13F value (AUM)
$81.0B
Mercer Global Advisors Inc /Adv
MERCER GLOBAL ADVISORS INC /ADV
$81.0B
13F long value · 2026-Q2Positions6105
CategoryAsset Manager
Quarters tracked8
▲ #130 of 581 by 13F value
Size rank 8/10
3 NEW705 ADD301 2×+298 TRIM32 NEAR EXIT1 EXIT
Snapshot
Mercer Global Advisors Inc /Adv's 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions
6105 (361 unmapped)
Top 100 weight
76.9%
Quarters tracked
8
Latest 13F filed
Aug 19, 2026
New positions
3
Exits / near-exits
33
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
Top holdings — 2026-Q2
The fund's largest reported positions. The 100 shown cover 76.9% of the portfolio.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| AGG | ISHARES TR | 5.5% | $4.5B | 45.0M | — |
| BSV | VANGUARD BD INDEX FDS | 4.9% | $3.9B | 50.7M | — |
| VOO | VANGUARD INDEX FDS | 4.6% | $3.8B | 5.5M | — |
| DFAC | DIMENSIONAL ETF TRUST | 4.0% | $3.2B | 73.2M | — |
| MTUM | ISHARES TR | 3.4% | $2.8B | 8.1M | — |
| VEA | VANGUARD TAX-MANAGED FDS | 3.2% | $2.6B | 36.6M | — |
| DFUV | DIMENSIONAL ETF TRUST | 2.9% | $2.4B | 43.4M | — |
| DUHP | DIMENSIONAL ETF TRUST | 2.7% | $2.2B | 51.7M | — |
| AAPL | APPLE INC | 2.5% | $2.0B | 7.0M | +14.2% |
| BNDX | VANGUARD CHARLOTTE FDS | 2.4% | $1.9B | 39.3M | — |
| DFIC | DIMENSIONAL ETF TRUST | 1.9% | $1.5B | 41.5M | — |
| NVDA | NVIDIA CORPORATION | 1.9% | $1.5B | 7.7M | +15.4% |
| IMTM | ISHARES TR | 1.7% | $1.4B | 25.8M | — |
| DFIV | DIMENSIONAL ETF TRUST | 1.6% | $1.3B | 24.0M | — |
| DIHP | DIMENSIONAL ETF TRUST | 1.5% | $1.2B | 35.6M | — |
Option positions — 2026-Q2
$3.0M across 25 put positions vs $1.7M across 45 call positions — put/call ratio 1.75. Values are notional — the market value of the shares the options reference.
| Type | Ticker | Issuer | Underlying shares | Notional value | % of 13F value |
|---|---|---|---|---|---|
| CALL | SOFI | SOFI TECHNOLOGIES INC | 100 | — | — |
| CALL | BROS | DUTCH BROS INC | 100 | — | — |
| PUT | NVDA | NVIDIA CORPORATION | 170.5K | $875.8K | 0.0% |
| PUT | MU | MICRON TECHNOLOGY INC | 3.5K | $580.5K | 0.0% |
| CALL | GOOGL | ALPHABET INC | 3.5K | $551.9K | 0.0% |
| PUT | MSFT | MICROSOFT CORP | 12.0K | $330.9K | 0.0% |
| PUT | AAPL | APPLE INC | 55.4K | $289.9K | 0.0% |
| CALL | SPY | STATE STR SPDR S&P 500 ETF T | 8.3K | $251.8K | 0.0% |
| CALL | QQQ | INVESCO QQQ TR | 1.5K | $198.1K | 0.0% |
| PUT | META | META PLATFORMS INC | 3.1K | $169.9K | 0.0% |
Quarterly changes — 2026-Q2
What Mercer Global Advisors Inc /Adv opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| ADD | IVV | ISHARES TR | 772.7K | 1.3M | +65.0% | +$450.0M |
| ADD | AMD | ADVANCED MICRO DEVICES INC | 279.0K | 426.2K | +52.8% | +$190.9M |
| ADD | VXF | VANGUARD INDEX FDS | 1.3M | 1.8M | +36.7% | +$175.4M |
| 2×+ | VXUS | VANGUARD STAR FDS | 499.7K | 2.2M | +342.3% | +$150.4M |
| TRIM | INTC | INTEL CORP | 2.5M | 1.8M | -27.3% | +$144.4M |
| NEAR EXIT | TBLL | INVESCO EXCH TRADED FD TR II | 1.1M | 2.7K | -99.8% | -$115.7M |
| TRIM | VTI | VANGUARD INDEX FDS | 2.1M | 1.5M | -25.7% | -$94.5M |
| 2×+ | IGIB | ISHARES TR | 36.8K | 1.8M | +4800.3% | +$93.9M |
| ADD | USIG | ISHARES TR | 1.2M | 2.4M | +96.1% | +$60.2M |
| ADD | PANW | PALO ALTO NETWORKS INC | 169.7K | 225.7K | +33.0% | +$49.8M |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.