MERCER GLOBAL ADVISORS INC /ADV

Position in AAPL — Apple Inc.

CIK 853758 DENVER, CO

Back to AAPL Full portfolio

Position in AAPL

as of Jun 30, 2026 · filed Aug 19, 2026 Compact

Position Value

$2,022,207,117

+$330,351,613 QoQ

Shares Held

6,988,551

+4.8% QoQ

Ownership

0.048%

of shares outstanding

% of Portfolio

6.47%

of 13F equity value

Holder Rank

#140

of 6,124 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 9% Shared 0% None 91%

Common Shares in AAPL Over Time

Shares Held

Position Value (USD)

Derivatives in AAPL

reported options exposure · as of Jun 30, 2026

CallValue

$57,873

CallShares

300

PutValue

$289,942

PutShares

55,400

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Consumer Electronics

Technology · as of Jun 30, 2026

MERCER GLOBAL ADVISORS INC /ADV holds $2,027,026,242 across 4 Consumer Electronics names. AAPL ranks #1 (99.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AAPL	Apple Inc. This page	6,988,551	$2,022,207,117
2	SONY	Sony Group Corp	202,497	$4,062,089
3	SONO	Sonos Inc	34,891	$472,075
4	LPL	LG Display Co., Ltd.	73,255	$284,961

All Filings in AAPL

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$57,873	300	-100.0%	Call	Sole	2026-08-19
2026-06-30	$289,942	55,400	—	Put	Sole	2026-08-19
2026-06-30	$2,022,207,117	6,988,551	+4.8%	Shares	Sole	2026-08-19
2026-03-31	$1,691,855,504	6,666,360	+1.0%	Shares	Sole	2026-05-15
2025-12-31	$1,794,761,270	6,601,785	+9.1%	Shares	Sole	2026-02-18
2025-09-30	$1,540,514,810	6,050,013	+19.5%	Shares	Sole	2025-11-14
2025-06-30	$1,060,445,970	5,168,621	—	Call	Sole	2025-08-14
2025-03-31	$1,124,781,910	5,063,620	+1.5%	Shares	Sole	2025-05-15
2024-12-31	$1,249,525,431	4,989,719	+17.3%	Shares	Sole	2025-02-14
2023-12-31	$819,216,497	4,255,007	+7.2%	Shares	Sole	2024-02-15
2023-09-30	$679,627,682	3,969,556	+0.2%	Shares	Sole	2023-11-15
2023-06-30	$768,341,354	3,961,135	+3.8%	Shares	Sole	2023-08-14
2023-03-31	$629,417,198	3,816,963	+6.2%	Shares	Sole	2023-05-16
2022-12-31	$467,117,319	3,595,146	+8.7%	Shares	Sole	2023-02-09
2022-09-30	$457,168,364	3,308,020	+4.0%	Shares	Sole	2022-11-15
2022-06-30	$434,727,353	3,179,691	+11.1%	Shares	Sole	2022-08-10
2022-03-31	$499,739,232	2,862,031	+8.3%	Shares	Sole	2022-05-10
2021-12-31	$469,326,033	2,643,048	+4.8%	Shares	Sole	2022-02-04
2021-09-30	$356,720,934	2,520,996	+2.7%	Shares	Sole	2021-11-10
2021-06-30	$336,220,364	2,454,880	+7.2%	Shares	Sole	2021-08-10
2021-03-31	$279,745,731	2,290,182	+5867.1%	Shares	Sole	2021-08-10
2020-12-31	$5,092,642	38,380	-97.8%	Shares	Sole	2021-02-12
2020-09-30	$199,271,487	1,720,676	+265.0%	Shares	Sole	2020-12-10
2020-06-30	$171,971,462	471,413	-5.2%	Shares	Sole	2020-08-10
2020-03-31	$126,425,613	497,171	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.