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Compare Managers

Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.

Mercer Global Advisors Inc /Adv ⇄ Raymond James Financial Inc

60Shared positions
53.8%Name overlap (Jaccard)
15+Only Mercer Global…
15+Only Raymond James…

Shared holdings · Q2 2026

SecurityMercer Global… weightRaymond James… weight
VOO Vanguard S&P 500 ETF 4.6% 5.8%
AGG iShares Core U.S.… 5.5% 2.5%
BSV Vanguard Short-Term Bond… 4.9% 0.1%
AAPL Apple Inc. 2.5% 2.4%
DFAC Dimensional - US Core… 4.0% 0.1%
NVDA NVIDIA Corporation 1.9% 1.9%
MTUM iShares MSCI USA Momentum… 3.4% 0.3%
VEA Vanguard FTSE Developed… 3.2% 0.3%
DFUV Dimensional - US… 2.9% 0.0%
MSFT Microsoft Corporation 1.0% 1.9%
DUHP Dimensional - US High… 2.7% 0.0%
BNDX Vanguard Total… 2.4% 0.0%
AVGO Broadcom Inc. 0.6% 1.7%
IVV iShares Core S&P 500 ETF 1.2% 1.0%
AMZN Amazon.com, Inc. 0.7% 1.4%
GOOGL Alphabet Inc. 0.7% 1.3%
DFIC Dimensional -… 1.9% 0.0%
IEFA iShares Core MSCI EAFE ETF 0.5% 1.2%
IMTM iShares MSCI Intl… 1.7% 0.0%
JPM JPMorgan Chase & Co. 0.4% 1.3%
DFIV Dimensional -… 1.6% 0.1%
DIHP Dimensional International… 1.5% 0.0%
VB Vanguard Morningstar… 1.3% 0.2%
SPY State Street SPDR S&P 500… 0.5% 0.9%
MUB iShares National Muni… 1.4% 0.1%
SUB iShares Short-Term… 1.4% 0.0%
GOOG Alphabet Inc. 0.7% 0.7%
AVSC Avantis U.S. Small Cap… 1.4% 0.0%
VWO Vanguard FTSE Emerging… 1.2% 0.1%
AVEM Avantis Emerging Markets… 1.2% 0.1%
QQQ Invesco QQQ Trust, Series… 0.4% 0.8%
VTEB Vanguard Tax-Exempt Bond… 0.7% 0.4%
WMT Walmart Inc. 0.3% 0.7%
VTI Vanguard Morningstar… 0.7% 0.3%
JNJ Johnson & Johnson 0.3% 0.7%
MU Micron Technology, Inc. 0.6% 0.4%
IJH iShares Core S&P Mid-Cap… 0.2% 0.8%
META Meta Platforms, Inc. 0.4% 0.6%
BRK-B Berkshire Hathaway Inc. 0.4% 0.6%
VYM Vanguard High Dividend… 0.6% 0.3%
ABBV AbbVie Inc. 0.2% 0.7%
AMD Advanced Micro Devices… 0.3% 0.5%
LLY Eli Lilly and Company 0.3% 0.6%
IJR iShares Core S&P… 0.3% 0.6%
VO Vanguard Morningstar… 0.1% 0.7%
HD The Home Depot, Inc. 0.2% 0.6%
ETN Eaton Corporation plc 0.1% 0.6%
IWF iShares Russell 1000… 0.3% 0.5%
VTV Vanguard Morningstar… 0.2% 0.5%
VUG Vanguard Morningstar… 0.2% 0.5%
IEMG iShares Core MSCI… 0.2% 0.5%
V Visa Inc. 0.2% 0.5%
XLK State Street Technology… 0.2% 0.4%
TSLA Tesla, Inc. 0.3% 0.3%
XONA.DE Exxon Mobil Corporation 0.3% 0.3%
VXF Vanguard Extended Market… 0.6% 0.1%
WT WisdomTree, Inc. 0.2% 0.4%
VIG Vanguard Dividend… 0.2% 0.4%
COST Costco Wholesale… 0.2% 0.4%
ADI Analog Devices, Inc. 0.1% 0.5%

Distinctively Mercer Global…

APGE Apogee Therapeutics… 0.2%
DFSB 0.1%
AVXC 0.0%
AVSU 0.0%
ORMP 0.0%
USD 0.0%
STEL Stellar Bancorp, Inc. 0.0%
AVSD 0.0%
DEHP 0.0%
WRD WeRide Inc. 0.0%
QLD 0.0%
AVLC 0.0%
GPRF 0.0%
UMMA 0.0%
EZBC 0.0%

Distinctively Raymond James…

TMSL T. Rowe Price… 0.1%
BKDV BNY Mellon Dynamic… 0.1%
RECS Columbia Research… 0.1%
MFSI 0.1%
CGMS Capital Group U.S.… 0.1%
CGBL Capital Group Core… 0.1%
LMBS First Trust Low… 0.1%
CGXU Capital Group… 0.1%
CGCP Capital Group Core… 0.1%
CGDG Capital Group… 0.1%
JIVE JPMorgan… 0.0%
JBND JPMorgan Active Bond… 0.0%
CGCB Capital Group Core… 0.0%
FEGE 0.0%
CGIC Capital Group… 0.0%
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology