Mercer Global Advisors Inc holds a diversified book of 3217 stocks worth $67.6B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Invesco Short Term Treasury and trimmed Vanguard S&P 500 ETF. Their largest long position is Ishares Core U.S. Aggregate at 6% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/853758/holdings"
Use Arkolith to show MERCER GLOBAL ADVISORS INC /ADV's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
28% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE US AGGBD ET | $3.9B | 39.35M | 5.8% | ▲+8.5% Added · +3.1M sh | |
| 2 | Vanguard BD Index FDS SHORT TRM BOND | $3.6B | 45.43M | 5.3% | ▲+9.6% Added · +4.0M sh | |
| 3 | Vanguard Index FDS S&P 500 ETF SHS | $3.1B | 5.26M | 4.7% | ▼−2.3% Reduced · −124K sh | |
| 4 | Dimensional ETF Trust US CORE EQUITY 2 | $2.7B | 70.29M | 4.0% | ▲+9.2% Added · +5.9M sh | |
| 5 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $2.3B | 35.74M | 3.4% | ▲+2.6% Added · +895K sh | |
| 6 | Dimensional ETF Trust US MKTWIDE VALUE | $2.1B | 42.34M | 3.0% | ▲+6.2% Added · +2.5M sh | |
| 7 | Ishares TR MSCI USA MMENTM | $2.0B | 8.39M | 3.0% | ▲+7.2% Added · +564K sh | |
| 8 | Dimensional ETF Trust US HIGH PROFITAB | $1.8B | 48.73M | 2.7% | ▲+8.8% Added · +3.9M sh | |
| 9 | Vanguard Charlotte FDS TOTAL INT BD ETF | $1.7B | 36.28M | 2.6% | ▲+4.5% Added · +1.6M sh | |
| 10 | Apple Inc COM | $1.7B | 6.67M | 2.5% | ▲+1.0% Added · +65K sh | |
| 11 | Dimensional ETF Trust INTL CORE EQUITY | $1.4B | 38.46M | 2.0% | ▲+4.0% Added · +1.5M sh | |
| 12 | Nvidia Corporation COM | $1.2B | 7.17M | 1.8% | ▲+20% Added · +1.2M sh | |
| 13 | Dimensional ETF Trust INTERNATNAL VAL | $1.2B | 22.26M | 1.7% | ▲+3.4% Added · +738K sh | |
| 14 | Ishares TR MSCI INTL MOMENT | $1.2B | 24.01M | 1.7% | ▲+5.0% Added · +1.2M sh | |
| 15 | Dimensional ETF Trust INTL HIGH PROFIT | $1.0B | 32.33M | 1.5% | ▲+7.1% Added · +2.2M sh | |
| 16 | Ishares TR NATIONAL MUN ETF | $993.3M | 9.36M | 1.5% | ▲+9.4% Added · +808K sh | |
| 17 | Ishares TR SHRT NAT MUN ETF | $979.4M | 9.20M | 1.4% | ▲+8.3% Added · +707K sh | |
| 18 | American Centy ETF TR AVANTIS US SMALL | $925.4M | 14.85M | 1.4% | ▲+2.7% Added · +394K sh | |
| 19 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $896.9M | 16.59M | 1.3% | ▲+4.8% Added · +759K sh | |
| 20 | Vanguard Index FDS SMALL CP ETF | $871.9M | 3.33M | 1.3% | ▲+4.2% Added · +134K sh | |
| 21 | American Centy ETF TR AVANTIS EMGMKT | $796.9M | 9.89M | 1.2% | ▲+2.7% Added · +262K sh | |
| 22 | Microsoft Corp COM | $745.1M | 2.02M | 1.1% | ▲+2.2% Added · +43K sh | |
| 23 | Vanguard Index FDS TOTAL STK MKT | $664.0M | 2.07M | 1.0% | ▲+0.9% Added · +18K sh | |
| 24 | Vanguard Mun BD FDS TAX EXEMPT BD | $540.4M | 10.83M | 0.8% | ▲+5.9% Added · +604K sh | |
| 25 | Ishares TR CORE S&P500 ETF | $504.7M | 772.7K | 0.7% | ▲+8.3% Added · +60K sh | |
| 26 | Amazon Com Inc COM | $461.0M | 2.22M | 0.7% | ▲+4.6% Added · +98K sh | |
| 27 | Alphabet Inc CAP STK CL A | $443.4M | 1.54M | 0.7% | ▲+0.6% Added · +9K sh | |
| 28 | Ishares TR CORE MSCI EAFE | $419.9M | 4.64M | 0.6% | ▲+16% Added · +656K sh | |
| 29 | Alphabet Inc CAP STK CL C | $404.3M | 1.41M | 0.6% | ▲+16% Added · +195K sh | |
| 30 | Vanguard Whitehall FDS HIGH DIV YLD | $400.9M | 2.71M | 0.6% | ▼−1.6% Reduced · −45K sh | |
| 31 | Broadcom Inc COM | $363.6M | 1.18M | 0.5% | ▲+5.6% Added · +63K sh | |
| 32 | Dimensional ETF Trust CALIF MUN BD ETF | $350.3M | 7.03M | 0.5% | ▲+14% Added · +888K sh | |
| 33 | State STR SPDR S&P 500 ETF T TR UNIT | $324.2M | 505.8K | 0.5% | ▼−5.6% Reduced · −30K sh | |
| 34 | Ishares TR RUS 1000 ETF | $279.8M | 784.7K | 0.4% | ▼−1.0% Reduced · −8K sh | |
| 35 | Vanguard Index FDS EXTEND MKT ETF | $276.0M | 1.34M | 0.4% | ▲+11% Added · +128K sh | |
| 36 | Meta Platforms Inc CL A | $271.1M | 475.0K | 0.4% | ▲+2.9% Added · +13K sh | |
| 37 | Berkshire Hathaway Inc Del CL B NEW | $270.3M | 564.1K | 0.4% | ▲+2.9% Added · +16K sh | |
| 38 | Exxon Mobil Corp COM | $267.1M | 1.57M | 0.4% | ▲+4.7% Added · +71K sh | |
| 39 | Schwab Strategic TR US LRG CAP ETF | $254.6M | 9.93M | 0.4% | ▼−4.4% Reduced · −458K sh | |
| 40 | JPMorgan Chase & Co COM | $245.9M | 837.3K | 0.4% | ▲+10% Added · +76K sh | |
| 41 | Dimensional ETF Trust US EQUITY MARKET | $240.7M | 3.39M | 0.4% | ▲+20% Added · +569K sh | |
| 42 | Walmart Inc COM | $233.3M | 1.88M | 0.3% | ▲+4.0% Added · +73K sh | |
| 43 | Ishares TR MSCI USA QLT FCT | $222.8M | 1.16M | 0.3% | ▼−15% Reduced · −208K sh | |
| 44 | Johnson & Johnson COM | $222.7M | 911.0K | 0.3% | ▲+7.2% Added · +61K sh | |
| 45 | Schwab Strategic TR INTL EQTY ETF | $220.3M | 8.90M | 0.3% | ▼−2.4% Reduced · −221K sh | |
| 46 | Tesla Inc COM | $217.1M | 587.1K | 0.3% | ▲+12% Added · +63K sh | |
| 47 | Invesco QQQ TR UNIT SER 1 | $200.1M | 347.1K | 0.3% | ▼−19% Reduced · −83K sh | |
| 48 | Ishares TR ESG AWR US AGRGT | $182.0M | 3.83M | 0.3% | ▲+29% Added · +865K sh | |
| 49 | Ishares TR RUS 1000 GRW ETF | $174.0M | 408.1K | 0.3% | ▼−5.2% Reduced · −23K sh | |
| 50 | Ishares Inc CORE MSCI EMKT | $168.6M | 2.42M | 0.2% | ▲+3.8% Added · +88K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 3,217 | $67.6B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 18, 2026 | 2,840 | $65.6B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 2,633 | $59.9B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 2,249 | $49.1B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 2,148 | $43.6B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 2,124 | $41.0B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 1,952 | $42.7B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 12, 2024 | 2,104 | $36.7B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 1,945 | $35.2B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 15, 2024 | 2,007 | $33.2B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 15, 2023 | 1,952 | $26.3B | 13F-HR/A |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 2,174 | $25.2B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 16, 2023 | 1,942 | $22.0B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 9, 2023 | 1,930 | $20.0B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 15, 2022 | 1,819 | $16.8B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 10, 2022 | 1,821 | $16.3B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 10, 2022 | 1,865 | $17.0B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 4, 2022 | 1,795 | $16.2B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 10, 2021 | 1,752 | $14.3B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 10, 2021 | 1,667 | $13.0B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Aug 10, 2021 | 1,624 | $11.0B | 13F-HR/A |
| Q4 2020 | Dec 31, 2020 | Feb 12, 2021 | 1,347 | $8.0B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.