Q1 2026 13F · SEC CIK 853758

Mercer Global Advisors Inc /adv

Investment managerFiled 2026-05-15 for Q1 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $67.6B
Reported positions: 3,213
Top holdings a year, 3 yrs: +13.5%
Average holding period: 5.1 yrs

Mercer Global Advisors Inc /adv is an investment manager that reported 3,213 positions worth $67.6B in its Q1 2026 13F, filed 2026-05-15. Its largest holdings were Ishares Tr (AGG, 5.8%), Vanguard Bd Index Fds Vanguard Short Ter (BSV, 5.3%), Vanguard S&p 500 ETF (VOO, 4.7%). A portfolio copying its top holdings returned 13.5% a year over the last 3 years, against 20.4% for the S&P 500.

Mercer Global Advisors Inc /adv holdings largest 50 of 3,213 positions.

Weights are shares of the filer's total reported 13F value, compared with Q4 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Mercer Global Advisors Inc /adv 13F holdings
Stock	% of 13F value	Q4 2025	Shares	Share change	Reported value
AGGIshares Tr	5.8%	5.5%	39,348,759	+8.5%	$3.9B
BSVVanguard Bd Index Fds Vanguard Short Ter	5.3%	5.0%	45,430,446	+9.6%	$3.6B
VOOVanguard S&p 500 ETF	4.7%	4.7%	5,258,941	-2.3%	$3.1B
DFACDimensional U.s. Core Equity 2	4.0%	3.9%	70,292,321	+9.2%	$2.7B
VEAVanguard Tax-Managed Fds	3.4%	3.3%	35,738,763	+2.6%	$2.3B
DFUVDimensional U.s. Marketwide Val	3.0%	2.8%	42,337,032	+6.2%	$2.1B
MTUMIshares Msci USA Momentum Factor ETF	3.0%	3.0%	8,388,874	+7.2%	$2.0B
DUHPDimensional ETF Trust	2.7%	2.6%	48,730,938	+8.8%	$1.8B
BNDXVanguard Charlotte Fds	2.6%	2.6%	36,281,536	+4.5%	$1.7B
AAPLApple Inc	2.5%	2.7%	6,666,360	+1.0%	$1.7B
DFICDfa Dimensional Intl Core Equit	2.0%	1.9%	38,461,411	+4.0%	$1.4B
NVDANvidia Corporation Com	1.8%	1.6%	7,173,521	+19.7%	$1.2B
DFIVDimensional ETF Trust	1.7%	1.6%	22,261,639	+3.4%	$1.2B
IMTMIshares Tr	1.7%	1.7%	24,007,785	+5.0%	$1.2B
DIHPDimensional ETF Trust	1.5%	1.5%	32,330,961	+7.1%	$1.0B
MUBIshares National Muni Bond ETF	1.5%	1.4%	9,357,674	+9.5%	$993.3M
SUBIshares Tr	1.4%	1.4%	9,196,615	+8.3%	$979.4M
AVSCAmerican Centy ETF Tr	1.4%	1.3%	14,853,773	+2.7%	$925.4M
VWOVanguard Intl Equity Index F	1.3%	1.3%	16,593,473	+4.8%	$896.9M
VBVanguard Indx Fd	1.3%	1.3%	3,328,890	+4.2%	$871.9M
AVEMAmerican Centy ETF Tr	1.2%	1.1%	9,889,366	+2.7%	$796.9M
MSFTMicrosoft Corp	1.1%	1.5%	2,018,956	+2.2%	$745.1M
VTIVanguard Index Fds	1.0%	1.0%	2,070,334	+0.9%	$664.0M
VTEBVanguard Tx Ex Bd	0.8%	0.8%	10,832,376	+5.9%	$540.4M
IVVIshares Core S&p 500 ETF	0.7%	0.7%	772,663	+8.3%	$504.7M
AMZNAmazon Com Inc Com	0.7%	0.8%	2,218,763	+4.6%	$461.0M
GOOGLAlphabet Inc	0.7%	0.7%	1,541,986	+0.6%	$443.4M
IEFAIshares Core Msci Eafe ETF	0.6%	0.5%	4,638,138	+16.5%	$419.9M
GOOGAlphabet Inc	0.6%	0.6%	1,411,064	+16.1%	$404.3M
VYMVym	0.6%	0.6%	2,706,655	-1.6%	$400.9M
AVGOBroadcom Inc	0.5%	0.6%	1,182,352	+5.6%	$363.6M
DFCADimensional ETF Trust	0.5%	0.5%	7,027,020	+14.5%	$350.3M
SPYSpdr S&p 500 ETF Tr	0.5%	0.6%	505,779	-5.6%	$324.2M
IWBIshares Russell 1000 ETF	0.4%	0.5%	784,742	-1.0%	$279.8M
VXFVanguard Index Fds	0.4%	0.4%	1,340,917	+10.5%	$276.0M
METAMeta Platforms Inc Class A	0.4%	0.5%	475,030	+2.9%	$271.1M
BRK-BBerkshire Hathaway Inc Del	0.4%	0.4%	564,071	+2.9%	$270.3M
XOMExxon Mobil Corp	0.4%	0.3%	1,574,584	+4.7%	$267.1M
SCHXSchwab Stratgc Tr	0.4%	0.4%	9,928,543	-4.4%	$254.6M
JPMJpmorgan Chase & Co	0.4%	0.4%	837,325	+10.0%	$245.9M
DFUSDimensional ETF Trust	0.4%	0.3%	3,394,161	+20.1%	$240.7M
WMTWalmart Inc	0.3%	0.3%	1,876,855	+4.0%	$233.3M
QUALIshares Msci USA Quality Factor ETF	0.3%	0.3%	1,161,409	-15.2%	$222.8M
JNJJohnson & Johnson	0.3%	—	911,019	—	$222.7M
SCHFSchwab Intl Equity	0.3%	0.3%	8,901,238	-2.4%	$220.3M
TSLATesla Inc Com	0.3%	0.4%	587,117	+12.1%	$217.1M
QQQInvesco Qqq Tr	0.3%	0.4%	347,140	-19.3%	$200.1M
EAGGIshares Tr	0.3%	—	3,828,027	—	$182.0M
IWFIshares Russell 1000 Growth ETF	0.3%	0.3%	408,111	-5.2%	$174.0M
IEMGIshares	0.3%	—	2,417,521	—	$168.6M

What Mercer Global Advisors Inc /adv bought and sold in Q1 2026, against Q4 2025.

New positions

Q4 2025's filing was too long to tell new positions apart.

Share counts compared with the Q4 2025 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.0% /yr; S&P 500 +20.1%
3 years: +13.5% /yr; S&P 500 +20.4%
5 years: +6.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q1 2026	$67.6B	3,213
Q4 2025	$65.6B	2,837
Q3 2025	$59.9B	2,630
Q2 2025	$44.5B	2,213
Q1 2025	$43.6B	2,144
Q4 2024	$41.0B	2,115
Q3 2024	$42.7B	1,951
Q2 2024	$36.7B	1,965
Q1 2024	$35.2B	1,938
Q4 2023	$33.2B	2,002
Q3 2023	$26.3B	1,948
Q2 2023	$25.2B	1,913

Questions about Mercer Global Advisors Inc /adv's portfolio

What stocks does Mercer Global Advisors Inc /adv own?

Mercer Global Advisors Inc /adv's latest 13F, for Q1 2026 and filed May 15, 2026, lists 3,213 positions worth $67.6B. The largest are Ishares Tr (AGG) at 5.8%, Vanguard Bd Index Fds Vanguard Short Ter (BSV) at 5.3%, Vanguard S&p 500 ETF (VOO) at 4.7%, Dimensional U.s. Core Equity 2 (DFAC) at 4.0% and Vanguard Tax-Managed Fds (VEA) at 3.4%.

What did Mercer Global Advisors Inc /adv buy last quarter?

In Q1 2026, Mercer Global Advisors Inc /adv added Dimensional ETF Trust (DFUS) (+20.1% shares), Nvidia Corporation Com (NVDA) (+19.7% shares) and Ishares Core Msci Eafe ETF (IEFA) (+16.5% shares), compared with its Q4 2025 filing.

What did Mercer Global Advisors Inc /adv sell last quarter?

In Q1 2026, Mercer Global Advisors Inc /adv cut from its top 50 Ishares Tr (IBDT), cut from its top 50 Vanguard Info Tech (VGT), cut from its top 50 Vanguard Dividend Appreciation ETF (VIG), Invesco Qqq Tr (QQQ) (-19.3% shares), Ishares Msci USA Quality Factor ETF (QUAL) (-15.2% shares) and Spdr S&p 500 ETF Tr (SPY) (-5.6% shares), compared with its Q4 2025 filing.

How has Mercer Global Advisors Inc /adv's portfolio performed?

A portfolio copying Mercer Global Advisors Inc /adv's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.0% against +20.1%. Over 5 years: +6.3% a year against +11.6%.

When is Mercer Global Advisors Inc /adv's next 13F filing due?

13F filings are due 45 days after each quarter ends. Mercer Global Advisors Inc /adv's filing for the quarter ending Jun 30, 2026 was due by Aug 14, 2026; this page updates once it is processed.