MERCER GLOBAL ADVISORS INC /ADV
Top Portfolio Positions
2,340 positions ·
$19,096,350,690 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 UTG
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $684,139 | 17,417 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $576,427 | 15,758 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $624,767 | 15,769 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $537,236 | 14,849 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $382,605 | 11,758 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $402,811 | 12,711 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,674,786 | 51,045 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,372,693 | 50,245 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,515,098 | 56,198 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,330,903 | 49,772 | Shares | Sole | 2024-02-15 | |
| 2022-03-31 | $232,690 | 6,731 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $220,237 | 6,271 | Shares | Sole | 2022-02-04 | |
| No 13F history on record for this holder in this stock. | ||||||