MERCER GLOBAL ADVISORS INC /ADV

CIK: 0000853758SEC EDGAR →

Portfolio Value

$58.1M

Holdings

2,840

As of

Q4 2025

New Positions

2,608

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
AGG

ISHARES TR

36,259,568$3.6M
6.24%
2
BSV

VANGUARD BD INDEX FDS

41,443,879$3.3M
5.62%
3
DFAC

DIMENSIONAL ETF TRUST

64,358,203$2.5M
4.39%
4
VEA

VANGUARD TAX-MANAGED FDS

34,844,186$2.2M
3.75%
5
MTUM

ISHARES TR

7,824,890$2.0M
3.37%
6
DFUV

DIMENSIONAL ETF TRUST

39,863,226$1.9M
3.20%
7
AAPL

APPLE INC

6,601,785$1.8M
3.08%
8
DUHP

DIMENSIONAL ETF TRUST

44,791,614$1.7M
2.93%
9
BNDX

VANGUARD CHARLOTTE FDS

34,728,517$1.7M
2.89%
10
DFIC

DIMENSIONAL ETF TRUST

36,999,033$1.3M
2.20%

Quarterly Changes

Top Buys

MSFT↑ Increased
$952K
AGG↑ Increased
$290K
BSV↑ Increased
$280K
AAPL↑ Increased
$259K
DFAC↑ Increased
$186K

Top Sells

VO↓ Decreased
$63K
SENS1GBPCLOSED
$45K
APGE↓ Decreased
$28K
RJF↓ Decreased
$28K
KELCLOSED
$24K

New Positions (354)

TJUL
$22K · 756K shares
IBMT
$22K · 853K shares
ONDS
$14K · 1.5M shares
LITE
$4K · 12K shares
AKRE
$4K · 62K shares
UTZ
$3K · 102K shares
THRO
$2K · 71K shares
XTEN
$2K · 60K shares
VIK
$2K · 40K shares
PMAY
$2K · 64K shares
BAI
$2K · 68K shares
TRIN
$2K · 147K shares
BINC
$2K · 44K shares
TLH
$2K · 24K shares
DUSB
$2K · 40K shares
DMAX
$1K · 55K shares
TTMI
$1K · 23K shares
BHB
$1K · 45K shares
MSTR 8 PERP
$1K · 24K shares
3M4
$1K · 11K shares
CART
$1K · 27K shares
WEA
$1K · 14K shares
EMNT
$1K · 20K shares
UMAC
$1K · 101K shares
PJUL
$1K · 26K shares
FXO
$1K · 29K shares
SOXL
$1K · 31K shares
VPC
$71 · 115K shares
CPF
$0 · 8K shares
DEFI
$0 · 14K shares
REFI
$0 · 15K shares
IHRT
$0 · 12K shares
ARWR
$0 · 5K shares
LAW
$0 · 13K shares
CPA
$0 · 3K shares
CZR
$0 · 21K shares
DLS
$0 · 4K shares
EPS
$0 · 7K shares
ARCT
$0 · 11K shares
KNCT
$0 · 2K shares
XFLT
$0 · 14K shares
FXU
$0 · 5K shares
UP
$0 · 18K shares
SNCY
$0 · 14K shares
WMK
$0 · 4K shares
HRMY
$0 · 14K shares
BFLY
$0 · 19K shares
BITO
$0 · 45K shares
AIOT
$0 · 12K shares
BDC
$0 · 2K shares
SYSB
$0 · 8K shares
SGDM
$0 · 34K shares
DHC
$0 · 10K shares
VSCO
$0 · 12K shares
G3V
$0 · 10K shares
THS
$0 · 15K shares
QQQE
$0 · 5K shares
PRKS
$0 · 6K shares
BOC
$0 · 10K shares
BHVN
$0 · 30K shares
KTB
$0 · 4K shares
FEX
$0 · 4K shares
PKST
$0 · 19K shares
AIA
$0 · 56K shares
GIGB
$0 · 7K shares
DYT1
$0 · 17K shares
SAIA
$0 · 912 shares
ASAN
$0 · 15K shares
UFCS
$0 · 10K shares
ATGE
$0 · 4K shares
HOMB
$0 · 7K shares
NBBK
$0 · 17K shares
RCI/B
$0 · 6K shares
UA
$0 · 11K shares
ARQT
$0 · 9K shares
QGRW
$0 · 3K shares
LION
$0 · 15K shares
JBI
$0 · 30K shares
EWU
$0 · 6K shares
LXU
$0 · 11K shares
FMAT
$0 · 4K shares
CGMS
$0 · 9K shares
MCS
$0 · 15K shares
MIY
$0 · 22K shares
PSLV/U
$0 · 27K shares
CLNE
$0 · 15K shares
GRAL
$0 · 4K shares
GNE
$0 · 17K shares
ROIV
$0 · 10K shares
LCTU
$0 · 8K shares
VOYG
$0 · 37K shares
QTWO
$0 · 4K shares
SXC
$0 · 10K shares
CRNC
$0 · 15K shares
PALL
$0 · 2K shares
AM6
$0 · 17K shares
BBEU
$0 · 7K shares
GEF/B
$0 · 3K shares
GDRX
$0 · 19K shares
APPS
$0 · 15K shares
UE
$0 · 11K shares
SHOO
$0 · 5K shares
AGL
$0 · 125K shares
WTV
$0 · 3K shares
NMFC
$0 · 16K shares
XPRO
$0 · 16K shares
IBP
$0 · 937 shares
GRBK
$0 · 3K shares
ACAD
$0 · 10K shares
TAN
$0 · 22K shares
PAR
$0 · 6K shares
FYBR
$0 · 10K shares
LRN
$0 · 3K shares
VKTX
$0 · 7K shares
GMED
$0 · 6K shares
SMBC
$0 · 3K shares
CAVA
$0 · 6K shares
FLB
$0 · 51K shares
LYTS
$0 · 12K shares
ECG
$0 · 4K shares
SPVM
$0 · 3K shares
CTBI
$0 · 4K shares
AKR
$0 · 10K shares
FIVN
$0 · 16K shares
GSEW
$0 · 7K shares
BFH
$0 · 3K shares
STGW
$0 · 25K shares
SLVM
$0 · 5K shares
EGBN
$0 · 11K shares
SERV
$0 · 10K shares
AIQ
$0 · 4K shares
RGEN
$0 · 1K shares
CWAN
$0 · 17K shares
FENI
$0 · 16K shares
FEAM
$0 · 221K shares
FAAR
$0 · 9K shares
NTLA
$0 · 10K shares
HLNE
$0 · 2K shares
ANIK
$0 · 13K shares
CWEN/A
$0 · 16K shares
NBIG
$0 · 153K shares
FTSL
$0 · 20K shares
QINT
$0 · 7K shares
LAND
$0 · 20K shares
FTCI
$0 · 10K shares
MAC
$0 · 10K shares
QHY
$0 · 5K shares
KMT
$0 · 9K shares
IRDM
$0 · 11K shares
QDF
$0 · 4K shares
1GSN
$0 · 3K shares
GLUE
$0 · 11K shares
TWO
$0 · 12K shares
FIHL
$0 · 11K shares
SRRK
$0 · 7K shares
ICSH
$0 · 5K shares
ETW
$0 · 74K shares
ASIX
$0 · 14K shares
SAH
$0 · 4K shares
STBA
$0 · 5K shares
SCL
$0 · 5K shares
HNI
$0 · 5K shares
HASI
$0 · 7K shares
WOW
$0 · 11K shares
GTEK
$0 · 7K shares
FTGC
$0 · 9K shares
HFRO
$0 · 36K shares
STRT
$0 · 14K shares
0HQK
$0 · 8K shares
HUBG
$0 · 6K shares
TNDM
$0 · 11K shares
DGRS
$0 · 4K shares
PAYO
$0 · 12K shares
WMG
$0 · 10K shares
AIV
$0 · 20K shares
LMBS
$0 · 5K shares
NIO
$0 · 16K shares
OXSQ
$0 · 12K shares
SDRL
$0 · 7K shares
NHI
$0 · 5K shares
ASST
$0 · 274K shares
ACEL
$0 · 11K shares
MBI
$0 · 16K shares
NGD
$0 · 51K shares
SFL
$0 · 18K shares
HLIT
$0 · 12K shares
WEST
$0 · 11K shares
ARBE
$0 · 10K shares
CALI
$0 · 10K shares
IVT
$0 · 9K shares
INDV
$0 · 8K shares
HGER
$0 · 9K shares
PTLO
$0 · 16K shares
SLAB
$0 · 2K shares
TVTX
$0 · 7K shares
FCTR
$0 · 6K shares
UNIT
$0 · 10K shares
NPO
$0 · 992 shares
PREF
$0 · 10K shares
AIP
$0 · 10K shares
CELC
$0 · 4K shares
YELP
$0 · 12K shares
NIJ
$0 · 2K shares
BCO
$0 · 3K shares
DJT
$0 · 18K shares
TWST
$0 · 8K shares
XAODX
$0 · 11K shares
WASH
$0 · 8K shares
CMCO
$0 · 16K shares
DOCN
$0 · 8K shares
SEE
$0 · 7K shares
DML
$0 · 14K shares
BATRA
$0 · 7K shares
RDW
$0 · 15K shares
CXM
$0 · 12K shares
EPP
$0 · 6K shares
BIZD
$0 · 10K shares
FLYW
$0 · 12K shares
WAFD
$0 · 7K shares
RAMP
$0 · 9K shares
PPLT
$0 · 1K shares
FSEC
$0 · 13K shares
FTA
$0 · 3K shares
CARL
$0 · 15K shares
RSI
$0 · 10K shares
OUT
$0 · 9K shares
HAFC
$0 · 10K shares
PACS
$0 · 9K shares
PMBS
$0 · 6K shares
TNGY
$0 · 11K shares
DWMF
$0 · 6K shares
BLFY
$0 · 13K shares
SSTK
$0 · 11K shares
USXF
$0 · 5K shares
ANNX
$0 · 10K shares
CRSR
$0 · 10K shares
PDO
$0 · 21K shares
LASR
$0 · 9K shares
TGTX
$0 · 7K shares
GIL
$0 · 6K shares
OTF
$0 · 22K shares
BORR
$0 · 12K shares
NG
$0 · 13K shares
RYLD
$0 · 16K shares
ACVA
$0 · 28K shares
MSOS
$0 · 25K shares
GTX
$0 · 17K shares
THRY
$0 · 13K shares
SPHB
$0 · 2K shares
TROX
$0 · 19K shares
LILA
$0 · 13K shares
CUBI
$0 · 4K shares
OPLN
$0 · 7K shares
KSS
$0 · 20K shares
SDVY
$0 · 23K shares
SB
$0 · 10K shares
THW
$0 · 12K shares
NSP
$0 · 8K shares
NBHC
$0 · 9K shares
BRKR
$0 · 6K shares
IQI
$0 · 11K shares
IOCT
$0 · 13K shares
IMXI
$0 · 11K shares
SNDX
$0 · 18K shares
HBCP
$0 · 4K shares
BFST
$0 · 8K shares
JCPB
$0 · 5K shares
CNNE
$0 · 19K shares
WULF
$0 · 10K shares
IVVB
$0 · 15K shares
CABA
$0 · 27K shares
FG
$0 · 11K shares
WTH
$0 · 5K shares
AGM
$0 · 2K shares
JSML
$0 · 4K shares
BL
$0 · 4K shares
TMFC
$0 · 4K shares
ATRO
$0 · 5K shares
TENB
$0 · 9K shares
INTA
$0 · 7K shares
UCB
$0 · 7K shares
BFS
$0 · 9K shares
PSFE
$0 · 11K shares
CHCO
$0 · 2K shares
EES
$0 · 6K shares
TTGT
$0 · 10K shares
ALKS
$0 · 9K shares
TOTL
$0 · 11K shares
QDVO
$0 · 15K shares
IEV
$0 · 9K shares
KBWB
$0 · 3K shares
PLMR
$0 · 2K shares
BROS
$0 · 6K shares
WGO
$0 · 5K shares
AMCX
$0 · 12K shares
CC
$0 · 16K shares
RG6
$0 · 3K shares
FLNC
$0 · 11K shares
CON
$0 · 11K shares
AMTM
$0 · 16K shares
NUAI
$0 · 55K shares
BOXX
$0 · 2K shares
RSPN
$0 · 4K shares
CNS
$0 · 4K shares
BUR
$0 · 18K shares
ELPC
$0 · 20K shares
U6Z
$0 · 11K shares
FNGU
$0 · 10K shares
PRAX
$0 · 1K shares
BKU
$0 · 5K shares
ESAB
$0 · 3K shares
VBIL
$0 · 3K shares
XME
$0 · 2K shares
CIO
$0 · 13K shares
TH
$0 · 15K shares
LINE
$0 · 13K shares
CCO
$0 · 17K shares
SDIV
$0 · 17K shares
LVLN
$0 · 4K shares
MGY
$0 · 12K shares
EWC
$0 · 7K shares
FCF
$0 · 54K shares
LIVN
$0 · 5K shares
DDWM
$0 · 5K shares
COPX
$0 · 21K shares
BTU
$0 · 7K shares
HAE
$0 · 6K shares
FFLC
$0 · 6K shares
BUFR
$0 · 8K shares
MZTI
$0 · 1K shares
GLOB
$0 · 9K shares
TIGO
$0 · 5K shares
ARR
$0 · 12K shares
LRGF
$0 · 3K shares
JOE
$0 · 4K shares
SHLD
$0 · 13K shares
FBIZ
$0 · 4K shares
ORGO
$0 · 11K shares
GTY
$0 · 16K shares
ALMS
$0 · 15K shares
HQL
$0 · 11K shares
UTES
$0 · 3K shares
WTBA
$0 · 14K shares
WSC
$0 · 10K shares
TALO
$0 · 12K shares
KNF
$0 · 5K shares
RDVI
$0 · 15K shares
JBLU
$0 · 23K shares
ORC
$0 · 14K shares
IVR
$0 · 15K shares
PQ3
$0 · 11K shares
MNKD
$0 · 12K shares
HLF
$0 · 12K shares
EOLS
$0 · 22K shares

Closed Positions (147)

SENS1GBP
$45K · 104K shares
KEL
$24K · 287K shares
BNKK
$9K · 32K shares
IAU
$6K · 224K shares
AQLT
$5K · 233K shares
TTEN
$5K · 88K shares
UTF-R
$2K · 30K shares
BSCP
$2K · 112K shares
BU
$2K · 126K shares
07WA
$2K · 8K shares
TSLL
$1K · 67K shares
IPG
$918 · 33K shares
BSJP
$703 · 30K shares
IMPP
$689 · 160K shares
SGVT
$683 · 7K shares
ANGL
$653 · 22K shares
AEBA
$642 · 10K shares
NAC
$640 · 56K shares
FND
$611 · 8K shares
PINC
$554 · 20K shares
HOG
$528 · 19K shares
DIVI
$488 · 13K shares
6PM
$464 · 71K shares
DMLP
$440 · 17K shares
INFA1EUR
$416 · 17K shares
CEMB
$415 · 9K shares
IBHE
$412 · 18K shares
BSTZ
$402 · 18K shares
CBLS
$398 · 14K shares
EHLS
$380 · 16K shares
VTWV
$377 · 2K shares
KALU
$355 · 5K shares
XNCMX
$348 · 28K shares
FMC
$337 · 10K shares
PRDO
$336 · 9K shares
TSLX
$311 · 14K shares
UITB
$304 · 6K shares
DRVN
$295 · 18K shares
VVV
$295 · 8K shares
LTBR
$292 · 14K shares
VBTX
$290 · 9K shares
MARA
$290 · 16K shares
IGLB
$289 · 6K shares
SKM
$287 · 13K shares
DGS
$287 · 5K shares
BST
$285 · 7K shares
RVMD
$280 · 6K shares
KAPR
$280 · 8K shares
HUT
$278 · 8K shares
PJAN
$274 · 6K shares
KJAN
$274 · 7K shares
BSY
$270 · 5K shares
ICFI
$268 · 3K shares
RGR
$264 · 6K shares
BKAG
$263 · 6K shares
LPG
$262 · 9K shares
IIPR
$259 · 5K shares
KDEC
$257 · 10K shares
GNTYUSD
$256 · 5K shares
ETHU
$254 · 2K shares
LOB
$254 · 7K shares
DMBS
$249 · 5K shares
NOG
$249 · 10K shares
WES
$239 · 6K shares
KOMP
$238 · 4K shares
DMAR
$235 · 6K shares
RH
$229 · 1K shares
AI
$229 · 13K shares
PEY
$227 · 11K shares
BITB
$227 · 4K shares
BUCK
$226 · 10K shares
LI
$226 · 9K shares
LVHD
$225 · 5K shares
HSCZ
$225 · 6K shares
DFH
$224 · 9K shares
ETHA
$223 · 9K shares
DSEP
$222 · 5K shares
OPRA
$220 · 11K shares
FOUR
$219 · 3K shares
ENOV
$218 · 7K shares
VRRM
$216 · 9K shares
BXSL
$216 · 8K shares
GGLL
$216 · 3K shares
JMHI
$215 · 4K shares
SGHC
$215 · 16K shares
KN
$214 · 9K shares
TY
$213 · 6K shares
ZALT
$213 · 7K shares
TDTF
$213 · 9K shares
TPYP
$212 · 6K shares
IIIN
$212 · 6K shares
PD
$209 · 13K shares
AIO
$208 · 9K shares
NXRT
$207 · 6K shares
HESM
$207 · 6K shares
ICLR
$206 · 1K shares
DDLS
$206 · 5K shares
DASX
$204 · 10K shares
BSCX
$204 · 10K shares
GJB
$201 · 12K shares
LEU
$201 · 650 shares
FNX
$200 · 2K shares
NEWT
$191 · 17K shares
XP
$188 · 10K shares
AVDX
$176 · 18K shares
ARLO
$172 · 10K shares
EH3
$164 · 10K shares
HN9
$161 · 24K shares
IAS
$156 · 15K shares
KREF
$151 · 17K shares
FMNB
$147 · 10K shares
MED
$144 · 11K shares
CLB
$132 · 11K shares
HDSN
$132 · 13K shares
GSBD
$129 · 13K shares
BTZ
$126 · 11K shares
PJX
$124 · 10K shares
ELP1
$122 · 13K shares
CSPI
$118 · 10K shares
CMPS
$118 · 21K shares
JELD
$110 · 23K shares
PML
$101 · 13K shares
ENVX
$100 · 10K shares
HYT
$100 · 11K shares
HPP
$99 · 36K shares
PRTH
$99 · 14K shares
SCPH
$96 · 17K shares
PFMTUSD
$88 · 11K shares
XERS
$85 · 10K shares
AQST
$84 · 15K shares
BCRX
$80 · 11K shares
CMRC
$69 · 14K shares
ZVIA
$68 · 25K shares
DCH
$66 · 11K shares
MVST
$63 · 17K shares
ACH
$50 · 10K shares
CNDT
$42 · 15K shares
QSI
$38 · 27K shares
TLRYEUR
$37 · 21K shares
SLR
$34 · 50K shares
MGF
$32 · 10K shares
CIG/C
$30 · 11K shares
XMP0
$19 · 28K shares
LPSNUSD
$14 · 25K shares
MJ0
$13 · 20K shares
PDSB
$12 · 13K shares
BARK
$10 · 12K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services1096$43.2M74.3%
Technology328$6.3M10.9%
Consumer Cyclical197$1.6M2.7%
Unknown191$1.4M2.4%
Healthcare214$1.2M2.1%
Communication Services89$1.2M2.1%
Industrials249$1.2M2.0%
Consumer Defensive78$617K1.1%
Energy106$615K1.1%
Utilities68$290K0.5%
Real Estate138$277K0.5%
Basic Materials86$245K0.4%