MERCER GLOBAL ADVISORS INC /ADV
All 13F Filings
- Location
- Denver, CO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 80,931,989
- Description
- Mercer Global Advisors, known as Mercer Advisors, provides wealth-management and investment-advisory services. Its work addresses clients' financial planning and portfolio needs. This SEC 13F record follows Mercer Advisors' reported securities and should not be confused with similarly named institutional consulting or asset-management businesses.
- Website
- https://www.merceradvisors.com/
- Founded
- 1985
- Chairman
- —
- CEO
- Dave Welling
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/19/2026 | 3,655 | 80,931,989 | 13F-HR/A - RESTATEMENT | MERCER GLOBAL ADVISORS INC /ADV |
| Q2 2026 | 8/11/2026 | 6,105 | 80,039,968 | 13F-HR | MERCER GLOBAL ADVISORS INC /ADV |
| Q1 2026 | 5/15/2026 | 3,217 | 67,578,597 | 13F-HR | MERCER GLOBAL ADVISORS INC /ADV |
| Q4 2025 | 2/18/2026 | 2,840 | 65,601,240 | 13F-HR | MERCER GLOBAL ADVISORS INC /ADV |
| Q3 2025 | 11/14/2025 | 2,633 | 59,912,450 | 13F-HR | MERCER GLOBAL ADVISORS INC /ADV |
| Q2 2025 | 8/14/2025 | 2,249 | 49,098,320 | 13F-HR | MERCER GLOBAL ADVISORS INC /ADV |
| Q1 2025 | 5/15/2025 | 2,148 | 43,593,075 | 13F-HR | MERCER GLOBAL ADVISORS INC /ADV |
| Q4 2024 | 2/14/2025 | 2,115 | 40,986,747 | 13F-HR | MERCER GLOBAL ADVISORS INC /ADV |
| Q3 2024 | 11/14/2024 | 1,952 | 42,730,720 | 13F-HR | MERCER GLOBAL ADVISORS INC /ADV |
| Q2 2024 | 8/12/2024 | 1,968 | 36,679,394 | 13F-HR | MERCER GLOBAL ADVISORS INC /ADV |
| Q1 2024 | 5/15/2024 | 1,942 | 35,181,794 | 13F-HR | MERCER GLOBAL ADVISORS INC /ADV |
| Q4 2023 | 2/15/2024 | 2,007 | 33,245,104 | 13F-HR | MERCER GLOBAL ADVISORS INC /ADV |
| Q3 2023 | 11/15/2023 | 1,952 | 26,333,176 | 13F-HR/A - RESTATEMENT | MERCER GLOBAL ADVISORS INC /ADV |
| Q3 2023 | 11/14/2023 | 1,952 | 26,339,525 | 13F-HR | MERCER GLOBAL ADVISORS INC /ADV |
| Q2 2023 | 8/14/2023 | 1,916 | 25,194,799 | 13F-HR | MERCER GLOBAL ADVISORS INC /ADV |
| Q1 2023 | 5/16/2023 | 1,929 | 22,017,164 | 13F-HR | MERCER GLOBAL ADVISORS INC /ADV |
| Q4 2022 | 2/9/2023 | 1,930 | 19,968,168 | 13F-HR | MERCER GLOBAL ADVISORS INC /ADV |
| Q3 2022 | 11/15/2022 | 1,819 | 16,849,954 | 13F-HR | MERCER GLOBAL ADVISORS INC /ADV |
| Q2 2022 | 8/10/2022 | 1,821 | 16,337,861 | 13F-HR | MERCER GLOBAL ADVISORS INC /ADV |
| Q1 2022 | 5/10/2022 | 1,865 | 16,980,214 | 13F-HR | MERCER GLOBAL ADVISORS INC /ADV |
| Q4 2021 | 2/4/2022 | 1,795 | 16,195,526 | 13F-HR | MERCER GLOBAL ADVISORS INC /ADV |
| Q3 2021 | 11/10/2021 | 1,752 | 14,316,482 | 13F-HR | MERCER GLOBAL ADVISORS INC /ADV |
| Q2 2021 | 8/10/2021 | 1,667 | 13,002,322 | 13F-HR | MERCER GLOBAL ADVISORS INC /ADV |
| Q1 2021 | 8/10/2021 | 1,624 | 10,993,891 | 13F-HR/A - RESTATEMENT | MERCER GLOBAL ADVISORS INC /ADV |
| Q1 2021 | 5/11/2021 | 1,555 | 10,444,650 | 13F-HR | MERCER GLOBAL ADVISORS INC /ADV |
| Q4 2020 | 2/12/2021 | 1,347 | 8,007,380 | 13F-HR | MERCER GLOBAL ADVISORS INC /ADV |
| Q3 2020 | 12/10/2020 | 1,236 | 6,647,421 | 13F-HR | MERCER GLOBAL ADVISORS INC /ADV |
| Q2 2020 | 8/10/2020 | 1,010 | 5,507,639 | 13F-HR | MERCER GLOBAL ADVISORS INC /ADV |
| Q1 2020 | 5/18/2020 | 1,097 | 4,543,624 | 13F-HR | MERCER GLOBAL ADVISORS INC /ADV |
| Q4 2019 | 2/13/2020 | 1,165 | 5,007,701 | 13F-HR | MERCER GLOBAL ADVISORS INC /ADV |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
4.731 K
(0.0% of total reported value)
· QoQ Δ:
+4.731 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 24.16 M | 29.9% | 4.819 M | 0 | 4.819 M |
| ETFs | 51.61 M | 63.8% | 8.045 M | 0 | 8.045 M |
| Debt | 5.132 M | 6.3% | 484.2 K | 0 | 484.2 K |
| Other | 9.834 K | 0.0% | 4.618 K | 0 | 4.618 K |
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Fund Snapshot
Q2 2026
Latest filed
8/19/2026
Total value ($000)
80,931,989
Holdings
3655
QoQ value change ($000)
13,353,392
(19.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.