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Mercer Global Advisors Inc.
Dave Welling · Investment Advisor · Multi-Strategy
Mercer Global Advisors Inc. is a prominent independent, SEC-registered investment adviser (RIA) headquartered in Denver, Colorado. Founded in 1985 by Kendrick Mercer, the firm originally operated as a law practice specializing in estate planning before expanding into a full-service wealth management firm. Today, it serves as a national "family office" for a wide range of clients, including mass affluent individuals, high-net-worth families, and institutional entities such as endowments and foundations. Mercer Advisors is recognized for its integrated, in-house service model that combines financial planning, investment management, tax strategy, estate planning, and insurance solutions into a unified client experience. Through a combination of organic growth and an aggressive acquisition strategy, the firm has become one of the largest and most highly ranked RIAs in the United States, consistently recognized for its commitment to fiduciary excellence and its mission of helping clients achieve long-term economic freedom.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +20.1% |
| YTD return | +15.0% |
| Sharpe ratio | 3.86 |
| Win rate | 54% |
| AUM | $10.7B |
| Inception | Oct 1, 2025 |
| Updated | Sep 11, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $10.7B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.merceradvisors.com/ |
Current Holdings
Updated on Sep 11, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 20.9% | +27.7% |
| NVDA | NVIDIA Corporation | 16.6% | +11.9% |
| MSFT | Microsoft Corporation | 10.1% | +3.5% |
| GOOGL | Alphabet Inc Class A | 9.8% | +25.5% |
| AMZN | Amazon.com Inc | 5.8% | +11.4% |
| AVGO | Broadcom Inc | 4.1% | +4.7% |
| MU | Micron Technology Inc | 3.7% | +44.6% |
| BRK-A | Berkshire Hathaway Inc | 3.5% | +3.5% |
| JPM | JPMorgan Chase & Co | 3.2% | +13.6% |
| META | Meta Platforms Inc. | 3.0% | -1.6% |
| XOM | Exxon Mobil Corp | 2.5% | +27.1% |
| JNJ | Johnson & Johnson | 2.4% | +29.4% |
| TSLA | Tesla Inc | 2.1% | -13.6% |
| LLY | Eli Lilly and Company | 2.0% | +0.3% |
| WMT | Walmart Inc. Common Stock | 2.0% | -0.7% |
| AMD | Advanced Micro Devices Inc | 1.9% | +10.9% |
| LRCX | Lam Research Corp | 1.7% | +51.6% |
| INTC | Intel Corporation | 1.6% | +24.1% |
| CSCO | Cisco Systems Inc | 1.5% | -6.6% |
| CVX | Chevron Corp | 1.5% | +2.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 7, 2026 | SELL | AMD | 1.9% → 1.9% |
| Sep 7, 2026 | SELL | LLY | 2.1% → 2.0% |
| Sep 7, 2026 | BUY | MU | 3.4% → 3.7% |
| Sep 7, 2026 | BUY | XOM | 2.5% → 2.5% |
| Sep 7, 2026 | BUY | AVGO | 4.2% → 4.1% |
Investment Style Analysis
Mercer Global Advisors Inc. is widely recognized for employing a Multi-Strategy strategy. As of Sep 11, 2026, the firm oversees approximately $10.7B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 7, Mercer Global Advisors Inc. made a significant move by reducing the position in AMD. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Mercer Advisors' investment philosophy is grounded in Modern Portfolio Theory and extensive academic research, focusing on the fundamental relationship between risk and expected return. The firm constructs globally diversified, risk-appropriate portfolios designed to capture returns from academically validated factors such as value, size, momentum, and quality. Their implementation strategy prioritizes low-cost, institutional-grade investment vehicles, primarily exchange-traded funds (ETFs) and index funds, to ensure efficiency and transparency. Beyond traditional assets, the firm strategically utilizes private investments to enhance diversification. This disciplined, long-term approach is characterized by rigorous rebalancing, tax-efficient management, and a strict fiduciary commitment to aligning investment strategies with the broader life objectives of their clients while minimizing conflicts of interest.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Mercer Global Advisors Inc..
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Frequently asked questions
How is the simulated portfolio for Mercer Global Advisors Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Mercer Global Advisors Inc.'s largest holding?
As of the latest filing, Mercer Global Advisors Inc.'s top position is Apple Inc (AAPL), representing 20.9% of the portfolio. This reflects a high-conviction bet by the institution.
What is Mercer Global Advisors Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +20.1% with a win rate of 54%. Notably, the portfolio maintains a Sharpe Ratio of 3.86, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Mercer Global Advisors Inc. primarily invest in?
Mercer Global Advisors Inc. has a strong preference for the Semiconductors sector, which makes up 27.8% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is Mercer Global Advisors Inc.'s portfolio concentrated or diversified?
Mercer Global Advisors Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 47.6% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Mercer Global Advisors Inc. performed in 2026?
Our AI-simulated model portfolio for Mercer Global Advisors Inc. tracks a Year-to-Date (YTD) return of +15.0%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Dave Welling manage Mercer Global Advisors Inc. directly?
Yes, Dave Welling serves as the key portfolio manager for Mercer Global Advisors Inc., overseeing the investment strategy and final capital allocation decisions.