Mariner, LLC Top Holdings and 13F Report (2026)

About Mariner, LLC

Investment Activity

Mariner, LLC has $85.65 billion in total holdings as of March 31, 2026.
Mariner, LLC owns shares of 3,545 different stocks, but just 232 companies or ETFs make up 80% of its holdings.
Approximately 8.45% of the portfolio was purchased this quarter.
About 3.65% of the portfolio was sold this quarter.
This quarter, Mariner, LLC has purchased 3,524 new stocks and bought additional shares in 1,795 stocks.
Mariner, LLC sold shares of 1,273 stocks and completely divested from 375 stocks this quarter.

Largest Holdings

NVIDIA: $4,565,165,224
Apple: $4,490,324,073
iShares Core S&P 500 ETF: $3,574,812,756
Vanguard FTSE Developed Markets ETF: $2,278,375,786
Microsoft: $2,141,583,426

Largest New Holdings this Quarter

G0593M107 - AstraZeneca: $73,315,434 Holding
05613H100 - BNY MELLON ETF TRUST II: $28,481,400 Holding
88521L207 - THORNBURG ETF TR: $28,261,550 Holding
72348N109 - PINNACLE FINL PARTNERS INC: $18,111,372 Holding
38149W549 - GOLDMAN SACHS ETF TR: $8,321,085 Holding

Largest Purchases this Quarter

Apollo Global Management: 2,212,351 shares (about $246.45M)
iShares 3-7 Year Treasury Bond ETF: 1,542,184 shares (about $182.90M)
iShares Core U.S. Aggregate Bond ETF: 1,687,584 shares (about $167.53M)
Vanguard FTSE Developed Markets ETF: 2,569,595 shares (about $164.60M)
Microsoft: 412,037 shares (about $152.49M)

Largest Sales this Quarter

iShares 7-10 Year Treasury Bond ETF: 1,860,315 shares (about $177.55M)
T-Mobile US: 788,695 shares (about $165.67M)
Abbott Laboratories: 1,114,655 shares (about $114.44M)
ServiceNow: 1,087,146 shares (about $113.68M)
Broadcom: 323,362 shares (about $100.05M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$4,565,165,224	$121,585,709 â–²	2.7%	26,182,385	5.3%	Computer and Technology
AAPL Apple	$4,490,324,073	$108,352,139 â–²	2.5%	17,695,216	5.2%	Computer and Technology
IVV iShares Core S&P 500 ETF	$3,574,812,756	$28,750,618 â–²	0.8%	5,473,014	4.2%	ETF
VEA Vanguard FTSE Developed Markets ETF	$2,278,375,786	$164,604,966 â–²	7.8%	35,566,989	2.7%	ETF
MSFT Microsoft	$2,141,583,426	$152,490,108 â–²	7.7%	5,786,681	2.5%	Computer and Technology
AMZN Amazon.com	$1,391,189,485	$86,761,861 â–²	6.7%	6,681,607	1.6%	Retail/Wholesale
AGG iShares Core U.S. Aggregate Bond ETF	$1,364,773,672	$167,525,012 â–²	14.0%	13,748,217	1.6%	Finance
GOOGL Alphabet	$1,343,112,873	$72,537,763 â–²	5.7%	4,672,155	1.6%	Computer and Technology
AVGO Broadcom	$1,096,481,727	$100,054,978 â–¼	-8.4%	3,543,657	1.3%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$1,088,071,251	$72,273,854 â–²	7.1%	16,112,547	1.3%	ETF
VTV Vanguard Value ETF	$992,804,503	$1,046,026 â–²	0.1%	5,060,711	1.2%	ETF
SPY SPDR S&P 500 ETF Trust	$979,326,762	$805,318 â–¼	-0.1%	1,507,932	1.1%	Finance
JPM JPMorgan Chase & Co.	$907,573,369	$16,862,880 â–²	1.9%	3,085,976	1.1%	Finance
IEFA iShares Core MSCI EAFE ETF	$881,854,785	$1,825,696 â–²	0.2%	9,746,939	1.0%	ETF
IUSB iShares Core Total USD Bond Market ETF	$875,212,113	$130,620,290 â–²	17.5%	18,948,193	1.0%	Manufacturing
VUG Vanguard Growth ETF	$829,105,306	$28,755,817 â–²	3.6%	1,898,195	1.0%	ETF
META Meta Platforms	$813,817,607	$25,508,327 â–¼	-3.0%	1,423,014	1.0%	Computer and Technology
VWO Vanguard FTSE Emerging Markets ETF	$757,768,044	$53,153,846 â–²	7.5%	14,027,303	0.9%	ETF
GOOG Alphabet	$737,762,281	$52,464,298 â–²	7.7%	2,572,127	0.9%	Computer and Technology
TSLA Tesla	$698,107,814	$19,666,841 â–²	2.9%	1,878,272	0.8%	Auto/Tires/Trucks
QQQ Invesco QQQ	$643,892,306	$18,058,858 â–²	2.9%	1,115,794	0.8%	Finance
LLY Eli Lilly and Company	$638,011,602	$27,476,775 â–²	4.5%	693,861	0.7%	Medical
VO Vanguard Mid-Cap ETF	$612,816,166	$36,564,827 â–²	6.3%	2,133,931	0.7%	ETF
WALMART INC	$610,097,296	$27,862,902 â–²	4.8%	4,909,217	0.7%	COM
IEMG iShares Core MSCI Emerging Markets ETF	$605,957,934	$25,104,488 â–²	4.3%	8,698,552	0.7%	ETF
BRK.B Berkshire Hathaway	$601,887,817	$19,132,247 â–²	3.3%	1,256,077	0.7%	Finance
VTI Vanguard Total Stock Market ETF	$594,532,176	$21,357,474 â–²	3.7%	1,854,681	0.7%	ETF
VB Vanguard Small-Cap ETF	$580,324,855	$65,414,476 â–²	12.7%	2,215,685	0.7%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$575,720,546	$9,158,277 â–¼	-1.6%	19,764,193	0.7%	ETF
VOO Vanguard S&P 500 ETF	$536,775,483	$23,698,888 â–²	4.6%	898,405	0.6%	ETF
APO Apollo Global Management	$517,542,449	$246,446,828 â–²	90.9%	4,645,974	0.6%	Finance
GLW Corning	$484,252,947	$5,552,374 â–²	1.2%	3,562,752	0.6%	Computer and Technology
GE VERNOVA INC	$481,664,663	$46,124,179 â–²	10.6%	552,162	0.6%	COM
JNJ Johnson & Johnson	$471,312,353	$7,132,775 â–²	1.5%	1,928,325	0.6%	Medical
XOM ExxonMobil	$438,350,127	$4,798,179 â–²	1.1%	2,583,593	0.5%	Energy
COST Costco Wholesale	$435,526,211	$40,609,376 â–²	10.3%	437,088	0.5%	Retail/Wholesale
PG Procter & Gamble	$424,732,669	$15,468,121 â–²	3.8%	2,940,512	0.5%	Consumer Staples
IVW iShares S&P 500 Growth ETF	$403,312,464	$11,293,153 â–¼	-2.7%	3,565,694	0.5%	ETF
AMGN Amgen	$378,698,542	$1,746,502 â–²	0.5%	1,076,357	0.4%	Medical
HD Home Depot	$370,667,698	$604,746 â–¼	-0.2%	1,127,180	0.4%	Retail/Wholesale
IWY iShares Russell Top 200 Growth ETF	$346,863,042	$17,929,150 â–¼	-4.9%	1,393,999	0.4%	ETF
CVX Chevron	$344,522,231	$8,682,675 â–²	2.6%	1,664,863	0.4%	Energy
MRK Merck & Co., Inc.	$336,201,673	$5,050,565 â–²	1.5%	2,795,221	0.4%	Medical
V Visa	$320,237,314	$14,706,307 â–²	4.8%	1,059,618	0.4%	Business Services
MA Mastercard	$317,189,635	$6,905,332 â–¼	-2.1%	634,854	0.4%	Business Services
EFA iShares MSCI EAFE ETF	$303,735,401	$14,543,393 â–¼	-4.6%	3,127,682	0.4%	Finance
PNC The PNC Financial Services Group	$302,065,038	$17,250,570 â–²	6.1%	1,451,983	0.4%	Finance
NEE NextEra Energy	$296,556,731	$2,503,731 â–²	0.9%	3,193,065	0.3%	Utilities
VIG Vanguard Dividend Appreciation ETF	$293,212,372	$6,213,477 â–¼	-2.1%	1,363,406	0.3%	ETF
PALANTIR TECHNOLOGIES INC	$286,902,538	$103,770,237 â–²	56.7%	1,962,003	0.3%	CL A
ABBV AbbVie	$286,249,571	$11,770,143 â–¼	-3.9%	1,316,270	0.3%	Medical
SCHV Schwab U.S. Large-Cap Value ETF	$279,825,462	$2,218,410 â–²	0.8%	9,175,772	0.3%	ETF
TJX TJX Companies	$266,871,145	$27,362,204 â–²	11.4%	1,671,419	0.3%	Retail/Wholesale
SCHX Schwab US Large-Cap ETF	$266,152,944	$3,744,872 â–²	1.4%	10,381,527	0.3%	ETF
MCD McDonald's	$260,386,410	$2,519,020 â–¼	-1.0%	837,902	0.3%	Retail/Wholesale
NFLX Netflix	$259,910,825	$100,288,259 â–²	62.8%	2,703,091	0.3%	Consumer Discretionary
NDAQ Nasdaq	$252,250,853	$8,147,044 â–²	3.3%	2,971,912	0.3%	Finance
BRK.A Berkshire Hathaway	$251,349,000	$2,872,560 â–²	1.2%	350	0.3%	Finance
SCHF Schwab International Equity ETF	$247,242,334	$25,829,338 â–²	11.7%	9,995,681	0.3%	ETF
CRWD CrowdStrike	$243,699,905	$33,899,486 â–²	16.2%	624,406	0.3%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$242,059,725	$7,137,532 â–¼	-2.9%	567,884	0.3%	ETF
IEI iShares 3-7 Year Treasury Bond ETF	$241,598,789	$182,902,868 â–²	311.6%	2,037,091	0.3%	ETF
SYK Stryker	$238,766,509	$39,520,722 â–²	19.8%	726,690	0.3%	Medical
IVE iShares S&P 500 Value ETF	$237,830,816	$13,587,100 â–¼	-5.4%	1,126,708	0.3%	ETF
SCHD Schwab US Dividend Equity ETF	$233,361,319	$21,686,905 â–²	10.2%	7,606,319	0.3%	ETF
CAT Caterpillar	$227,179,757	$1,567,617 â–¼	-0.7%	320,709	0.3%	Industrials
MUB iShares National Muni Bond ETF	$223,771,232	$6,292,343 â–²	2.9%	2,108,214	0.3%	ETF
PSX Phillips 66	$222,708,369	$7,823,499 â–²	3.6%	1,222,327	0.3%	Energy
JCPB JPMorgan Core Plus Bond ETF	$222,575,837	$51,536,482 â–²	30.1%	4,727,615	0.3%	ETF
LINDE PLC	$220,365,278	$25,408,781 â–²	13.0%	444,481	0.3%	SHS
IJR iShares Core S&P Small-Cap ETF	$215,609,912	$946,285 â–¼	-0.4%	1,734,841	0.3%	ETF
IXUS iShares Core MSCI Total International Stock ETF	$213,783,583	$10,522,594 â–¼	-4.7%	2,479,197	0.2%	Manufacturing
VTEB Vanguard Tax-Exempt Bond ETF	$212,883,562	$15,433,690 â–²	7.8%	4,267,150	0.2%	ETF
DFUS Dimensional U.S. Equity ETF	$212,326,056	$20,039,059 â–²	10.4%	2,994,330	0.2%	ETF
IWB iShares Russell 1000 ETF	$207,051,050	$12,075,610 â–²	6.2%	580,691	0.2%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$204,204,291	$8,444,045 â–¼	-4.0%	4,474,043	0.2%	ETF
SCHW Charles Schwab	$199,345,751	$147,230,092 â–²	282.5%	2,121,331	0.2%	Finance
TDY Teledyne Technologies	$199,069,884	$8,953,219 â–²	4.7%	329,181	0.2%	Aerospace
CDNS Cadence Design Systems	$197,537,143	$2,747,526 â–¼	-1.4%	711,127	0.2%	Computer and Technology
FAST Fastenal	$195,062,898	$120,553,655 â–²	161.8%	4,204,660	0.2%	Retail/Wholesale
LAM RESEARCH CORP	$193,934,846	$2,855,596 â–¼	-1.5%	907,874	0.2%	COM NEW
GLD SPDR Gold Shares	$192,341,488	$10,031,225 â–²	5.5%	447,240	0.2%	Finance
DGRO iShares Core Dividend Growth ETF	$190,796,842	$8,416,349 â–²	4.6%	2,718,697	0.2%	ETF
TSM Taiwan Semiconductor Manufacturing	$190,344,010	$397,360 â–²	0.2%	563,809	0.2%	Computer and Technology
SPLG SPDR Portfolio S&P 500 ETF	$188,356,641	$11,222,162 â–²	6.3%	2,462,918	0.2%	ETF
VNQ Vanguard Real Estate ETF	$188,023,698	$11,880,774 â–²	6.7%	2,120,019	0.2%	ETF
CSCO Cisco Systems	$186,910,953	$690,854 â–²	0.4%	2,408,984	0.2%	Computer and Technology
KLAC KLA	$183,577,954	$41,869,534 â–¼	-18.6%	124,766	0.2%	Computer and Technology
VV Vanguard Large-Cap ETF	$180,382,172	$4,673,921 â–²	2.7%	603,947	0.2%	ETF
MU Micron Technology	$176,385,837	$53,327,962 â–²	43.3%	522,169	0.2%	Computer and Technology
TT Trane Technologies	$172,387,707	$2,443,094 â–¼	-1.4%	413,771	0.2%	Construction
AMAT Applied Materials	$171,545,294	$66,033,546 â–²	62.6%	502,097	0.2%	Computer and Technology
IWR iShares Russell Mid-Cap ETF	$170,026,849	$2,585,815 â–¼	-1.5%	1,748,719	0.2%	ETF
IWM iShares Russell 2000 ETF	$167,559,612	$600,894 â–²	0.4%	675,655	0.2%	Finance
DFAI Dimensional International Core Equity Market ETF	$166,736,698	$16,428,208 â–²	10.9%	4,279,724	0.2%	ETF
GS The Goldman Sachs Group	$166,635,585	$14,068,793 â–²	9.2%	197,078	0.2%	Finance
EVERPURE INC	$164,760,111	$6,630,480 â–²	4.2%	2,791,500	0.2%	CL A
KO CocaCola	$162,355,296	$13,955,927 â–²	9.4%	2,134,839	0.2%	Consumer Staples
PEP PepsiCo	$160,637,029	$8,059,198 â–²	5.3%	1,034,418	0.2%	Consumer Staples
DFAC Dimensional U.S. Core Equity 2 ETF	$160,015,701	$13,725,812 â–²	9.4%	4,117,890	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Mariner, LLC Top Holdings and 13F Report (2026)

About Mariner, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Mariner, LLC Top Holdings and 13F Report (2026)

About Mariner, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMariner, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools