MGMERCER GLOBAL ADVISORS INC /ADV
Institutional investor · Portfolio as of Q1 2026
SEC EDGAR SourceSEC Filings
MERCER GLOBAL ADVISORS INC /ADV manages $67.6B across 3217 positions as of Q1 2026. Top holdings: AGG (5.8%), VANGUARD BD INDEX FDS (5.3%), VOO (4.7%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Q1 2026 Summary
Active quarter - 541 new positions, 164 exits, 1663 increased. Top move: AGG (INCREASED, conviction 67). Portfolio: $67.6B across 3217 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Unknown70.68%
Technology10.04%
Financial Services3.89%
Industrials2.75%
Healthcare2.74%
Consumer Cyclical2.71%
Communication Services2.56%
Consumer Defensive1.48%
Energy1.34%
Utilities0.64%
Other1.20%
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Top Holdings3,217 positions
Activity:
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction | |
|---|---|---|---|---|---|---|---|---|
ISHARES TR | 39.3M | $3.9B | 5.8% | $94.31 | +3.93% | 29 qtrssince 2019-Q1 | Increased 67 | |
| 45.4M | $3.6B | 5.3% | — | — | — | Increased 68 | ||
VANGUARD INDEX FDS | 5.3M | $3.1B | 4.7% | $447.53 | +51.82% | 29 qtrssince 2019-Q1 | Decreased 0 | |
DIMENSIONAL ETF TRUST | 70.3M | $2.7B | 4.0% | $30.32 | +41.76% | 20 qtrssince 2021-Q2 | Increased 64 | |
VANGUARD TAX-MANAGED FDS | 35.7M | $2.3B | 3.4% | $47.59 | +45.15% | 29 qtrssince 2019-Q1 | Increased 60 | |
DIMENSIONAL ETF TRUST | 42.3M | $2.1B | 3.0% | $37.73 | +38.18% | 16 qtrssince 2022-Q2 | Increased 62 | |
ISHARES TR | 8.4M | $2B | 3.0% | $157.21 | +89.73% | 29 qtrssince 2019-Q1 | Increased 59 | |
DIMENSIONAL ETF TRUST | 48.7M | $1.8B | 2.7% | $30.70 | +29.82% | 15 qtrssince 2022-Q3 | Increased 60 | |
VANGUARD CHARLOTTE FDS | 36.3M | $1.7B | 2.6% | $46.07 | +3.25% | 29 qtrssince 2019-Q1 | Increased 57 | |
APPLE INC | 6.7M | $1.7B | 2.5% | $255.61 | +17.46% | 3 qtrssince 2025-Q3 | Increased 55 | |
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Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer