MERCER GLOBAL ADVISORS INC /ADV
All 13F Filings
- Location
- Denver, CO
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 65,601,240
- Description
- Denver Colorado based policyholder capital manager with a corporate governance structure and a mandate specific and implementation minded investment mandate. The approach emphasizes asset liability coordination, active stewardship and governance oversight, and cross border allocation discipline for policyholder linked investment mandates. Mandate delivery is supported by disciplined controls, selective risk taking, and consistent review practices through position level governance and mandate calibration.
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 46.87 M | 71.5% | 3.971 M | 0 | 3.971 M |
| ETFs | 14.17 M | 21.6% | 916.6 K | 0 | 916.6 K |
| Debt | 4.457 M | 6.8% | 788.5 K | 0 | 788.5 K |
| Other | 94.07 K | 0.1% | 21.9 K | 0 | 21.9 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/18/2026
Total value ($000)
65,601,240
Holdings
2840
QoQ value change ($000)
5,688,790
(9.5%)
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.