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Mariner, LLC
Mariner LLC, operating as Mariner Wealth Advisors, is a nationally recognized Registered Investment Adviser headquartered in Leawood, Kansas. Founded in 2006, it offers comprehensive wealth management services tailored for individuals, families, and businesses, including investment management, tax planning, estate planning, trust services, and retirement plan solutions. With approximately 1500 employees, the firm is ranked among the top mega RIAs in the United States and serves clients across the country through a network of local offices.
Investment Strategy
Mariner Wealth Advisors provides integrated and personalized wealth management strategies that combine investment management, comprehensive financial planning, tax services, estate planning, and risk management. The firm emphasizes long-term, client-centric advice tailored to each client's unique goals, with a disciplined approach that seeks to balance growth opportunities while managing risk through diversification and ongoing portfolio monitoring. They serve both individual private clients and institutions, leveraging cross-disciplinary expertise to help clients achieve complex financial objectives.
Latest 13F Filing Activity
Mariner, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 3,392 equity positions with a total 13F market value of $69B. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Broadcom Inc. among other positions. Mariner, LLC reduced exposure to Thermo Fisher Scientific Inc., Unitedhealth Group Inc., Union Pac Corp. among others.
Top Holdings
Equity Positions (3,392)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 4.66% | $3.23B | 15,727,127 | $144.09 | $205.17 | +$19.8M |
I IVV | ISHARES TR | 4.44% | $3.08B | 4,959,031 | $380.87 | $620.90 | +$397.6M |
N NVDA | NVIDIA CORPORATION | 4.33% | $3.00B | 19,003,313 | $56.50 | $157.99 | +$948.6M |
M MSFT | MICROSOFT CORP | 3.38% | $2.34B | 4,707,317 | $292.92 | $497.41 | +$720.3M |
V VEA | VANGUARD TAX-MANAGED FDS | 2.52% | $1.75B | 30,654,506 | $47.55 | $57.01 | +$241.4M |
Industry Allocation
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