account_balance

Investment manager · 13F filer · SEC CIK 853758

Mercer Global Advisors Inc

Reported value$80Bas of Jun 30, 2026
Positions6,035 2,869 new, 51 sold out
Top 10 weight36.4%AGG alone is 6%
FiledAug 1142 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AGG iShares Tr 5.5% Added +13%
BSV Vanguard Bd Index FDS 4.9% Added +11%
VOO Vanguard Index FDS 4.7% Added +4%
DFAC Dimensional ETF Trust 4.1% Added +4%
MTUM iShares Tr 3.5% Trimmed −3%
VEA Vanguard Tax-managed FDS 3.3% Added +2%
DFUV Dimensional ETF Trust 3.0% Held
DUHP Dimensional ETF Trust 2.7% Added +5%
AAPL Apple Inc 2.5% Added +4%
BNDX Vanguard Charlotte FDS 2.4% Added +7%
DFIC Dimensional ETF Trust 1.9% Added +8%
NVDA Nvidia Corporation 1.9% Added +6%

What changed

Biggest moves since Mar 31, 2026

Filed Aug 11, 2026, compared with the May 15, 2026 filing
add_circleNew
arrow_upwardAdded
  • KLAC +807%
  • VGT +724%
  • VXUS +340%
  • IWF +301%
arrow_downwardTrimmed
  • INTC −27%
  • VTI −26%
  • IEMG −17%
  • IEFA −12%
remove_circleSold out
  • Carnival Corp $27.5M
  • HONZZZZ $26.2M
  • Coterra Energy Inc $7.45M
  • Dupont de Nemours Inc $5.46M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate.

This is data, not investment advice. About StockToast