MGMERCER GLOBAL ADVISORS INC /ADV
Institutional investor · Portfolio as of Q4 2025
Top Holdings2,840 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES TR | 36.3M | $3.6B | 5.5% | $91.94 | +6.14% | 28 qtrssince 2019-Q1 | Increased 68 |
| 41.4M | $3.3B | 5.0% | — | — | 28 qtrssince 2019-Q1 | Increased 64 | |
VANGUARD S&P 500 ETF | 5.4M | $3.1B | 4.7% | $447.53 | +41.16% | 28 qtrssince 2019-Q1 | Increased 64 |
DIMENSIONAL US CORE EQUITY 2 | 64.4M | $2.5B | 3.9% | $29.37 | +35.87% | 19 qtrssince 2021-Q2 | Increased 62 |
VANGUARD FTSE DEVELOPED ETF | 34.8M | $2.2B | 3.3% | $47.10 | +33.30% | 28 qtrssince 2019-Q1 | Increased 61 |
ISHARES MSCI USA MOMENTUM FA | 7.8M | $2B | 3.0% | $150.49 | +67.97% | 28 qtrssince 2019-Q1 | Increased 56 |
DIMENSIONAL US MARKETWIDE VA | 39.9M | $1.9B | 2.8% | $36.98 | +26.90% | 15 qtrssince 2022-Q2 | Increased 57 |
APPLE INC | 6.6M | $1.8B | 2.7% | $255.15 | +6.26% | 2 qtrssince 2025-Q3 | Increased 60 |
DIMENSIONAL ETF TRUST | 44.8M | $1.7B | 2.6% | $29.99 | +27.76% | 14 qtrssince 2022-Q3 | Increased 58 |
VANGUARD TOTAL INTL BOND ETF | 34.7M | $1.7B | 2.6% | $45.44 | +4.89% | 28 qtrssince 2019-Q1 | Increased 61 |
DIMENSIONAL ETF TRUST | 37M | $1.3B | 1.9% | $25.29 | +36.92% | 13 qtrssince 2022-Q4 | Increased 53 |
ISHARES TR | 22.9M | $1.1B | 1.7% | $32.73 | +47.22% | 28 qtrssince 2019-Q1 | Increased 53 |
NVIDIA CORP | 6M | $1.1B | 1.6% | $181.97 | +3.06% | 2 qtrssince 2025-Q3 | Increased 51 |
DIMENSIONAL INTERNATIONAL VA | 21.5M | $1.1B | 1.6% | $33.74 | +48.47% | 18 qtrssince 2021-Q3 | Increased 52 |
DIMENSIONAL ETF TRUST | 30.2M | $955.5M | 1.5% | $25.77 | +23.48% | 14 qtrssince 2022-Q3 | Increased 53 |
MICROSOFT CORP | 2M | $953.7M | 1.5% | $355.41 | +37.16% | 28 qtrssince 2019-Q1 | Increased 55 |
ISHARES NATIONAL MUNI BOND E | 8.5M | $915.7M | 1.4% | $99.68 | +5.47% | 28 qtrssince 2019-Q1 | Increased 57 |
ISHARES SHORT-TERM NATIONAL | 8.5M | $905.8M | 1.4% | $99.19 | +5.98% | 24 qtrssince 2020-Q1 | Increased 55 |
VANGUARD FTSE EMERGING MARKETS | 15.8M | $851.1M | 1.3% | $42.51 | +26.58% | 28 qtrssince 2019-Q1 | Increased 52 |
AVANTIS US SMALL CAP EQUITY | 14.5M | $849.3M | 1.3% | $53.17 | +11.34% | 5 qtrssince 2024-Q4 | Increased 51 |
MERCER GLOBAL ADVISORS INC /ADV manages $65.6B across 2840 positions as of Q4 2025. Top holdings: AGG (5.5%), VANGUARD BD INDEX FDS (5.0%), VOO (4.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 354 new positions, 147 exits, 1615 increased. Top move: AGG (INCREASED, conviction 68). Portfolio: $65.6B across 2840 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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