Mercer Global Advisors Inc /adv
Mercer Global Advisors Inc /adv reported 3,576 stocks worth $80.9B in its 13F filing for Q2 2026, filed Aug 19, 2026. Its largest holdings are AGG (5.5%), BSV (4.9%) and VOO (4.6%). Compared with Q1 2026, the fund added to AGG, BSV and VOO, trimmed MTUM, VWO and VTI and sold out of ORKA, LMBS and CTRA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AGG Ishares TR | $4.5B | 5.5% | 45M | +5.6M (+14%) | 8 of 8 | |
| 2 |  BSV Vanguard Short-Term Bond ETF | $3.9B | 4.9% | 50.7M | +5.2M (+11%) | 8 of 8 | |
| 3 |  VOO Vanguard S&P 500 ETF | $3.8B | 4.6% | 5.5M | +203K (+4%) | 8 of 8 | |
| 4 | DIMENSIONAL ETF TRUST | $3.2B | 4.0% | 73.2M | +2.9M (+4%) | 8 of 8 | |
| 5 |  MTUM Ishares Msci USA Momntum | $2.8B | 3.4% | 8.1M | −271K (−3%) | 8 of 8 | |
| 6 |  VEA Vanguard Tax-Managed Fds | $2.6B | 3.2% | 36.6M | +821K (+2%) | 8 of 8 | |
| 7 |  DFUV Dimensional US Marketwide Value ETF | $2.4B | 3.0% | 43.4M | +1M (+2%) | 8 of 8 | |
| 8 | DIMENSIONAL ETF TRUST | $2.2B | 2.7% | 51.7M | +2.9M (+6%) | 8 of 8 | |
| 9 |  AAPL Apple Inc | $2B | 2.5% | 7M | +322K (+5%) | 6 of 8 | |
| 10 |  BNDX Vanguard Total | $1.9B | 2.4% | 39.3M | +3.1M (+8%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 ORKA Oruka Therapeutics Inc | $39.4M | 802K |
CARNIVAL CORP COMMON PAIRED STOCK | $27.5M | 1.1M |
HONEYWELL INTL INC | $26.2M | 116K |
 LMBS First TR Exchange-Traded FD | $12.7M | 256K |
 CTRA Coterra Energy Inc | $7.5M | 212K |
🔒 Free account: see all 30.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 NVDA Nvidia Corporation | Put | $876K | 171K | +170,500 |
 MU Micron Technology Inc | Put | $581K | 3,500 | +3,500 |
 GOOGL Alphabet Inc | Call | $552K | 3,500 | +3,500 |
 MSFT Microsoft Corp | Put | $331K | 12K | +12,000 |
AAPL Apple Inc | Put | $290K | 55K | +55,400 |
🔒 Free account: see all 20.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 19, 2026 | 13F-HR/A Amendment | Q2 2026 | SEC filing ↗ |
| Aug 11, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Includes an amendment, which can add positions the fund kept confidential at first, or replace the original report.
Other superinvestors
All hedge fund holdings →Mercer Global Advisors Inc /adv 13F FAQ
What does Mercer Global Advisors Inc /adv own?
Mercer Global Advisors Inc /adv reported 3,576 stocks worth $80.9B in its 13F filing for Q2 2026, filed Aug 19, 2026. Its largest holdings are AGG (5.5%), BSV (4.9%) and VOO (4.6%). The table above lists every position in the filing (the top 10 without an account).
What did Mercer Global Advisors Inc /adv buy and sell in Q2 2026?
Compared with Q1 2026: 510 new positions, 2,072 added to, 920 trimmed and 147 sold out. It sold all of ORKA, LMBS and CTRA.
When will Mercer Global Advisors Inc /adv file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Mercer Global Advisors Inc /adv's portfolio worth?
The Q2 2026 filing reports $80.9B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.