World Investment Advisors
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1652594
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$6.0B
Holdings
1,523
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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.
AI Fund Analysis
Stable
$AAPL3.3% weight
Held 10 quarters
VANGUARD INDEX FDS - S&P 5
2.4% weight
Held 10 quarters
$MSFT1.6% weight
Held 10 quarters
$META1.5% weight
Held 9 quarters
SPDR SERIES TRUST - ST STR
1.5% weight
Held 10 quarters
VANGUARD BD INDEX FDS - IN
9 quarters accumulating
$META6 quarters accumulating
ISHARES TR - CORE S&P500 E
6 quarters accumulating
$IVZ6 quarters accumulating
VANGUARD INDEX FDS - VALUE
6 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.4#84
Quality
$198.9M778,238 sh VANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$143.4M236,304 sh- 79.8#31
Quality
$97.1M262,135 sh - 79.6
Quality
$92.0M1,173,676 sh SPDR SERIES TRUST - ST STR P500ETF
—Quality
$89.8M1,172,238 shISHARES TR - CORE S&P500 ETF
—Quality
$86.3M122,271 sh- 78.2
Quality
$76.0M261,230 sh - 85.9
Quality
$74.8M419,165 sh - 68.7
Quality
$72.2M342,406 sh - 70.7
Quality
$69.5M235,534 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $198.9M | 778,238 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $143.4M | 236,304 |
| MICROSOFT CORP$MSFT | 79.8#31 | $97.1M | 262,135 |
| Meta Platforms, Inc.$META | 79.6 | $92.0M | 1,173,676 |
| SPDR SERIES TRUST - ST STR P500ETF | — | $89.8M | 1,172,238 |
| ISHARES TR - CORE S&P500 ETF | — | $86.3M | 122,271 |
 Alphabet Inc.$GOOG | 78.2 | $76.0M | 261,230 |
 NVIDIA CORP$NVDA | 85.9 | $74.8M | 419,165 |
 AMAZON COM INC$AMZN | 68.7 | $72.2M | 342,406 |
 JPMORGAN CHASE & CO$JPM | 70.7 | $69.5M | 235,534 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of World Investment Advisors's 1,523 positions.
Showing top 10 of 1,523 holdings.
Sector Allocation
Other
$3.1B
Technology
$1.1B
Financials
$656.9M
Consumer Discretionary
$253.1M
Healthcare
$244.1M
Industrials
$214.6M
Consumer Staples
$134.7M
Energy
$123.2M
Top Holdings — World Investment Advisors (Q2 2026)
Top 150 of 1,523 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $198.9M | 3.3% | -11% | 76.4 |
| 2 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $143.4M | 2.4% | -2% | — |
| 3 | $MSFT | MICROSOFT CORP | $97.1M | 1.6% | -7% | 79.8 |
| 4 | $META | Meta Platforms, Inc. | $92.0M | 1.5% | +1% | 79.6 |
| 5 | — | SPDR SERIES TRUST - ST STR P500ETF | $89.8M | 1.5% | -0% | — |
| 6 | — | ISHARES TR - CORE S&P500 ETF | $86.3M | 1.4% | +16% | — |
| 7 | $GOOG | Alphabet Inc. | $76.0M | 1.3% | -3% | 78.2 |
| 8 | $NVDA | NVIDIA CORP | $74.8M | 1.2% | -12% | 85.9 |
| 9 | $AMZN | AMAZON COM INC | $72.2M | 1.2% | -10% | 68.7 |
| 10 | $JPM | JPMORGAN CHASE & CO | $69.5M | 1.1% | -2% | 70.7 |
| 11 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $61.2M | 1.0% | +1% | — |
| 12 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $60.2M | 1.0% | -0% | — |
| 13 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $56.7M | 0.9% | +0% | — |
| 14 |  $AVGO | Broadcom Inc. | $55.5M | 0.9% | -2% | 84.5 |
| 15 |  $GOOGL | Alphabet Inc. | $54.2M | 0.9% | -4% | 78.2 |
| 16 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $53.7M | 0.9% | -0% | — |
| 17 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $52.1M | 0.9% | +0% | 58.1 |
| 18 | — | ISHARES TR - 0-5YR INVT GR CP | $52.1M | 0.9% | +0% | — |
| 19 | $META | Meta Platforms, Inc. | $49.9M | 0.8% | -7% | 79.6 |
| 20 |  $SPY | SPDR S&P 500 ETF TRUST | $49.9M | 0.8% | -3% | — |
| 21 | — | AMERICAN CENTY ETF TR - US EQT ETF | $49.1M | 0.8% | +0% | — |
| 22 | — | ISHARES TR - S&P 500 VAL ETF | $48.3M | 0.8% | -6% | — |
| 23 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $43.9M | 0.7% | -16% | — |
| 24 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $42.3M | 0.7% | -0% | — |
| 25 | — | ISHARES TR - SP SMCP600VL ETF | $40.6M | 0.7% | -0% | — |
| 26 | — | ISHARES TR - CORE MSCI TOTAL | $40.3M | 0.7% | +0% | — |
| 27 |  $XOM.R34088 | EXXON MOBIL CORP | $38.6M | 0.6% | -20% | 57.9 |
| 28 |  $WMT | Walmart Inc. | $36.2M | 0.6% | -4% | 60.2 |
| 29 | — | ISHARES TR - S&P MC 400VL ETF | $35.2M | 0.6% | +0% | — |
| 30 |  $JNJ | JOHNSON & JOHNSON | $33.8M | 0.6% | -10% | 69 |
| 31 |  $V | VISA INC. | $33.4M | 0.6% | -7% | 82.9 |
| 32 | — | ISHARES TR - CORE UNIVRSL USD | $32.7M | 0.5% | +16% | — |
| 33 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $32.6M | 0.5% | -3% | — |
| 34 | — | ISHARES TR - 0-5 YR TIPS ETF | $32.0M | 0.5% | +0% | — |
| 35 | — | ISHARES TR - CORE MSCI EAFE | $31.8M | 0.5% | -4% | — |
| 36 | — | ISHARES TR - S&P 500 GRWT ETF | $31.3M | 0.5% | -1% | — |
| 37 | — | ISHARES TR - CORE MSCI INTL | $30.6M | 0.5% | -0% | — |
| 38 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $29.9M | 0.5% | -0% | — |
| 39 | — | ISHARES TR - CORE S&P SCP ETF | $29.8M | 0.5% | -10% | — |
| 40 | — | ISHARES INC - MSCI EMRG CHN | $28.5M | 0.5% | +2% | — |
| 41 |  $BRK.B | BERKSHIRE HATHAWAY INC | $27.4M | 0.5% | -23% | 73.8 |
| 42 | — | ISHARES INC - CORE MSCI EMKT | $27.0M | 0.5% | -12% | — |
| 43 |  $AMAT | APPLIED MATERIALS INC /DE | $27.0M | 0.5% | -1% | 72.3 |
| 44 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $26.9M | 0.4% | -0% | — |
| 45 |  $ABBV | AbbVie Inc. | $26.6M | 0.4% | -5% | 72.6 |
| 46 | — | ISHARES TR - CORE US AGGBD ET | $25.7M | 0.4% | -2% | — |
| 47 | — | VANGUARD INDEX FDS - GROWTH ETF | $25.5M | 0.4% | +187% | — |
| 48 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $24.8M | 0.4% | -1% | — |
| 49 |  $LLY | ELI LILLY & Co | $24.5M | 0.4% | -5% | 87.5 |
| 50 |  $PSLV | Sprott Physical Silver Trust | $23.5M | 0.4% | -4% | — |
| 51 |  $HD | HOME DEPOT, INC. | $23.4M | 0.4% | -5% | 60.3 |
| 52 |  $BRK.A | BERKSHIRE HATHAWAY INC | $22.3M | 0.4% | +0% | 73.8 |
| 53 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $22.1M | 0.4% | -5% | — |
| 54 | $IVZ | Invesco Ltd. | $21.7M | 0.4% | +0% | — |
| 55 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $20.9M | 0.3% | -0% | — |
| 56 | — | VANGUARD WORLD FD - INF TECH ETF | $19.7M | 0.3% | +314% | — |
| 57 |  $VZ | VERIZON COMMUNICATIONS INC | $19.1M | 0.3% | -11% | 65.8 |
| 58 | $IVZ | Invesco Ltd. | $18.9M | 0.3% | +0% | — |
| 59 |  $COST | COSTCO WHOLESALE CORP /NEW | $18.5M | 0.3% | -6% | 66.2 |
| 60 | — | VANGUARD INDEX FDS - SMALL CP ETF | $18.5M | 0.3% | -7% | — |
| 61 | — | ISHARES TR - NATIONAL MUN ETF | $18.2M | 0.3% | +0% | — |
| 62 |  $SCHW | SCHWAB CHARLES CORP | $18.1M | 0.3% | -0% | 79.4 |
| 63 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $18.0M | 0.3% | -1% | — |
| 64 | — | VANGUARD INDEX FDS - VALUE ETF | $18.0M | 0.3% | +2% | — |
| 65 | — | VANGUARD INDEX FDS - MID CAP ETF | $18.0M | 0.3% | -2% | — |
| 66 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $17.7M | 0.3% | +0% | — |
| 67 | — | MORGAN STANLEY ETF TRUST - CALVE INDEX ETF | $17.5M | 0.3% | +0% | — |
| 68 |  $ETN | Eaton Corp plc | $17.4M | 0.3% | +0% | — |
| 69 |  $ADI | ANALOG DEVICES INC | $17.3M | 0.3% | +0% | 79.2 |
| 70 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | $17.3M | 0.3% | -0% | — |
| 71 | — | ISHARES TR - EAFE VALUE ETF | $17.3M | 0.3% | -23% | — |
| 72 |  $MSI | Motorola Solutions, Inc. | $17.0M | 0.3% | -2% | 71.8 |
| 73 |  $CSCO | CISCO SYSTEMS, INC. | $16.0M | 0.3% | +1% | 70.3 |
| 74 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $15.8M | 0.3% | -5% | — |
| 75 |  $PM | Philip Morris International Inc. | $15.7M | 0.3% | -20% | 75.9 |
| 76 |  $PG | PROCTER & GAMBLE Co | $15.7M | 0.3% | -6% | 64.6 |
| 77 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $15.6M | 0.3% | -9% | — |
| 78 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | $15.6M | 0.3% | -2% | — |
| 79 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $15.6M | 0.3% | +0% | — |
| 80 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $15.5M | 0.3% | +2% | — |
| 81 |  $TSLA | Tesla, Inc. | $15.3M | 0.3% | -15% | 53.9 |
| 82 |  $CVX | CHEVRON CORP | $15.2M | 0.3% | -8% | 62.8 |
| 83 |  $BKNG | Booking Holdings Inc. | $15.1M | 0.3% | +76% | 58.5 |
| 84 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $15.1M | 0.3% | -3% | — |
| 85 |  $IAU | ISHARES GOLD TRUST | $14.9M | 0.3% | -0% | — |
| 86 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $14.4M | 0.2% | +1% | — |
| 87 | — | ISHARES TR - U S EQUITY FACTR | $14.4M | 0.2% | +0% | — |
| 88 | $IVZ | Invesco Ltd. | $14.3M | 0.2% | -0% | — |
| 89 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $14.2M | 0.2% | +1% | — |
| 90 |  $IQV | IQVIA HOLDINGS INC. | $14.1M | 0.2% | +0% | 61.4 |
| 91 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | $13.8M | 0.2% | +9% | — |
| 92 |  $TT | Trane Technologies plc | $13.7M | 0.2% | -0% | — |
| 93 |  $GLD | SPDR GOLD TRUST | $13.7M | 0.2% | -6% | — |
| 94 | — | CAPITAL GROUP CORE BALANCED - SHS | $13.6M | 0.2% | +3% | — |
| 95 |  $TJX | TJX COMPANIES INC /DE/ | $13.6M | 0.2% | -0% | 68.7 |
| 96 | — | ISHARES TR - ISHS 5-10YR INVT | $13.5M | 0.2% | -2% | — |
| 97 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $13.5M | 0.2% | +1% | — |
| 98 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $13.3M | 0.2% | -3% | — |
| 99 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $13.2M | 0.2% | +6% | — |
| 100 |  $AMD | ADVANCED MICRO DEVICES INC | $13.1M | 0.2% | -6% | 79.8 |
| 101 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $13.1M | 0.2% | -9% | 70 |
| 102 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $13.1M | 0.2% | -1% | — |
| 103 | — | BLACKROCK ETF TRUST - DYNAMIC EQTY ACT | $12.9M | 0.2% | +0% | — |
| 104 |  $C | CITIGROUP INC | $12.9M | 0.2% | -4% | 65 |
| 105 |  $CRM | Salesforce, Inc. | $12.7M | 0.2% | -1% | 77 |
| 106 |  $KO | COCA COLA CO | $12.6M | 0.2% | -3% | 69.5 |
| 107 |  $MPC | Marathon Petroleum Corp | $12.6M | 0.2% | +0% | 61 |
| 108 |  $IAUM | iShares Gold Trust Micro | $12.6M | 0.2% | -1% | — |
| 109 | — | ISHARES TR - ESG OPTIMIZED | $12.5M | 0.2% | +0% | — |
| 110 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $12.5M | 0.2% | -0% | — |
| 111 | — | ISHARES TR - RUSEL 2500 ETF | $12.4M | 0.2% | -0% | — |
| 112 |  $APD | Air Products & Chemicals, Inc. | $12.4M | 0.2% | +1% | 46.4 |
| 113 |  $MDT | Medtronic plc | $12.3M | 0.2% | -1% | 68.7 |
| 114 | — | ISHARES TR - MSCI USA MMENTM | $12.3M | 0.2% | +21% | — |
| 115 | $IVZ | Invesco Ltd. | $12.2M | 0.2% | -15% | — |
| 116 |  $RTX | RTX Corp | $12.1M | 0.2% | -4% | 73.2 |
| 117 |  $CB | Chubb Ltd | $11.9M | 0.2% | -3% | — |
| 118 |  $MA | Mastercard Inc | $11.8M | 0.2% | -4% | 85.1 |
| 119 | — | DBX ETF TR - XTRACK MSCI EAFE | $11.8M | 0.2% | -1% | — |
| 120 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $11.7M | 0.2% | -0% | — |
| 121 | — | SPDR SERIES TRUST - ST STR SP DIV | $11.6M | 0.2% | -0% | — |
| 122 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $11.5M | 0.2% | -4% | — |
| 123 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $11.3M | 0.2% | -0% | — |
| 124 | — | INNOVATOR ETFS TRUST - DEFINED WLT SHLD | $11.3M | 0.2% | -4% | — |
| 125 |  $CME | CME GROUP INC. | $11.2M | 0.2% | -1% | 69.5 |
| 126 |  $ALPS | Alps Group Inc | $11.2M | 0.2% | +0% | — |
| 127 | — | ISHARES TR - MSCI INTL QUALTY | $11.2M | 0.2% | -0% | — |
| 128 |  $GEV | GE Vernova Inc. | $11.1M | 0.2% | -8% | 81.1 |
| 129 |  $SIVR | abrdn Silver ETF Trust | $11.1M | 0.2% | -1% | — |
| 130 |  $WT | WisdomTree, Inc. | $10.6M | 0.2% | +0% | 59.9 |
| 131 | $IVZ | Invesco Ltd. | $10.6M | 0.2% | +6% | — |
| 132 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $10.6M | 0.2% | +0% | — |
| 133 | — | ISHARES TR - MBS ETF | $10.5M | 0.2% | -0% | — |
| 134 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $10.4M | 0.2% | -17% | — |
| 135 | — | SPDR SERIES TRUST - ST LON TREAS ETF | $10.4M | 0.2% | +1% | — |
| 136 |  $COP | CONOCOPHILLIPS | $10.3M | 0.2% | -1% | 70.2 |
| 137 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $10.0M | 0.2% | -2% | — |
| 138 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $9.9M | 0.2% | -1% | — |
| 139 |  $ORCL | ORACLE CORP | $9.9M | 0.2% | -6% | 66.2 |
| 140 | — | ISHARES TR - EAFE GRWTH ETF | $9.8M | 0.2% | -0% | — |
| 141 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $9.7M | 0.2% | -5% | — |
| 142 |  $ABNB | Airbnb, Inc. | $9.7M | 0.2% | -0% | 71 |
| 143 | — | ISHARES TR - CORE S&P MCP ETF | $9.5M | 0.2% | -4% | — |
| 144 | — | ISHARES TR - 1 3 YR TREAS BD | $9.4M | 0.2% | -0% | — |
| 145 |  $WFC | WELLS FARGO & COMPANY/MN | $9.4M | 0.1% | -4% | 61.8 |
| 146 |  $BAH | Booz Allen Hamilton Holding Corp | $9.3M | 0.1% | -0% | 58 |
| 147 | — | PACER FDS TR - US CASH COWS 100 | $9.3M | 0.1% | -9% | — |
| 148 |  $UNP | UNION PACIFIC CORP | $9.2M | 0.1% | +1% | 69.7 |
| 149 |  $CCZ | COMCAST CORP | $9.1M | 0.1% | -6% | 59.5 |
| 150 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $9.1M | 0.1% | +1% | — |
New Positions (42)
BLACKROCK ETF TRUST - ISHA IN CTRY ETF$4.1M
$BFLX Cann American Corp.$3.2M BLACKROCK ETF TRUST - ISHA SYST AL ETF$3.0M
BLACKROCK ETF TRUST II - ISHA GLO USD ETF$2.1M
FIRST TR EXCHNG TRADED FD VI - FT VEST LAD$841,698
$AAOI APPLIED OPTOELECTRONICS, INC.$838,374 AIM ETF PRODUCTS TRUST - ALL B20 ALL ETF$732,052
FIRST TR EXCHNG TRADED FD VI - FT VEST QUAR ETF$706,265
FIRST TR EXCHNG TRADED FD VI - MULTI STRATEGY$687,421
$AEHR AEHR TEST SYSTEMS$626,215
$JBL JABIL INC$509,789 FIRST TR EXCHANGE TRAD FD VI - FST TR GLB FD$398,554
SPDR SERIES TRUST - ST NUVE TERM ETF$387,558
$MRTN MARTEN TRANSPORT LTD$376,287
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$375,878Exited Positions (92)
$NJR NEW JERSEY RESOURCES CORP ISHARES INC
$QQQPUT INVESCO QQQ TRUST, SERIES 1$SPYPUT SPDR S&P 500 ETF TRUST
$IRT INDEPENDENCE REALTY TRUST, INC.
$DKS DICK'S SPORTING GOODS, INC. FIRST TR EXCH TRADED FD III
$STWD STARWOOD PROPERTY TRUST, INC.
$PGY Pagaya Technologies Ltd.
$SON SONOCO PRODUCTS CO
$PFS PROVIDENT FINANCIAL SERVICES INC
$SILA Sila Realty Trust, Inc. GLOBAL X FDS
$HIX WESTERN ASSET HIGH INCOME FUND II INC.
$BCBP BCB BANCORP INCBrowse Top Institutional Investors
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