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Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $80B
1-Year Est. Return 26.12%
This Fund
S&P 500
This Quarter Est. Return
+15.32%
1 Year Est. Return
+26.12%
3 Year Est. Return
+67.06%
5 Year Est. Return
+69.86%
10 Year Est. Return
–
AUM
$80B
AUM Growth
+$12.5B
Cap. Flow
+$4.61B
Cap. Flow %
5.76%
Top 10 Hldgs %
36.37%
Holding
6,143
New
2,908
Increased
2,019
Reduced
1,106
Closed
40

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$509M
2
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$392M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$363M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$142M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$130M

Top Sells

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$195M
2
TBLL icon
Invesco Short Term Treasury ETF
TBLL
+$116M
3
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$82.4M
4
INTC icon
Intel
INTC
+$69.7M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$54.8M

Sector Composition

Rank Sector Weight
1 Technology 11.19%
2 Financials 3.76%
3 Industrials 2.88%
4 Healthcare 2.54%
5 Consumer Discretionary 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BTCO icon
5601
Invesco Galaxy Bitcoin ETF
BTCO
$424M
$1.75K ﹤0.01%
+30
New +$2.14K
MGYR icon
5602
Magyar Bancorp
MGYR
$126M
$1.75K ﹤0.01%
+100
New +$1.75K
BTCW icon
5603
WisdomTree Bitcoin Fund
BTCW
$137M
$1.74K ﹤0.01%
+28
New +$2.13K
HIPS icon
5604
GraniteShares HIPS US High Income ETF
HIPS
$119M
$1.73K ﹤0.01%
+150
New +$1.76K
JGLO icon
5605
JPMorgan Global Select Equity ETF
JGLO
$6.85B
$1.71K ﹤0.01%
+24
New +$1.68K
FLC
5606
Flaherty & Crumrine Total Return Fund
FLC
$176M
$1.69K ﹤0.01%
+100
New +$1.69K
GLSI icon
5607
Greenwich LifeSciences
GLSI
$240M
$1.69K ﹤0.01%
+72
New +$1.75K
MMED
5608
MiniMed Group Inc
MMED
$5.62B
$1.69K ﹤0.01%
+113
New +$1.49K
BRRR icon
5609
Coinshares Bitcoin ETF
BRRR
$399M
$1.69K ﹤0.01%
+102
New +$2.06K
CRMT icon
5610
America's Car Mart
CRMT
$25.7M
$1.69K ﹤0.01%
+605
New +$5.79K
BX icon
5611
CALL
Blackstone
BX
$112B
$1.68K ﹤0.01%
+100
New +$12K
SPCX
5612
PUT
SpaceX
SPCX
$1.86T
$1.67K ﹤0.01%
+300
New +$51K
PBLS
5613
Parabilis Medicines Inc
PBLS
$4.36B
$1.67K ﹤0.01%
+61
New +$1.69K
GLDG
5614
GoldMining Inc
GLDG
$226M
$1.66K ﹤0.01%
+1,835
New +$2.05K
CPSH icon
5615
CPS Technologies
CPSH
$83M
$1.66K ﹤0.01%
+300
New +$1.76K
EDEN icon
5616
iShares MSCI Denmark ETF
EDEN
$208M
$1.66K ﹤0.01%
+15
New +$1.65K
AVGO icon
5617
CALL
Broadcom
AVGO
$1.99T
$1.64K ﹤0.01%
+200
New +$80.2K
ONLN icon
5618
ProShares Online Retail ETF
ONLN
$65M
$1.63K ﹤0.01%
+30
New +$1.71K
SMAX
5619
iShares Large Cap Max Buffer Sep ETF
SMAX
$89.1M
$1.63K ﹤0.01%
+59
New +$1.63K
FLJH icon
5620
Franklin FTSE Japan Hedged ETF
FLJH
$207M
$1.63K ﹤0.01%
+36
New +$1.57K
SUPV
5621
Grupo Supervielle
SUPV
$738M
$1.61K ﹤0.01%
+167
New +$1.54K
AMZY icon
5622
YieldMax AMZN Option Income Strategy ETF
AMZY
$248M
$1.61K ﹤0.01%
+150
New +$1.77K
PHI icon
5623
PLDT
PHI
$4.2B
$1.59K ﹤0.01%
+91
New +$1.76K
BEEM icon
5624
Beam Global
BEEM
$25.5M
$1.59K ﹤0.01%
+1,222
New +$1.88K
APO icon
5625
CALL
Apollo Global Management
APO
$84.8B
$1.58K ﹤0.01%
+100
New +$12.6K
223 224
225
226 227

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Mercer Global Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Mercer Global Advisors held 6,143 positions worth $80B, up 18% from $67.6B the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Mercer Global Advisors deployed $4.61B of net new capital in Q2 2026, opening 2,908 new positions and adding to 2,019 existing holdings. Its largest new stake was FedEx Freight: 103,902 shares worth $15.7M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 9.5% a quarter earlier, followed by Financials and Industrials.

On the sell side, the largest reduction was Vanguard Morningstar Total Stock Market ETF, an estimated $195M trimmed.

  • Mercer Global Advisors's largest Q2 2026 buy was FedEx Freight: 103,902 shares worth $15.7M.
  • Mercer Global Advisors added most to iShares Core US Aggregate Bond ETF in Q2 2026, an estimated $509M increase.
  • Mercer Global Advisors's biggest Q2 2026 reduction was Vanguard Morningstar Total Stock Market ETF, cutting an estimated $195M.
  • Mercer Global Advisors fully exited Coterra Energy in Q2 2026, selling an estimated $7.45M.
  • Mercer Global Advisors's ten largest holdings make up 36% of its $80B portfolio in Q2 2026.
  • Mercer Global Advisors opened 2,908 new positions and closed 40 in Q2 2026.
  • Mercer Global Advisors's portfolio value rose 18% quarter-over-quarter to $80B.

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