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Home > Institutional Investor > Mariner Wealth Advisors, Llc > Profile

Instuitional Investor - Mariner Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Mariner Wealth Advisors, Llc
Portfolio Value $95,189,224,745
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 18,017,024 $5,212,844,424 5.48%
2.
Nvidia Corp
 NVDA 25,953,279 $5,192,194,552 5.45%
3.
Ishares Trust
 IEF 5,571,768 $4,172,376,652 4.38%
4.
Vanguard Tax-Managed Fds
 37,068,072 $2,641,019,733 2.77%
5.
Microsoft Corp
 MSFT 5,468,639 $2,039,785,728 2.14%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.