What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
CIK: 0000853758
Total reported value
$80.9B
$80.9B
2633 檔
16.9%
During the Q3 2025 filing period, Mercer Global Advisors Inc /adv (CIK: 0000853758) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $80.9B across 2633 reported positions.
In Q3 2025, Mercer Global Advisors Inc /adv displayed an active expansion posture, initiating 14 new positions and adding to 160 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2633 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.56% | -0.28% | +17.48% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.03% | -0.01% | +6.04% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.99% | -0.39% | +11.08% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.94% | -0.03% | +8.26% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.34% | -0.17% | +16.77% | |
| 6 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 3.25% | +0.46% | +0.15% | |
| 7 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.84% | -0.09% | +5.64% | |
| 8 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.69% | +0.01% | +6.19% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.57% | -0.23% | +19.27% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.55% | +0.02% | +17.05% | |
| 11 | DFIC | Dimensional International Co | ETF-Other | 1.91% | -0.11% | +9.96% | |
| 12 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 1.74% | -0.01% | +5.31% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.73% | +0.09% | +3.23% | |
| 14 | DFIV | Dimensional International Va | ETF-Other | 1.61% | -0.14% | +5.15% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.54% | -0.10% | +18.86% | |
| 16 | DIHP | Dimensional International Hi | ETF-Other | 1.44% | -0.04% | +10.22% | |
| 17 | SUB | Ishares Short-term National | ETF-Other | 1.38% | -0.08% | +12.58% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.38% | -0.11% | +19.55% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 1.36% | -0.01% | +13.20% | |
| 20 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 1.35% | +0.01% | +2.49% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-Other | 1.34% | -0.09% | +20.18% | |
| 22 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.15% | +0.01% | +3.42% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.09% | -0.28% | +8.22% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.80% | -0.08% | +49.76% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | +0.43% | -3.08% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.68% | +0.04% | +16.77% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.62% | -0.03% | +6.35% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.61% | -0.09% | +52.66% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.56% | +0.03% | +12.52% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.54% | +0.03% | +9.78% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.52% | -0.03% | +9.29% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.50% | +0.05% | +20.91% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.48% | -0.04% | +0.77% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.46% | +0.05% | +7.97% | |
| 35 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.46% | -0.03% | -9.53% | |
| 36 | DFCA | Dimensional Calfornia Mb ETF | ETF-Other | 0.43% | -0.04% | +16.74% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | -0.03% | +9.53% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.37% | +0.02% | +19.02% | |
| 39 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.37% | -0.02% | -10.04% | |
| 40 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.36% | -0.03% | -4.61% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.35% | +0.02% | +21.29% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.34% | +0.03% | +689.00% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.34% | -0.01% | +16.83% | |
| 44 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.34% | +0.15% | +101.67% | |
| 45 | NFLX | Netflix Inc | Stock-Comm Services | 0.33% | -0.09% | +3.42% | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.32% | -0.02% | +7.90% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.30% | -0.07% | +9.12% | |
| 48 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.30% | +0.04% | -2.19% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.29% | +0.07% | +33.06% | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.28% | -0.02% | +121.83% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.5% | +3.23% | Add |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +0.4% | +52.66% | Add |
| 3 | MSFT | Microsoft CORP | +0.3% | +18.86% | Add |
| 4 | VGT | Vanguard Info Tech ETF | +0.3% | +689.00% | Add |
| 5 | AVGO | Broadcom Inc | +0.3% | +12.52% | Add |
| 6 | VXF | Vanguard Extended Market ETF | +0.3% | +101.67% | Add |
| 7 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +8.22% | Add |
| 8 | VTES | Vanguard Sh Term Tax-ex Bond | +0.2% | +8.86% | Add |
| 9 | IEMG | Ishares Core Msci Emerging | +0.2% | +121.83% | Add |
| 10 | FTEC | Fidelity Msci Info Tech Indx | +0.2% | +6087.42% | Add |
| 11 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +19.55% | Add |
| 12 | TSLA | Tesla Inc | +0.2% | +21.29% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.2% | +20.91% | Add |
| 14 | XLK | Ss Technology Select Sector | +0.2% | +335.35% | Add |
| 15 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +238.88% | Add |
| 16 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.1% | +38.99% | Add |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +377.13% | Add |
| 18 | MOAT | Vaneck Morningstar Wide Moat | +0.1% | +1690.48% | Add |
| 19 | IJR | Ishares Core S&p Small-cap E | +0.1% | +168.35% | Add |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | +7.97% | Add |
| 21 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +142.73% | Add |
| 22 | XLC | Ss Comm Select Sector Spdr | +0.1% | +1582.41% | Add |
| 23 | XLY | Ss Consumer Disc Select Sect | +0.1% | +812.36% | Add |
| 24 | HDEF | Xtrackers Msci Eafe High Div | +0.1% | +15884.33% | Add |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +49.76% | Add |
| 26 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +63.88% | Add |
| 27 | ORCL | Oracle CORP | +0.1% | +17.87% | Add |
| 28 | XLF | Ss Financial Select Sector | +0.1% | +666.65% | Add |
| 29 | VSS | Vanguard Ftse All Wo X-us Sc | +0.1% | +1087.17% | Add |
| 30 | SCHP | Schwab U.s. Tips ETF | +0.1% | +591.24% | Add |
| 31 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +2261.94% | Add |
| 32 | COWZ | Pacer US Cash Cows 100 ETF | +0.1% | +1256.11% | Add |
| 33 | AVUS | Avantis U.s. Equity ETF | +0.1% | +181.25% | Add |
| 34 | DBEF | Xtrackers Msci Eafe Hedged E | +0.1% | +103.22% | Add |
| 35 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | -2.87% | Add |
| 36 | XLI | Ss Industrial Select Sector | +0.1% | +261.90% | Add |
| 37 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +33.06% | Add |
| 38 | APH | Amphenol Corp-cl A | +0.1% | +9.67% | Add |
| 39 | LRCX | Lam Research CORP | +0.1% | +21.09% | Add |
| 40 | SPLV | Invesco S&p 500 Low Volatili | +0.1% | +683.21% | Add |
| 41 | JPM | Jpmorgan Chase & Co | +0.1% | +19.02% | Add |
| 42 | IWM | Ishares Russell 2000 ETF | +0.1% | +17.47% | Add |
| 43 | BND | Vanguard Total Bond Market | +0.1% | -1.24% | Add |
| 44 | GLD | Spdr Gold Shares | +0.1% | +72.50% | Add |
| 45 | VCIT | Vanguard Int-term Corporate | +0.1% | +224.49% | Add |
| 46 | XLV | Ss Health Care Select Sector | +0.1% | +533.50% | Add |
| 47 | DFSB | Dim Glb Sustain Fix Inc ETF | +0.1% | +1327.82% | Add |
| 48 | C | Citigroup Inc | +0.1% | +26.82% | Add |
| 49 | VWOB | Vanguard Emerg Mkts Gov Bnd | +0.1% | — | Add |
| 50 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.1% | +10146.52% | 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 2633 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AGG, VOO, BSV) accounted for 16.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
USMC
市值: $61.7M
Top Position Liquidated / Trimmed
IWB
前期市值: $310.0M
During Q3 2025, Mercer Global Advisors Inc /adv's top holdings by market value included AGG (5.6%)、VOO (5.0%)、BSV (5.0%). The largest single position, AGG, represented 5.6% of total portfolio value.
In Q3 2025, Mercer Global Advisors Inc /adv made 200 total portfolio adjustments, initiating 14 new buys, adding to 160 positions, trimming 26 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.