Mercer Global Advisors Inc /Adv Top Holdings and 13F Report (2026)

About Mercer Global Advisors Inc /Adv

Investment Activity

Mercer Global Advisors Inc /Adv has $67.58 billion in total holdings as of March 31, 2026.
Mercer Global Advisors Inc /Adv owns shares of 3,217 different stocks, but just 134 companies or ETFs make up 80% of its holdings.
Approximately 7.44% of the portfolio was purchased this quarter.
About 4.30% of the portfolio was sold this quarter.
This quarter, Mercer Global Advisors Inc /Adv has purchased 2,840 new stocks and bought additional shares in 1,663 stocks.
Mercer Global Advisors Inc /Adv sold shares of 967 stocks and completely divested from 173 stocks this quarter.

Largest Holdings

iShares Core U.S. Aggregate Bond ETF: $3,906,151,325
Vanguard Short-Term Bond ETF: $3,562,201,250
Vanguard S&P 500 ETF: $3,142,479,657
Dimensional U.S. Core Equity 2 ETF: $2,731,559,603
Vanguard FTSE Developed Markets ETF: $2,290,139,902

Largest New Holdings this Quarter

46138G888 - Invesco Short Term Treasury ETF: $115,989,106 Holding
G0593M107 - AstraZeneca: $15,066,772 Holding
14070B309 - Capricor Therapeutics: $12,251,170 Holding
33740U703 - FT Vest Laddered Deep Buffer ETF: $8,889,664 Holding
464288125 - iShares 1-3 Year International Treasury Bond ETF: $8,757,074 Holding

Largest Purchases this Quarter

Vanguard Short-Term Bond ETF: 3,986,567 shares (about $312.59M)
iShares Core U.S. Aggregate Bond ETF: 3,089,191 shares (about $306.66M)
Dimensional U.S. Core Equity 2 ETF: 5,934,118 shares (about $230.60M)
NVIDIA: 1,183,028 shares (about $201.20M)
Dimensional US High Profitability ETF: 3,939,324 shares (about $144.81M)

Largest Sales this Quarter

Booking: 39,556 shares (about $166.55M)
EOG Resources: 631,600 shares (about $91.31M)
iShares iBonds Dec 2028 Term Corporate ETF: 3,534,939 shares (about $89.54M)
Vanguard S&P 500 ETF: 123,734 shares (about $73.94M)
SPDR Gold Shares: 138,110 shares (about $59.07M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AGG iShares Core U.S. Aggregate Bond ETF	$3,906,151,325	$306,663,992 â–²	8.5%	39,348,759	5.8%	Finance
BSV Vanguard Short-Term Bond ETF	$3,562,201,250	$312,586,717 â–²	9.6%	45,430,446	5.3%	ETF
VOO Vanguard S&P 500 ETF	$3,142,479,657	$73,937,239 â–¼	-2.3%	5,258,941	4.7%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$2,731,559,603	$230,599,826 â–²	9.2%	70,292,321	4.0%	ETF
VEA Vanguard FTSE Developed Markets ETF	$2,290,139,902	$57,324,493 â–²	2.6%	35,738,763	3.4%	ETF
DFUV Dimensional US Marketwide Value ETF	$2,051,652,551	$119,880,638 â–²	6.2%	42,337,032	3.0%	ETF
MTUM iShares MSCI USA Momentum Factor ETF	$2,013,245,871	$135,350,520 â–²	7.2%	8,388,874	3.0%	ETF
DUHP Dimensional US High Profitability ETF	$1,791,349,263	$144,809,549 â–²	8.8%	48,730,938	2.7%	ETF
BNDX Vanguard Total International Bond ETF	$1,743,327,801	$74,622,563 â–²	4.5%	36,281,536	2.6%	ETF
AAPL Apple	$1,679,201,283	$16,265,912 â–²	1.0%	6,666,360	2.5%	Computer and Technology
DFIC Dimensional International Core Equity 2 ETF	$1,366,533,936	$51,958,290 â–²	4.0%	38,461,411	2.0%	ETF
NVDA NVIDIA	$1,219,994,979	$201,196,626 â–²	19.7%	7,173,521	1.8%	Computer and Technology
DFIV Dimensional International Value ETF	$1,174,969,302	$38,955,493 â–²	3.4%	22,261,639	1.7%	ETF
IMTM iShares MSCI Intl Momentum Factor ETF	$1,152,853,812	$55,317,262 â–²	5.0%	24,007,785	1.7%	ETF
DIHP Dimensional International High Profitability ETF	$1,041,703,579	$69,496,479 â–²	7.1%	32,330,961	1.5%	ETF
MUB iShares National Muni Bond ETF	$993,317,099	$85,814,845 â–²	9.5%	9,357,674	1.5%	ETF
SUB iShares Short-Term National Muni Bond ETF	$979,439,517	$75,331,818 â–²	8.3%	9,196,615	1.4%	ETF
AVSC Avantis U.S. Small Cap Equity ETF	$925,390,067	$24,577,288 â–²	2.7%	14,853,773	1.4%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$896,877,209	$41,019,247 â–²	4.8%	16,593,473	1.3%	ETF
VB Vanguard Small-Cap ETF	$871,902,741	$35,031,009 â–²	4.2%	3,328,890	1.3%	ETF
AVEM Avantis Emerging Markets Equity ETF	$796,885,093	$21,108,333 â–²	2.7%	9,889,366	1.2%	ETF
MSFT Microsoft	$745,095,738	$15,979,127 â–²	2.2%	2,018,956	1.1%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$663,994,903	$5,714,887 â–²	0.9%	2,070,334	1.0%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$540,427,233	$30,112,157 â–²	5.9%	10,832,376	0.8%	ETF
IVV iShares Core S&P 500 ETF	$504,710,885	$38,868,584 â–²	8.3%	772,663	0.7%	ETF
AMZN Amazon.com	$461,022,787	$20,429,086 â–²	4.6%	2,218,763	0.7%	Retail/Wholesale
GOOGL Alphabet	$443,370,294	$2,639,544 â–²	0.6%	1,541,986	0.7%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$419,890,594	$59,392,563 â–²	16.5%	4,638,138	0.6%	ETF
GOOG Alphabet	$404,324,764	$55,929,247 â–²	16.1%	1,411,064	0.6%	Computer and Technology
VYM Vanguard High Dividend Yield ETF	$400,855,644	$6,675,164 â–¼	-1.6%	2,706,655	0.6%	Financial Services
AVGO Broadcom	$363,606,858	$19,314,323 â–²	5.6%	1,182,352	0.5%	Computer and Technology
DFCA Dimensional California Municipal Bond ETF	$350,296,931	$44,289,131 â–²	14.5%	7,027,020	0.5%	ETF
SPY SPDR S&P 500 ETF Trust	$324,172,576	$19,366,558 â–¼	-5.6%	505,779	0.5%	Finance
IWB iShares Russell 1000 ETF	$279,807,644	$2,772,254 â–¼	-1.0%	784,742	0.4%	ETF
VXF Vanguard Extended Market ETF	$275,960,642	$26,324,076 â–²	10.5%	1,340,917	0.4%	ETF
META Meta Platforms	$271,068,823	$7,596,295 â–²	2.9%	475,030	0.4%	Computer and Technology
BRK.B Berkshire Hathaway	$270,302,629	$7,580,459 â–²	2.9%	564,071	0.4%	Finance
XOM ExxonMobil	$267,143,928	$12,044,164 â–²	4.7%	1,574,584	0.4%	Energy
SCHX Schwab US Large-Cap ETF	$254,567,833	$11,755,017 â–¼	-4.4%	9,928,543	0.4%	ETF
JPM JPMorgan Chase & Co.	$245,880,489	$22,425,463 â–²	10.0%	837,325	0.4%	Finance
DFUS Dimensional U.S. Equity ETF	$240,679,952	$40,318,503 â–²	20.1%	3,394,161	0.4%	ETF
WALMART INC	$233,255,522	$9,038,511 â–²	4.0%	1,876,855	0.3%	COM
QUAL iShares MSCI USA Quality Factor ETF	$222,769,926	$39,890,546 â–¼	-15.2%	1,161,409	0.3%	ETF
JNJ Johnson & Johnson	$222,689,559	$14,980,510 â–²	7.2%	911,019	0.3%	Medical
SCHF Schwab International Equity ETF	$220,305,637	$5,476,606 â–¼	-2.4%	8,901,238	0.3%	ETF
TSLA Tesla	$217,060,681	$23,426,051 â–²	12.1%	587,117	0.3%	Auto/Tires/Trucks
QQQ Invesco QQQ	$200,077,724	$47,954,332 â–¼	-19.3%	347,140	0.3%	Finance
EAGG iShares ESG Aware U.S. Aggregate Bond ETF	$182,022,663	$41,114,150 â–²	29.2%	3,828,027	0.3%	ETF
IWF iShares Russell 1000 Growth ETF	$174,018,428	$9,615,314 â–¼	-5.2%	408,111	0.3%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$168,622,079	$6,147,555 â–²	3.8%	2,417,521	0.2%	ETF
VLUE iShares MSCI USA Value Factor ETF	$168,103,998	$6,623,495 â–¼	-3.8%	1,182,249	0.2%	ETF
IDV iShares International Select Dividend ETF	$164,906,658	$3,451,871 â–²	2.1%	3,874,687	0.2%	ETF
IJR iShares Core S&P Small-Cap ETF	$164,778,974	$64,144 â–¼	0.0%	1,325,549	0.2%	ETF
LLY Eli Lilly and Company	$161,017,910	$37,409,855 â–²	30.3%	175,063	0.2%	Medical
EFA iShares MSCI EAFE ETF	$158,591,728	$16,436,921 â–²	11.6%	1,632,778	0.2%	Finance
NFLX Netflix	$155,267,852	$183,839 â–¼	-0.1%	1,614,850	0.2%	Consumer Discretionary
COST Costco Wholesale	$150,169,528	$22,665,726 â–²	17.8%	150,708	0.2%	Retail/Wholesale
IVLU iShares MSCI Intl Value Factor ETF	$138,316,024	$7,039,271 â–¼	-4.8%	3,485,787	0.2%	ETF
ESGD iShares ESG Aware MSCI EAFE ETF	$137,014,836	$6,017,366 â–²	4.6%	1,432,910	0.2%	Manufacturing
LAM RESEARCH CORP	$136,153,520	$2,121,857 â–¼	-1.5%	637,244	0.2%	COM NEW
MU Micron Technology	$134,653,659	$17,994,196 â–²	15.4%	398,651	0.2%	Computer and Technology
VTES Vanguard Short-Term Tax-Exempt Bond ETF	$134,448,783	$1,599,833 â–²	1.2%	1,329,333	0.2%	ETF
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$133,869,657	$89,540,004 â–¼	-40.1%	5,285,024	0.2%	ETF
CVX Chevron	$133,259,961	$8,094,192 â–¼	-5.7%	647,038	0.2%	Energy
IJH iShares Core S&P Mid-Cap ETF	$130,978,077	$22,659,691 â–¼	-14.7%	1,939,554	0.2%	ETF
IWM iShares Russell 2000 ETF	$128,380,480	$11,194,781 â–²	9.6%	519,587	0.2%	Finance
IQLT iShares MSCI Intl Quality Factor ETF	$126,178,903	$3,743,659 â–²	3.1%	2,729,373	0.2%	ETF
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$126,075,310	$615,235 â–²	0.5%	5,201,127	0.2%	ETF
VIG Vanguard Dividend Appreciation ETF	$125,903,324	$40,263,566 â–¼	-24.2%	585,433	0.2%	ETF
HD Home Depot	$125,008,697	$40,782 â–²	0.0%	380,093	0.2%	Retail/Wholesale
ITOT iShares Core S&P Total U.S. Stock Market ETF	$118,456,171	$762,855 â–²	0.6%	831,680	0.2%	ETF
VUG Vanguard Growth ETF	$118,102,728	$15,526,691 â–¼	-11.6%	272,219	0.2%	ETF
IBDV iShares iBonds Dec 2030 Term Corporate ETF	$117,641,931	$17,848,317 â–¼	-13.2%	5,374,232	0.2%	ETF
CSCO Cisco Systems	$117,109,967	$5,741,814 â–¼	-4.7%	1,509,344	0.2%	Computer and Technology
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$117,085,775	$13,435,674 â–¼	-10.3%	5,033,782	0.2%	ETF
VGT Vanguard Information Technology ETF	$116,994,743	$57,167,521 â–¼	-32.8%	167,682	0.2%	ETF
TBLL Invesco Short Term Treasury ETF	$115,989,106	$115,989,106 â–²	New Holding	1,098,902	0.2%	ETF
INTC Intel	$111,119,248	$17,522,257 â–¼	-13.6%	2,517,998	0.2%	Computer and Technology
CAT Caterpillar	$111,047,977	$149,485 â–²	0.1%	156,746	0.2%	Industrials
AVUS Avantis U.S. Equity ETF	$110,549,516	$2,373,471 â–¼	-2.1%	994,329	0.2%	ETF
RJF Raymond James Financial	$105,960,084	$8,735,761 â–¼	-7.6%	731,819	0.2%	Finance
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$103,578,938	$3,313,148 â–²	3.3%	4,273,058	0.2%	ETF
ABBV AbbVie	$102,795,458	$9,137,418 â–²	9.8%	472,644	0.2%	Medical
IWV iShares Russell 3000 ETF	$102,209,884	$1,245,856 â–²	1.2%	275,736	0.2%	ETF
XLK Technology Select Sector SPDR Fund	$100,905,664	$4,293,237 â–¼	-4.1%	760,006	0.1%	ETF
USMV iShares MSCI USA Min Vol Factor ETF	$99,963,471	$17,595,012 â–¼	-15.0%	1,077,889	0.1%	ETF
V Visa	$99,553,975	$531,338 â–²	0.5%	329,387	0.1%	Business Services
APH Amphenol	$97,250,650	$12,207,929 â–¼	-11.2%	769,693	0.1%	Computer and Technology
DFAT Dimensional U.S. Targeted Value ETF	$96,962,223	$8,031,006 â–²	9.0%	1,552,638	0.1%	ETF
DFAS Dimensional U.S. Small Cap ETF	$96,647,515	$17,054,410 â–²	21.4%	1,358,745	0.1%	ETF
KLAC KLA	$95,267,081	$24,710,161 â–¼	-20.6%	64,701	0.1%	Computer and Technology
AMAT Applied Materials	$95,141,801	$3,549,481 â–²	3.9%	278,364	0.1%	Computer and Technology
VO Vanguard Mid-Cap ETF	$95,095,630	$34,683,301 â–¼	-26.7%	331,136	0.1%	ETF
MRK Merck & Co., Inc.	$94,540,373	$1,290,351 â–²	1.4%	785,937	0.1%	Medical
VTV Vanguard Value ETF	$94,396,005	$3,594,779 â–²	4.0%	481,121	0.1%	ETF
DFAI Dimensional International Core Equity Market ETF	$93,118,967	$47,190,343 â–²	102.7%	2,390,117	0.1%	ETF
PG Procter & Gamble	$92,244,947	$2,510,076 â–²	2.8%	638,639	0.1%	Consumer Staples
BND Vanguard Total Bond Market ETF	$82,159,064	$3,729,499 â–¼	-4.3%	1,115,685	0.1%	ETF
BRK.A Berkshire Hathaway	$80,431,680	$1,436,280 â–¼	-1.8%	112	0.1%	Finance
SUSL iShares ESG MSCI USA Leaders ETF	$80,298,646	$2,914,021 â–¼	-3.5%	706,838	0.1%	Manufacturing

Showing largest 100 holdings. View all holdings.

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Mercer Global Advisors Inc /Adv Top Holdings and 13F Report (2026)

About Mercer Global Advisors Inc /Adv

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Mercer Global Advisors Inc /Adv Top Holdings and 13F Report (2026)

About Mercer Global Advisors Inc /Adv

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMercer Global Advisors Inc /Adv

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools