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MERCER GLOBAL ADVISORS INC /ADV

MERCER GLOBAL ADVISORS INC /ADV is a Broker-Dealer institutional filer with the SEC under CIK 853758, reporting 3,590 portfolio positions, with 28 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: DE
  • Filing type: 13F-HR/A
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-19

Top 10 portfolio positions

The largest reported holdings in MERCER GLOBAL ADVISORS INC /ADV's most recent 13F filing, ranked by reported market value.

  1. ISHARES TR (AGG)
  2. VANGUARD BD INDEX FDS (BSV)
  3. VANGUARD INDEX FDS (VOO)
  4. DIMENSIONAL ETF TRUST (DFAC)
  5. ISHARES TR (MTUM)
  6. VANGUARD TAX-MANAGED FDS (VEA)
  7. DIMENSIONAL ETF TRUST (DFUV)
  8. DIMENSIONAL ETF TRUST (DUHP)
  9. APPLE INC (AAPL)
  10. VANGUARD CHARLOTTE FDS (BNDX)
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