Mariner portfolio
Wealth adviserPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 13, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Mariner reported a $95.2 bn portfolio of 3,468 companies (3,517 positions, counting each share class separately) to the SEC as of the end of Q2 2026. Its largest positions are AAPL, NVDA, IVV.
Sections with a free account
What changed this quarter
3577 positions with a change (401 new, 1353 added to, 1434 trimmed, 389 sold); also, 10 entered through an IPO, 38 exited through an acquisition or merger, 5 entered through a spin-off. 1 is listed here: those of 0.5 points of the portfolio or more (up to 12).
- Micron Technology+81%more sharesIncreased0.2% → 1.1%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- AppleAAPL5.5%
- NVIDIANVDA5.5%
- iShares Core S&P 500 ETFIVV4.4%
- Vanguard Ftse Developed ETFVEA2.8%
- AlphabetGOOGL · GOOG2.6%
- MicrosoftMSFT2.1%
- Amazon.comAMZN1.6%
- iShares Core U.s. Aggregate ETFAGG1.5%
- BroadcomAVGO1.4%
- iShares Core S&P Midcap ETFIJH1.3%
- Micron TechnologyMU1.1%
- Vanguard Mrngstr Val ETF-aui ETFVTV1.1%
- State Str Spdr S&P 500 ETF TSPY1.1%
- JPMorgan ChaseJPM1.1%
- iShares Core Msci Eafe ETFIEFA1.0%
Portfolio by sector
- ● No sector 41%
- ● Information Technology 24%
- ● Financials 8%
- ● Health Care 5%
- ● Industrials 5%
- ● Consumer Discretionary 5%
- ● Communication Services 4%
- ● Consumer Staples 3%
- ● Energy 2%
- ● Utilities 1%
- ● Materials 1%
- ● Real Estate 1%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; its top 10 positions are under 45%; more than 20% is ETFs; it is a wealth adviser; its 13F adds up client accounts. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
- Sanders CapitalInvestment firm · $103 bn
- WCM Investment ManagementInvestment firm · $55.2 bn
- GQG PartnersInvestment firm · $53.8 bn
- TCI Fund ManagementInvestment firm · $52.8 bn
- Coatue ManagementInvestment firm · $48.6 bn
- Viking Global InvestorsInvestment firm · $35.1 bn