 2.7M | 67.02 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $176M | 2.0M | 88.49 |
|
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.2 | $172M | +23% | 3.6M | 47.35 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $171M | +3% | 563k | 303.89 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $171M | +2% | 1.8M | 96.28 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $170M | 1.1M | 148.73 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $168M | -5% | 424k | 396.31 |
|
| Linde SHS (LIN) | 0.2 | $168M | 393k | 426.50 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $166M | +2% | 673k | 246.16 |
|
| Leidos Holdings (LDOS) | 0.2 | $164M | +2% | 908k | 180.41 |
|
| Trane Technologies SHS (TT) | 0.2 | $163M | 420k | 389.28 |
|
|
| Teledyne Technologies Incorporated (TDY) | 0.2 | $161M | 314k | 511.07 |
|
|
| Spdr Series Trust State Street Spd (SPYG) | 0.2 | $160M | +12% | 1.5M | 106.70 |
|
| Progressive Corporation (PGR) | 0.2 | $159M | +8% | 698k | 227.73 |
|
| Goldman Sachs (GS) | 0.2 | $159M | +2% | 180k | 879.14 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $158M | -5% | 921k | 171.14 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $156M | +93% | 1.1M | 143.97 |
|
| Netflix (NFLX) | 0.2 | $156M | +943% | 1.7M | 93.74 |
|
| Morgan Stanley Com New (MS) | 0.2 | $156M | +3% | 876k | 177.51 |
|
| Expedia Group Com New (EXPE) | 0.2 | $155M | +10% | 548k | 283.28 |
|
| International Business Machines (IBM) | 0.2 | $153M | +3% | 515k | 296.21 |
|
| Phillips 66 (PSX) | 0.2 | $152M | +9% | 1.2M | 129.05 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.2 | $149M | 3.8M | 39.59 |
|
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.2 | $147M | 3.1M | 46.92 |
|
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.2 | $147M | +8% | 3.9M | 38.11 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $146M | +7% | 1.9M | 77.88 |
|
| Bank of America Corporation (BAC) | 0.2 | $143M | +7% | 2.6M | 55.01 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $142M | +29% | 2.8M | 50.58 |
|
| Booking Holdings (BKNG) | 0.2 | $142M | +22% | 27k | 5356.66 |
|
| Pepsi (PEP) | 0.2 | $141M | +11% | 983k | 143.52 |
|
| At&t (T) | 0.2 | $140M | +4% | 5.6M | 24.84 |
|
| UnitedHealth (UNH) | 0.2 | $139M | 422k | 330.15 |
|
|
| Waste Management (WM) | 0.2 | $137M | +6% | 622k | 219.89 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $137M | -4% | 787k | 173.49 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $137M | +24% | 687k | 198.62 |
|
| Coca-Cola Company (KO) | 0.2 | $136M | +3% | 2.0M | 69.91 |
|
| Blackrock (BLK) | 0.2 | $136M | +10% | 127k | 1070.43 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $136M | 1.2M | 117.21 |
|
|
| Advanced Micro Devices (AMD) | 0.2 | $135M | -3% | 632k | 214.16 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.2 | $135M | +4% | 4.1M | 32.57 |
|
| Lowe's Companies (LOW) | 0.2 | $131M | +6% | 545k | 241.17 |
|
| Palo Alto Networks (PANW) | 0.2 | $131M | +5% | 710k | 184.23 |
|
| Arista Networks Com Shs (ANET) | 0.2 | $130M | +16% | 993k | 131.03 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $130M | +42% | 484k | 268.32 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $125M | +5% | 1.7M | 74.07 |
|
| Spdr Series Trust State Street Spd (SPYV) | 0.1 | $120M | +4% | 2.1M | 56.81 |
|
| Eaton Corp SHS (ETN) | 0.1 | $120M | 375k | 318.70 |
|
|
| Doordash Cl A (DASH) | 0.1 | $119M | +225% | 525k | 226.78 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $118M | 1.4M | 81.17 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $118M | 3.8M | 30.96 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $117M | +3% | 4.5M | 26.23 |
|
| AECOM Technology Corporation (ACM) | 0.1 | $117M | +2% | 1.2M | 95.33 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $116M | +7% | 457k | 252.92 |
|
| Ge Aerospace Com New (GE) | 0.1 | $116M | +13% | 375k | 308.16 |
|
| Cummins (CMI) | 0.1 | $113M | +8% | 222k | 510.49 |
|
| McKesson Corporation (MCK) | 0.1 | $112M | +20% | 137k | 820.60 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $112M | +6% | 532k | 210.34 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $110M | +6% | 621k | 177.39 |
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.1 | $107M | +7% | 1.7M | 61.36 |
|
| American Express Company (AXP) | 0.1 | $107M | +75% | 288k | 370.01 |
|
| Uber Technologies (UBER) | 0.1 | $105M | +12% | 1.3M | 81.75 |
|
| Micron Technology (MU) | 0.1 | $104M | +19% | 364k | 285.74 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $100M | +2% | 471k | 211.78 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $99M | -13% | 1.1M | 94.16 |
|
| Qualcomm (QCOM) | 0.1 | $98M | +3% | 573k | 171.10 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $98M | 693k | 141.07 |
|
|
| Citigroup Com New (C) | 0.1 | $98M | +13% | 836k | 116.69 |
|
| Cme (CME) | 0.1 | $94M | +22% | 342k | 273.27 |
|
| Tree (TREE) | 0.1 | $94M | +31% | 1.8M | 53.09 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $93M | +4% | 874k | 106.70 |
|
| salesforce (CRM) | 0.1 | $93M | -10% | 351k | 265.00 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $91M | +7% | 666k | 136.94 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $90M | 552k | 162.92 |
|
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $90M | +33% | 2.1M | 43.64 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $89M | 154k | 579.54 |
|
|
| Vanguard Admiral Fds Midcp 400 Val (IVOV) | 0.1 | $88M | 869k | 101.01 |
|
|
| Amphenol Corp Cl A (APH) | 0.1 | $86M | +3% | 633k | 135.25 |
|
| Wells Fargo & Company (WFC) | 0.1 | $86M | +9% | 917k | 93.23 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $85M | +7% | 1.8M | 46.81 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $85M | +14% | 461k | 183.44 |
|
| Intuit (INTU) | 0.1 | $84M | +19% | 127k | 662.55 |
|
| Kinder Morgan (KMI) | 0.1 | $84M | +8% | 3.1M | 27.49 |
|
| American Tower Reit (AMT) | 0.1 | $83M | 473k | 175.59 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $83M | +2% | 2.9M | 28.48 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $82M | +2% | 570k | 143.60 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $82M | +3% | 426k | 191.56 |
|
| Gilead Sciences (GILD) | 0.1 | $82M | +6% | 664k | 122.74 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $81M | -36% | 1.5M | 54.71 |
|
| Marsh & McLennan Companies | 0.1 | $80M | 433k | 185.54 |
|
|
| Spdr Series Trust State Street Spd (BIL) | 0.1 | $80M | +18% | 878k | 91.38 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $80M | +8% | 889k | 90.00 |
|
| Applied Materials (AMAT) | 0.1 | $79M | +7% | 309k | 257.08 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $79M | -9% | 1.6M | 50.46 |
|
| Honeywell International (HON) | 0.1 | $78M | +5% | 400k | 195.08 |
|
| Danaher Corporation (DHR) | 0.1 | $78M | -19% | 340k | 229.23 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $77M | +7% | 187k | 412.77 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $77M | +10% | 224k | 342.97 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $77M | +6% | 933k | 82.48 |
|
| Dollar General (DG) | 0.1 | $77M | +6% | 577k | 132.82 |
|
| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 0.1 | $77M | 636k | 120.20 |
|
|
| Philip Morris International (PM) | 0.1 | $76M | +9% | 474k | 160.51 |
|
| S&p Global (SPGI) | 0.1 | $76M | +2% | 145k | 522.70 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $76M | +3% | 71k | 1069.75 |
|
| United Parcel Service CL B (UPS) | 0.1 | $75M | -11% | 758k | 99.20 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $75M | +31% | 132k | 566.99 |
|
| Medtronic SHS (MDT) | 0.1 | $75M | +5% | 777k | 96.06 |
|
| SYSCO Corporation (SYY) | 0.1 | $74M | 1.0M | 73.69 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $74M | +198% | 95k | 771.76 |
|
| Cincinnati Financial Corporation (CINF) | 0.1 | $73M | -2% | 447k | 163.46 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $73M | 1.1M | 69.47 |
|
|
| Emerson Electric (EMR) | 0.1 | $73M | +8% | 549k | 132.72 |
|
| Chubb (CB) | 0.1 | $73M | +42% | 233k | 312.24 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $73M | +48% | 1.3M | 53.96 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $72M | -5% | 162k | 444.59 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $72M | +26% | 149k | 483.81 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $72M | +2% | 466k | 154.12 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.1 | $71M | +2% | 638k | 110.97 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $69M | +5% | 1.3M | 52.88 |
|
| Walt Disney Company (DIS) | 0.1 | $68M | 600k | 113.83 |
|
|
| Applovin Corp Com Cl A (APP) | 0.1 | $68M | 101k | 675.14 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $68M | +17% | 90k | 753.78 |
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| Deere & Company (DE) | 0.1 | $67M | 143k | 465.55 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $66M | 2.2M | 30.07 |
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| 3M Company (MMM) | 0.1 | $66M | +12% | 412k | 160.13 |
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| Prologis (PLD) | 0.1 | $65M | +13% | 513k | 127.66 |
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| Fastenal Company (FAST) | 0.1 | $65M | 1.6M | 40.17 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.1 | $64M | +7% | 1.3M | 50.58 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $64M | +59% | 3.8M | 16.74 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $64M | 211k | 301.98 |
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| Nike CL B (NKE) | 0.1 | $64M | 1.0M | 63.35 |
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| Astrazeneca Sponsored Adr | 0.1 | $64M | +2% | 690k | 91.94 |
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| United Rentals (URI) | 0.1 | $63M | -4% | 78k | 809.24 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $63M | 105k | 603.33 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $63M | +2% | 1.3M | 48.75 |
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| Union Pacific Corporation (UNP) | 0.1 | $63M | 271k | 231.37 |
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|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $62M | +2% | 781k | 79.81 |
|
| NetApp (NTAP) | 0.1 | $62M | 578k | 107.25 |
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|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $62M | +6% | 867k | 71.41 |
|
| Kkr & Co (KKR) | 0.1 | $62M | -3% | 486k | 127.50 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $62M | +3% | 1.2M | 53.37 |
|
| American Electric Power Company (AEP) | 0.1 | $61M | +4% | 531k | 115.32 |
|
| GSK Sponsored Adr (GSK) | 0.1 | $61M | +5% | 1.2M | 49.07 |
|
| Altria (MO) | 0.1 | $59M | -2% | 1.0M | 57.66 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $59M | +2% | 495k | 119.35 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $59M | +32% | 591k | 99.85 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $59M | +12% | 181k | 324.00 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $58M | +16% | 129k | 453.36 |
|
| Equinix (EQIX) | 0.1 | $58M | +2% | 76k | 765.68 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $57M | 402k | 141.14 |
|
|
| New York Life Investments Et Nyli Ftse Intern (HFXI) | 0.1 | $56M | +2% | 1.7M | 32.45 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $55M | 555k | 99.98 |
|
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $55M | 760k | 72.68 |
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| Paychex (PAYX) | 0.1 | $55M | +2% | 490k | 112.18 |
|
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.1 | $54M | 886k | 61.13 |
|
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| Ishares Tr Us Infrastruc (IFRA) | 0.1 | $54M | +5% | 1.0M | 52.62 |
|
| Spdr Series Trust State Street Spd (SPSB) | 0.1 | $54M | +5% | 1.8M | 30.20 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $54M | -3% | 440k | 121.61 |
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| Fidelity Covington Trust Fundamental Larg (FFLC) | 0.1 | $53M | +2% | 998k | 53.36 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.1 | $53M | +4% | 1.1M | 46.80 |
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| Starbucks Corporation (SBUX) | 0.1 | $53M | -6% | 631k | 84.21 |
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| Prudential Financial (PRU) | 0.1 | $53M | +2% | 470k | 112.92 |
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| Capital One Financial (COF) | 0.1 | $53M | +40% | 218k | 242.44 |
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| RBB Us Treas 3 Mnth (TBIL) | 0.1 | $53M | +112% | 1.1M | 49.88 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $52M | +4% | 521k | 100.34 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $52M | +3% | 906k | 57.46 |
|
| Ishares Tr Cr 5 10 Yr Etf (IMTB) | 0.1 | $52M | 1.2M | 44.20 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $51M | -7% | 422k | 121.75 |
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| Intel Corporation (INTC) | 0.1 | $51M | +9% | 1.4M | 36.93 |
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Past Filings by Mariner
SEC 13F filings are viewable for Mariner going back to 2010
- Mariner 2025 Q4 filed Feb. 13, 2026
- Mariner 2025 Q3 filed Nov. 14, 2025
- Mariner 2025 Q2 filed Aug. 14, 2025
- Mariner 2025 Q1 filed May 15, 2025
- Mariner 2024 Q4 filed Feb. 13, 2025
- Mariner 2024 Q3 filed Nov. 13, 2024
- Mariner 2024 Q2 filed Aug. 13, 2024
- Mariner 2024 Q1 filed May 15, 2024
- Mariner 2023 Q4 filed Feb. 14, 2024
- Mariner 2023 Q3 filed Nov. 13, 2023
- Mariner 2023 Q2 filed Aug. 11, 2023
- Mariner 2023 Q1 filed May 15, 2023
- Mariner 2022 Q4 filed Feb. 14, 2023
- Mariner 2022 Q3 filed Nov. 10, 2022
- Mariner 2022 Q2 filed Aug. 15, 2022
- Mariner 2022 Q1 filed May 13, 2022