Mariner, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings3,429 positions
Apple Inc. | 14.4M | $3.2B | 5.3% | $136.35 | +61.91% | 26 qtrssince 2018-Q4 | Increased 63 |
iShares Trust CORE S&P500 ETF | 4.8M | $2.7B | 4.5% | $354.71 | +55.60% | 26 qtrssince 2018-Q4 | Increased 62 |
NVIDIA Corp. | 18.9M | $2.1B | 3.4% | $55.83 | +93.63% | 26 qtrssince 2018-Q4 | Increased 61 |
Microsoft Corp. | 4.3M | $1.6B | 2.7% | $268.58 | +38.15% | 26 qtrssince 2018-Q4 | Increased 57 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 29.6M | $1.5B | 2.5% | $41.62 | +17.48% | 26 qtrssince 2018-Q4 | Increased 57 |
Amazon.com, Inc. | 4.9M | $934.7M | 1.6% | $136.38 | +39.50% | 26 qtrssince 2018-Q4 | Increased 54 |
ISHARES TR | 9.2M | $913.8M | 1.5% | $90.56 | +3.28% | 26 qtrssince 2018-Q4 | Increased 58 |
ISHARES CORE S&P MID-CAP ETF | 13.7M | $798.1M | 1.3% | $48.13 | +18.94% | 26 qtrssince 2018-Q4 | Increased 53 |
VANGUARD INDEX FDS | 4.5M | $774.2M | 1.3% | $121.48 | +37.89% | 26 qtrssince 2018-Q4 | Increased 55 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 1.3M | $745.1M | 1.2% | $341.58 | +61.10% | 26 qtrssince 2018-Q4 | Increased 52 |
JPMorgan Chase & Co. | 2.8M | $680.6M | 1.1% | $132.20 | +80.09% | 26 qtrssince 2018-Q4 | Increased 52 |
ISHARES CORE MSCI EAFE ETF | 8.6M | $654.5M | 1.1% | $58.87 | +25.07% | 26 qtrssince 2018-Q4 | Decreased 0 |
Vanguard Index Funds MORNINGSTAR GROWTH ETF | 1.7M | $647.4M | 1.1% | $41.10 | +49.41% | 26 qtrssince 2018-Q4 | Increased 53 |
Alphabet Inc. | 4M | $613.6M | 1.0% | $115.05 | +33.78% | 26 qtrssince 2018-Q4 | Increased 53 |
Broadcom Inc | 3.6M | $602.3M | 1.0% | $64.76 | +155.61% | 26 qtrssince 2018-Q4 | Increased 51 |
Vanguard International Equity Index Funds FTSE EMR MKT ETF | 13M | $588.8M | 1.0% | $39.79 | +10.33% | 26 qtrssince 2018-Q4 | Increased 45 |
Meta Platforms Inc | 1M | $584.7M | 1.0% | $393.99 | +45.58% | 26 qtrssince 2018-Q4 | Increased 47 |
Berkshire Hathaway Inc. | 1.1M | $574M | 1.0% | $313.72 | +69.76% | 26 qtrssince 2018-Q4 | Increased 45 |
ISHARES CORE TOTAL USD BOND MARKET ETF | 11.4M | $526.9M | 0.9% | $41.38 | +4.90% | 16 qtrssince 2021-Q2 | Increased 52 |
The Procter & Gamble Co. | 2.9M | $490.6M | 0.8% | $118.97 | +37.35% | 26 qtrssince 2018-Q4 | Increased 47 |
Mariner, LLC manages $60.1B across 3429 positions as of Q1 2025. Top holdings: AAPL (5.3%), IVV (4.5%), NVDA (3.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 268 new positions, 217 exits, 1896 increased. Top move: AAPL (INCREASED, conviction 63). Portfolio: $60.1B across 3429 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR