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Mariner Wealth Advisors

Latest statistics and disclosures from Mariner's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, AAPL, IVV, VEA, MSFT, and represent 19.91% of Mariner's stock portfolio.
Added to shares of these 10 stocks: APO (+$247M), IEI (+$183M), AGG (+$168M), VEA (+$165M), MSFT (+$153M), SCHW (+$147M), IUSB (+$131M), BSX (+$129M), NVDA (+$122M), FAST (+$121M).
Started 396 new stock positions in ETHT, PD, JBLU, ILF, PNFP, CSL, WHR, EU, MPB, AMN.
Reduced shares in these 10 stocks: IEF (-$178M), TMUS (-$166M), ABT (-$114M), NOW (-$114M), AVGO (-$100M), ACM (-$86M), PGR (-$66M), TREE (-$64M), AstraZeneca (-$64M), FLXS (-$51M).
Sold out of its positions in POWW, AZZ, Alpine Global Premier Pptys Fd Com Sbi cef, ASGI, ACRS, Advantage Solutions, ADC, Agilon Health, OPTU, AMTM.
Mariner was a net buyer of stock by $4.1B.
Mariner has $86B in assets under management (AUM), dropping by 2.00%.
Central Index Key (CIK): 0001373442

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Positions held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Mariner

Mariner holds 3545 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Mariner has 3545 total positions. Only the first 250 positions are shown.

Sign up to view all of the Mariner March 31, 2026 positions
Download the Mariner March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	5.3	$4.6B	+2%	26M	174.40	View chart
Apple (AAPL)	5.2	$4.5B	+2%	18M	253.79	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.2	$3.6B		5.5M	653.20	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.7	$2.3B	+7%	36M	64.09	View chart
Microsoft Corporation (MSFT)	2.5	$2.1B	+7%	5.8M	370.17	View chart
Amazon (AMZN)	1.6	$1.4B	+6%	6.7M	208.27	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.6	$1.4B	+13%	14M	99.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.6	$1.3B	+5%	4.7M	287.55	View chart
Broadcom (AVGO)	1.3	$1.1B	-8%	3.5M	309.50	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.3	$1.1B	+7%	16M	67.53	View chart
Vanguard Index Fds Value Etf (VTV)	1.2	$993M		5.1M	196.20	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.1	$981M		1.5M	650.33	View chart
JPMorgan Chase & Co. (JPM)	1.1	$908M		3.1M	294.17	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.0	$882M		9.7M	90.53	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.0	$875M	+17%	19M	46.19	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$829M	+3%	1.9M	436.80	View chart
Meta Platforms Cl A (META)	1.0	$814M	-3%	1.4M	572.03	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.9	$758M	+7%	14M	54.05	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$738M	+7%	2.6M	286.87	View chart
Tesla Motors (TSLA)	0.8	$698M	+2%	1.9M	371.72	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$644M	+2%	1.1M	577.24	View chart
Eli Lilly & Co. (LLY)	0.7	$638M	+4%	694k	919.94	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$613M	+6%	2.1M	287.18	View chart
Wal-Mart Stores (WMT)	0.7	$610M	+4%	4.9M	124.27	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$607M	+4%	8.7M	69.75	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$602M	+3%	1.3M	479.18	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$595M	+3%	1.9M	320.76	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$580M	+12%	2.2M	261.92	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.7	$576M		20M	29.13	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$537M	+4%	898k	597.61	View chart
Apollo Global Mgmt (APO)	0.6	$518M	+90%	4.6M	111.43	View chart
Corning Incorporated (GLW)	0.6	$484M		3.6M	135.97	View chart
Ge Vernova (GEV)	0.6	$482M	+10%	552k	873.64	View chart
Johnson & Johnson (JNJ)	0.6	$471M		1.9M	244.44	View chart
Exxon Mobil Corporation (XOM)	0.5	$438M		2.6M	169.66	View chart
Costco Wholesale Corporation (COST)	0.5	$436M	+10%	437k	996.37	View chart
Procter & Gamble Company (PG)	0.5	$425M	+3%	2.9M	144.44	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$403M	-2%	3.6M	113.11	View chart
Amgen (AMGN)	0.4	$379M		1.1M	351.80	View chart
Home Depot (HD)	0.4	$371M		1.1M	328.87	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.4	$347M	-4%	1.4M	248.84	View chart
Chevron Corporation (CVX)	0.4	$345M	+2%	1.7M	206.90	View chart
Merck & Co (MRK)	0.4	$336M		2.8M	120.29	View chart
Visa Com Cl A (V)	0.4	$320M	+4%	1.1M	302.24	View chart
Mastercard Incorporated Cl A (MA)	0.4	$317M	-2%	635k	499.78	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$304M	-4%	3.1M	97.13	View chart
PNC Financial Services (PNC)	0.4	$302M	+6%	1.5M	208.09	View chart
Nextera Energy (NEE)	0.3	$297M		3.2M	92.88	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$293M	-2%	1.4M	215.05	View chart
Palantir Technologies Cl A (PLTR)	0.3	$287M	+56%	2.0M	146.28	View chart
Abbvie (ABBV)	0.3	$286M	-3%	1.3M	217.49	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$280M		9.2M	30.50	View chart
TJX Companies (TJX)	0.3	$267M	+11%	1.7M	159.71	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$266M		10M	25.64	View chart
McDonald's Corporation (MCD)	0.3	$260M		838k	310.76	View chart
Netflix (NFLX)	0.3	$260M	+62%	2.7M	96.13	View chart
Nasdaq Omx (NDAQ)	0.3	$252M	+3%	3.0M	84.89	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$251M		350.00	718140.00	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$247M	+11%	10M	24.75	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$244M	+16%	624k	390.46	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$242M	-2%	568k	426.40	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.3	$242M	+311%	2.0M	118.60	View chart
Stryker Corporation (SYK)	0.3	$239M	+19%	727k	328.59	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$238M	-5%	1.1M	211.15	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$233M	+10%	7.6M	30.68	View chart
Caterpillar (CAT)	0.3	$227M		321k	708.52	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$224M	+2%	2.1M	106.15	View chart
Phillips 66 (PSX)	0.3	$223M	+3%	1.2M	182.18	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.3	$223M	+30%	4.7M	47.08	View chart
Linde SHS (LIN)	0.3	$220M	+13%	445k	495.87	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$216M		1.7M	124.31	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$215M	-4%	2.5M	86.64	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$213M	+7%	4.3M	49.89	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$212M	+10%	3.0M	70.91	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$207M	+6%	581k	356.61	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.2	$204M	-3%	4.5M	45.65	View chart
Charles Schwab Corporation (SCHW)	0.2	$199M	+282%	2.1M	93.98	View chart
Teledyne Technologies Incorporated (TDY)	0.2	$199M	+4%	329k	604.92	View chart
Cadence Design Systems (CDNS)	0.2	$198M		711k	277.87	View chart
Fastenal Company (FAST)	0.2	$195M	+161%	4.2M	46.39	View chart
Lam Research Corp Com New (LRCX)	0.2	$194M		908k	213.66	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$192M	+5%	447k	430.29	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$191M	+4%	2.7M	70.18	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$190M		564k	337.77	View chart
Spdr Series Trust State Street Spd (SPYM)	0.2	$189M	+6%	2.5M	76.54	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$188M	+6%	2.1M	88.70	View chart
Cisco Systems (CSCO)	0.2	$187M		2.4M	77.59	View chart
Kla Corp Com New (KLAC)	0.2	$184M	-18%	125k	1472.41	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$181M	+2%	604k	298.85	View chart
Micron Technology (MU)	0.2	$176M	+43%	522k	337.83	View chart
Trane Technologies SHS (TT)	0.2	$172M		414k	416.64	View chart
Applied Materials (AMAT)	0.2	$172M	+62%	502k	341.65	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$170M		1.7M	97.23	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$168M		676k	248.05	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$167M	+10%	4.3M	38.96	View chart
Goldman Sachs (GS)	0.2	$167M	+9%	197k	845.62	View chart
Everpure Cl A (PSTG)	0.2	$165M	+4%	2.8M	59.04	View chart
Coca-Cola Company (KO)	0.2	$162M	+9%	2.1M	76.05	View chart
Pepsi (PEP)	0.2	$161M	+5%	1.0M	155.29	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$160M	+9%	4.1M	38.86	View chart
At&t (T)	0.2	$160M	-2%	5.5M	28.99	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$156M	-3%	1.1M	142.45	View chart
Boston Scientific Corporation (BSX)	0.2	$156M	+476%	2.5M	62.78	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$156M	+25%	2.1M	73.64	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$154M	+6%	2.0M	77.17	View chart
Oracle Corporation (ORCL)	0.2	$152M	-7%	1.0M	147.10	View chart
Advanced Micro Devices (AMD)	0.2	$152M	+18%	747k	203.43	View chart
Ge Aerospace Com New (GE)	0.2	$149M	+39%	525k	283.83	View chart
Morgan Stanley Com New (MS)	0.2	$148M	+2%	897k	164.59	View chart
Duke Energy Corp Com New (DUK)	0.2	$147M	-3%	1.1M	130.94	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$144M	+2%	4.3M	33.86	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$142M		2.8M	50.37	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.2	$142M	-4%	3.0M	47.53	View chart
Waste Management (WM)	0.2	$140M	-2%	609k	229.76	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$139M	-3%	1.0M	132.90	View chart
Eaton Corp SHS (ETN)	0.2	$136M		380k	357.76	View chart
Leidos Holdings (LDOS)	0.2	$135M	-4%	871k	155.54	View chart
Marathon Petroleum Corp (MPC)	0.2	$135M		554k	244.19	View chart
Blackrock (BLK)	0.2	$135M	+10%	141k	961.80	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$134M	-9%	1.4M	97.91	View chart
Bank of America Corporation (BAC)	0.2	$134M	+5%	2.7M	48.75	View chart
International Business Machines (IBM)	0.2	$133M	+6%	550k	242.38	View chart
Cummins (CMI)	0.2	$132M	+10%	245k	538.07	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$132M	+150%	1.3M	100.57	View chart
Texas Instruments Incorporated (TXN)	0.1	$127M	-16%	655k	194.22	View chart
Arista Networks Com Shs (ANET)	0.1	$127M	+4%	1.0M	122.78	View chart
McKesson Corporation (MCK)	0.1	$127M	+6%	146k	865.41	View chart
Lowe's Companies (LOW)	0.1	$126M		535k	236.29	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$126M	-4%	655k	191.81	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$125M	+12%	5.0M	25.10	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.1	$125M	+6%	1.9M	67.00	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$123M	-4%	1.4M	88.16	View chart
Expedia Group Com New (EXPE)	0.1	$122M	-3%	529k	230.89	View chart
Booking Holdings (BKNG)	0.1	$119M	+6%	28k	4220.46	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$119M		2.1M	56.58	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$118M	+8%	498k	237.62	View chart
UnitedHealth (UNH)	0.1	$116M		428k	270.52	View chart
Kinder Morgan (KMI)	0.1	$114M	+11%	3.4M	33.53	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$111M	-2%	604k	184.24	View chart
Honeywell International (HON)	0.1	$108M	+19%	480k	225.97	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$108M	+34%	1.2M	91.64	View chart
Doordash Cl A (DASH)	0.1	$107M	+35%	714k	150.17	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$107M	+11%	773k	138.32	View chart
Bristol Myers Squibb (BMY)	0.1	$106M	+29%	1.7M	60.65	View chart
Cme (CME)	0.1	$106M	+4%	358k	295.26	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$104M	-9%	3.4M	30.32	View chart
Raytheon Technologies Corp (RTX)	0.1	$103M	+16%	536k	192.91	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$103M		474k	217.24	View chart
Analog Devices (ADI)	0.1	$102M	+111%	321k	318.14	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$102M	-10%	478k	213.67	View chart
Uber Technologies (UBER)	0.1	$102M	+9%	1.4M	71.93	View chart
Lockheed Martin Corporation (LMT)	0.1	$101M	+12%	168k	604.60	View chart
Citigroup Com New (C)	0.1	$101M	+6%	887k	113.41	View chart
Marsh & McLennan Companies (MRSH)	0.1	$100M	+33%	576k	173.47	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$100M		1.1M	92.74	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$99M	+16%	3.4M	29.08	View chart
Palo Alto Networks (PANW)	0.1	$99M	-13%	614k	160.32	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$96M	+30%	124k	772.65	View chart
Servicenow (NOW)	0.1	$95M	-54%	910k	104.55	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$94M		884k	106.50	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$93M	-2%	471k	198.28	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$92M		70k	1320.71	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$92M	+12%	480k	191.92	View chart
Deere & Company (DE)	0.1	$91M	+12%	161k	562.93	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$90M	+7%	959k	94.24	View chart
Cloudflare Cl A Com (NET)	0.1	$90M	+128%	434k	206.34	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.1	$89M	+4%	1.9M	46.91	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	0.1	$88M		863k	101.95	View chart
Gilead Sciences (GILD)	0.1	$87M	-6%	622k	139.37	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$86M		675k	128.12	View chart
salesforce (CRM)	0.1	$86M	+31%	463k	186.68	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$86M	+2%	583k	148.09	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$86M	+2%	1.5M	56.79	View chart
Amphenol Corp Cl A (APH)	0.1	$85M	+6%	675k	126.35	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$85M	+23%	2.7M	30.96	View chart
Equinix (EQIX)	0.1	$84M	+12%	86k	980.33	View chart
Danaher Corporation (DHR)	0.1	$83M	+27%	435k	189.60	View chart
Chubb (CB)	0.1	$82M	+7%	251k	325.93	View chart
Philip Morris International (PM)	0.1	$82M	+4%	494k	165.34	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$80M	-8%	1.9M	42.54	View chart
Vanguard Admiral Fds Midcp 400 Grth (IVOG)	0.1	$80M		636k	125.03	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$79M		1.6M	50.63	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$78M		937k	83.57	View chart
American Tower Reit (AMT)	0.1	$77M	-5%	448k	172.60	View chart
Target Corporation (TGT)	0.1	$75M	+192%	621k	121.20	View chart
Wells Fargo & Company (WFC)	0.1	$75M	+2%	944k	79.61	View chart
Abbott Laboratories (ABT)	0.1	$74M	-60%	724k	102.66	View chart
Astrazeneca Ord (AZN)	0.1	$73M	NEW	372k	197.22	View chart
Qualcomm (QCOM)	0.1	$73M		568k	128.78	View chart
FedEx Corporation (FDX)	0.1	$73M	+19%	205k	356.26	View chart
Progressive Corporation (PGR)	0.1	$72M	-47%	365k	198.24	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$72M	+53%	716k	100.66	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$72M	+4%	196k	367.44	View chart
Dollar General (DG)	0.1	$72M	+4%	603k	118.73	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$71M		1.0M	68.28	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$71M	-3%	617k	114.83	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$71M	+2%	1.3M	52.56	View chart
Emerson Electric (EMR)	0.1	$70M	-2%	537k	131.02	View chart
Cincinnati Financial Corporation (CINF)	0.1	$70M		444k	157.34	View chart
Verizon Communications (VZ)	0.1	$70M	+13%	1.4M	50.20	View chart
Intuitive Surgical Com New (ISRG)	0.1	$69M	+13%	149k	460.99	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$68M	+3%	167k	407.69	View chart
GSK Sponsored Adr (GSK)	0.1	$68M		1.2M	55.19	View chart
Newmont Mining Corporation (NEM)	0.1	$68M	+6%	627k	108.25	View chart
Intuit (INTU)	0.1	$67M	+21%	155k	432.29	View chart
American Express Company (AXP)	0.1	$67M	-23%	221k	302.45	View chart
Prologis (PLD)	0.1	$67M		504k	132.18	View chart
American Electric Power Company (AEP)	0.1	$66M	-4%	505k	131.07	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$66M	+6%	834k	79.28	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$66M	+2%	889k	74.35	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$66M	+2%	107k	616.87	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$66M		1.2M	57.07	View chart
Thermo Fisher Scientific (TMO)	0.1	$66M	-13%	134k	491.42	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$66M	+4%	94k	697.73	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$64M		213k	302.25	View chart
Altria (MO)	0.1	$64M	-5%	970k	65.99	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$64M	+2%	1.3M	48.46	View chart
United Rentals (URI)	0.1	$64M	+11%	87k	728.64	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$63M	+4%	797k	78.66	View chart
Union Pacific Corporation (UNP)	0.1	$63M	-4%	258k	242.60	View chart
Baker Hughes Company Cl A (BKR)	0.1	$63M		1.0M	61.04	View chart
Air Products & Chemicals (APD)	0.1	$63M	+15%	215k	290.51	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$62M	+69%	1.1M	55.52	View chart
Comfort Systems USA (FIX)	0.1	$62M	+40%	45k	1378.99	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$61M	+2%	452k	135.72	View chart
3M Company (MMM)	0.1	$61M		418k	145.23	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$61M	+3%	1.1M	57.20	View chart
General Dynamics Corporation (GD)	0.1	$60M	+15%	176k	343.32	View chart
Medtronic SHS (MDT)	0.1	$60M	-10%	697k	86.65	View chart
Intel Corporation (INTC)	0.1	$60M	-2%	1.4M	44.13	View chart
Sherwin-Williams Company (SHW)	0.1	$60M	+3%	187k	320.56	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$60M		396k	151.41	View chart
Spdr Series Trust State Street Spd (SPSB)	0.1	$60M	+11%	2.0M	30.07	View chart
Nike CL B (NKE)	0.1	$60M	+12%	1.1M	52.82	View chart
United Parcel Svcs CL B (UPS)	0.1	$59M	-20%	601k	98.38	View chart
S&p Global (SPGI)	0.1	$59M	-4%	139k	425.32	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$59M	+2%	132k	446.54	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$58M	+32%	746k	77.11	View chart
Ishares Tr Cr 5 10 Yr Etf (IMTB)	0.1	$57M	+11%	1.3M	43.82	View chart
Ametek (AME)	0.1	$55M	+8%	258k	214.24	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$55M	+27%	500k	110.47	View chart
Kkr & Co (KKR)	0.1	$54M	+20%	587k	92.50	View chart
ConocoPhillips (COP)	0.1	$54M	+5%	410k	132.01	View chart
NetApp (NTAP)	0.1	$54M	-8%	526k	102.38	View chart
New York Life Investments Et Nyli Ftse Intern (HFXI)	0.1	$54M	-6%	1.6M	33.58	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$53M		855k	62.45	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$53M	+4%	1.2M	45.12	View chart
Walt Disney Company (DIS)	0.1	$53M	-7%	552k	96.37	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$53M		461k	114.97	View chart
Fidelity Covington Trust Fundamental Larg (FFLC)	0.1	$53M	+2%	1.0M	51.28	View chart

Past Filings by Mariner

SEC 13F filings are viewable for Mariner going back to 2010

Mariner 2026 Q1 filed May 13, 2026
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

View all past filings

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