MERCER GLOBAL ADVISORS INC /ADV

Q1 2025 13F-HR Holdings

Location
Denver, CO
Holdings as of
3/31/2025
Date filed
5/15/2025
Form type
13F-HR
Num holdings
2,148
Total value ($000)
$43,593,075
Net value change ($000)
+2,606,328 (6.4%)
New positions
171
Sold out positions
136
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/14/2025 Next filing: 8/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AGG 319,151 14.1%
VEA 252,603 21.2%
DFAC 165,667 10.3%
DFIC 149,599 21.1%
BNDX 141,401 13.4%
DFUV 122,150 9.5%
DFIV 120,544 19.1%
IMTM 119,488 17.7%
DIHP 93,609 16.6%
MTUM 70,504 4.9%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -118,653 -9.6%
NVDA -91,963 -14.5%
AVGO -57,610 -30.8%
TSLA -55,609 -40.4%
MSFT -54,102 -9.2%
GOOGL -46,728 -22.4%
RJF -38,014 -20.7%
GOOGL -29,906 -16.5%
AMZN -27,206 -8.0%
KO -25,664 -39.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type