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CIK: 0000853758
Total reported value
$80.9B
$80.9B
2249 檔
14.8%
At the close of Q2 2025, Mercer Global Advisors Inc /adv disclosed equity holdings valued at approximately $80.9B, spread across 2249 reported holdings.
In Q2 2025, Mercer Global Advisors Inc /adv displayed an active expansion posture, initiating 7 new positions and adding to 125 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AGG, BSV, VOO) accounted for 14.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
IBMS
市值: $16.3M
Top Position Liquidated / Trimmed
MUB
前期市值: $717.1M
Showing top 200 holdings (of 2249 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.71% | -0.28% | +8.12% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.46% | -0.39% | +7.73% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.36% | -0.01% | +8.23% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 4.13% | -0.03% | +5.18% | |
| 5 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 3.71% | +0.46% | +2.16% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.32% | -0.17% | +0.69% | |
| 7 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.11% | -0.09% | +5.45% | |
| 8 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.91% | +0.01% | +5.41% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.64% | -0.23% | +6.86% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.14% | +0.02% | +2.07% | |
| 11 | DFIC | Dimensional International Co | ETF-Other | 2.01% | -0.11% | +2.72% | |
| 12 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 1.92% | -0.01% | +3.70% | |
| 13 | DFIV | Dimensional International Va | ETF-Other | 1.74% | -0.14% | +4.30% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.72% | +0.09% | +4.88% | |
| 15 | DIHP | Dimensional International Hi | ETF-Other | 1.55% | -0.04% | +5.86% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.52% | -0.10% | +5.64% | |
| 17 | SUB | Ishares Short-term National | ETF-Other | 1.49% | -0.08% | +4.98% | |
| 18 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 1.44% | +0.01% | +8.80% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 1.36% | -0.01% | +7.10% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-Other | 1.33% | -0.09% | -8.10% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.29% | -0.11% | +8.89% | |
| 22 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.24% | +0.01% | +0.14% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.14% | -0.28% | +33.30% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | +0.43% | +8.06% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.71% | +0.04% | -2.85% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.68% | -0.03% | +6.80% | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.64% | -0.08% | +1.48% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | -0.03% | +7.46% | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.57% | -0.03% | -2.35% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.56% | +0.03% | -2.45% | |
| 31 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.54% | -0.04% | -22.48% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.50% | +0.03% | +15.98% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.47% | -0.09% | +82.92% | |
| 34 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.47% | -0.02% | -2.62% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.45% | -0.03% | +10.19% | |
| 36 | DFCA | Dimensional Calfornia Mb ETF | ETF-Other | 0.45% | -0.04% | +6.59% | |
| 37 | NFLX | Netflix Inc | Stock-Comm Services | 0.43% | -0.09% | +2.17% | |
| 38 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.43% | -0.03% | -4.54% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.37% | +0.05% | +0.52% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.36% | +0.05% | +3.75% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.35% | -0.02% | -15.28% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.35% | +0.02% | +2.14% | |
| 43 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.34% | +0.04% | +1.26% | |
| 44 | VUG | Vanguard Growth ETF | ETF-Other | 0.33% | — | -11.06% | |
| 45 | RJF | Raymond James Financial Inc | Stock-Financials | 0.33% | -0.02% | -0.07% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.32% | -0.01% | -3.84% | |
| 47 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.32% | +0.03% | -3.33% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.32% | -0.07% | +4.18% | |
| 49 | IVLU | Ishares Msci International V | ETF-Other | 0.28% | -0.02% | -5.44% | |
| 50 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.28% | -0.02% | -5.80% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.5% | +4.88% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +0.3% | +8.23% | Add |
| 3 | MSFT | Microsoft CORP | +0.3% | +5.64% | Add |
| 4 | MTUM | Ishares Msci USA Momentum Fa | +0.3% | +2.16% | Add |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +33.30% | Add |
| 6 | VTES | Vanguard Sh Term Tax-ex Bond | +0.3% | +3727.27% | Add |
| 7 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +82.92% | Add |
| 8 | AVGO | Broadcom Inc | +0.2% | +15.98% | Add |
| 9 | META | Meta Platforms Inc-class A | +0.1% | +7.46% | Add |
| 10 | VXF | Vanguard Extended Market ETF | +0.1% | +142.63% | Add |
| 11 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.1% | +1498.67% | Add |
| 12 | IMTM | Ishares Msci Intl Momentum F | +0.1% | +3.70% | Add |
| 13 | NFLX | Netflix Inc | +0.1% | +2.17% | Add |
| 14 | BND | Vanguard Total Bond Market | +0.1% | +108.95% | Add |
| 15 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | +88.61% | Add |
| 16 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +8.89% | Add |
| 17 | DFAC | Dimensional US Core Equity 2 | +0.1% | +5.18% | Add |
| 18 | TSLA | Tesla Inc | +0.1% | +23.62% | Add |
| 19 | IEMG | Ishares Core Msci Emerging | +0.1% | +72.69% | Add |
| 20 | DIHP | Dimensional International Hi | +0.1% | +5.86% | Add |
| 21 | IVV | Ishares Core S&p 500 ETF | +0.1% | +8.06% | Add |
| 22 | ABBV | Abbvie Inc | +0.1% | +71.02% | Add |
| 23 | DFIC | Dimensional International Co | 0% | +2.72% | Add |
| 24 | AVSC | Avantis US Small Cap Equity | 0% | +8.80% | Add |
| 25 | IWM | Ishares Russell 2000 ETF | 0% | +48.76% | Add |
| 26 | APH | Amphenol Corp-cl A | 0% | +5.38% | Add |
| 27 | ORCL | Oracle CORP | 0% | -6.11% | Trim |
| 28 | SCHB | Schwab US Broad Market ETF | 0% | +43.53% | Add |
| 29 | PH | Parker Hannifin CORP | 0% | +213.35% | Add |
| 30 | HOOD | Robinhood Markets Inc - A | 0% | +144.44% | Add |
| 31 | TSM | Taiwan Semiconductor-sp Adr | 0% | +45.92% | Add |
| 32 | JPM | Jpmorgan Chase & Co | 0% | +2.14% | Add |
| 33 | SPOT | Spotify Technology S.A. | 0% | -6.27% | Trim |
| 34 | EBAY | Ebay Inc | 0% | +206.22% | Add |
| 35 | PLTR | Palantir Technologies Inc-a | 0% | +32.97% | Add |
| 36 | UAL | United Airlines Holdings Inc | 0% | +279.40% | Add |
| 37 | IBMS | Isharesibonddec2030munibdetf | 0% | NEW | New buy |
| 38 | MINT | Pimco Enhanced Short Maturit | 0% | +209.18% | Add |
| 39 | C | Citigroup Inc | 0% | +50.12% | Add |
| 40 | JNJ | Johnson & Johnson | 0% | +77.20% | Add |
| 41 | DBEF | Xtrackers Msci Eafe Hedged E | 0% | +99.16% | Add |
| 42 | STT | State Street CORP | 0% | +546.06% | Add |
| 43 | IBTK | Ishares Ibonds Dec 2030 Trea | 0% | +886.29% | Add |
| 44 | DUHP | Dimensional US High Profi Et | 0% | +5.41% | Add |
| 45 | DFIV | Dimensional International Va | 0% | +4.30% | Add |
| 46 | VB | Vanguard Small-cap ETF | 0% | +7.10% | Add |
| 47 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.70% | Add |
| 48 | LRCX | Lam Research CORP | 0% | +13.73% | Add |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | +38.27% | Add |
| 50 | SYF | Synchrony Financial | 0% | +45.48% | Add |
According to official SEC Form 13F filings, Mercer Global Advisors Inc /adv reported a total U.S. public equity portfolio value of $80.9B across 2249 disclosed positions in Q2 2025.
During Q2 2025, Mercer Global Advisors Inc /adv's top holdings by market value included AGG (5.7%)、BSV (5.5%)、VOO (5.4%). The largest single position, AGG, represented 5.7% of total portfolio value.
In Q2 2025, Mercer Global Advisors Inc /adv made 200 total portfolio adjustments, initiating 7 new buys, adding to 125 positions, trimming 68 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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