EdgeMarket › What Mercer Global Advisors Inc /Adv reported owning
What Mercer Global Advisors Inc /Adv reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
67.6BPositions
3,217Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AGG iShares Core U.S. Aggregate Bond ETF | 3.9B | 5.8% | 39.3M | 97.35 | -1.7% |
| BSV Vanguard Short-Term Bond ETF | 3.6B | 5.3% | 45.4M | 77.57 | -1.4% |
| VOO Vanguard S&P 500 ETF | 3.1B | 4.7% | 5.3M | 703.71 | +20.0% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 2.7B | 4.0% | 70.3M | 45.61 | +22.8% |
| VEA Vanguard FTSE Developed Markets ETF | 2.3B | 3.4% | 35.7M | 73.42 | +24.7% |
| DFUV Dimensional US Marketwide Value ETF | 2.1B | 3.0% | 42.3M | 57.43 | +31.9% |
| MTUM iShares MSCI USA Momentum Factor ETF | 2.0B | 3.0% | 8.4M | 305.17 | +25.7% |
| DUHP Dimensional US High Profitability ETF | 1.8B | 2.7% | 48.7M | 42.41 | +15.6% |
| BNDX Vanguard Total International Bond ETF | 1.7B | 2.6% | 36.3M | 47.65 | -3.3% |
| AAPL Apple Inc. | 1.7B | 2.5% | 6.7M | 309.35 | +36.9% |
| DFIC Dimensional International Core Equity 2 ETF | 1.4B | 2.0% | 38.5M | 39.41 | +22.0% |
| NVDA NVIDIA CORP | 1.2B | 1.8% | 7.2M | 214.72 | +22.4% |
| DFIV Dimensional International Value ETF | 1.2B | 1.7% | 22.3M | 58.31 | +27.8% |
| IMTM iShares MSCI Intl Momentum Factor ETF | 1.2B | 1.7% | 24.0M | 53.95 | +15.0% |
| DIHP Dimensional International High Profitability E | 1.0B | 1.5% | 32.3M | 35.74 | +18.9% |
| MUB iShares National Muni Bond ETF | 993.3M | 1.5% | 9.4M | 105.34 | +1.2% |
| SUB iShares Short-Term National Muni Bond ETF | 979.4M | 1.4% | 9.2M | 106.30 | -0.6% |
| AVSC Avantis U.S Small Cap Equity ETF | 925.4M | 1.4% | 14.9M | 73.84 | +35.4% |
| VWO Vanguard FTSE Emerging Markets ETF | 896.9M | 1.3% | 16.6M | 60.45 | +17.7% |
| VB Vanguard Morningstar Small-Cap ETF | 871.9M | 1.3% | 3.3M | 304.76 | +24.4% |
| AVEM Avantis Emerging Markets Equity ETF | 796.9M | 1.2% | 9.9M | 94.24 | +33.1% |
| MSFT MICROSOFT CORP | 745.1M | 1.1% | 2.0M | 483.24 | -4.4% |
| VTI Vanguard Morningstar Total Stock Market ETF | 664.0M | 1.0% | 2.1M | 378.24 | +20.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 540.4M | 0.8% | 10.8M | 49.54 | +1.4% |
| IVV iShares Core S&P 500 ETF | 504.7M | 0.7% | 772.7K | 769.31 | +20.0% |
| AMZN AMAZON COM INC | 461.0M | 0.7% | 2.2M | 258.63 | +15.6% |
| GOOGL Alphabet Inc. | 443.4M | 0.7% | 1.5M | 344.82 | +73.0% |
| IEFA iShares Core MSCI EAFE ETF | 419.9M | 0.6% | 4.6M | 100.85 | +16.8% |
| GOOG Alphabet Inc. | 404.3M | 0.6% | 1.4M | 341.75 | +70.7% |
| VYM Vanguard High Dividend Yield ETF | 400.9M | 0.6% | 2.7M | 164.97 | +19.9% |
| AVGO Broadcom Inc. | 363.6M | 0.5% | 1.2M | 368.45 | +26.5% |
| DFCA Dimensional California Municipal Bond ETF | 350.3M | 0.5% | 7.0M | 49.44 | +0.5% |
| SPY SPDR S&P 500 ETF TRUST | 324.2M | 0.5% | 505.8K | 765.72 | +20.0% |
| IWB iShares Russell 1000 ETF | 279.8M | 0.4% | 784.7K | 419.69 | +19.8% |
| VXF Vanguard Extended Market ETF | 276.0M | 0.4% | 1.3M | 245.53 | +23.5% |
| META Meta Platforms, Inc. | 271.1M | 0.4% | 475.0K | 549.90 | -26.5% |
| unmapped CUSIP 084670702 | 270.3M | 0.4% | 564.1K | — | — |
| XOM ExxonMobil Holdings Corp | 267.1M | 0.4% | 1.6M | 165.11 | +52.1% |
| SCHX Schwab U.S. Large-Cap ETF | 254.6M | 0.4% | 9.9M | 30.21 | +19.6% |
| JPM JPMORGAN CHASE & CO | 245.9M | 0.4% | 837.3K | 351.58 | +20.3% |
| DFUS Dimensional U.S. Equity Market ETF | 240.7M | 0.4% | 3.4M | 83.64 | +20.8% |
| WMT Walmart Inc. | 233.3M | 0.3% | 1.9M | 103.70 | +1.1% |
| QUAL iShares MSCI USA Quality Factor ETF | 222.8M | 0.3% | 1.2M | 223.22 | +19.3% |
| JNJ JOHNSON & JOHNSON | 222.7M | 0.3% | 911.0K | 270.24 | +51.1% |
| SCHF Schwab International Equity ETF | 220.3M | 0.3% | 8.9M | 28.46 | +24.7% |
| TSLA Tesla, Inc. | 217.1M | 0.3% | 587.1K | 362.86 | +12.0% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 200.1M | 0.3% | 347.1K | 713.44 | +26.1% |
| EAGG iShares ESG Aware U.S. Aggregate Bond ETF | 182.0M | 0.3% | 3.8M | 46.63 | -1.8% |
| IWF iShares Russell 1000 Growth Fund | 174.0M | 0.3% | 408.1K | 122.39 | +11.2% |
| IEMG iShares Core MSCI Emerging Markets ETF | 168.6M | 0.2% | 2.4M | 81.57 | +31.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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