MERCER GLOBAL ADVISORS INC /ADV

CIK 0000853758 · DENVER, CO · Quarter end: 2026-06-30 · Filed on: 2026-08-19 · Open the SEC source

MERCER GLOBAL ADVISORS INC /ADV reported 3,655 positions worth $80.93B as of June 30, 2026 (13F filed August 19, 2026). Largest holding: AGG (5.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$80.93B
2026 Q2
Positions
3,655
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
36.1%
Est. Net Flow (Q)
2026 Q2
10 / 3655 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AGGISHARES TRSH$4.45B5.50%44,994,014
2BSVVANGUARD BD INDEX FDSSH$3.95B4.88%50,651,293
3VOOVANGUARD INDEX FDSSH$3.75B4.64%5,462,185
4DFACDIMENSIONAL ETF TRUSTSH$3.25B4.01%73,219,086
5MTUMISHARES TRSH$2.78B3.44%8,117,410
6VEAVANGUARD TAX-MANAGED FDSSH$2.60B3.22%36,559,773
7DFUVDIMENSIONAL ETF TRUSTSH$2.39B2.95%43,369,886
8DUHPDIMENSIONAL ETF TRUSTSH$2.16B2.66%51,655,115
9AAPLAPPLE INCSH$2.02B2.50%6,988,551
10BNDXVANGUARD CHARLOTTE FDSSH$1.91B2.35%39,340,451

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does MERCER GLOBAL ADVISORS INC /ADV hold as of Q2 2026?

MERCER GLOBAL ADVISORS INC /ADV reported 3655 positions worth $80.93B in its Q2 2026 13F filing. Largest positions: AGG (5.5%), BSV (4.9%), VOO (4.6%), DFAC (4.0%) and MTUM (3.4%).

What did MERCER GLOBAL ADVISORS INC /ADV buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did MERCER GLOBAL ADVISORS INC /ADV sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.