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Livermore
Livermore
ZHEN

Mercer Global Advisors Inc

SEC CIK
0000853758
Latest filing
Aug 19, 2026

The latest 13F from Mercer Global Advisors Inc covers Q2 2026 (filed Aug 19, 2026): 3,590 long positions worth $80.9B. The top 10 holdings make up 36.2% of the portfolio, and the largest is iShares Core U.S. Aggregate Bond ETF at 5.5%. Livermore has 25 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
516
Est. +$285.7M
Added
2076
Est. +$6.92B
Reduced
947
Est. −$1.54B
Sold out
143
Est. −$137.0M

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Core U.S. Aggregate Bond ETF464287226
    5.5%$4.45B
  2. Vanguard Short-Term Bond ETF921937827
    4.9%$3.95B
  3. Vanguard S&P 500 ETF922908363
    4.6%$3.75B
  4. Dimensional U.S. Core Equity 2 ETF25434V708
    4.0%$3.25B
  5. iShares MSCI USA Momentum Factor ETF46432F396
    3.4%$2.78B

Share of portfolio

Top 5 holdings and the other 3,585 positions, by share of portfolio value

  1. iShares Core U.S. Aggregate Bond ETF5.5%
  2. Vanguard Short-Term Bond ETF4.9%
  3. Vanguard S&P 500 ETF4.6%
  4. Dimensional U.S. Core Equity 2 ETF4.0%
  5. iShares MSCI USA Momentum Factor ETF3.4%
  6. Other 3,585 positions77.5%

Biggest buys

New and added positions, by estimated amount bought

  1. iShares Core U.S. Aggregate Bond ETF464287226
    +$558.8MAdded
  2. Vanguard Short-Term Bond ETF921937827
    +$406.8MAdded
  3. iShares Core S&P 500 ETF464287200
    +$376.1MAdded
  4. Vanguard Total International Bond ETF92203J407
    +$148.1MAdded
  5. Vanguard Star FDS921909768
    +$146.2MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. iShares Core S&P 500 ETF464287200
    +0.43 pp0.7% → 1.2%
  2. AMDAdvanced Micro Devices Inc
    +0.22 pp0.1% → 0.3%History
  3. Vanguard Star FDS921909768
    +0.18 pp0.1% → 0.2%
  4. Vanguard Index FDS922908652
    +0.15 pp0.4% → 0.6%
  5. iShares Tr464288638
    +0.12 pp<0.1% → 0.1%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Vanguard Morningstar Total Stock Market ETF922908769
    −$196.6MReduced
  2. Invesco Exch Traded FD Tr II46138G888
    −$115.7MReduced
  3. INTCIntel Corp
    −$96.0MReducedHistory
  4. iShares MSCI USA Momentum Factor ETF46432F396
    −$93.1MReduced
  5. ORKAOruka Therapeutics, Inc.
    −$39.4MSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Vanguard Morningstar Total Stock Market ETF922908769
    −0.28 pp1.0% → 0.7%
  2. Invesco Exch Traded FD Tr II46138G888
    −0.17 pp0.2% → <0.1%
  3. Vanguard Ftse Emerging Markets ETF922042858
    −0.11 pp1.3% → 1.2%
  4. iShares Core MSCI Eafe ETF46432F842
    −0.09 pp0.6% → 0.5%
  5. NFLXNetflix Inc
    −0.09 pp0.2% → 0.1%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$80.9B
+$13.3B (+19.8%) vs. prior quarter
Positions
3,590
+373 vs. prior quarter
Top 10 concentration
36.2%
Top 10 as share of value
Turnover
2.3%
Q2 2026, one quarter
Average holding period
17.6 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $80.9B (Q2 2026)

Q1 2021: $11.0BQ2 2021: $13.0BQ3 2021: $14.3BQ4 2021: $16.2BQ1 2022: $17.0BQ2 2022: $16.3BQ3 2022: $16.8BQ4 2022: $20.0BQ1 2023: $22.0BQ2 2023: $25.2BQ3 2023: $26.3BQ4 2023: $33.2BQ1 2024: $35.2BQ2 2024: $36.7BQ3 2024: $42.7BQ4 2024: $41.0BQ1 2025: $43.6BQ2 2025: $44.5BQ3 2025: $59.9BQ4 2025: $65.5BQ1 2026: $67.6BQ2 2026: $80.9B
Q1 2021Q2 2026
13F filings of Mercer Global Advisors Inc by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 19, 2026Amended3,590$80.9BiShares Core U.S. Aggregate Bond ETFVanguard Short-Term Bond ETFVanguard S&P 500 ETFvs. Q1 2026SEC
Q1 2026May 15, 20263,217$67.6BiShares Core U.S. Aggregate Bond ETFVanguard Short-Term Bond ETFVanguard S&P 500 ETFvs. Q4 2025SEC
Q4 2025Feb 18, 20262,840$65.5BiShares Core U.S. Aggregate Bond ETFVanguard Short-Term Bond ETFVanguard S&P 500 ETFvs. Q3 2025SEC
Q3 2025Nov 14, 20252,633$59.9BiShares Core U.S. Aggregate Bond ETFVanguard S&P 500 ETFVanguard Short-Term Bond ETFvs. Q2 2025SEC
Q2 2025Aug 14, 20252,216$44.5BiShares Core U.S. Aggregate Bond ETFVanguard Short-Term Bond ETFVanguard S&P 500 ETFvs. Q1 2025SEC
Q1 2025May 15, 20252,148$43.6BiShares Core U.S. Aggregate Bond ETFVanguard Short-Term Bond ETFVanguard S&P 500 ETFvs. Q4 2024SEC
Q4 2024Feb 14, 20252,115$41.0BiShares Core U.S. Aggregate Bond ETFVanguard Short-Term Bond ETFVanguard S&P 500 ETFvs. Q3 2024SEC
Q3 2024Nov 14, 20241,952$42.7BVanguard Short-Term Bond ETFiShares Core U.S. Aggregate Bond ETFVanguard S&P 500 ETFvs. Q2 2024SEC
Q2 2024Aug 12, 20241,968$36.7BVanguard Short-Term Bond ETFVanguard S&P 500 ETFiShares Core U.S. Aggregate Bond ETFvs. Q1 2024SEC
Q1 2024May 15, 20241,942$35.2BVanguard Short-Term Bond ETFVanguard S&P 500 ETFiShares Core U.S. Aggregate Bond ETFvs. Q4 2023SEC
Q4 2023Feb 15, 20242,007$33.2BVanguard Short-Term Bond ETFiShares Core U.S. Aggregate Bond ETFVanguard S&P 500 ETFvs. Q3 2023SEC
Q3 2023Nov 15, 2023Amended1,952$26.3BVanguard Short-Term Bond ETFiShares Core U.S. Aggregate Bond ETFVanguard S&P 500 ETFvs. Q2 2023SEC
Q2 2023Aug 14, 20231,916$25.2BVanguard Short-Term Bond ETFiShares Core U.S. Aggregate Bond ETFiShares MSCI USA Momentum Factor ETFvs. Q1 2023SEC
Q1 2023May 16, 20231,928$22.0BVanguard Short-Term Bond ETFiShares MSCI USA Momentum Factor ETFSchwab U.S. Large-Cap ETFvs. Q4 2022SEC
Q4 2022Feb 9, 20231,930$20.0BVanguard Short-Term Bond ETFiShares MSCI USA Momentum Factor ETFSchwab U.S. Large-Cap ETFvs. Q3 2022SEC
Q3 2022Nov 15, 20221,819$16.8BVanguard Short-Term Bond ETFSchwab U.S. Large-Cap ETFiShares MSCI USA Momentum Factor ETFvs. Q2 2022SEC
Q2 2022Aug 10, 20221,821$16.3BVanguard Short-Term Bond ETFiShares MSCI USA Momentum Factor ETFSchwab U.S. Large-Cap ETFvs. Q1 2022SEC
Q1 2022May 10, 20221,865$17.0BVanguard Short-Term Bond ETFSchwab U.S. Large-Cap ETFiShares MSCI USA Momentum Factor ETFvs. Q4 2021SEC
Q4 2021Feb 4, 20221,789$16.2BVanguard Short-Term Bond ETFiShares MSCI USA Quality Factor ETFiShares MSCI USA Momentum Factor ETFvs. Q3 2021SEC
Q3 2021Nov 10, 20211,748$14.3BVanguard Short-Term Bond ETFiShares MSCI USA Quality Factor ETFiShares MSCI USA Momentum Factor ETFvs. Q2 2021SEC
Q2 2021Aug 10, 20211,665$13.0BiShares MSCI USA Quality Factor ETFiShares MSCI USA Momentum Factor ETFVanguard Scottsdale FDSvs. Q1 2021SEC
Q1 2021Aug 10, 2021Amended1,616$11.0BiShares MSCI USA Quality Factor ETFVanguard Scottsdale FDSiShares MSCI USA Momentum Factor ETF–SEC