Institutional manager
MERCER GLOBAL ADVISORS INC /ADV
Holds positions in 488 of the S&P 500, worth $17.4bn as reported for the quarter ended 31-mar-2026.
Positions held488of 488 index companies covered
Reported value$17.4bnS&P 500 positions only
Top ten weight43%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 488 held. The rest are smaller than every one of these.
Apple Inc.AAPL6.7m$1.68bnInformation TechnologyState Street CorporationSTT13.6m$1.24bnFinancialsNvidiaNVDA7.2m$1.22bnInformation TechnologyAlphabet Inc. (Class A)GOOGL3.0m$848mCommunication ServicesMicrosoftMSFT2.0m$745mInformation TechnologyAmazonAMZN2.2m$461mConsumer DiscretionaryBroadcomAVGO1.2m$364mInformation TechnologyBerkshire HathawayBRK.B564,183$351mFinancialsMeta PlatformsMETA475,030$271mCommunication ServicesExxonMobilXOM1.6m$267mEnergyJPMorgan ChaseJPM837,325$246mFinancialsWalmartWMT1.9m$233mConsumer StaplesJohnson & JohnsonJNJ911,019$223mHealth CareTesla, Inc.TSLA587,117$217mConsumer DiscretionaryInvescoIVZ542,069$205mFinancialsLilly (Eli)LLY175,063$161mHealth CareNetflixNFLX1.6m$155mCommunication ServicesCostcoCOST150,708$150mConsumer StaplesLam ResearchLRCX637,244$136mInformation TechnologyMicron TechnologyMU398,651$135mInformation TechnologyChevron CorporationCVX647,038$133mEnergyHome Depot (The)HD380,093$125mConsumer DiscretionaryCiscoCSCO1.5m$117mInformation TechnologyIntelINTC2.5m$111mInformation TechnologyCaterpillar Inc.CAT156,746$111mIndustrialsRaymond James FinancialRJF731,819$106mFinancialsAbbVieABBV472,644$103mHealth CareVisa Inc.V329,387$100mFinancialsAmphenolAPH769,693$97mInformation TechnologyKLA CorporationKLAC64,701$95mInformation TechnologyApplied MaterialsAMAT278,364$95mInformation TechnologyMerck & Co.MRK785,937$95mHealth CareProcter & GamblePG638,639$92mConsumer StaplesGoldman SachsGS391,249$80mFinancialsQualcommQCOM606,464$78mInformation TechnologyOracle CorporationORCL523,694$77mInformation TechnologyFedExFDX211,784$75mIndustrialsCitigroupC657,994$75mFinancialsEOG ResourcesEOG497,839$72mEnergyTJX CompaniesTJX443,784$71mConsumer DiscretionaryIBMIBM287,639$70mInformation TechnologyHCA HealthcareHCA146,637$69mHealth CareWells FargoWFC853,191$68mFinancialsBNY MellonBNY572,401$67mFinancialsPepsiCoPEP420,299$65mConsumer StaplesGE AerospaceGE228,206$65mIndustrialsBank of AmericaBAC1.3m$64mFinancialsRTX CorporationRTX320,176$62mIndustrialsAT&TT2.0m$59mCommunication ServicesAdvanced Micro DevicesAMD278,990$57mInformation TechnologyAltriaMO843,678$56mConsumer StaplesMcDonald'sMCD179,008$56mConsumer DiscretionaryAbbott LaboratoriesABT539,567$55mHealth CarePalantir TechnologiesPLTR369,963$54mInformation TechnologyLockheed MartinLMT89,478$54mIndustrialsEaton CorporationETN144,356$51mIndustrialsCoca-Cola Company (The)KO665,872$51mConsumer StaplesMedtronicMDT575,118$50mHealth CareAmgenAMGN141,502$50mHealth CareStryker CorporationSYK150,940$50mHealth Care
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.