Mercer Global Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$1.37B |
| 2 |
NVIDIA
NVDA
|
+$1.02B |
| 3 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$631M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$490M |
| 5 |
Meta Platforms (Facebook)
META
|
+$320M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$63M |
| 2 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$48.4M |
| 3 |
AbbVie
ABBV
|
+$32.6M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$31.6M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
WBA
2751
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-88,341
| Closed | -$1.01M |
|
2752
CALL
Whirlpool
WHR
$2.43B
| – | – |
-3,494
| Closed | -$219K |
|
2753
WPP
WPP
$4.36B
| – | – |
-8,430
| Closed | -$295K |
|
2754
State Street SPDR S&P Health Care Equipment ETF
XHE
$161M
| – | – |
-2,540
| Closed | -$206K |
|
2755
PUT
ExxonMobil
XOM
$644B
| – | – |
-1,165,892
| Closed | -$125M |
|
2756
Yelp
YELP
$1.45B
| – | – |
-6,170
| Closed | -$211K |
|
|
GRAL
2757
GRAIL Inc
GRAL
$2.94B
| – | – |
-4,924
| Closed | -$253K |
|
|
PRMB
2758
Primo Brands
PRMB
$8.24B
| – | – |
-8,547
| Closed | -$253K |
|
|
USAR
2759
USA Rare Earth Inc
USAR
$3.66B
| – | – |
-10,592
| Closed | -$116K |
|
Similar funds
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.