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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
AMZN icon
26
Amazon
AMZN
$2.44T
$407M 0.68%
1,854,819
+266,444
+17% +$60.3M
VYM icon
27
Vanguard High Dividend Yield ETF
VYM
$80.8B
$373M 0.62%
2,646,199
+157,950
+6% +$21.7M
IEFA icon
28
iShares Core MSCI EAFE ETF
IEFA
$186B
$368M 0.62%
4,220,173
+1,455,719
+53% +$124M
AVGO icon
29
Broadcom
AVGO
$1.76T
$333M 0.56%
+1,016,048
New +$312M
SPY icon
30
State Street SPDR S&P 500 ETF Trust
SPY
$771B
$321M 0.54%
+489,536
New +$314M
META icon
31
Meta Platforms (Facebook)
META
$1.49T
$314M 0.52%
+430,434
New +$320M
GOOGL icon
32
Alphabet (Google) Class A
GOOGL
$4.12T
$299M 0.5%
1,228,481
+212,468
+21% +$44.5M
IWB icon
33
iShares Russell 1000 ETF
IWB
$47.1B
$289M 0.48%
789,576
+6,028
+0.8% +$2.12M
GOOG icon
34
Alphabet (Google) Class C
GOOG
$4.11T
$273M 0.46%
+1,130,681
New +$238M
SCHX icon
35
Schwab US Large- Cap ETF
SCHX
$70.3B
$273M 0.46%
10,349,931
-1,089,816
-10% -$27.7M
DFCA icon
36
Dimensional California Municipal Bond ETF
DFCA
$705M
$261M 0.43%
5,228,419
+749,886
+17% +$37.1M
BRK.B icon
37
Berkshire Hathaway Class B
BRK.B
$1.1T
$250M 0.42%
497,960
+43,312
+10% +$21M
JPM icon
38
JPMorgan Chase
JPM
$916B
$221M 0.37%
699,543
+111,776
+19% +$33.2M
QUAL icon
39
iShares MSCI USA Quality Factor ETF
QUAL
$45.7B
$220M 0.37%
1,129,698
-126,055
-10% -$23.7M
SCHF icon
40
Schwab International Equity ETF
SCHF
$64.9B
$213M 0.36%
9,169,702
-442,997
-5% -$10M
TSLA icon
41
Tesla
TSLA
$1.18T
$211M 0.35%
474,434
+83,262
+21% +$28.9M
VGT icon
42
Vanguard Information Technology ETF
VGT
$133B
$205M 0.34%
2,202,056
+1,922,960
+689% +$168M
IWF icon
43
iShares Russell 1000 Growth ETF
IWF
$117B
$205M 0.34%
1,754,632
+252,780
+17% +$28.1M
VXF icon
44
Vanguard Extended Market ETF
VXF
$30B
$204M 0.34%
973,220
+490,632
+102% +$99.3M
NFLX icon
45
Netflix
NFLX
$307B
$197M 0.33%
1,644,920
+54,340
+3% +$6.63M
VO icon
46
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$194M 0.32%
2,646,512
+193,868
+8% +$13.9M
WMT icon
47
Walmart Inc
WMT
$909B
$181M 0.3%
1,759,636
+147,051
+9% +$14.6M
DFUS
48
Dimensional US Equity ETF
DFUS
$20.3B
$178M 0.3%
2,462,353
-55,188
-2% -$3.84M
QQQ icon
49
Invesco QQQ Trust
QQQ
$436B
$176M 0.29%
292,663
+72,718
+33% +$41.6M
IEMG icon
50
iShares Core MSCI Emerging Markets ETF
IEMG
$144B
$168M 0.28%
2,553,315
+1,402,316
+122% +$87.5M
1
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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.