AdvicePeriod, LLC

13F Filings History

Latest 13F report
Q2 2025 - Aug 14, 2025
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 $1.54B as of Q2 2021. Top holdings included VEA, VWO, VOO, VTI, and VGSH. Mariner, LLC is reporting for AdvicePeriod, LLC.
Holdings Value

Mariner, LLC is reporting for AdvicePeriod, LLC:

Name Holdings Value Location File Number
Mariner, LLC $69.3B Overland Park, KS 028-13550
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2021 13F-NT 2/14/2022, 03:41 PM
Q3 2021 13F-NT 11/15/2021, 03:33 PM
Q2 2021 85 $1.54B +$74.1M -$14.5M +$59.6M VEA, VWO, VOO, VTI, VGSH 13F-HR 7/29/2021, 04:08 PM
Q1 2021 82 $1.41B +$71.4M -$19.9M +$51.4M VEA, VWO, VOO, VTI, VGSH Restatement 5/5/2021, 09:14 PM
Q4 2020 80 $1.3B +$112M -$40M +$71.8M VEA, VWO, VOO, VTI, VGSH 13F-HR 2/16/2021, 03:53 PM
Q3 2020 80 $1.1B +$145M -$238M -$92.9M VEA, VWO, VOO, VTI, MUB 13F-HR 11/13/2020, 12:35 PM
Q2 2020 74 $661M +$51.7M -$72.3M -$20.6M VTI, VOO, BNDX, MUB, IEMG 13F-HR 8/5/2020, 05:06 PM
Q1 2020 90 $960M +$120M -$75.4M +$44.9M VEA, VWO, VTI, BNDX, VOO 13F-HR 4/27/2020, 03:38 PM
Q4 2019 90 $1.14B +$68.3M -$67.2M +$1.1M VEA, VTI, VWO, BNDX, IEMG 13F-HR 1/21/2020, 11:04 AM
Q3 2019 87 $1.08B +$38.2M -$22.1M +$16.1M VEA, VTI, VWO, IVV, BNDX 13F-HR 10/31/2019, 03:44 PM
Q2 2019 81 $1.07B +$90.9M -$38.9M +$52M VEA, VTI, VWO, IVV, BNDX 13F-HR 7/19/2019, 05:49 PM
Q1 2019 75 $1.05B +$104M -$24.4M +$80.1M VEA, VTI, VWO, IVV, BNDX 13F-HR 5/3/2019, 02:34 PM
Q4 2018 75 $884M +$103M -$39.1M +$63.5M VEA, VTI, VWO, IVV, BNDX 13F-HR 1/25/2019, 06:44 PM
Q3 2018 81 $918M +$290M -$10.4M +$280M VEA, VTI, VWO, IVV, BNDX 13F-HR 11/8/2018, 11:06 AM
Q2 2018 66 $629M +$74.6M -$5.72M +$68.9M VEA, VTI, IVV, VWO, BNDX 13F-HR 8/10/2018, 07:58 AM
Q1 2018 69 $578M +$64.2M -$4.1M +$60.1M VEA, IVV, VWO, VTI, BNDX 13F-HR 5/14/2018, 10:39 AM
Q4 2017 67 $526M VEA, IVV, VWO, VTI, VBR 13F-HR 5/14/2018, 10:32 AM