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Showing Q3 2025 data
HedgeTrack has imported Q4 2025 data overall, but MERCER GLOBAL ADVISORS INC /ADV's latest available filing here is Q3 2025.
MERCER GLOBAL ADVISORS INC /ADV
•CIK: 853758•Filing: Q3 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
$59.9B
QoQ Performance
+34.5%
Positions
1,977
Top 10 Concentration
43.0%
Latest Filing
Q3 2025
Top Holdings Allocation
AGG
VOO
AGG5.6%
VOO5.0%
BSV5.0%
DFAC3.9%
VEA3.3%
MTUM3.3%
DFUV2.8%
DUHP2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other75.3%
Technology10.4%
ETF7.4%
Consumer2.4%
Financial1.3%
Healthcare1.1%
Energy0.7%
Communication0.7%
🚪 Exited Positionssold since Q2 2025
+2045 more exited positions
Changes from Q2 2025
NEW4 new positions
↑152 increased
↓44 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022