Mercer Global Advisors Inc.
Annual return '25
+21.4%
SPY '25
+17.7%
Alpha
+3.6ptsvs SPY
Invested
$67.6B
Holdings
3,256
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AGG
ISHARES TR
Q1 2026: Increased +343.0% (2.0k → 8.9k shares)
5.8%
02
$BSV
VANGUARD BD INDEX FDS
Held since at least Q1 2024
5.3%
03
$VOO
VANGUARD INDEX FDS
Q1 2026: Sold 20.0% (113.2k → 90.5k shares)
4.7%
04
$DFAC
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
4.0%
05
$VEA
VANGUARD TAX-MANAGED FDS
Held since at least Q1 2024
3.4%
06
$DFUV
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
3.0%
07
$MTUM
ISHARES TR
Held since at least Q1 2024
3.0%
08
$DUHP
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
2.7%
09
$BNDX
VANGUARD CHARLOTTE FDS
Held since at least Q1 2024
2.6%
10
$AAPL
APPLE INC
Q1 2026: Sold 4.1% (16.4k → 15.7k shares)
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 04:25 UTC.