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Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $67.6B
1-Year Est. Return 18.3%
This Fund
S&P 500
This Quarter Est. Return
+6.92%
1 Year Est. Return
+18.3%
3 Year Est. Return
+51.43%
5 Year Est. Return
+55.53%
10 Year Est. Return
–
AUM
$59.9B
AUM Growth
+$10.8B
Cap. Flow
+$7.92B
Cap. Flow %
13.22%
Top 10 Hldgs %
36.76%
Holding
2,762
New
514
Increased
1,374
Reduced
710
Closed
129

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$1.37B
2
NVDA icon
NVIDIA
NVDA
+$1.02B
3
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$631M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$490M
5
META icon
Meta Platforms (Facebook)
META
+$320M

Top Sells

Rank Stock Value
1
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$63M
2
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$48.4M
3
ABBV icon
AbbVie
ABBV
+$32.6M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$31.6M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$27.7M

Sector Composition

Rank Sector Weight
1 Technology 9.83%
2 Financials 3.85%
3 Consumer Discretionary 2.66%
4 Communication Services 2.45%
5 Healthcare 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GNLX icon
2676
Genelux
GNLX
$129M
– –
-10,750
Closed -$30.9K
GOOG icon
2677
PUT
Alphabet (Google) Class C
GOOG
$4.58T
– –
-1,047,174
Closed -$184M
GPRO icon
2678
GoPro
GPRO
$135M
– –
-10,280
Closed -$7.79K
HES
2679
DELISTED
Hess
HES
– –
-20,832
Closed -$2.89M
HOOD icon
2680
CALL
Robinhood
HOOD
$83.9B
– –
-254,181
Closed -$23.8M
HRZN icon
2681
Horizon Technology Finance
HRZN
$310M
– –
-10,000
Closed -$72K
HTGC icon
2682
Hercules Capital
HTGC
$3.16B
– –
-19,297
Closed -$353K
IBM icon
2683
CALL
IBM
IBM
$219B
– –
-238,029
Closed -$67.9M
IMPP icon
2684
CALL
Imperial Petroleum
IMPP
$211M
– –
-140,000
Closed -$363K
INDY icon
2685
iShares S&P India Nifty 50 Index Fund
INDY
$570M
– –
-8,520
Closed -$463K
INTC icon
2686
CALL
Intel
INTC
$506B
– –
-3,226,726
Closed -$72.1M
IONQ icon
2687
CALL
IonQ
IONQ
$15.5B
– –
-25,445
Closed -$1.09M
IVVB icon
2688
iShares Large Cap Deep Quarterly Laddered ETF
IVVB
$130M
– –
-8,277
Closed -$257K
JNPR
2689
DELISTED
Juniper Networks
JNPR
– –
-34,861
Closed -$1.39M
JUCY icon
2690
Aptus Enhanced Yield ETF
JUCY
$317M
– –
-13,675
Closed -$304K
LESL icon
2691
Leslie's
LESL
$12.4M
– –
-1,766
Closed -$14.8K
LFST icon
2692
CALL
Lifestance Health
LFST
$3.95B
– –
-10,563
Closed -$3.41K
LGIH icon
2693
LGI Homes
LGIH
$1.44B
– –
-4,438
Closed -$229K
LLY icon
2694
CALL
Eli Lilly
LLY
$994B
– –
-115,039
Closed -$88.2M
LVO icon
2695
LiveOne
LVO
$61.2M
– –
-1,007
Closed -$7.6K
MASI
2696
DELISTED
Masimo
MASI
– –
-1,472
Closed -$248K
META icon
2697
PUT
Meta Platforms (Facebook)
META
$1.5T
– –
-393,842
Closed -$289M
MIST icon
2698
Milestone Pharmaceuticals
MIST
$148M
– –
-15,100
Closed -$29.3K
MNDY icon
2699
monday.com
MNDY
$3.88B
– –
-638
Closed -$201K
MRVL icon
2700
CALL
Marvell Technology
MRVL
$199B
– –
-45,138
Closed -$3.02M
106 107
108
109 110

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Mercer Global Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Mercer Global Advisors held 2,762 positions worth $59.9B, up 22% from $49.1B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Mercer Global Advisors deployed $7.92B of net new capital in Q3 2025, opening 514 new positions and adding to 1,374 existing holdings. Its largest new stake was Apple: 6,050,013 shares worth $1.53B.

By sector, the portfolio is most concentrated in Technology at 9.8% of assets, up from 4.1% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Vanguard Short-Term Corporate Bond ETF, an estimated $63M trimmed.

  • Mercer Global Advisors's largest Q3 2025 buy was Apple: 6,050,013 shares worth $1.53B.
  • Mercer Global Advisors added most to iShares Core US Aggregate Bond ETF in Q3 2025, an estimated $490M increase.
  • Mercer Global Advisors's biggest Q3 2025 reduction was Vanguard Short-Term Corporate Bond ETF, cutting an estimated $63M.
  • Mercer Global Advisors fully exited Virtus Private Credit Strategy ETF in Q3 2025, selling an estimated $9.11M.
  • Mercer Global Advisors's ten largest holdings make up 37% of its $59.9B portfolio in Q3 2025.
  • Mercer Global Advisors opened 514 new positions and closed 129 in Q3 2025.
  • Mercer Global Advisors's portfolio value rose 22% quarter-over-quarter to $59.9B.

Based on Mercer Global Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.