MERCER GLOBAL ADVISORS INC /ADV

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$65.6B

Total Positions

2,840

New This Quarter

354

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

AGG5.52%

VANGUARD BD 4.98%

VOO4.75%

DFAC3.88%

VEA3.32%

MTUM2.99%

DFUV2.83%

AAPL2.73%

DUHP2.60%

BNDX2.56%

Other20.15%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

OKLO7Q held

Oklo Inc

Avg $13.09 · $1.2M est. P&L

Est. P&L

+447.28%

AFRM13Q held

Affirm Holdings Inc

Avg $17.50 · $1.9M est. P&L

Est. P&L

+333.41%

BBVA22Q held

BANCO BILBAO VIZCAYA ARGENTA

Avg $5.88 · $10.2M est. P&L

Est. P&L

+298.86%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 2837 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
AGG ISHARES TR	36.3M	$3.6B	5.5%	—	$93.78	+6.42%	28 qtrs	Increased 68
921937827 VANGUARD BD INDEX FDS	41.4M	$3.3B	5.0%	—	—	—	—	Increased 64
VOO VANGUARD INDEX FDS	5.4M	$3.1B	4.7%	—	$447.53	+41.16%	28 qtrs	Increased 64
DFAC DIMENSIONAL ETF TRUST	64.4M	$2.5B	3.9%	—	$29.37	+35.87%	19 qtrs	Increased 62
VEA VANGUARD TAX-MANAGED FDS	34.8M	$2.2B	3.3%	—	$47.10	+33.30%	28 qtrs	Increased 61
MTUM ISHARES TR	7.8M	$2B	3.0%	—	$150.73	+67.71%	28 qtrs	Increased 56
DFUV DIMENSIONAL ETF TRUST	39.9M	$1.9B	2.8%	—	$36.98	+26.90%	15 qtrs	Increased 57
AAPL Apple Inc	6.6M	$1.8B	2.7%	—	$255.53	+6.77%	2 qtrs	Increased 60
DUHP DIMENSIONAL ETF TRUST	44.8M	$1.7B	2.6%	—	$29.99	+27.76%	14 qtrs	Increased 58
BNDX VANGUARD CHARLOTTE FDS	34.7M	$1.7B	2.6%	—	$45.95	+5.05%	28 qtrs	Increased 61
DFIC DIMENSIONAL ETF TRUST	37M	$1.3B	1.9%	—	$25.29	+36.92%	13 qtrs	Increased 53
IMTM ISHARES TR	22.9M	$1.1B	1.7%	—	$32.76	+47.10%	28 qtrs	Increased 53
NVDA NVIDIA Corp	6M	$1.1B	1.6%	—	$181.97	+3.06%	2 qtrs	Increased 51
DFIV DIMENSIONAL ETF TRUST	21.5M	$1.1B	1.6%	—	$33.74	+48.47%	18 qtrs	Increased 52
DIHP DIMENSIONAL ETF TRUST	30.2M	$955.5M	1.5%	—	$25.77	+23.48%	14 qtrs	Increased 53
MSFT Microsoft Corp	2M	$953.7M	1.5%	—	$355.45	+37.14%	28 qtrs	Increased 55
MUB ISHARES TR	8.5M	$915.7M	1.4%	—	$101.28	+5.47%	28 qtrs	Increased 57
SUB ISHARES TR	8.5M	$905.8M	1.4%	—	$100.46	+5.99%	24 qtrs	Increased 55
VWO VANGUARD INTL EQUITY INDEX F	15.8M	$851.1M	1.3%	—	$42.51	+26.58%	28 qtrs	Increased 52
AVSC AMERICAN CENTY ETF TR	14.5M	$849.3M	1.3%	—	$53.17	+11.34%	5 qtrs	Increased 51
VB VANGUARD INDEX FDS	3.2M	$824.2M	1.3%	—	$206.03	+26.42%	28 qtrs	Increased 50
AVEM AMERICAN CENTY ETF TR	9.6M	$741.5M	1.1%	—	$58.77	+31.38%	5 qtrs	Increased 52
VTI VANGUARD INDEX FDS	2.1M	$687.9M	1.0%	—	$326.49	+3.48%	2 qtrs	Increased 51
VTEB VANGUARD MUN BD FDS	10.2M	$514.4M	0.8%	—	$47.36	+5.88%	28 qtrs	Increased 47
AMZN Amazon.com Inc	2.1M	$493.4M	0.8%	—	$221.57	+4.95%	5 qtrs	Increased 50
Showing 25 of 2,837 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

MFCMANULIFE FINL CORP

Q1 2024 → Q4 2025+18,776 shares+$1.7M

JHGJanus Henderson Group PLC

Q1 2024 → Q4 2025+143,518 shares+$7.6M

METMetLife Inc

Q1 2024 → Q4 2025+61,740 shares+$9.1M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer