Spencer Ferguson
Mercer Global Advisors Inc Adv
Assets Managed
$67.579B
Holdings
3217
Last Quarter
2026 - Q1
Filed Date
1mo ago
Growth Rate
3.02%(2Q avg: 6.26%)
Sustained Growth
5 quarters
Portfolio positions
This chart displays the top 10 holdings in Mercer Global Advisors Inc Adv's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 3217 positions.
Assets under management
The assets under management (AUM) of Mercer Global Advisors Inc Adv over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 67.579B in assets, with a quarterly growth rate of 3.02% and a 2-quarter average growth rate of 6.26%. The portfolio is managed by Spencer Ferguson, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
AGG Ishares Core U.s. Aggregate
| 5.79% | $3.906B 39.349M shares@ $99.28 avg price | Increased 8.52% |
BSV Vanguard Short-term Bond Etf
| 5.28% | $3.562B 45.43M shares@ $78.41 avg price | Increased 9.62% |
VOO Vanguard S&p 500 Etf
| 4.66% | $3.142B 5.259M shares@ $597.55 avg price | Decreased -2.29% |
DFAC Dimensional Us Core Equity 2
| 4.05% | $2.732B 70.292M shares@ $38.87 avg price | Increased 9.23% |
VEA Vanguard Ftse Developed Etf
| 3.39% | $2.29B 35.739M shares@ $64.08 avg price | Increased 2.57% |
DFUV Dimensional Us Marketwide Va
| 3.04% | $2.052B 42.337M shares@ $48.46 avg price | Increased 6.21% |
MTUM Ishares Msci Usa Momentum Fa
| 2.98% | $2.013B 8.389M shares@ $239.99 avg price | Increased 7.21% |
DUHP Dimensional Us High Profi Et
| 2.66% | $1.791B 48.731M shares@ $36.76 avg price | Increased 8.8% |
BNDX Vanguard Total Intl Bond Etf
| 2.58% | $1.743B 36.282M shares@ $48.05 avg price | Increased 4.48% |
AAPL Apple Inc
| 2.49% | $1.679B 6.666M shares@ $251.9 avg price | Increased 0.98% |
1-10 of 3217