Mariner, LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings3,468 positions
Apple Inc. | 15.7M | $3.2B | 4.7% | $141.92 | +43.88% | 27 qtrssince 2018-Q4 | Increased 64 |
iShares Trust CORE S&P500 ETF | 5M | $3.1B | 4.4% | $364.39 | +67.89% | 27 qtrssince 2018-Q4 | Increased 61 |
NVIDIA Corp. | 19M | $3B | 4.3% | $56.13 | +180.79% | 27 qtrssince 2018-Q4 | Increased 58 |
Microsoft Corp. | 4.7M | $2.3B | 3.4% | $287.10 | +71.56% | 27 qtrssince 2018-Q4 | Increased 64 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 30.7M | $1.7B | 2.5% | $42.08 | +31.36% | 27 qtrssince 2018-Q4 | Increased 57 |
Amazon.com, Inc. | 5.3M | $1.2B | 1.7% | $141.96 | +54.55% | 27 qtrssince 2018-Q4 | Increased 54 |
Broadcom Inc | 3.8M | $1.1B | 1.5% | $77.84 | +250.90% | 27 qtrssince 2018-Q4 | Increased 54 |
ISHARES TR | 9.8M | $973.8M | 1.4% | $90.80 | +4.31% | 27 qtrssince 2018-Q4 | Increased 53 |
JPMorgan Chase & Co. | 3.1M | $907.5M | 1.3% | $149.35 | +89.56% | 27 qtrssince 2018-Q4 | Increased 57 |
ISHARES CORE S&P MID-CAP ETF | 14M | $865.9M | 1.2% | $48.39 | +26.14% | 27 qtrssince 2018-Q4 | Increased 51 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 1.4M | $855.6M | 1.2% | $351.74 | +73.30% | 27 qtrssince 2018-Q4 | Increased 52 |
Meta Platforms Inc | 1.1M | $833.6M | 1.2% | $428.73 | +71.46% | 27 qtrssince 2018-Q4 | Increased 56 |
VANGUARD INDEX FDS | 4.7M | $823.6M | 1.2% | $123.41 | +39.64% | 27 qtrssince 2018-Q4 | Increased 52 |
Vanguard Index Funds MORNINGSTAR GROWTH ETF | 1.8M | $783.3M | 1.1% | $41.82 | +73.79% | 27 qtrssince 2018-Q4 | Increased 51 |
ISHARES CORE MSCI EAFE ETF | 9M | $749.9M | 1.1% | $59.73 | +36.84% | 27 qtrssince 2018-Q4 | Increased 52 |
Alphabet Inc. | 4.1M | $722M | 1.0% | $116.94 | +50.17% | 27 qtrssince 2018-Q4 | Increased 51 |
Vanguard International Equity Index Funds FTSE EMR MKT ETF | 13.2M | $651.7M | 0.9% | $39.89 | +20.59% | 27 qtrssince 2018-Q4 | Increased 45 |
Invesco QQQ Trust, Series 1 UNIT SER 1 | 1.1M | $585.3M | 0.8% | $354.30 | +54.32% | 27 qtrssince 2018-Q4 | Increased 46 |
ISHARES CORE TOTAL USD BOND MARKET ETF | 12.6M | $580.4M | 0.8% | $41.61 | +5.77% | 17 qtrssince 2021-Q2 | Increased 49 |
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 1.8M | $539.2M | 0.8% | $204.68 | +46.41% | 27 qtrssince 2018-Q4 | Increased 48 |
Mariner, LLC manages $69.3B across 3468 positions as of Q2 2025. Top holdings: AAPL (4.7%), IVV (4.4%), NVDA (4.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 315 new positions, 276 exits, 1894 increased. Top move: AAPL (INCREASED, conviction 64). Portfolio: $69.3B across 3468 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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