Q2 2026 13F · SEC CIK 853758
Mercer Global Advisors Inc /adv
Investment managerFiled 2026-08-19 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $80.9B
- Reported positions
- 3,576
- Top holdings a year, 3 yrs
- +13.5%
- Average holding period
- 5.3 yrs
Mercer Global Advisors Inc /adv is an investment manager that reported 3,576 positions worth $80.9B in its Q2 2026 13F, filed 2026-08-19. Its largest holdings were Ishares Tr (AGG, 5.5%), Vanguard Bd Index Fds (BSV, 4.9%), Vanguard Index Fds (VOO, 4.6%). A portfolio copying its top holdings returned 13.5% a year over the last 3 years, against 20.4% for the S&P 500.
Mercer Global Advisors Inc /adv holdings largest 50 of 3,576 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
What Mercer Global Advisors Inc /adv bought and sold in Q2 2026, against Q1 2026.
New positions
Q1 2026's filing was too long to tell new positions apart.
Added to
- IVV Ishares Tr+65.0% shares
- VXF Vanguard Index Fds+36.7% shares
- QQQ Invesco Qqq Tr+17.8% shares
- DFUS Dimensional ETF Trust+15.8% shares
- AGG Ishares Tr+14.3% shares
- JPM Jpmorgan Chase & Co+13.5% shares
- SUB Ishares Tr+13.4% shares
- META Meta Platforms Inc+12.1% shares
Reduced
- VTI Vanguard Index Fds-25.7% shares
- IWB Ishares Tr-8.1% shares
Left the top 50
- WMT Walmart Incwas 0.3%
- EAGG Ishares Trwas 0.3%
- IWF Ishares Trwas 0.3%
- IEMG Ishares Incwas 0.3%
Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.
How the holdings did against the S&P 500.
- 1 year
- +15.0% /yr
- S&P 500 +20.1%
- 3 years
- +13.5% /yr
- S&P 500 +20.4%
- 5 years
- +6.3% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $80.9B | 3,576 |
| Q1 2026 | $67.6B | 3,213 |
| Q4 2025 | $65.6B | 2,837 |
| Q3 2025 | $59.9B | 2,630 |
| Q2 2025 | $44.5B | 2,213 |
| Q1 2025 | $43.6B | 2,144 |
| Q4 2024 | $41.0B | 2,115 |
| Q3 2024 | $42.7B | 1,951 |
| Q2 2024 | $36.7B | 1,965 |
| Q1 2024 | $35.2B | 1,938 |
| Q4 2023 | $33.2B | 2,002 |
| Q3 2023 | $26.3B | 1,948 |
Questions about Mercer Global Advisors Inc /adv's portfolio
What stocks does Mercer Global Advisors Inc /adv own?
Mercer Global Advisors Inc /adv's latest 13F, for Q2 2026 and filed Aug 19, 2026, lists 3,576 positions worth $80.9B. The largest are Ishares Tr (AGG) at 5.5%, Vanguard Bd Index Fds (BSV) at 4.9%, Vanguard Index Fds (VOO) at 4.6%, Dimensional ETF Trust (DFAC) at 4.0% and Ishares Tr (MTUM) at 3.4%.
What did Mercer Global Advisors Inc /adv buy last quarter?
In Q2 2026, Mercer Global Advisors Inc /adv added Ishares Tr (IVV) (+65.0% shares), Vanguard Index Fds (VXF) (+36.7% shares) and Invesco Qqq Tr (QQQ) (+17.8% shares), compared with its Q1 2026 filing.
What did Mercer Global Advisors Inc /adv sell last quarter?
In Q2 2026, Mercer Global Advisors Inc /adv cut from its top 50 Walmart Inc (WMT), cut from its top 50 Ishares Tr (EAGG), cut from its top 50 Ishares Tr (IWF), cut from its top 50 Ishares Inc (IEMG), Vanguard Index Fds (VTI) (-25.7% shares) and Ishares Tr (IWB) (-8.1% shares), compared with its Q1 2026 filing.
How has Mercer Global Advisors Inc /adv's portfolio performed?
A portfolio copying Mercer Global Advisors Inc /adv's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.0% against +20.1%. Over 5 years: +6.3% a year against +11.6%.
When is Mercer Global Advisors Inc /adv's next 13F filing due?
13F filings are due 45 days after each quarter ends. Mercer Global Advisors Inc /adv's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.