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MERCER GLOBAL ADVISORS INC /ADV — 13F Holdings & Portfolio

CIK 853758 · latest 13F-HR filed 2026-05-15

Backtest portfolio

MERCER GLOBAL ADVISORS INC /ADV manages $67.58B in 13F-reported U.S. long-equity assets across 3,217 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AGG (5.78%), BSV (5.27%), VOO (4.65%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 550 new positions, exited 173, added to 1,433, and trimmed 854.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$67.58B

Long-equity book

Holdings

3,217

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+550 / −173 / ↑1433 / ↓854

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD BD INDEX FDS$296.0M +9.1%
  • ISHARES TR$284.5M +7.9%
  • DIMENSIONAL ETF TRUST$194.4M +10.5%
  • DIMENSIONAL ETF TRUST$183.6M +7.2%
  • NVIDIA CORPORATION$138.1M +12.8%
Show all 1433 →

Top Trims

  • MICROSOFT CORP-$208.6M -21.9%
  • APPLE INC-$108.8M -6.1%
  • ISHARES TR-$92.1M -40.8%
  • VANGUARD WORLD FD-$71.2M -37.8%
  • INVESCO QQQ TR-$63.5M -24.1%
Show all 854 →

New Positions

  • INVESCO EXCH TRADED FD TR II$116.0M
  • ASTRAZENECA PLC$15.1M
  • CAPRICOR THERAPEUTICS INC$12.3M
  • FIRST TR EXCHNG TRADED FD VI$8.9M
  • ISHARES TR$8.8M
Show all 550 →

Exited Positions

  • ETFIS SER TR I$71.8M
  • CONFLUENT INC$39.0M
  • ASTRAZENECA PLC$11.8M
  • EXACT SCIENCES CORP$10.4M
  • UNILEVER PLC$7.1M
Show all 173 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR AGG 464287226 $3.91B 5.78% 39,348,759 SH
2 VANGUARD BD INDEX FDS BSV 921937827 $3.56B 5.27% 45,430,446 SH
3 VANGUARD INDEX FDS VOO 922908363 $3.14B 4.65% 5,258,941 SH
4 DIMENSIONAL ETF TRUST DFAC 25434V708 $2.73B 4.04% 70,292,321 SH
5 VANGUARD TAX-MANAGED FDS VEA 921943858 $2.29B 3.39% 35,738,763 SH
6 DIMENSIONAL ETF TRUST DFUV 25434V724 $2.05B 3.04% 42,337,032 SH
7 ISHARES TR MTUM 46432F396 $2.01B 2.98% 8,388,874 SH
8 DIMENSIONAL ETF TRUST DUHP 25434V831 $1.79B 2.65% 48,730,938 SH
9 VANGUARD CHARLOTTE FDS BNDX 92203J407 $1.74B 2.58% 36,281,536 SH
10 APPLE INC AAPL 037833100 $1.68B 2.48% 6,666,360 SH
11 DIMENSIONAL ETF TRUST DFIC 25434V799 $1.37B 2.02% 38,461,411 SH
12 NVIDIA CORPORATION NVDA 67066G104 $1.22B 1.81% 7,173,521 SH
13 DIMENSIONAL ETF TRUST DFIV 25434V807 $1.17B 1.74% 22,261,639 SH
14 ISHARES TR IMTM 46434V449 $1.15B 1.71% 24,007,785 SH
15 DIMENSIONAL ETF TRUST DIHP 25434V765 $1.04B 1.54% 32,330,961 SH
16 ISHARES TR MUB 464288414 $993.3M 1.47% 9,357,674 SH
17 ISHARES TR SUB 464288158 $979.4M 1.45% 9,196,615 SH
18 AMERICAN CENTY ETF TR AVSC 025072323 $925.4M 1.37% 14,853,773 SH
19 VANGUARD INTL EQUITY INDEX F VWO 922042858 $896.9M 1.33% 16,593,473 SH
20 VANGUARD INDEX FDS VB 922908751 $871.9M 1.29% 3,328,890 SH
21 AMERICAN CENTY ETF TR AVEM 025072604 $796.9M 1.18% 9,889,366 SH
22 MICROSOFT CORP MSFT 594918104 $745.1M 1.10% 2,018,956 SH
23 VANGUARD INDEX FDS VTI 922908769 $664.0M 0.98% 2,070,334 SH
24 VANGUARD MUN BD FDS VTEB 922907746 $540.4M 0.80% 10,832,376 SH
25 ISHARES TR IVV 464287200 $504.7M 0.75% 772,663 SH
26 AMAZON COM INC AMZN 023135106 $461.0M 0.68% 2,218,763 SH
27 ALPHABET INC GOOGL 02079K305 $443.4M 0.66% 1,541,986 SH
28 ISHARES TR IEFA 46432F842 $419.9M 0.62% 4,638,138 SH
29 ALPHABET INC GOOG 02079K107 $404.3M 0.60% 1,411,064 SH
30 VANGUARD WHITEHALL FDS VYM 921946406 $400.9M 0.59% 2,706,655 SH
31 BROADCOM INC AVGO 11135F101 $363.6M 0.54% 1,182,352 SH
32 DIMENSIONAL ETF TRUST DFCA 25434V633 $350.3M 0.52% 7,027,020 SH
33 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $324.2M 0.48% 505,779 SH
34 ISHARES TR IWB 464287622 $279.8M 0.41% 784,742 SH
35 VANGUARD INDEX FDS VXF 922908652 $276.0M 0.41% 1,340,917 SH
36 META PLATFORMS INC META 30303M102 $271.1M 0.40% 475,030 SH
37 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $270.3M 0.40% 564,071 SH
38 EXXON MOBIL CORP XOM 30231G102 $267.1M 0.40% 1,574,584 SH
39 SCHWAB STRATEGIC TR SCHX 808524201 $254.6M 0.38% 9,928,543 SH
40 JPMORGAN CHASE & CO JPM 46625H100 $245.9M 0.36% 837,325 SH
41 DIMENSIONAL ETF TRUST DFUS 25434V401 $240.7M 0.36% 3,394,161 SH
42 WALMART INC WMT 931142103 $233.3M 0.35% 1,876,855 SH
43 ISHARES TR QUAL 46432F339 $222.8M 0.33% 1,161,409 SH
44 JOHNSON & JOHNSON JNJ 478160104 $222.7M 0.33% 911,019 SH
45 SCHWAB STRATEGIC TR SCHF 808524805 $220.3M 0.33% 8,901,238 SH
46 TESLA INC TSLA 88160R101 $217.1M 0.32% 587,117 SH
47 INVESCO QQQ TR QQQ 46090E103 $200.1M 0.30% 347,140 SH
48 ISHARES TR EAGG 46435U549 $182.0M 0.27% 3,828,027 SH
49 ISHARES TR IWF 464287614 $174.0M 0.26% 408,111 SH
50 ISHARES INC IEMG 46434G103 $168.6M 0.25% 2,417,521 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $67.58B 3,217 0000853758-26-000014
2025-12-31 2026-02-18 $65.60B 2,840 0000853758-26-000013
2025-09-30 2025-11-14 $59.91B 2,633 0000853758-25-000007