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 REFR
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,880 | 14,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,340 | 14,000 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $22,260 | 14,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $22,960 | 14,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $15,820 | 14,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $25,735 | 15,050 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $32,959 | 15,050 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $25,760 | 14,000 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $18,200 | 14,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $14,140 | 14,000 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $15,120 | 14,000 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $22,400 | 14,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $23,940 | 14,000 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $26,740 | 14,000 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $29,820 | 14,000 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $24,360 | 14,000 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $26,880 | 14,000 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $24,080 | 14,000 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $35,840 | 14,000 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $33,180 | 14,000 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $39,760 | 14,000 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $43,555 | 15,500 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $41,850 | 15,500 | Shares | Sole | 2020-12-10 | |
| No 13F history on record for this holder in this stock. | ||||||