Marino Management, LLC

Wealth advisor Mechanical financials specialist (99%) CIK 1845680
League rank
#3254
in Wealth advisor · #7446 overall
Long book
$547.2M
Q1 2026
Positions
11
Top-10 weight
100%
concentration
Last quarter
-10.4%
SPY +14.8%
Turnover
9%
of book per quarter

Strategy in plain words

auto-generated from filings

Marino Management, LLC is a wealth-management firm allocating client money, specialised in financials (99% of the long book), running a $547.2M US long book across 11 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: SPDR GOLD SHARES, ISHARES TIPS BOND ETF, ISHARES 20+ YEAR TREASURY BD, ISHARES GOLD TRUST, VANGUARD FTSE DEVELOPED ETF.

Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q4 2025
+8.0%
Q1 2026
-10.4%

Sector allocation

Industrials
100%

Long book by quarter

$503.6M
Q4 2025
$547.2M
Q1 2026

What does Marino Management, own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
BETA BETA TECHNOLOGIES INC -CL AIndustrials314.0K$4.6M0.8%New

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 202611$547.2M canonicalSEC ↗
Q4 202513F-HRFeb 13, 202611$503.6M canonicalSEC ↗