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Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $80.9B
1-Year Est. Return 26.08%
This Fund
S&P 500
This Quarter Est. Return
+15.29%
1 Year Est. Return
+26.08%
3 Year Est. Return
+67.01%
5 Year Est. Return
+69.81%
10 Year Est. Return
–
AUM
$80.9B
AUM Growth
+$13.4B
Cap. Flow
+$5.4B
Cap. Flow %
6.67%
Top 10 Hldgs %
36.15%
Holding
3,793
New
566
Increased
2,077
Reduced
950
Closed
140

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$559M
2
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$407M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$366M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$147M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$143M

Top Sells

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$190M
2
TBLL icon
Invesco Short Term Treasury ETF
TBLL
+$116M
3
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$81M
4
INTC icon
Intel
INTC
+$69.6M
5
ORKA
Oruka Therapeutics
ORKA
+$39.4M

Sector Composition

Rank Sector Weight
1 Miscellaneous 70.89%
2 Technology 11.16%
3 Financials 3.75%
4 Industrials 2.85%
5 Healthcare 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UWMC icon
3126
UWM Holdings
UWMC
$424M
$225K ﹤0.01%
98,310
+25,427
+35% +$79K
DBRG icon
3127
DigitalBridge
DBRG
$2.98B
$225K ﹤0.01%
14,240
-1,142
-7% -$17.9K
DIVI icon
3128
Franklin International Core Dividend Tilt Index ETF
DIVI
$2.69B
$224K ﹤0.01%
5,253
-492
-9% -$20.9K
TIC
3129
TIC Solutions Inc
TIC
$1.93B
$224K ﹤0.01%
+27,727
New +$234K
QXO
3130
QXO Inc
QXO
$11.7B
$224K ﹤0.01%
+12,952
New +$241K
KAZR
3131
Skyline Builders Group
KAZR
$31.2M
$224K ﹤0.01%
+72,408
New +$240K
UTEN icon
3132
US Treasury 10 Year Note ETF
UTEN
$263M
$224K ﹤0.01%
5,177
– –
CSQ icon
3133
Calamos Strategic Total Return Fund
CSQ
$3.23B
$224K ﹤0.01%
+10,875
New +$215K
GT icon
3134
Goodyear
GT
$1.49B
$223K ﹤0.01%
33,858
+21,668
+178% +$139K
CAM
3135
AB California Intermediate Municipal ETF
CAM
$1.19B
$223K ﹤0.01%
+8,880
New +$222K
TH icon
3136
Target Hospitality
TH
$1.84B
$223K ﹤0.01%
+10,967
New +$183K
STEW
3137
SRH Total Return Fund
STEW
$1.75B
$222K ﹤0.01%
+12,426
New +$219K
TPHD icon
3138
Timothy Plan High Dividend Stock ETF
TPHD
$355M
$222K ﹤0.01%
5,252
+13
+0.2% +$543
PRVA icon
3139
Privia Health
PRVA
$2.6B
$222K ﹤0.01%
+8,619
New +$200K
PDYN icon
3140
Palladyne AI
PDYN
$277M
$222K ﹤0.01%
36,432
-10,351
-22% -$68.5K
FET icon
3141
Forum Energy Technologies
FET
$936M
$221K ﹤0.01%
4,409
-396
-8% -$22.1K
EBS icon
3142
Emergent Biosolutions
EBS
$346M
$221K ﹤0.01%
26,419
+10,925
+71% +$91.4K
LQDA icon
3143
Liquidia Corp
LQDA
$6.13B
$221K ﹤0.01%
+2,770
New +$148K
BRSP
3144
BrightSpire Capital
BRSP
$543M
$220K ﹤0.01%
40,411
+5,314
+15% +$30.5K
CIVB icon
3145
Civista Bancshares
CIVB
$565M
$220K ﹤0.01%
+7,797
New +$198K
RVSB icon
3146
Riverview Bancorp
RVSB
$112M
$220K ﹤0.01%
+40,504
New +$224K
CEMB icon
3147
iShares JPMorgan EM Corporate Bond ETF
CEMB
$428M
$220K ﹤0.01%
4,815
-1,750
-27% -$79.8K
PLPC icon
3148
Preformed Line Products
PLPC
$1.94B
$220K ﹤0.01%
+535
New +$187K
PZT icon
3149
Invesco New York AMT-Free Municipal Bond ETF
PZT
$137M
$220K ﹤0.01%
9,661
+560
+6% +$12.6K
TPYP icon
3150
Tortoise North American Pipeline ETF
TPYP
$866M
$219K ﹤0.01%
5,220
+56
+1% +$2.37K
124 125
126
127 128

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Mercer Global Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Mercer Global Advisors held 3,793 positions worth $80.9B, up 20% from $67.6B the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Mercer Global Advisors deployed $5.4B of net new capital in Q2 2026, opening 566 new positions and adding to 2,077 existing holdings. Its largest new stake was FedEx Freight: 104,106 shares worth $15.7M.

By sector, the portfolio is most concentrated in Miscellaneous at 71% of assets, down from 72% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Vanguard Morningstar Total Stock Market ETF, an estimated $190M trimmed.

  • Mercer Global Advisors's largest Q2 2026 buy was FedEx Freight: 104,106 shares worth $15.7M.
  • Mercer Global Advisors added most to iShares Core US Aggregate Bond ETF in Q2 2026, an estimated $559M increase.
  • Mercer Global Advisors's biggest Q2 2026 reduction was Vanguard Morningstar Total Stock Market ETF, cutting an estimated $190M.
  • Mercer Global Advisors fully exited Oruka Therapeutics in Q2 2026, selling an estimated $39.4M.
  • Mercer Global Advisors's ten largest holdings make up 36% of its $80.9B portfolio in Q2 2026.
  • Mercer Global Advisors opened 566 new positions and closed 140 in Q2 2026.
  • Mercer Global Advisors's portfolio value rose 20% quarter-over-quarter to $80.9B.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.