Data as of Q4 2025 (Dec 31, 2025)

MERCER GLOBAL ADVISORS INC /ADV

โ€ขCIK: 853758โ€ขFiling: Q4 2025

MERCER GLOBAL ADVISORS INC /ADV manages substantial assets totaling $59.9B across a diversified portfolio of 2,633 positions. The strategy exhibits significant allocations to fixed income and broad market equity exposure, highlighted by the top holdings in AGG ($3.33B) and VOO ($3.01B). Further concentration is evident in core sectors, with notable positions in BSV ($2.99B) and DFAC ($2.36B). This structure suggests a mandate focused on large-cap stability and systematic asset class diversification.

Total AUM
$0
QoQ Performance
-100.0%
Positions
0
Top 10 Concentration
0.0%
Latest Filing
Q4 2025

Top Holdings Allocation

๐Ÿ“ˆ Biggest Buys

No new positions or increases this quarter

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

๐Ÿšช Exited Positionssold since Q3 2025

AGG
ISHARES TR
SOLD
$3.3B
VOO
VANGUARD INDEX FDS
SOLD
$3.0B
BSV
VANGUARD BD INDEX FDS
SOLD
$3.0B
DFAC
DIMENSIONAL ETF TRUST
SOLD
$2.4B
VEA
VANGUARD TAX-MANAGED FDS
SOLD
$2.0B
+2625 more exited positions

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023