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CIK: 0000853758
Total reported value
$80.9B
$80.9B
2840 檔
18.2%
The Q4 2025 SEC filing reveals that Mercer Global Advisors Inc /adv held a total portfolio value of $80.9B, covering 2840 public equity positions.
In Q4 2025, Mercer Global Advisors Inc /adv displayed an active expansion posture, initiating 4 new positions and adding to 158 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2840 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.52% | -0.28% | +9.13% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.98% | -0.39% | +9.49% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.75% | -0.01% | +9.48% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.88% | -0.03% | +5.11% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.32% | -0.17% | +4.28% | |
| 6 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.99% | +0.46% | +3.03% | |
| 7 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.83% | -0.09% | +4.53% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.73% | +0.02% | +9.12% | |
| 9 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.60% | +0.01% | +5.13% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.56% | -0.23% | +11.35% | |
| 11 | DFIC | Dimensional International Co | ETF-Other | 1.94% | -0.11% | +6.02% | |
| 12 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 1.67% | -0.01% | +5.21% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.65% | +0.09% | +2.29% | |
| 14 | DFIV | Dimensional International Va | ETF-Other | 1.64% | -0.14% | +2.75% | |
| 15 | DIHP | Dimensional International Hi | ETF-Other | 1.46% | -0.04% | +6.19% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.45% | -0.10% | +10.31% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-Other | 1.40% | -0.09% | +13.81% | |
| 18 | SUB | Ishares Short-term National | ETF-Other | 1.38% | -0.08% | +9.31% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.30% | -0.11% | +3.47% | |
| 20 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 1.29% | +0.01% | +2.69% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-Other | 1.26% | -0.01% | +0.02% | |
| 22 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.13% | +0.01% | +4.54% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.05% | -0.28% | +2.77% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.78% | -0.08% | +6.65% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.75% | +0.04% | +14.32% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.75% | +0.43% | +7.83% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | +0.05% | +24.77% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.59% | +0.05% | +7.53% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.59% | +0.03% | +10.19% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.57% | -0.03% | +3.99% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.56% | +0.03% | +9.49% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.54% | -0.09% | -5.64% | |
| 33 | DFCA | Dimensional Calfornia Mb ETF | ETF-Other | 0.47% | -0.04% | +17.41% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.46% | -0.03% | +7.27% | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.45% | -0.04% | +0.37% | |
| 36 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.43% | -0.03% | +0.36% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | -0.03% | +10.10% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.40% | +0.07% | +47.04% | |
| 39 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.39% | +0.15% | +24.64% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | +0.02% | +8.78% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.35% | +0.02% | +10.40% | |
| 42 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.34% | -0.03% | +165.98% | |
| 43 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.34% | -0.02% | +21.22% | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.33% | -0.03% | -0.51% | |
| 45 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.32% | +0.04% | +14.75% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.31% | -0.01% | -1.82% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.31% | -0.07% | +2.53% | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.29% | +0.03% | -9.31% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.28% | -0.11% | +8.89% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.26% | -0.02% | +0.18% |
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 2840 disclosed positions in Q4 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, BSV, VOO) accounted for 18.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
VPC
市值: $71.8M
Top Position Liquidated / Trimmed
KEL
前期市值: $23.5M
During Q4 2025, Mercer Global Advisors Inc /adv's top holdings by market value included AGG (5.5%)、BSV (5.0%)、VOO (4.8%). The largest single position, AGG, represented 5.5% of total portfolio value.
In Q4 2025, Mercer Global Advisors Inc /adv made 200 total portfolio adjustments, initiating 4 new buys, adding to 158 positions, trimming 37 holdings, and fully liquidating 1 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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