1y return+17.1%S&P 500 +20.9%
3y return+45.6%S&P 500 +68.5%
5y return+38.3%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2019: $186 against $264 in the S&P 500.2
Mercer Global Advisors Inc /advS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AGGIshares Tr | $4.5B | 5.5% | +14.3% |
| BSVVanguard Bd Index Fds | $3.9B | 4.9% | +11.5% |
| VOOVanguard Index Fds | $3.8B | 4.6% | +3.9% |
| Dimensional Etf TrustCUSIP 25434V708 | $3.2B | 4.0% | +4.2% |
| MTUMIshares Tr | $2.8B | 3.4% | −3.2% |
| VEAVanguard Tax-managed Fds | $2.6B | 3.2% | +2.3% |
| DFUVDimensional Etf Trust | $2.4B | 2.9% | +2.4% |
| Dimensional Etf TrustCUSIP 25434V831 | $2.2B | 2.7% | +6.0% |
| AAPLApple Inc | $2.0B | 2.5% | +4.8% |
| BNDXVanguard Charlotte Fds | $1.9B | 2.4% | +8.4% |
| DFICDimensional Etf Trust | $1.5B | 1.9% | +7.9% |
| NVDANvidia Corporation | $1.5B | 1.9% | +7.1% |
| IMTMIshares Tr | $1.4B | 1.7% | +7.7% |
| DFIVDimensional Etf Trust | $1.3B | 1.6% | +7.6% |
| DIHPDimensional Etf Trust | $1.2B | 1.5% | +10.2% |
| AVSCAmerican Centy Etf Tr | $1.1B | 1.4% | +2.4% |
| MUBIshares Tr | $1.1B | 1.4% | +10.7% |
| SUBIshares Tr | $1.1B | 1.4% | +13.4% |
| VBVanguard Index Fds | $1.0B | 1.3% | +2.8% |
| VWOVanguard Intl Equity Index F | $988.1M | 1.2% | |
| AVEMAmerican Centy Etf Tr | $962.1M | 1.2% | |
| IVVIshares Tr | $954.7M | 1.2% | +65.0% |
| MSFTMicrosoft Corp | $808.0M | 1.0% | +7.3% |
| AMZNAmazon Com Inc | $582.5M | 0.7% | +10.2% |
| VTEBVanguard Mun Bd Fds | $580.7M | 0.7% | +6.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $573.6M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $311.1M |
| MTUMIshares Tr | June 30, 2020 | +161.7% | $2.8B |
| VOOVanguard Index Fds | June 30, 2020 | +142.3% | $3.8B |
| IVVIshares Tr | June 30, 2020 | +141.8% | $954.7M |
| VXFVanguard Index Fds | June 30, 2020 | +108.1% | $451.4M |
| VBVanguard Index Fds | June 30, 2020 | +108.0% | $1.0B |
| VYMVanguard Whitehall Fds | June 30, 2020 | +100.6% | $455.7M |
| Dimensional Etf TrustCUSIP 25434V831 | September 30, 2022 | +95.6% | $2.2B |
| VEAVanguard Tax-managed Fds | June 30, 2020 | +83.7% | $2.6B |
Sold off last quarter
- ORKAOruka Therapeutics Inc was $39.4M
- Carnival CorpCUSIP 143658300 was $27.5M
- Honeywell Intl IncCUSIP 438516106 was $26.2M
- LMBSFirst Tr Exchange-traded Fd was $12.7M
- CTRACoterra Energy Inc was $7.5M
- Dupont De Nemours IncCUSIP 26614N102 was $5.5M
- Masimo CorpCUSIP 574795100 was $3.2M
- Clearway Energy IncCUSIP 18539C105 was $3.1M
- Air Lease CorpCUSIP 00912X302 was $2.8M
- FTCBFirst Tr Exchange-traded Fd was $2.3M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.5% | +14.8% |
| March 31, 2026 | −1.1% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +5.3% | +7.8% |
| June 30, 2025 | +7.6% | +10.5% |
| March 31, 2025 | −1.3% | −4.6% |
| December 31, 2024 | −1.5% | +2.1% |
| September 30, 2024 | +4.6% | +5.4% |
| June 30, 2024 | +0.8% | +4.0% |
| March 31, 2024 | +6.9% | +10.0% |
| December 31, 2023 | +9.0% | +11.2% |
| September 30, 2023 | −3.2% | −3.6% |
| June 30, 2023 | +4.1% | +8.3% |
| March 31, 2023 | +4.0% | +7.0% |
| December 31, 2022 | +7.7% | +7.1% |
| September 30, 2022 | −6.4% | −5.3% |
| June 30, 2022 | −13.1% | −16.5% |
| March 31, 2022 | −4.6% | −4.9% |
| December 31, 2021 | +6.0% | +10.7% |
| September 30, 2021 | −0.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Mercer Global Advisors Inc /adv Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=853758&type=13F-HR&dateb=&owner=include&count=40CIK 853758
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/853758/000085375826000016/Filed August 19, 2026 · accession 0000853758-26-000016