Mercer Global Advisors Inc 13F Holdings
Mercer Global Advisors Inc's holdings from its Form 13F-HR filing for the quarter ended June 30, 2026, compared with the previous quarter (March 31, 2026). 13F filings list the long U.S. equity positions held by institutional investment managers with over $100 million under management.
Quarter
Q2 2026
Reported 13F value
$80.0B
Largest holding
Ishares TR (core US Aggbd ET)
Biggest Buys (Q2 2026)
| Security | Change | Value of change | % of portfolio |
|---|---|---|---|
| ISHARES TR (CORE US AGGBD ET) | +5.14M sh | $509.6M | 5.50% |
| VANGUARD BD INDEX FDS (SHORT TRM BOND) | +5.02M sh | $392.6M | 4.91% |
| ISHARES TR (CORE S&P500 ETF) | +498,400 sh | $349.4M | 1.19% |
| VANGUARD STAR FDS (VG TL INTL STK F) | +1.70M sh | $138.2M | 0.23% |
| VANGUARD CHARLOTTE FDS (TOTAL INT BD ETF) | +2.71M sh | $130.5M | 2.36% |
| ISHARES TR (SHRT NAT MUN ETF) | +1.22M sh | $130.1M | 1.39% |
| DIMENSIONAL ETF TRUST (US COR EQU 2 ETF) | +2.91M sh | $120.9M | 4.06% |
| VANGUARD INDEX FDS (S&P 500 ETF SHS) | +188,100 sh | $120.8M | 4.67% |
| NVIDIA CORPORATION | +613,500 sh | $112.2M | 1.90% |
| VANGUARD INDEX FDS (EXTEND MKT ETF) | +489,800 sh | $110.7M | 0.56% |
Biggest Sells (Q2 2026)
| Security | Change | Value of change | % of portfolio |
|---|---|---|---|
| VANGUARD INDEX FDS (TOTAL STK MKT) | -545,800 sh | -$188.5M | 0.70% |
| INVESCO EXCH TRADED FD TR II (SHORT TERM ETF) | -1.10M sh | -$115.7M | 0.00% |
| ISHARES TR (MSCI USA MMENTM) | -276,100 sh | -$80.5M | 3.47% |
| INTEL CORP | -689,500 sh | -$63.4M | 0.32% |
| ORUKA THERAPEUTICS INC | -801,400 sh | -$57.8M | 0.00% |
| ISHARES TR (CORE MSCI EAFE) | -570,200 sh | -$53.3M | 0.49% |
| ISHARES INC (CORE MSCI EMKT) | -408,400 sh | -$31.2M | 0.21% |
| ISHARES TR (CORE S&P MCP ETF) | -418,200 sh | -$30.2M | 0.15% |
| CARNIVAL CORP | Sold out | -$27.5M | 0.00% |
| ISHARES TR (RUS 1000 ETF) | -69,100 sh | -$26.5M | 0.37% |
Top 50 Holdings
| Security | Value | % of portfolio | Change in shares |
|---|---|---|---|
| ISHARES TR (CORE US AGGBD ET) | $4.4B | 5.50% | +13.07% |
| VANGUARD BD INDEX FDS (SHORT TRM BOND) | $3.9B | 4.91% | +11.06% |
| VANGUARD INDEX FDS (S&P 500 ETF SHS) | $3.7B | 4.67% | +3.58% |
| DIMENSIONAL ETF TRUST (US COR EQU 2 ETF) | $3.2B | 4.06% | +4.13% |
| ISHARES TR (MSCI USA MMENTM) | $2.8B | 3.47% | -3.29% |
| VANGUARD TAX-MANAGED FDS (VAN FTSE DEV MKT) | $2.6B | 3.25% | +2.18% |
| DIMENSIONAL ETF TRUST (US MKTWIDE VALUE) | $2.4B | 2.96% | +1.77% |
| DIMENSIONAL ETF TRUST (US HIGH PROF ETF) | $2.1B | 2.67% | +5.04% |
| APPLE INC | $2.0B | 2.51% | +4.94% |
| VANGUARD CHARLOTTE FDS (TOTAL INT BD ETF) | $1.9B | 2.36% | +7.46% |
| DIMENSIONAL ETF TRUST (INTL CORE EQUITY) | $1.5B | 1.93% | +7.84% |
| NVIDIA CORPORATION | $1.5B | 1.90% | +8.55% |
| ISHARES TR (MSCI INTL MOMENT) | $1.4B | 1.72% | +7.62% |
| DIMENSIONAL ETF TRUST (INTERNATNAL VAL) | $1.3B | 1.60% | +6.80% |
| DIMENSIONAL ETF TRUST (INTL HIGH PROFIT) | $1.2B | 1.51% | +9.40% |
| AMERICAN CENTY ETF TR (AVAN US SMAL ETF) | $1.1B | 1.39% | +2.38% |
| ISHARES TR (NATIONAL MUN ETF) | $1.1B | 1.39% | +10.57% |
| ISHARES TR (SHRT NAT MUN ETF) | $1.1B | 1.39% | +13.28% |
| VANGUARD INDEX FDS (SMALL CP ETF) | $1.0B | 1.30% | +2.73% |
| VANGUARD INTL EQUITY INDEX F (FTSE EMR MKT ETF) | $987.2M | 1.23% | -0.33% |
| AMERICAN CENTY ETF TR (AVANTIS EMGMKT) | $961.8M | 1.20% | +0.80% |
| ISHARES TR (CORE S&P500 ETF) | $951.9M | 1.19% | +64.51% |
| MICROSOFT CORP | $800.4M | 1.00% | +6.84% |
| VANGUARD MUN BD FDS (TAX EXEMPT BD) | $579.8M | 0.72% | +5.83% |
| AMAZON COM INC | $575.2M | 0.72% | +9.03% |
| ALPHABET INC (CAP STK CL A) | $570.0M | 0.71% | +3.56% |
| VANGUARD INDEX FDS (TOTAL STK MKT) | $563.9M | 0.70% | -26.36% |
| ALPHABET INC (CAP STK CL C) | $517.3M | 0.65% | +4.26% |
| BROADCOM INC | $461.5M | 0.58% | +3.65% |
| MICRON TECHNOLOGY INC | $456.9M | 0.57% | +0.06% |
| VANGUARD INDEX FDS (EXTEND MKT ETF) | $450.7M | 0.56% | +36.53% |
| VANGUARD WHITEHALL FDS (HIGH DIV YLD) | $430.5M | 0.54% | +0.65% |
| STATE STR SPDR S&P 500 ETF T (TR UNIT) | $402.9M | 0.50% | +8.89% |
| ISHARES TR (CORE MSCI EAFE) | $392.9M | 0.49% | -12.29% |
| DIMENSIONAL ETF TRUST (CALIF MUN BD ETF) | $384.2M | 0.48% | +8.97% |
| DIMENSIONAL ETF TRUST (US EQUI MARK ETF) | $313.4M | 0.39% | +12.70% |
| JPMORGAN CHASE & CO | $304.1M | 0.38% | +11.12% |
| META PLATFORMS INC (CL A) | $299.4M | 0.37% | +12.63% |
| INVESCO QQQ TR (UNIT SER 1) | $298.3M | 0.37% | +17.44% |
| BERKSHIRE HATHAWAY INC DEL (CL B NEW) | $295.1M | 0.37% | +4.54% |
| ISHARES TR (RUS 1000 ETF) | $293.1M | 0.37% | -8.81% |
| SCHWAB STRATEGIC TR (US LRG CAP ETF) | $284.6M | 0.36% | -2.60% |
| TESLA INC | $271.8M | 0.34% | +10.69% |
| LAM RESEARCH CORP (COM NEW) | $262.6M | 0.33% | -4.60% |
| INTEL CORP | $255.3M | 0.32% | -27.38% |
| ISHARES TR (MSCI USA QLT FCT) | $253.9M | 0.32% | -0.37% |
| ADVANCED MICRO DEVICES INC | $246.5M | 0.31% | +52.12% |
| SCHWAB STRATEGIC TR (INTL EQTY ETF) | $241.2M | 0.30% | -2.18% |
| JOHNSON & JOHNSON | $235.7M | 0.29% | +1.88% |
| EXXON MOBIL CORP | $230.6M | 0.29% | +7.10% |
Values are as reported in the filing, adjusted for stock splits. Ranked by market value; options and other non-equity positions may be included where the filing lists them.
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