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Mercer Global Advisors Inc: 13F portfolio Q2 2026 and what copying it returned
Mercer Global Advisors Inc's 13F for the quarter ended 2026-06-30 (filed Aug 19, 2026): 400 common-share positions, $80.9B reported. Copying each 13F the day after it was filed returned +18.2% from May 19, 2025 to Nov 6, 2026, against +23.7% for SPY.
Copying the 13F
Each 13F bought at the close of the first trading day after it was filed and held, drifting, until the next one; value-weighted over the common-share positions with a price (85.4% of the portfolio on average); 6 filings since May 15, 2025. Price returns for the clone and SPY alike (no dividends, no costs). A 13F lists only US long positions at quarter end, reported up to 45 days later.
Largest holdings (2026-06-30)
| Ticker | Company | Weight | Value | Change in the quarter |
|---|---|---|---|---|
| AGG | iShares Core U.S. Aggregate | 5.5% | $4.5B | +14.3% |
| BSV | Vanguard Short-Term Bond ETF | 4.9% | $3.9B | +11.5% |
| VOO | Vanguard S&P 500 ETF | 4.6% | $3.8B | +3.9% |
| MTUM | iShares MSCI USA Momentum FA | 3.4% | $2.8B | -3.2% |
| VEA | Vanguard FTSE Developed ETF | 3.2% | $2.6B | +2.3% |
| DFUV | Dimensional US Marketwide Va | 2.9% | $2.4B | +2.4% |
| AAPL | Apple | 2.5% | $2.0B | +4.8% |
| BNDX | Vanguard Total International Bond ETF | 2.4% | $1.9B | +8.4% |
| NVDA | NVIDIA | 1.9% | $1.5B | +7.1% |
| IMTM | iShares MSCI International Momentum F | 1.7% | $1.4B | +7.7% |
| DFIV | Dimensional International Va | 1.6% | $1.3B | +7.6% |
| DIHP | Dimensional International Hi | 1.5% | $1.2B | +10.2% |
| MUB | iShares National Muni Bond E | 1.4% | $1.1B | +10.7% |
| SUB | iShares Short-Term National | 1.4% | $1.1B | +13.4% |
| VB | Vanguard Most Sm-Cap Etf-Usd | 1.3% | $1.0B | +2.8% |
| VWO | Vanguard FTSE Emerging Marke | 1.2% | $988M | -0.2% |
| AVEM | Avantis Emerging Markets EQ | 1.2% | $962M | +0.8% |
| IVV | iShares Core S&P 500 ETF | 1.2% | $955M | +65.0% |
| MSFT | Microsoft | 1.0% | $808M | +7.3% |
| AMZN | Amazon.com | 0.7% | $583M | +10.2% |
| VTEB | Vanguard Tax-Exempt Bond ETF | 0.7% | $581M | +6.0% |
Biggest adds
- SHM new
- XLE new
- SGOV new
- XLU new
- FDXF new
- HON new
- HONA new
- SPTS new
- PVAL new
- BUFD new
- SPEM new
Biggest cuts
- DFUS exit
- XLK exit
- TBLL exit
- USMV exit
- SPYM exit
- BIL exit
- XLI exit
- XLF exit
- XLV exit
Track record
Of 34 position changes scored in 34 separate decisions, 47.1% were on the right side of SPY over the next three months (Disclosures → Smart money).
Open in Disclosures → every quarter, the clone month by month, the smart-money record
Source: SEC Form 13F-HR, filer CIK 853758. Not investment advice.