MGMERCER GLOBAL ADVISORS INC /ADV
Institutional investor · Portfolio as of Q1 2026
Top Holdings3,217 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES TR | 39.3M | $3.9B | 5.8% | $92.38 | +5.65% | 29 qtrssince 2019-Q1 | Increased 67 |
| 45.4M | $3.6B | 5.3% | — | — | 29 qtrssince 2019-Q1 | Increased 68 | |
VANGUARD S&P 500 ETF | 5.3M | $3.1B | 4.7% | $447.53 | +39.82% | 29 qtrssince 2019-Q1 | Decreased 0 |
DIMENSIONAL US CORE EQUITY 2 | 70.3M | $2.7B | 4.0% | $30.32 | +33.87% | 20 qtrssince 2021-Q2 | Increased 64 |
VANGUARD FTSE DEVELOPED ETF | 35.7M | $2.3B | 3.4% | $47.59 | +39.96% | 29 qtrssince 2019-Q1 | Increased 60 |
DIMENSIONAL US MARKETWIDE VA | 42.3M | $2.1B | 3.0% | $37.73 | +32.14% | 16 qtrssince 2022-Q2 | Increased 62 |
ISHARES MSCI USA MOMENTUM FA | 8.4M | $2B | 3.0% | $156.98 | +57.35% | 29 qtrssince 2019-Q1 | Increased 59 |
DIMENSIONAL ETF TRUST | 48.7M | $1.8B | 2.7% | $30.70 | +26.60% | 15 qtrssince 2022-Q3 | Increased 60 |
VANGUARD TOTAL INTL BOND ETF | 36.3M | $1.7B | 2.6% | $45.53 | +4.54% | 29 qtrssince 2019-Q1 | Increased 57 |
APPLE INC | 6.7M | $1.7B | 2.5% | $255.13 | -0.70% | 3 qtrssince 2025-Q3 | Increased 55 |
DIMENSIONAL ETF TRUST | 38.5M | $1.4B | 2.0% | $25.73 | +42.88% | 14 qtrssince 2022-Q4 | Increased 57 |
NVIDIA CORP | 7.2M | $1.2B | 1.8% | $181.65 | -0.88% | 3 qtrssince 2025-Q3 | Increased 60 |
DIMENSIONAL INTERNATIONAL VA | 22.3M | $1.2B | 1.7% | $34.40 | +55.53% | 19 qtrssince 2021-Q3 | Increased 52 |
ISHARES TR | 24M | $1.2B | 1.7% | $33.56 | +49.01% | 29 qtrssince 2019-Q1 | Increased 53 |
DIMENSIONAL ETF TRUST | 32.3M | $1B | 1.5% | $26.29 | +27.83% | 15 qtrssince 2022-Q3 | Increased 54 |
ISHARES NATIONAL MUNI BOND E | 9.4M | $993.3M | 1.5% | $100.11 | +4.62% | 29 qtrssince 2019-Q1 | Increased 55 |
ISHARES SHORT-TERM NATIONAL | 9.2M | $979.4M | 1.4% | $99.67 | +5.72% | 25 qtrssince 2020-Q1 | Increased 55 |
AVANTIS US SMALL CAP EQUITY | 14.9M | $925.4M | 1.4% | $53.46 | +19.79% | 6 qtrssince 2024-Q4 | Increased 52 |
VANGUARD FTSE EMERGING MARKETS | 16.6M | $896.9M | 1.3% | $43.09 | +28.17% | 29 qtrssince 2019-Q1 | Increased 53 |
VANGUARD SMALL-CAP VIPERS | 3.3M | $871.9M | 1.3% | $208.75 | +31.27% | 29 qtrssince 2019-Q1 | Increased 52 |
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: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
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
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer