2026 Q1 Portfolio Activity
In 2026 Q1, MERCER GLOBAL ADVISORS INC /ADV maintained a portfolio of 3385 distinct positions. The most significant new addition was INVESCO EXCH TRADED FD TR II, now representing 0.17% of the total fund value. They heavily accumulated shares in VANGUARD BD INDEX FDS, increasing the position by 9.6%.
Position History
hover any row below to update
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Total Positions
3385
Quarter
2026 Q1
Top Holding
AGG (5.8%)
Top 10 Concentration
36.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 3385
MERCER GLOBAL ADVISORS INC /ADV Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AGG
ISHARES TR
|
ETF | 5.78% | 5.52% |
#1
Prev: #1
|
6.3 |
—
|
3,089,191 | 8.5% |
P
S
|
39,348,759 | $3,906,151,325 |
$93.08
+5.6%
|
2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 5.27% | 4.98% |
#2
Prev: #2
|
5.6 |
—
|
3,986,567 | 9.6% |
P
S
|
45,430,446 | $3,562,201,250 |
$72.43
+7.1%
|
2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
VOO
VANGUARD INDEX ...
|
ETF | 4.65% | 4.75% |
#3
Prev: #3
|
3.4 |
—
|
-123,734 | -2.3% |
P
S
|
5,258,941 | $3,142,479,657 |
$445.17
+49.9%
|
2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 4.04% | 3.88% |
#4
Prev: #4
|
4.1 |
—
|
5,934,118 | 9.2% |
P
S
|
70,292,321 | $2,731,559,603 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 3.39% | 3.32% |
#5
Prev: #5
|
2.4 |
—
|
894,577 | 2.6% |
P
S
|
35,738,763 | $2,290,139,902 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DFUV
DIMENSIONAL ETF...
|
ETF | 3.04% | 2.83% |
#6
1
Prev: #7
|
3.2 |
—
|
2,473,806 | 6.2% |
P
S
|
42,337,032 | $2,051,652,551 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MTUM
ISHARES TR
|
Bond/Debt | 2.98% | 2.99% |
#7
1
Prev: #6
|
3.2 |
—
|
563,984 | 7.2% |
P
S
|
8,388,874 | $2,013,245,871 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DUHP
DIMENSIONAL ETF...
|
ETF | 2.65% | 2.60% |
#8
1
Prev: #9
|
3.1 |
—
|
3,939,324 | 8.8% |
P
S
|
48,730,938 | $1,791,349,263 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 2.58% | 2.56% |
#9
1
Prev: #10
|
1.5 |
—
|
1,553,019 | 4.5% |
P
S
|
36,281,536 | $1,743,327,801 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AAPL
APPLE INC
|
Technology | 2.48% | 2.73% |
#10
2
Prev: #8
|
1.5 |
—
|
64,575 | 1.0% |
P
S
|
6,666,360 | $1,679,201,283 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 2.02% | 1.94% |
#11
Prev: #11
|
1.3 |
—
|
1,462,378 | 4.0% |
P
S
|
38,461,411 | $1,366,533,936 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.81% | 1.65% |
#12
1
Prev: #13
|
2.7 |
—
|
1,183,028 | 19.7% |
P
S
|
7,173,521 | $1,219,994,979 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 1.74% | 1.64% |
#13
1
Prev: #14
|
1.2 |
—
|
738,073 | 3.4% |
P
S
|
22,261,639 | $1,174,969,302 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IMTM
ISHARES TR
|
Bond/Debt | 1.71% | 1.67% |
#14
2
Prev: #12
|
2.7 |
—
|
1,151,963 | 5.0% |
P
S
|
24,007,785 | $1,152,853,812 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DIHP
DIMENSIONAL ETF...
|
Bond/Debt | 1.54% | 1.46% |
#15
Prev: #15
|
2.6 |
—
|
2,156,936 | 7.1% |
P
S
|
32,330,961 | $1,041,703,579 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MUB
ISHARES TR
|
ETF | 1.47% | 1.40% |
#16
1
Prev: #17
|
2.6 |
—
|
808,430 | 9.5% |
P
S
|
9,357,674 | $993,317,099 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SUB
ISHARES TR
|
ETF | 1.45% | 1.38% |
#17
1
Prev: #18
|
2.6 |
—
|
707,341 | 8.3% |
P
S
|
9,196,615 | $979,439,517 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AVSC
AMERICAN CENTY ...
|
Bond/Debt | 1.37% | 1.29% |
#18
2
Prev: #20
|
1.0 |
—
|
394,499 | 2.7% |
P
S
|
14,853,773 | $925,390,067 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 1.33% | 1.30% |
#19
Prev: #19
|
1.0 |
—
|
758,913 | 4.8% |
P
S
|
16,593,473 | $896,877,209 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 1.29% | 1.26% |
#20
1
Prev: #21
|
1.0 |
—
|
133,747 | 4.2% |
P
S
|
3,328,890 | $871,902,741 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 1.18% | 1.13% |
#21
1
Prev: #22
|
1.0 |
—
|
261,955 | 2.7% |
P
S
|
9,889,366 | $796,885,093 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.10% | 1.45% |
#22
6
Prev: #16
|
0.9 |
—
|
43,298 | 2.2% |
P
S
|
2,018,956 | $745,095,738 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.98% | 1.05% |
#23
Prev: #23
|
0.9 |
—
|
17,819 | 0.9% |
P
S
|
2,070,334 | $663,994,903 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 0.80% | 0.78% |
#24
Prev: #24
|
2.3 |
—
|
603,571 | 5.9% |
P
S
|
10,832,376 | $540,427,233 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IVV
ISHARES TR
|
ETF | 0.75% | 0.75% |
#25
1
Prev: #26
|
2.3 |
—
|
59,504 | 8.3% |
P
S
|
772,663 | $504,710,885 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.68% | 0.75% |
#26
1
Prev: #25
|
0.8 |
—
|
98,319 | 4.6% |
P
S
|
2,218,763 | $461,022,787 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.66% | 0.73% |
#27
Prev: #27
|
0.8 |
—
|
9,180 | 0.6% |
P
S
|
1,541,986 | $443,370,294 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IEFA
ISHARES TR
|
ETF | 0.62% | 0.54% |
#28
4
Prev: #32
|
2.2 |
—
|
656,054 | 16.5% |
P
S
|
4,638,138 | $419,890,594 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.60% | 0.59% |
#29
1
Prev: #28
|
2.2 |
—
|
195,189 | 16.1% |
P
S
|
1,411,064 | $404,324,764 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 0.59% | 0.57% |
#30
Prev: #30
|
0.7 |
—
|
-45,072 | -1.6% |
P
S
|
2,706,655 | $400,855,644 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.54% | 0.59% |
#31
2
Prev: #29
|
2.2 |
—
|
62,805 | 5.6% |
P
S
|
1,182,352 | $363,606,858 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DFCA
DIMENSIONAL ETF...
|
ETF | 0.52% | 0.47% |
#32
1
Prev: #33
|
2.2 |
—
|
888,448 | 14.5% |
P
S
|
7,027,020 | $350,296,931 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.48% | 0.56% |
#33
2
Prev: #31
|
0.7 |
—
|
-30,216 | -5.6% |
P
S
|
505,779 | $324,172,576 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IWB
ISHARES TR
|
ETF | 0.41% | 0.45% |
#34
1
Prev: #35
|
0.7 |
—
|
-7,775 | -1.0% |
P
S
|
784,742 | $279,807,644 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VXF
VANGUARD INDEX ...
|
ETF | 0.41% | 0.39% |
#35
4
Prev: #39
|
2.2 |
—
|
127,911 | 10.5% |
P
S
|
1,340,917 | $275,960,642 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.40% | 0.46% |
#36
2
Prev: #34
|
0.7 |
—
|
13,312 | 2.9% |
P
S
|
475,030 | $271,068,823 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.40% | 0.42% |
#37
Prev: #37
|
0.7 |
—
|
15,819 | 2.9% |
P
S
|
564,071 | $270,302,629 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.40% | 0.28% |
#38
11
Prev: #49
|
0.7 |
—
|
70,990 | 4.7% |
P
S
|
1,574,584 | $267,143,928 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 0.38% | 0.43% |
#39
3
Prev: #36
|
0.7 |
—
|
-458,464 | -4.4% |
P
S
|
9,928,543 | $254,567,833 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.36% | 0.38% |
#40
Prev: #40
|
2.1 |
—
|
76,368 | 10.0% |
P
S
|
837,325 | $245,880,489 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 0.36% | 0.32% |
#41
4
Prev: #45
|
2.6 |
—
|
568,587 | 20.1% |
P
S
|
3,394,161 | $240,679,952 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.35% | 0.31% |
#42
5
Prev: #47
|
0.6 |
—
|
72,727 | 4.0% |
P
S
|
1,876,855 | $233,255,522 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
QUAL
ISHARES TR
|
ETF | 0.33% | 0.34% |
#43
Prev: #43
|
0.6 |
—
|
-207,969 | -15.2% |
P
S
|
1,161,409 | $222,769,926 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.33% | 0.26% |
#44
8
Prev: #52
|
2.1 |
—
|
61,285 | 7.2% |
P
S
|
911,019 | $222,689,559 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 0.33% | 0.33% |
#45
1
Prev: #44
|
0.6 |
—
|
-221,277 | -2.4% |
P
S
|
8,901,238 | $220,305,637 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.32% | 0.35% |
#46
5
Prev: #41
|
2.1 |
—
|
63,364 | 12.1% |
P
S
|
587,117 | $217,060,681 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.30% | 0.40% |
#47
9
Prev: #38
|
0.6 |
—
|
-83,202 | -19.3% |
P
S
|
347,140 | $200,077,724 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EAGG
ISHARES TR
|
ETF | 0.27% | 0.22% |
#48
12
Prev: #60
|
2.6 |
—
|
864,651 | 29.2% |
P
S
|
3,828,027 | $182,022,663 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IWF
ISHARES TR
|
ETF | 0.26% | 0.31% |
#49
3
Prev: #46
|
0.6 |
—
|
-22,550 | -5.2% |
P
S
|
408,111 | $174,018,428 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IEMG
ISHARES INC
|
ETF | 0.25% | 0.24% |
#50
4
Prev: #54
|
0.6 |
—
|
88,137 | 3.8% |
P
S
|
2,417,521 | $168,622,079 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-50 of 3385 holdings