Mariner Wealth Advisors, LLC

RIA/Wealth

Mariner Wealth Advisors, LLC is a RIA/Wealth based in Overland Park, KS led by Martin Christopher Bicknell, reporting $98.6B in AUM as of Q3 2025 with 42% ETF concentration.

CEOMartin Christopher Bicknell

Portfolio Value: $77.3B
Positions: 3,490
Top Holding: AAPL at 5.41%
Last Reported: Q3 2025

Address5700 W. 112th Street, Suite 500, Overland Park, KS, 66211, United States

Top Holdings

Largest long holdings in Mariner Wealth Advisors, LLC's portfolio (28.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$4.2B	5.41%	+$175.0M Bought	0.11% 16.4M shares	≤ Q2 2013 Held for 12y 6m+
2 Nvidia NVDA	Semiconductors Technology	$3.9B	5.10%	+$399.7M Bought	0.09% 21.1M shares	Q3 2016 Held for 9y 3m
3 iShares Core S&P 500 ETF IVV	ETF ETF	$3.4B	4.45%	+$121.6M Bought	— 5.1M shares	≤ Q2 2013 Held for 12y 6m+
4 Microsoft MSFT	Software - Infrastructure Technology	$2.5B	3.27%	+$88.5M Bought	0.07% 4.9M shares	≤ Q2 2013 Held for 12y 6m+
5 Vanguard FTSE Developed Markets VEA	ETF ETF	$1.9B	2.46%	+$64.8M Bought	— 31.7M shares	Q2 2015 Held for 10y 6m
6 Broadcom Inc. AVGO	Semiconductors Technology	$1.3B	1.66%	+$14.6M Bought	0.08% 3.9M shares	Q3 2016 Held for 9y 3m
7 Amazon AMZN	Specialty Retail Consumer Cyclical	$1.3B	1.65%	+$121.5M Bought	0.05% 5.8M shares	≤ Q2 2013 Held for 12y 6m+
8 iShares Core U.S. Aggregate Bond AGG	ETF ETF	$1.1B	1.40%	+$100.1M Bought	— 10.8M shares	≤ Q2 2013 Held for 12y 6m+
9 JPMorgan Chase JPM	Banks - Diversified Financial Services	$1.0B	1.35%	+$54.9M Bought	0.12% 3.3M shares	≤ Q2 2013 Held for 12y 6m+
10 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$1.0B	1.32%	+$24.8M Bought	0.03% 4.2M shares	≤ Q2 2013 Held for 12y 6m+

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Mariner Wealth Advisors, LLC's latest filing

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Market Value

$77.3B

Prior: $69.2B

Q/Q Change

+11.63%

+$8.1B

Net Flows % of MV

+3.3%

Turnover Ratio

4.19%

New Purchases

173 stocks

$86.9M

Added To

1,817 stocks

+$4.4B

Sold Out Of

265 stocks

$223.3M

Reduced Holdings

1,273 stocks

-$1.7B

Increased Positions

Position	Shares Δ	Change
1 LSGR Natixis Loomis Sayles Focused Growth LSGR	New	0 → 232.8K +$10.3M
2 HGER Harbor Commodity All-Weather Strategy HGER	New	0 → 161.6K +$4.2M
3 Invesco BulletShares 2028 High Yield Corporate Bond BSJS	New	0 → 150.1K +$3.3M
4 ATFV Alger 35 ATFV	New	0 → 92.7K +$3.3M
5 Invesco BulletShares 2027 High Yield Corporate Bond BSJR	New	0 → 116.6K +$2.7M

Decreased Positions

Position	Shares Δ	Change
1 Fiserv FI	Sold	539.6K → 0 −$93.0M
2 Hess HES	Sold	37.6K → 0 −$5.2M
3 QWLD SPDR MSCI World StrategicFactors QWLD	Sold	29.1K → 0 −$3.9M
4 Ansys ANSS	Sold	11.2K → 0 −$3.9M
5 iShares Commodity Curve Carry Strategy CCRV	Sold	164.3K → 0 −$3.2M

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Analytics

Portfolio insights and performance metrics for Mariner Wealth Advisors, LLC

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Sector Allocation

ETF

42.00%

Technology

22.40%

Financial Services

7.70%

Consumer Cyclical

5.30%

Communication Services

4.60%

Healthcare

4.50%

Industrials

3.80%

Consumer Defensive

2.80%

Energy

2.00%

Utilities

1.40%

Basic Materials

0.80%

Real Estate

0.60%

Market Cap Distribution

Mega Cap (> $200B)

34.34%

Large Cap ($10B - $200B)

19.46%

Mid Cap ($2B - $10B)

1.27%

Small Cap ($300M - $2B)

0.57%

Micro Cap ($50M - $300M)

0.02%

Nano Cap (< $50M)

0.08%

N/A (ETF or Unknown)

44.27%

Portfolio Concentration

Top 10 Holdings %

28.07%

Top 20 Holdings %

38.7%

Top 50 Holdings %

54.15%

Top 100 Holdings %

66.75%