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Mercer Global Advisors Inc /Adv Top Holdings and 13F Report (2025)

About Mercer Global Advisors Inc /Adv

Investment Activity

  • Mercer Global Advisors Inc /Adv has $49.10 billion in total holdings as of June 30, 2025.
  • Mercer Global Advisors Inc /Adv owns shares of 2,249 different stocks, but just 103 companies or ETFs make up 80% of its holdings.
  • Approximately 7.40% of the portfolio was purchased this quarter.
  • About 2.89% of the portfolio was sold this quarter.
  • This quarter, Mercer Global Advisors Inc /Adv has purchased 2,148 new stocks and bought additional shares in 1,019 stocks.
  • Mercer Global Advisors Inc /Adv sold shares of 950 stocks and completely divested from 135 stocks this quarter.

Largest New Holdings this Quarter

46438G687 - ISHARES TR
$16,269,195 Holding
02507A101 - AMERICAN CENTY ETF TR
$11,460,964 Holding
687604108 - ORUKA THERAPEUTICS INC
$9,554,709 Holding
464287127 - iShares Morningstar U.S. Equity ETF
$9,079,743 Holding
185899101 - Cleveland-Cliffs
$7,556,909 Holding

Largest Purchases this Quarter

iShares Core U.S. Aggregate Bond ETF
2,124,707 shares (about $210.77M)
Vanguard S&P 500 ETF
352,441 shares (about $200.20M)
Vanguard Short-Term Bond ETF
2,444,321 shares (about $192.37M)
Vanguard Total Stock Market ETF
461,011 shares (about $140.07M)
Vanguard Short-Term Tax-Exempt Bond ETF
1,229,851 shares (about $124.13M)

Largest Sales this Quarter

iShares Russell 1000 ETF
227,182 shares (about $77.14M)
iShares National Muni Bond ETF
551,096 shares (about $57.58M)
iShares iBonds Dec 2025 Term Corporate ETF
1,997,703 shares (about $50.30M)
Avantis International Equity ETF
660,093 shares (about $48.85M)
AMERICAN CENTY ETF TR
650,508 shares (about $46.21M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMercer Global Advisors Inc /Adv

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$2,805,814,623$210,770,946 8.1%28,284,4205.7%Finance
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$2,681,814,868$192,365,216 7.7%34,076,9325.5%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$2,633,677,341$200,197,061 8.2%4,636,5115.4%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$2,027,196,919$99,850,148 5.2%56,562,3044.1%ETF
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$1,822,449,862$38,553,684 2.2%7,583,4563.7%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$1,631,364,162$11,177,037 0.7%28,615,4083.3%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$1,526,308,172$78,947,670 5.5%36,099,8683.1%ETF
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$1,426,682,400$73,227,678 5.4%40,120,4272.9%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$1,294,637,504$83,091,446 6.9%26,149,0102.6%ETF
Apple Inc. stock logo
AAPL
Apple
$1,051,548,055$21,362,293 2.1%5,168,6212.1%Computer and Technology
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$986,705,511$26,129,497 2.7%31,737,0702.0%ETF
iShares MSCI Intl Momentum Factor ETF stock logo
IMTM
iShares MSCI Intl Momentum Factor ETF
$942,476,757$33,623,363 3.7%20,627,6371.9%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$853,203,676$35,137,614 4.3%19,920,6961.7%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$842,744,401$39,185,520 4.9%5,673,0991.7%Computer and Technology
Dimensional International High Profitability ETF stock logo
DIHP
Dimensional International High Profitability ETF
$760,270,391$42,093,141 5.9%25,780,6171.5%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$745,253,071$39,818,017 5.6%1,506,8451.5%Computer and Technology
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$733,599,364$34,794,129 5.0%6,898,6211.5%ETF
Avantis U.S. Small Cap Equity ETF stock logo
AVSC
Avantis U.S. Small Cap Equity ETF
$708,519,562$57,334,392 8.8%13,738,9871.4%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$668,770,942$44,349,377 7.1%2,822,0571.4%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$653,018,320$57,578,550 -8.1%6,250,1711.3%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$633,133,863$51,696,483 8.9%12,800,9271.3%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$610,325,519$878,409 0.1%8,904,6621.2%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$560,693,953$140,070,033 33.3%1,845,4061.1%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$423,685,079$31,613,813 8.1%682,3710.9%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$348,282,286$10,198,885 -2.8%1,588,3750.7%Retail/Wholesale
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$331,542,926$21,123,753 6.8%2,488,2490.7%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$314,006,048$4,576,906 1.5%6,404,3600.6%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$288,851,395$20,039,954 7.5%393,8420.6%Computer and Technology
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$279,587,414$6,724,202 -2.3%11,439,7470.6%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$274,510,266$6,887,041 -2.4%445,9420.6%Finance
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$266,069,555$77,144,238 -22.5%783,5480.5%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$247,255,897$34,064,982 16.0%902,9690.5%Computer and Technology
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$230,776,926$104,615,689 82.9%2,764,4540.5%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$229,576,781$6,184,984 -2.6%1,255,7530.5%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$220,844,285$20,425,697 10.2%454,6480.4%Finance
DFCA
Dimensional California Municipal Bond ETF
$220,702,086$13,652,333 6.6%4,478,5330.4%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$212,997,942$4,531,586 2.2%159,0580.4%Consumer Discretionary
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$212,440,640$10,096,363 -4.5%9,612,6990.4%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$183,964,292$958,318 0.5%1,047,1740.4%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$179,051,970$6,479,096 3.8%1,016,0130.4%Computer and Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$171,708,531$30,968,029 -15.3%613,1610.3%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$170,404,303$3,563,963 2.1%587,7670.3%Finance
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$168,725,614$2,095,917 1.3%2,517,5410.3%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$162,189,418$20,167,119 -11.1%372,1480.3%ETF
Raymond James Financial, Inc. stock logo
RJF
Raymond James Financial
$160,846,970$108,126 -0.1%1,048,7510.3%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$159,413,824$6,360,623 -3.8%375,4630.3%ETF
iShares MSCI USA Value Factor ETF stock logo
VLUE
iShares MSCI USA Value Factor ETF
$159,243,545$5,488,194 -3.3%1,406,6210.3%ETF
Walmart Inc. stock logo
WMT
Walmart
$157,678,050$6,323,119 4.2%1,612,5850.3%Retail/Wholesale
iShares MSCI Intl Value Factor ETF stock logo
IVLU
iShares MSCI Intl Value Factor ETF
$136,055,431$7,828,313 -5.4%4,136,6810.3%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$135,269,251$8,333,963 -5.8%1,441,0280.3%ETF
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$133,362,404$6,266,987 -4.5%3,085,6640.3%ETF
EOG Resources, Inc. stock logo
EOG
EOG Resources
$131,275,440$4,789,902 3.8%1,097,5290.3%Energy
Vanguard Short-Term Tax-Exempt Bond ETF stock logo
VTES
Vanguard Short-Term Tax-Exempt Bond ETF
$127,459,101$124,128,816 3,727.3%1,262,8470.3%ETF
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$124,611,857$10,477,664 9.2%1,165,8920.3%Energy
Tesla, Inc. stock logo
TSLA
Tesla
$124,259,596$23,743,795 23.6%391,1720.3%Auto/Tires/Trucks
The Home Depot, Inc. stock logo
HD
Home Depot
$121,799,766$1,263,076 1.0%332,2050.2%Retail/Wholesale
Invesco QQQ stock logo
QQQ
Invesco QQQ
$121,330,508$846,768 0.7%219,9450.2%Finance
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$120,804,345$7,190,822 6.3%1,351,4260.2%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$119,940,039$10,800,456 9.9%121,5230.2%Retail/Wholesale
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$113,297,761$3,624,107 3.3%1,269,8730.2%Manufacturing
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$111,315,519$1,687,307 -1.5%1,400,1960.2%ETF
Visa Inc. stock logo
V
Visa
$109,303,526$6,391 0.0%307,8550.2%Business Services
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$109,211,813$9,557,677 9.6%2,297,2620.2%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$107,296,492$2,510,599 2.4%702,4320.2%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$105,261,447$43,711,755 71.0%567,0790.2%Medical
SPDR Nuveen ICE Short Term Municipal Bond ETF stock logo
SHM
SPDR Nuveen ICE Short Term Municipal Bond ETF
$104,845,816$12,875,168 -10.9%2,192,0510.2%Finance
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$104,638,728$11,948,213 -10.2%592,0460.2%ETF
iShares International Select Dividend ETF stock logo
IDV
iShares International Select Dividend ETF
$100,370,481$8,483,935 9.2%2,907,9860.2%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$96,325,733$4,946,325 5.4%470,6330.2%ETF
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$96,202,635$612,244 0.6%604,4840.2%Computer and Technology
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$92,999,818$54,669,296 142.6%482,5880.2%ETF
Spotify Technology stock logo
SPOT
Spotify Technology
$92,118,340$6,157,132 -6.3%120,0490.2%Computer and Technology
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$89,748,368$4,161,449 -4.4%1,663,2390.2%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$88,245,996$2,089,570 2.4%115,0390.2%Medical
WisdomTree Floating Rate Treasury Fund stock logo
USFR
WisdomTree Floating Rate Treasury Fund
$87,498,345$2,383,839 -2.7%1,739,1840.2%Finance
iShares ESG MSCI USA Leaders ETF stock logo
SUSL
iShares ESG MSCI USA Leaders ETF
$86,101,214$1,676,717 -1.9%794,6580.2%Manufacturing
Oracle Corporation stock logo
ORCL
Oracle
$83,467,955$5,428,739 -6.1%381,7970.2%Computer and Technology
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$82,520,737$43,027,522 108.9%1,120,7510.2%ETF
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$82,265,879$7,946,982 10.7%234,3760.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$81,625,600$22,592,800 38.3%1120.2%Finance
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$80,051,140$477,122 -0.6%438,7430.2%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$78,786,145$3,038,681 -3.7%494,4940.2%Consumer Staples
iShares 0-5 Year High Yield Corporate Bond ETF stock logo
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
$77,649,701$4,472,474 -5.4%1,801,1710.2%ETF
Amphenol Corporation stock logo
APH
Amphenol
$75,199,654$3,837,921 5.4%761,5150.2%Computer and Technology
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$74,005,152$24,255,773 48.8%342,9330.2%Finance
Intel Corporation stock logo
INTC
Intel
$72,055,718$5,332,420 8.0%3,226,7260.1%Computer and Technology
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$69,094,857$29,084,638 72.7%1,150,9990.1%ETF
Chevron Corporation stock logo
CVX
Chevron
$69,002,350$16,027,729 30.3%485,0050.1%Energy
iShares iBonds Dec 2026 Term Corporate ETF stock logo
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
$68,419,345$6,007,744 9.6%2,821,4160.1%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$68,401,796$20,744,810 43.5%2,870,4090.1%ETF
iShares iBonds Dec 2027 Term Corporate ETF stock logo
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
$68,306,561$7,430,649 12.2%2,814,4440.1%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$67,891,402$4,011,950 6.3%238,0290.1%Computer and Technology
iShares iBonds Dec 2028 Term Corporate ETF stock logo
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
$66,946,803$6,742,741 11.2%2,625,8590.1%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$65,693,454$6,831,146 11.6%946,9330.1%Computer and Technology
iShares iBonds Dec 2029 Term Corporate ETF stock logo
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
$65,316,247$8,162,256 14.3%2,799,6680.1%ETF
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$64,771,048$401,182 -0.6%1,016,6540.1%ETF
iShares iBonds Dec 2030 Term Corporate ETF stock logo
IBDV
iShares iBonds Dec 2030 Term Corporate ETF
$60,999,250$57,183,632 1,498.7%2,775,2160.1%ETF
Royal Caribbean Cruises Ltd. stock logo
RCL
Royal Caribbean Cruises
$60,700,094$28,517,293 88.6%201,7150.1%Consumer Discretionary
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$57,226,440$10,387,893 22.2%420,7520.1%Medical
Stryker Corporation stock logo
SYK
Stryker
$56,114,567$12,320,804 -18.0%141,8440.1%Medical

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