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MERCER GLOBAL ADVISORS INC /ADV
Period ended Jun 30, 2026 · Latest filing Aug 19, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $80,931,989,213
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · CORE US AGGBD ET · 464287226 · shares: $4,453,507,594
- VANGUARD BD INDEX FDS · SHORT TRM BOND · 921937827 · shares: $3,946,244,504
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $3,751,483,653
- DIMENSIONAL ETF TRUST · US COR EQU 2 ETF · 25434V708 · shares: $3,247,998,642
- ISHARES TR · MSCI USA MMENTM · 46432F396 · shares: $2,782,891,724
- VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT · 921943858 · shares: $2,604,883,799
- DIMENSIONAL ETF TRUST · US MKTWIDE VALUE · 25434V724 · shares: $2,385,777,428
- DIMENSIONAL ETF TRUST · US HIGH PROF ETF · 25434V831 · shares: $2,155,567,953
- APPLE INC · COM · 037833100 · shares: $2,022,207,063
- VANGUARD CHARLOTTE FDS · TOTAL INT BD ETF · 92203J407 · shares: $1,905,258,032
Reported holdings
3,717 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 44,994,014 shares | $4,453,507,594 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | — | 50,651,293 shares | $3,946,244,504 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 5,462,185 shares | $3,751,483,653 |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | 25434V708 | — | 73,219,086 shares | $3,247,998,642 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 | — | 8,117,410 shares | $2,782,891,724 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 36,559,773 shares | $2,604,883,799 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | — | 43,369,886 shares | $2,385,777,428 |
| DIMENSIONAL ETF TRUST | US HIGH PROF ETF | 25434V831 | — | 51,655,115 shares | $2,155,567,953 |
| APPLE INC | COM | 037833100 | — | 6,988,551 shares | $2,022,207,063 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | — | 39,340,451 shares | $1,905,258,032 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | — | 41,492,937 shares | $1,546,026,817 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 7,685,771 shares | $1,537,845,783 |
| ISHARES TR | MSCI INTL MOMENT | 46434V449 | — | 25,849,053 shares | $1,378,530,001 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | — | 23,955,107 shares | $1,294,054,908 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | — | 35,612,854 shares | $1,215,288,809 |
| AMERICAN CENTY ETF TR | AVAN US SMAL ETF | 025072323 | — | 15,209,879 shares | $1,115,492,527 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | — | 10,361,448 shares | $1,115,098,958 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | — | 10,432,746 shares | $1,110,774,481 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | — | 3,420,614 shares | $1,036,856,610 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 16,554,553 shares | $988,141,257 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | — | 9,970,793 shares | $962,081,847 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 1,274,862 shares | $954,731,669 |
| MICROSOFT CORP | COM | 594918104 | — | 2,166,180 shares | $808,028,240 |
| AMAZON COM INC | COM | 023135106 | — | 2,444,026 shares | $582,509,142 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | — | 11,479,867 shares | $580,651,659 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 1,605,150 shares | $573,632,325 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | — | 1,539,100 shares | $569,528,901 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 1,487,716 shares | $525,654,601 |
| BROADCOM INC | COM | 11135F101 | — | 1,231,090 shares | $465,044,007 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 397,223 shares | $458,509,927 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 2,883,738 shares | $455,717,060 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | — | 1,833,274 shares | $451,370,461 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 4,450,490 shares | $429,828,335 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 550,225 shares | $410,891,504 |
| DIMENSIONAL ETF TRUST | CALIF MUN BD ETF | 25434V633 | — | 7,677,438 shares | $385,253,869 |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | 25434V401 | — | 3,929,304 shares | $321,967,182 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 950,438 shares | $311,106,939 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 408,843 shares | $301,071,978 |
| META PLATFORMS INC | CL A | 30303M102 | — | 532,588 shares | $300,001,246 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 592,066 shares | $296,263,896 |
| ISHARES TR | RUS 1000 ETF | 464287622 | — | 721,484 shares | $295,447,570 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 9,672,309 shares | $284,656,070 |
| TESLA INC | COM | 88160R101 | — | 649,933 shares | $273,361,781 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 606,442 shares | $262,789,540 |
| INTEL CORP | COM | 458140100 | — | 1,830,116 shares | $255,539,130 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 | — | 1,158,867 shares | $254,290,321 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 426,204 shares | $247,586,149 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | — | 8,707,217 shares | $241,189,903 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 931,576 shares | $236,592,244 |
| EXXON MOBIL CORP | COM | 30231G102 | — | 1,702,297 shares | $232,737,978 |
| ELI LILLY & CO | COM | 532457108 | — | 189,731 shares | $227,568,969 |
| ISHARES TR | MSCI USA VALUE | 46432F388 | — | 1,127,613 shares | $225,308,398 |
| WALMART INC | COM | 931142103 | — | 1,980,005 shares | $224,255,292 |
| APPLIED MATLS INC | COM | 038222105 | — | 286,104 shares | $206,852,921 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 1,643,658 shares | $204,093,062 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 1,371,731 shares | $203,441,443 |
| CATERPILLAR INC | COM | 149123101 | — | 189,337 shares | $201,624,842 |
| ISHARES TR | ESG AWR US AGRGT | 46435U549 | — | 4,247,541 shares | $201,375,886 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 2,210,219 shares | $188,951,645 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 2,236,895 shares | $185,304,348 |
| KLA CORP | COM NEW | 482480100 | — | 593,590 shares | $179,091,938 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 930,104 shares | $177,203,434 |
| CISCO SYS INC | COM | 17275R102 | — | 1,468,436 shares | $172,482,522 |
| ISHARES TR | INTL SEL DIV ETF | 464288448 | — | 4,022,070 shares | $166,634,337 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 1,382,213 shares | $165,202,073 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 537,633 shares | $161,531,948 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 171,725 shares | $160,643,783 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | — | 1,520,294 shares | $157,928,143 |
| HOME DEPOT INC | COM | 437076102 | — | 435,389 shares | $153,553,027 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 | — | 1,484,182 shares | $152,588,825 |
| ISHARES TR | MSCI INTL VLU FT | 46435G409 | — | 3,445,556 shares | $144,093,171 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | — | 1,632,494 shares | $140,622,991 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 591,708 shares | $140,010,063 |
| ISHARES TR | IBDS DEC28 ETF | 46435U515 | — | 5,532,094 shares | $139,685,372 |
| ISHARES TR | CORE S&P TTL STK | 464287150 | — | 843,347 shares | $138,536,585 |
| ABBVIE INC | COM | 00287Y109 | — | 543,313 shares | $136,719,447 |
| ISHARES TR | MSCI INTL QUALTY | 46434V456 | — | 2,734,970 shares | $135,517,784 |
| ISHARES TR | IBONDS 27 ETF | 46435UAA9 | — | 5,566,800 shares | $134,827,892 |
| ISHARES TR | IBONDS DEC 29 | 46436E205 | — | 5,791,658 shares | $134,134,814 |
| ISHARES TR | IBONDS DEC 2030 | 46436E726 | — | 6,081,902 shares | $132,585,469 |
| VISA INC | COM CL A | 92826C839 | — | 381,864 shares | $131,013,708 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 1,672,609 shares | $128,974,944 |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | 921935870 | — | 1,254,555 shares | $127,099,011 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 | — | 581,774 shares | $126,786,061 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | — | 982,092 shares | $125,786,289 |
| CHEVRON CORPORATION | COM | 166764100 | — | 758,835 shares | $125,784,504 |
| APOGEE THERAPEUTICS INC | COM | 03770N101 | — | 941,283 shares | $124,936,493 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | — | 1,506,590 shares | $124,052,594 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | — | 2,972,994 shares | $122,635,990 |
| ISHARES TR | USD INV GRDE ETF | 464288620 | — | 2,389,937 shares | $122,579,874 |
| AMPHENOL CORP | CL A | 032095101 | — | 685,291 shares | $120,830,483 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | — | 1,681,761 shares | $117,555,076 |
| NETFLIX INC. | COM | 64110L106 | — | 1,609,269 shares | $114,901,808 |
| RAYMOND JAMES FINL INC | COM | 754730109 | — | 720,078 shares | $109,473,451 |
| MERCK & CO INC | COM | 58933Y105 | — | 845,459 shares | $108,641,472 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 1,478,257 shares | $108,518,793 |
| QUALCOMM INC | COM | 747525103 | — | 582,175 shares | $107,580,179 |
| CORNING INC | COM | 219350105 | — | 410,688 shares | $104,902,074 |
| ISHARES TR | IBONDS DEC2026 | 46435GAA0 | — | 4,313,634 shares | $104,519,356 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 | — | 242,291 shares | $103,312,831 |