Trade Filings

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Gestor A Gestor B

Focus Partners Wealth ⇄ Mariner, LLC

60Posições compartilhadas

54.7%Sobreposição de nomes (Jaccard)

15+Apenas Focus…

15+Apenas Mariner, LLC

Holdings compartilhadas · Q2 2026

Valor mobiliário	Focus Partners… peso	Mariner, LLC peso
AAPL Apple Inc.	3.0%	5.5%
NVDA NVIDIA Corporation	2.6%	5.5%
IVV iShares Core S&P 500 ETF	1.9%	4.4%
MSFT Microsoft Corporation	1.9%	2.1%
VEA Vanguard FTSE Developed…	0.9%	2.8%
AMZN Amazon.com, Inc.	1.7%	1.6%
GOOGL Alphabet Inc.	1.5%	1.7%
SPY State Street SPDR S&P 500…	1.7%	1.1%
XLK State Street Technology…	2.5%	0.2%
VOO Vanguard S&P 500 ETF	1.9%	0.6%
AVGO Broadcom Inc.	1.0%	1.4%
GOOG Alphabet Inc.	1.4%	0.9%
VTV Vanguard Morningstar…	1.0%	1.1%
DFAC Dimensional - US Core…	1.9%	0.2%
JPM JPMorgan Chase & Co.	1.0%	1.1%
VTI Vanguard Morningstar…	1.0%	0.7%
AGG iShares Core U.S.…	0.1%	1.5%
ITOT iShares Core S&P Total…	1.4%	0.2%
MU Micron Technology, Inc.	0.5%	1.1%
IJH iShares Core S&P Mid-Cap…	0.2%	1.3%
META Meta Platforms, Inc.	0.6%	0.8%
VUG Vanguard Morningstar…	0.4%	1.0%
BRK-B Berkshire Hathaway Inc.	0.7%	0.7%
IEFA iShares Core MSCI EAFE ETF	0.3%	1.0%
AMD Advanced Micro Devices…	0.8%	0.4%
LLY Eli Lilly and Company	0.3%	0.9%
TSLA Tesla, Inc.	0.3%	0.8%
LRCX Lam Research Corporation	0.7%	0.4%
VWO Vanguard FTSE Emerging…	0.2%	0.9%
BSVO EA Bridgeway Omni…	1.1%	0.0%
IUSB iShares Core Universal…	0.1%	1.0%
IEMG iShares Core MSCI…	0.3%	0.8%
IWB iShares Russell 1000 ETF	0.8%	0.2%
DFUS Dimensional U.S. Equity…	0.8%	0.2%
GLW Corning Inc	0.2%	0.8%
DFIV Dimensional -…	1.0%	0.1%
V Visa Inc.	0.6%	0.4%
DUHP Dimensional - US High…	0.9%	0.0%
WMT Walmart Inc.	0.4%	0.6%
DFAT Dimensional - US Targeted…	0.9%	0.1%
VGIT Vanguard…	0.9%	0.0%
IWF iShares Russell 1000…	0.7%	0.3%
IXUS iShares Core MSCI Total…	0.7%	0.2%
SCHG Schwab U.S. Large-Cap…	0.2%	0.7%
JNJ Johnson & Johnson	0.4%	0.5%
AVUV Avantis U.S. Small Cap…	0.8%	0.0%
DFUV Dimensional - US…	0.8%	0.0%
VB Vanguard Morningstar…	0.1%	0.7%
VO Vanguard Morningstar…	0.1%	0.7%
AMAT Applied Materials, Inc.	0.3%	0.5%
KLAC KLA Corporation	0.4%	0.4%
PG The Procter & Gamble…	0.3%	0.4%
QQQ Invesco QQQ Trust, Series…	0.0%	0.8%
APO Apollo Global Management…	0.2%	0.6%
COST Costco Wholesale…	0.3%	0.4%
IVW iShares S&P 500 Growth ETF	0.3%	0.5%
VGT Vanguard Information…	0.6%	0.1%
GEV GE Vernova Inc.	0.1%	0.6%
MA Mastercard Incorporated	0.3%	0.3%
CAT Caterpillar Inc.	0.3%	0.3%

Distintivamente Focus Partners Wealth

EQTY Kovitz Core Equity ETF	1.3%
DFNM	0.3%
ISVL	0.2%
JMBS Janus Henderson…	0.1%
IYZ	0.1%
ASTS AST SpaceMobile, Inc.	0.1%
GXO GXO Logistics, Inc.	0.1%
QLTY	0.1%
FND Floor & Decor…	0.1%
HELO JPMorgan Hedged…	0.1%
UYLD Angel Oak Ultrashort…	0.1%
CACI CACI International Inc	0.1%
RYAN Ryan Specialty…	0.0%
XONE	0.0%
JSI	0.0%

Distintivamente Mariner, LLC

TDY Teledyne Technologies…	0.2%
IVOV	0.1%
TFLO iShares Treasury…	0.1%
PSQA	0.1%
HFXI NYLI FTSE…	0.1%
BKDV BNY Mellon Dynamic…	0.1%
RODM Hartford Multifactor…	0.0%
MFDX	0.0%
PSBD	0.0%
MMIT	0.0%
ONEY	0.0%
VCTR Victory Capital…	0.0%
PWR Quanta Services, Inc.	0.0%
FTSM First Trust Enhanced…	0.0%
DBND	0.0%

Proveniência: Sobreposição calculada em tempo real a partir das posições em ações ordinárias de ambos os gestores para Q2 2026. Apenas posições compradas reportadas — hedges e ativos fora do 13F são invisíveis. Metodologia

Comparar Gestores

Focus Partners Wealth ⇄ Mariner, LLC

Holdings compartilhadas · Q2 2026

Distintivamente Focus Partners Wealth

Distintivamente Mariner, LLC