World Investment Advisors
Sector Allocation
- Other51.8%$3.1B
- Technology17.8%$1.1B
- Financials11.0%$662.2M
- Healthcare4.3%$260.0M
- Consumer Discretionary3.6%$216.7M
- Consumer Staples3.2%$195.3M
- Industrials3.0%$179.1M
- Energy2.0%$123.2M
- Communication Services1.0%$61.0M
- Utilities0.9%$53.0M
AUM History
13fpro.ai/research/fund/world-investment-advisors-1652594
Conviction and streaks
Stable · top 10 = 16.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AAPL
$198.9M- VANGUARD$143.4M
MSFT
$97.1MMETA
$92.0M- SPDR$89.8M
- ISHARES$86.3M
GOOGL
$76.0MNVDA
$74.8MAMZN
$72.2MJPM
$69.5M- VANGUARD$61.2M
- SCHWAB$60.2M
- VANGUARD$56.7M
AVGO
$55.5MGOOG
$54.2M- SCHWAB$53.7M
CHD
$52.1M- ISHARES$52.1M
- $49.9M
SPY
$49.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/world-investment-advisors-1652594
World Investment Advisors 13F holdings — Q2 2026
$6.0B portfolio (-2.6% QoQ) · 1,523 holdings · Q2 2026 13F · top 10 are 17% of the stock portfolio
$198.9M
3.3% of stocks
-11%This quarter+12.4%Since filed7+ qtrsHeld- 2
VANGUARD INDEX FDS - S&P 500 ETF SHS
$143.4M
2.4% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— $97.1M
1.6% of stocks
-7%This quarter+7.5%Since filed7+ qtrsHeld$92.0M
1.5% of stocks
+0.7%This quarter+6.9%Since filed7+ qtrsHeld- 5
SPDR SERIES TRUST - ST STR P500ETF
$89.8M
1.5% of stocks
-0.1%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TR - CORE S&P500 ETF
$86.3M
1.4% of stocks
+16%This quarter—Since filed—HeldAIQuality—Est. buy— $76.0M
1.3% of stocks
-3%This quarter-8.5%Since filed7+ qtrsHeld$74.8M
1.2% of stocks
-12%This quarter-4.1%Since filed7+ qtrsHeld$72.2M
1.2% of stocks
-10%This quarter-5.2%Since filed7+ qtrsHeld$69.5M
1.1% of stocks
-2%This quarter-7.9%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
All holdings — World Investment Advisors (Q2 2026)
1,523 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD BD INDEX FDS - INTERMED TERMetf/fund | — | $61.2M | 1.0% | 794K | +0.5% | — | — | 13F |
| 12 | — | SCHWAB STRATEGIC TR - US LCAP VA ETFetf/fund | — | $60.2M | 1.0% | 1.97M | -0.4% | — | — | 13F |
| 13 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $56.7M | 0.9% | 864K | +0.0% | — | — | 13F |
| 14 | Broadcom Inc. | Technology | $55.5M | 0.9% | 174K | -2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Alphabet Inc. | Technology | $54.2M | 0.9% | 187K | -4% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | SCHWAB STRATEGIC TR - US LCAP GR ETFetf/fund | — | $53.7M | 0.9% | 1.79M | -0.5% | — | — | 13F |
| 17 | CHURCH & DWIGHT CO INC /DE/ | Consumer Staples | $52.1M | 0.9% | 559K | +0.0% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | ISHARES TR - 0-5YR INVT GR CPetf/fund | — | $52.1M | 0.9% | 1.03M | — | — | — | 13F |
| 19 | Meta Platforms, Inc. | Technology | $49.9M | 0.8% | 87K | -7% | 7+ qtrs | 78.0 | 13F | |
| 20 | SPDR S&P 500 ETF TRUSTetf/fund | — | $49.9M | 0.8% | 75K | -3% | 7+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | AMERICAN CENTY ETF TR - US EQT ETFetf/fund | — | $49.1M | 0.8% | 442K | — | — | — | 13F |
| 22 | — | ISHARES TR - S&P 500 VAL ETFetf/fund | — | $48.3M | 0.8% | 225K | -6% | — | — | 13F |
| 23 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $43.9M | 0.7% | 76K | -16% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | SCHWAB STRATEGIC TR - US LRG CAP ETFetf/fund | — | $42.3M | 0.7% | 1.65M | -0.0% | — | — | 13F |
| 25 | — | ISHARES TR - SP SMCP600VL ETFetf/fund | — | $40.6M | 0.7% | 343K | -0.1% | — | — | 13F |
| 26 | — | ISHARES TR - CORE MSCI TOTAL | — | $40.3M | 0.7% | 462K | +0.0% | |||
| 27 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $38.6M | 0.6% | 228K | -20% | |||
| 28 | $WMT | Walmart Inc. | Consumer Staples | $36.2M | 0.6% | 291K | -4% | |||
| 29 | — | ISHARES TR - S&P MC 400VL ETF | — | $35.2M | 0.6% | 265K | — | |||
| 30 | $JNJ | JOHNSON & JOHNSON | Healthcare | $33.8M | 0.6% | 138K | -10% | |||
| 31 | $V | VISA INC. | Financials | $33.4M | 0.6% | 110K | -7% | |||
| 32 | — | ISHARES TR - CORE UNIVRSL USD | — | $32.7M | 0.5% | 709K | +16% | |||
| 33 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $32.6M | 0.5% | 97K | -3% | |||
| 34 | — | ISHARES TR - 0-5 YR TIPS ETF | — | $32.0M | 0.5% | 310K | +0.4% | |||
| 35 | — | ISHARES TR - CORE MSCI EAFE | — | $31.8M | 0.5% | 349K | -4% | |||
| 36 | — | ISHARES TR - S&P 500 GRWT ETF | — | $31.3M | 0.5% | 255K | -1% | |||
| 37 | — | ISHARES TR - CORE MSCI INTL | — | $30.6M | 0.5% | 367K | -0.0% | |||
| 38 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | — | $29.9M | 0.5% | 767K | -0.0% | |||
| 39 | — | ISHARES TR - CORE S&P SCP ETF | — | $29.8M | 0.5% | 238K | -10% | |||
| 40 | — | ISHARES INC - MSCI EMRG CHN | — | $28.5M | 0.5% | 359K | +2% | |||
| 41 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $27.4M | 0.5% | 57K | -23% | |||
| 42 | — | ISHARES INC - CORE MSCI EMKT | — | $27.0M | 0.5% | 368K | -12% | |||
| 43 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $27.0M | 0.5% | 78K | -0.6% | |||
| 44 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $26.9M | 0.4% | 123K | -0.4% | |||
| 45 | $ABBV | AbbVie Inc. | Healthcare | $26.6M | 0.4% | 122K | -5% | |||
| 46 | — | ISHARES TR - CORE US AGGBD ET | — | $25.7M | 0.4% | 259K | -2% | |||
| 47 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $25.5M | 0.4% | 167K | +187% | |||
| 48 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | — | $24.8M | 0.4% | 135K | -0.7% | |||
| 49 | $LLY | ELI LILLY & Co | Healthcare | $24.5M | 0.4% | 26K | -5% | |||
| 50 | $PSLV | Sprott Physical Silver Trust | Financials | $23.5M | 0.4% | 963K | -4% | |||
| 51 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $23.4M | 0.4% | 71K | -5% | |||
| 52 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $22.3M | 0.4% | 31 | — | |||
| 53 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $22.1M | 0.4% | 63K | -5% | |||
| 54 | $IVZ | Invesco Ltd. | Financials | $21.7M | 0.4% | 90K | +0.4% | |||
| 55 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $20.9M | 0.3% | 843K | -0.0% | |||
| 56 | — | VANGUARD WORLD FD - INF TECH ETF | — | $19.7M | 0.3% | 109K | +314% | |||
| 57 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $19.1M | 0.3% | 382K | -11% | |||
| 58 | $IVZ | Invesco Ltd. | Financials | $18.9M | 0.3% | 398K | — | |||
| 59 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $18.5M | 0.3% | 19K | -6% | |||
| 60 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $18.5M | 0.3% | 69K | -7% | |||
| 61 | — | ISHARES TR - NATIONAL MUN ETF | — | $18.2M | 0.3% | 171K | +0.3% | |||
| 62 | $SCHW | SCHWAB CHARLES CORP | Financials | $18.1M | 0.3% | 193K | -0.2% | |||
| 63 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | — | $18.0M | 0.3% | 395K | -0.5% | |||
| 64 | — | VANGUARD INDEX FDS - VALUE ETF | — | $18.0M | 0.3% | 86K | +2% | |||
| 65 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $18.0M | 0.3% | 67K | -2% | |||
| 66 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | — | $17.7M | 0.3% | 209K | — | |||
| 67 | — | MORGAN STANLEY ETF TRUST - CALVE INDEX ETF | — | $17.5M | 0.3% | 241K | — | |||
| 68 | $ETN | Eaton Corp plc | Industrials | $17.4M | 0.3% | 48K | +0.1% | |||
| 69 | $ADI | ANALOG DEVICES INC | Technology | $17.3M | 0.3% | 54K | +0.0% | |||
| 70 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | — | $17.3M | 0.3% | 173K | -0.1% | |||
| 71 | — | ISHARES TR - EAFE VALUE ETF | — | $17.3M | 0.3% | 231K | -23% | |||
| 72 | $MSI | Motorola Solutions, Inc. | Technology | $17.0M | 0.3% | 39K | -2% | |||
| 73 | $CSCO | CISCO SYSTEMS, INC. | Technology | $16.0M | 0.3% | 197K | +0.7% | |||
| 74 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $15.8M | 0.3% | 71K | -5% | |||
| 75 | $PM | Philip Morris International Inc. | Consumer Staples | $15.7M | 0.3% | 95K | -20% | |||
| 76 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $15.7M | 0.3% | 109K | -6% | |||
| 77 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | — | $15.6M | 0.3% | 301K | -9% | |||
| 78 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | — | $15.6M | 0.3% | 282K | -2% | |||
| 79 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | — | $15.6M | 0.3% | 309K | +0.0% | |||
| 80 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $15.5M | 0.3% | 235K | +2% | |||
| 81 | $TSLA | Tesla, Inc. | Consumer Discretionary | $15.3M | 0.3% | 40K | -15% | |||
| 82 | $CVX | CHEVRON CORP | Energy | $15.2M | 0.3% | 75K | -8% | |||
| 83 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $15.1M | 0.3% | 6,366 | +76% | |||
| 84 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $15.1M | 0.3% | 37K | -3% | |||
| 85 | $IAU | ISHARES GOLD TRUST | Financials | $14.9M | 0.3% | 172K | -0.2% | |||
| 86 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | — | $14.4M | 0.2% | 409K | +1% | |||
| 87 | — | ISHARES TR - U S EQUITY FACTR | — | $14.4M | 0.2% | 218K | — | |||
| 88 | $IVZ | Invesco Ltd. | Financials | $14.3M | 0.2% | 306K | -0.1% | |||
| 89 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $14.2M | 0.2% | 250K | +0.6% | |||
| 90 | $IQV | IQVIA HOLDINGS INC. | Healthcare | $14.1M | 0.2% | 82K | +0.4% | |||
| 91 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | — | $13.8M | 0.2% | 568K | +9% | |||
| 92 | $TT | Trane Technologies plc | Technology | $13.7M | 0.2% | 33K | -0.0% | |||
| 93 | $GLD | SPDR GOLD TRUST | Financials | $13.7M | 0.2% | 32K | -6% | |||
| 94 | — | CAPITAL GROUP CORE BALANCED - SHS | — | $13.6M | 0.2% | 393K | +3% | |||
| 95 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $13.6M | 0.2% | 85K | -0.2% | |||
| 96 | — | ISHARES TR - ISHS 5-10YR INVT | — | $13.5M | 0.2% | 255K | -2% | |||
| 97 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | — | $13.5M | 0.2% | 167K | +0.7% | |||
| 98 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $13.3M | 0.2% | 433K | -3% | |||
| 99 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $13.2M | 0.2% | 273K | +6% | |||
| 100 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $13.1M | 0.2% | 61K | -6% | |||
| 101 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $13.1M | 0.2% | 54K | -9% | |||
| 102 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | — | $13.1M | 0.2% | 306K | -0.5% | |||
| 103 | — | BLACKROCK ETF TRUST - DYNAMIC EQTY ACT | — | $12.9M | 0.2% | 467K | +0.5% | |||
| 104 | $C | CITIGROUP INC | Financials | $12.9M | 0.2% | 110K | -4% | |||
| 105 | $CRM | Salesforce, Inc. | Technology | $12.7M | 0.2% | 68K | -0.6% | |||
| 106 | $KO | COCA COLA CO | Consumer Staples | $12.6M | 0.2% | 166K | -3% | |||
| 107 | $MPC | Marathon Petroleum Corp | Energy | $12.6M | 0.2% | 52K | +0.0% | |||
| 108 | $IAUM | iShares Gold Trust Micro | Financials | $12.6M | 0.2% | 271K | -1% | |||
| 109 | — | ISHARES TR - ESG OPTIMIZED | — | $12.5M | 0.2% | 95K | — | |||
| 110 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $12.5M | 0.2% | 157K | -0.0% | |||
| 111 | — | ISHARES TR - RUSEL 2500 ETF | — | $12.4M | 0.2% | 163K | -0.2% | |||
| 112 | $APD | Air Products & Chemicals, Inc. | Materials | $12.4M | 0.2% | 43K | +0.8% | |||
| 113 | $MDT | Medtronic plc | Healthcare | $12.3M | 0.2% | 143K | -1% | |||
| 114 | — | ISHARES TR - MSCI USA MMENTM | — | $12.3M | 0.2% | 40K | +21% | |||
| 115 | $IVZ | Invesco Ltd. | Financials | $12.2M | 0.2% | 63K | -15% | |||
| 116 | $RTX | RTX Corp | Industrials | $12.1M | 0.2% | 63K | -4% | |||
| 117 | $CB | Chubb Ltd | Financials | $11.9M | 0.2% | 36K | -3% | |||
| 118 | $MA | Mastercard Inc | Financials | $11.8M | 0.2% | 24K | -4% | |||
| 119 | — | DBX ETF TR - XTRACK MSCI EAFE | — | $11.8M | 0.2% | 238K | -0.7% | |||
| 120 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $11.7M | 0.2% | 168K | -0.3% | |||
| 121 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $11.6M | 0.2% | 80K | -0.0% | |||
| 122 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $11.5M | 0.2% | 77K | -4% | |||
| 123 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | — | $11.3M | 0.2% | 55K | -0.2% | |||
| 124 | — | INNOVATOR ETFS TRUST - DEFINED WLT SHLD | — | $11.3M | 0.2% | 334K | -4% | |||
| 125 | $CME | CME GROUP INC. | Financials | $11.2M | 0.2% | 38K | -1% | |||
| 126 | $ALPS | Alps Group Inc | Healthcare | $11.2M | 0.2% | 436K | — | |||
| 127 | — | ISHARES TR - MSCI INTL QUALTY | — | $11.2M | 0.2% | 241K | -0.1% | |||
| 128 | $GEV | GE Vernova Inc. | Industrials | $11.1M | 0.2% | 12K | -8% | |||
| 129 | $SIVR | abrdn Silver ETF Trust | Financials | $11.1M | 0.2% | 157K | -0.6% | |||
| 130 | $WT | WisdomTree, Inc. | Financials | $10.6M | 0.2% | 121K | — | |||
| 131 | $IVZ | Invesco Ltd. | Financials | $10.6M | 0.2% | 72K | +6% | |||
| 132 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $10.6M | 0.2% | 128K | +0.4% | |||
| 133 | — | ISHARES TR - MBS ETF | — | $10.5M | 0.2% | 110K | -0.5% | |||
| 134 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $10.4M | 0.2% | 66K | -17% | |||
| 135 | — | SPDR SERIES TRUST - ST LON TREAS ETF | — | $10.4M | 0.2% | 394K | +0.7% | |||
| 136 | $COP | CONOCOPHILLIPS | Energy | $10.3M | 0.2% | 78K | -1% | |||
| 137 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $10.0M | 0.2% | 214K | -2% | |||
| 138 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $9.9M | 0.2% | 16K | -0.6% | |||
| 139 | $ORCL | ORACLE CORP | Technology | $9.9M | 0.2% | 67K | -6% | |||
| 140 | — | ISHARES TR - EAFE GRWTH ETF | — | $9.8M | 0.2% | 82K | -0.1% | |||
| 141 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | — | $9.7M | 0.2% | 209K | -5% | |||
| 142 | $ABNB | Airbnb, Inc. | Technology | $9.7M | 0.2% | 77K | -0.2% | |||
| 143 | — | ISHARES TR - CORE S&P MCP ETF | — | $9.5M | 0.2% | 137K | -4% | |||
| 144 | — | ISHARES TR - 1 3 YR TREAS BD | — | $9.4M | 0.2% | 114K | -0.2% | |||
| 145 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $9.4M | 0.1% | 117K | -4% | |||
| 146 | $BAH | Booz Allen Hamilton Holding Corp | Technology | $9.3M | 0.1% | 260K | -0.0% | |||
| 147 | — | PACER FDS TR - US CASH COWS 100 | — | $9.3M | 0.1% | 148K | -9% | |||
| 148 | $UNP | UNION PACIFIC CORP | Industrials | $9.2M | 0.1% | 38K | +0.5% | |||
| 149 | $CCZ | COMCAST CORP | Communication Services | $9.1M | 0.1% | 318K | -6% | |||
| 150 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $9.1M | 0.1% | 160K | +1% |
What changed in Q2 2026
Against the previous quarter's 13F: 42 new, 282 added to, 890 trimmed, 92 sold out. Share-count changes; largest moves by dollar size first.
New positions (42)
- BLACKROCK ETF TRUST - ISHA IN CTRY ETF$4.1M
first bought this quarter
$BFLXCann American Corp.$3.2M
first bought this quarter
- BLACKROCK ETF TRUST - ISHA SYST AL ETF$3.0M
first bought this quarter
- BLACKROCK ETF TRUST II - ISHA GLO USD ETF$2.1M
first bought this quarter
- FIRST TR EXCHNG TRADED FD VI - FT VEST LAD$842K
first bought this quarter
$AAOIAPPLIED OPTOELECTRONICS, INC.$838K
first bought this quarter
+36 more in the Excel export
Added to (282)
- VANGUARD INDEX FDS - GROWTH ETF+187%
now $25.5M
- VANGUARD WORLD FD - INF TECH ETF+314%
now $19.7M
- ISHARES TR - CORE S&P500 ETF+16%
now $86.3M
$BKNGBooking Holdings Inc.+76%
now $15.1M · held 7+ qtrs
- SPDR SERIES TRUST - ST STR CONV ETF+278%
now $6.3M
- ISHARES TR - CORE UNIVRSL USD+16%
now $32.7M
+276 more in the Excel export
Trimmed (890)
now $198.9M · held 7+ qtrs
now $74.8M · held 7+ qtrs
$XOM.R34088EXXON MOBIL CORP-20%
now $38.6M · held 7+ qtrs, 2 trims in a row
$QQQINVESCO QQQ TRUST, SERIES 1-16%
now $43.9M · held 7+ qtrs
now $72.2M · held 7+ qtrs
$BRK.BBERKSHIRE HATHAWAY INC-23%
now $27.4M · held 7+ qtrs
+884 more in the Excel export
Holdings by quarter
Every 13F World Investment Advisors has filed, 30 earlier quarters. Pick one to see what it held then.
Is it too late to follow World Investment Advisors?
Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of World Investment Advisors's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-0.7%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 15% over the last 4
Top 10 weight
17%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
World Investment Advisors disclosed 1,523 positions worth $6.0B in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 3.3% of the equity portfolio. During the quarter the fund opened 42 new positions and exited 92 and a full exit from $NJR. The portfolio is most concentrated in Other (51.8% of disclosed assets). All figures are sourced directly from World Investment Advisors’s Form 13F-HR filing with the SEC under CIK 1652594.
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