13F Filings History of AdvicePeriod, LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Signature - Title
Jonathan Straub - PRINCIPAL
Location
Los Angeles, CA
Summary
This page shows a list of all the recent 13F filings made by AdvicePeriod, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. AdvicePeriod, LLC reported 85 stock holdings with total value $1,536,531,000 as of Q2 2021. Top holdings included VEA, VWO, VOO, VTI, and VGSH. Mariner, LLC is reporting for AdvicePeriod, LLC.

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Holdings Value

Mariner, LLC is reporting for AdvicePeriod, LLC:

Name Holdings Value Location File Number
Mariner, LLC $83,973,255,666 Overland Park, KS 028-13550
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2021 0 $0 13F-NT 14 Feb 2022, 15:41
Q3 2021 0 $0 13F-NT 15 Nov 2021, 15:33
Q2 2021 85 $1,536,531,000 +$74,093,202 -$14,490,944 +$59,602,258 VEA, VWO, VOO, VTI, VGSH 13F-HR 29 Jul 2021, 16:08
Q1 2021 82 $1,408,278,000 +$71,360,527 -$19,942,350 +$51,418,177 VEA, VWO, VOO, VTI, VGSH Restatement 05 May 2021, 21:14
Q4 2020 80 $1,302,443,000 +$111,771,368 -$39,964,696 +$71,806,672 VEA, VWO, VOO, VTI, VGSH 13F-HR 16 Feb 2021, 16:53
Q3 2020 80 $1,103,737,000 +$311,382,110 -$13,517,071 +$297,865,039 VEA, VWO, VOO, VTI, MUB 13F-HR 13 Nov 2020, 13:35
Q2 2020 79 $661,680,000 +$51,703,706 -$376,229,143 -$324,525,437 VTI, VOO, BNDX, MUB, IEMG 13F-HR 05 Aug 2020, 17:06
Q1 2020 90 $959,512,000 +$120,309,546 -$76,883,680 +$43,425,866 VEA, VWO, VTI, BNDX, VOO 13F-HR 27 Apr 2020, 15:38
Q4 2019 90 $1,144,956,000 +$68,269,151 -$67,170,971 +$1,098,180 VEA, VTI, VWO, BNDX, IEMG 13F-HR 21 Jan 2020, 12:04
Q3 2019 87 $1,080,547,000 +$38,152,328 -$22,801,460 +$15,350,868 VEA, VTI, VWO, IVV, BNDX 13F-HR 31 Oct 2019, 15:44
Q2 2019 81 $1,068,574,000 +$90,851,689 -$91,132,765 -$281,076 VEA, VTI, VWO, IVV, BNDX 13F-HR 19 Jul 2019, 17:49
Q1 2019 75 $1,045,977,000 +$104,466,283 -$24,573,989 +$79,892,294 VEA, VTI, VWO, IVV, BNDX 13F-HR 03 May 2019, 14:34
Q4 2018 75 $884,089,000 +$102,528,547 -$42,166,182 +$60,362,365 VEA, VTI, VWO, IVV, BNDX 13F-HR 25 Jan 2019, 19:44
Q3 2018 81 $917,782,000 +$290,057,178 -$10,746,110 +$279,311,068 VEA, VTI, VWO, IVV, BNDX 13F-HR 08 Nov 2018, 12:06
Q2 2018 66 $629,317,000 +$74,584,688 -$21,101,503 +$53,483,185 VEA, VTI, IVV, VWO, BNDX 13F-HR 10 Aug 2018, 07:58
Q1 2018 69 $578,469,000 +$64,216,924 -$4,586,451 +$59,630,473 VEA, IVV, VWO, VTI, BNDX 13F-HR 14 May 2018, 10:39
Q4 2017 67 $525,964,000 $0 $0 $0 VEA, IVV, VWO, VTI, VBR 13F-HR 14 May 2018, 10:32