MERCER GLOBAL ADVISORS INC /ADV
Top Portfolio Positions
2,340 positions ·
$19,092,660,333 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
6,666,360 | $1,691,855,504 | 8.86% | |
| NVDA |
Nvidia Corp
Technology
|
7,173,521 | $1,251,062,062 | 6.55% | |
| MSFT |
Microsoft Corp
Technology
|
2,018,956 | $747,356,942 | 3.91% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,218,763 | $462,101,770 | 2.42% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,541,986 | $443,413,494 | 2.32% | |
| AVGO |
Broadcom Inc.
Technology
|
1,182,352 | $365,949,767 | 1.92% | |
| SPY |
Spdr S&P 500 ETF Trust
|
505,779 | $328,928,314 | 1.72% | |
| META |
Meta Platforms, Inc.
Communication Services
|
475,030 | $271,778,913 | 1.42% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
564,071 | $270,302,823 | 1.42% | |
| XOM |
Exxon Mobil Corp
Energy
|
1,574,584 | $267,143,921 | 1.40% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CTLP
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $324,440 | 30,013 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $304,018 | 28,627 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $266,395 | 25,203 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $176,895 | 16,096 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $126,258 | 16,043 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $152,692 | 16,056 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $118,651 | 16,034 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $106,484 | 16,134 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $103,098 | 16,034 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $118,811 | 16,034 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $100,212 | 16,034 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $127,630 | 16,034 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $91,393 | 16,034 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $69,747 | 16,034 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $55,798 | 16,034 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $89,790 | 16,034 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $109,924 | 16,237 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $156,438 | 17,617 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $189,911 | 17,617 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $208,937 | 17,617 | Shares | Sole | 2021-08-10 | |
| No 13F history on record for this holder in this stock. | ||||||