Mercer Global Advisors Q3 2026 Portfolio Activity: Strategic Shifts and ETF Holdings
Mercer Global Advisors Inc's portfolio saw significant changes this quarter, with notable increases in holdings like AGG (+13.07%) and BSV (+11.06%), alongside reductions in MTUM (-3.29%). The total portfolio value stood at $79.6 billion.
As of June 30, 2026, Mercer Global Advisors Inc managed a substantial portfolio valued at approximately $79.6 billion. The firm's holdings underwent considerable changes during the second quarter of 2026.
Several key positions experienced significant growth this period:
- ISHARES TR (AGG): Shares increased by +5.14 million, representing a substantial +13.07% change, boosting its portfolio weight to 5.5%.
- VANGUARD BD INDEX FDS (BSV): Holdings climbed by nearly +5 million shares (+11.06%), strengthening its position from 4.91% allocation.
- DIMENSIONAL ETF TRUST (DFAC): Shares grew by over +2.9 million (+4.13%) to reach a portfolio weight of 4.06%, making it one of the more significant additions.
- VANGUARD CHARLOTTE FDS (BNDX): This holding saw an increase of +2.7 million shares (+7.46%), contributing to its allocation percentage.
- DIMENSIONAL ETF TRUST (DUHP): Shares rose by nearly +2.45 million (+5.04%) during the quarter, increasing its portfolio weight slightly.
Conversely, Mercer Global Advisors Inc also reduced exposure in certain areas:
- ISHARES TR (MTUM): Shares decreased by -276,112 (-3.29%), reducing its portfolio weight.
The firm also initiated or expanded positions in other funds:
- ISHARES TR (IMTM): Holdings increased by +1.83 million shares (+7.62%), adding a small but visible weight.
- VANGUARD TAX-MANAGED FDS (VEA): Shares grew by over +0.78 million (+2.18%) to reach 3.25% allocation.
- DIMENSIONAL ETF TRUST (DFUV): Shares increased by nearly +0.75 million (+1.77%).
- DIMENSIONAL ETF TRUST (DIHP): Shares climbed significantly by over +3 million shares (+9.4%) during the quarter.
In terms of sector allocation, Mercer Global Advisors Inc's portfolio remains heavily concentrated in unallocated holdings (72.19%). Changes were noted within the Technology and Financial Services sectors:
- Technology: The firm's allocation increased to 10.53%, driven by continued investment in APPLE INC (AAPL).
- Financial Services: Holdings within this broad sector saw an increase, contributing to the overall allocation percentage.
The portfolio's structure indicates a focus on exchange-traded funds across various asset classes. Mercer Global Advisors Inc appears active in adjusting its holdings throughout the quarter based on performance and strategic considerations.