World Investment Advisors — 13F Holdings & Portfolio
CIK 1652594 · latest 13F-HR filed 2026-04-27
World Investment Advisors manages $6.20B in 13F-reported U.S. long-equity assets across 1,572 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (3.56%), VOO (2.31%), MSFT (1.67%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 200 new positions, exited 89, added to 502, and trimmed 471.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$6.20B
Long-equity book
1,572
Distinct positions
2026-03-31
Filed 2026-04-27
+200 / −89 / ↑502 / ↓471
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SCHWAB STRATEGIC TR$31.3M +107.6%
- SCHWAB STRATEGIC TR$19.7M +60.2%
- VANGUARD TAX-MANAGED FDS$19.5M +54.5%
- ISHARES TR$19.0M +164.2%
- EXXON MOBIL CORP$11.9M +32.7%
Top Trims
- ISHARES TR-$36.3M -55.5%
- MICROSOFT CORP-$27.9M -21.2%
- VANGUARD INDEX FDS-$24.3M -14.5%
- APPLE INC-$17.6M -7.4%
- SPDR SERIES TRUST-$17.0M -15.9%
New Positions
- BLACKROCK ETF TRUST$11.3M
- BLACKROCK ETF TRUST$8.1M
- RAYONIER INC$7.0M
- AIM ETF PRODUCTS TRUST$4.5M
- BLACKROCK ETF TRUST$4.2M
Exited Positions
- POTLATCHDELTIC CORPORATION$7.3M
- FIRST TR EXCHANGE TRADED FD$4.5M
- ISHARES TR$4.1M
- ASTRAZENECA PLC$2.5M
- ISHARES TR$2.4M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 037833100 | $220.8M | 3.56% | 870,139 | SH |
| 2 | VANGUARD INDEX FDS | VOO | 922908363 | $143.4M | 2.31% | 239,969 | SH |
| 3 | MICROSOFT CORP | MSFT | 594918104 | $103.8M | 1.67% | 280,488 | SH |
| 4 | VANGUARD BD INDEX FDS | BSV | 921937827 | $91.4M | 1.47% | 1,165,049 | SH |
| 5 | SPDR SERIES TRUST | SPYM | 78464A854 | $89.8M | 1.45% | 1,173,658 | SH |
| 6 | NVIDIA CORPORATION | NVDA | 67066G104 | $83.4M | 1.34% | 478,296 | SH |
| 7 | AMAZON COM INC | AMZN | 023135106 | $79.6M | 1.28% | 381,974 | SH |
| 8 | ALPHABET INC | GOOGL | 02079K305 | $77.8M | 1.25% | 270,534 | SH |
| 9 | JPMORGAN CHASE & CO | JPM | 46625H100 | $70.9M | 1.14% | 240,938 | SH |
| 10 | ISHARES TR | IVV | 464287200 | $68.9M | 1.11% | 105,508 | SH |
| 11 | VANGUARD BD INDEX FDS | BIV | 921937819 | $60.9M | 0.98% | 789,396 | SH |
| 12 | SCHWAB STRATEGIC TR | SCHV | 808524409 | $60.3M | 0.97% | 1,977,398 | SH |
| 13 | ALPHABET INC | GOOG | 02079K107 | $56.1M | 0.91% | 195,709 | SH |
| 14 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $55.4M | 0.89% | 863,858 | SH |
| 15 | BROADCOM INC | AVGO | 11135F101 | $55.0M | 0.89% | 177,753 | SH |
| 16 | META PLATFORMS INC | META | 30303M102 | $53.8M | 0.87% | 94,088 | SH |
| 17 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $52.4M | 0.84% | 1,798,863 | SH |
| 18 | INVESCO QQQ TR | QQQ | 46090E103 | $52.4M | 0.84% | 90,781 | SH |
| 19 | CHURCH & DWIGHT CO INC | CHD | 171340102 | $52.1M | 0.84% | 558,715 | SH |
| 20 | ISHARES TR | SLQD | 46434V100 | $52.1M | 0.84% | 1,032,454 | SH |
| 21 | ISHARES TR | IVE | 464287408 | $50.4M | 0.81% | 238,627 | SH |
| 22 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $49.8M | 0.80% | 76,584 | SH |
| 23 | AMERICAN CENTY ETF TR | AVUS | 025072885 | $49.1M | 0.79% | 441,517 | SH |
| 24 | EXXON MOBIL CORP | XOM | 30231G102 | $48.4M | 0.78% | 285,415 | SH |
| 25 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $42.2M | 0.68% | 1,646,543 | SH |
| 26 | ISHARES TR | IJS | 464287879 | $40.6M | 0.65% | 342,789 | SH |
| 27 | ISHARES TR | IXUS | 46432F834 | $40.0M | 0.65% | 462,081 | SH |
| 28 | WALMART INC | WMT | 931142103 | $37.8M | 0.61% | 303,883 | SH |
| 29 | JOHNSON & JOHNSON | JNJ | 478160104 | $37.6M | 0.61% | 153,618 | SH |
| 30 | VISA INC | V | 92826C839 | $35.8M | 0.58% | 118,515 | SH |
| 31 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $35.5M | 0.57% | 74,040 | SH |
| 32 | ISHARES TR | IJJ | 464287705 | $35.2M | 0.57% | 265,442 | SH |
| 33 | ISHARES TR | IEFA | 46432F842 | $32.9M | 0.53% | 363,471 | SH |
| 34 | ISHARES TR | IJR | 464287804 | $32.7M | 0.53% | 262,960 | SH |
| 35 | VANGUARD INDEX FDS | VTI | 922908769 | $32.1M | 0.52% | 100,215 | SH |
| 36 | ISHARES TR | STIP | 46429B747 | $31.9M | 0.51% | 308,576 | SH |
| 37 | ISHARES TR | IDEV | 46435G326 | $30.6M | 0.49% | 366,623 | SH |
| 38 | DIMENSIONAL ETF TRUST | DFAI | 25434V203 | $29.9M | 0.48% | 766,554 | SH |
| 39 | ISHARES INC | IEMG | 46434G103 | $29.1M | 0.47% | 417,822 | SH |
| 40 | ISHARES TR | IVW | 464287309 | $29.1M | 0.47% | 257,450 | SH |
| 41 | ISHARES TR | IUSB | 46434V613 | $28.3M | 0.46% | 611,837 | SH |
| 42 | ABBVIE INC | ABBV | 00287Y109 | $27.8M | 0.45% | 127,816 | SH |
| 43 | ISHARES INC | EMXC | 46434G764 | $27.6M | 0.45% | 351,272 | SH |
| 44 | APPLIED MATLS INC | AMAT | 038222105 | $26.8M | 0.43% | 78,389 | SH |
| 45 | VANGUARD INDEX FDS | VBR | 922908611 | $26.8M | 0.43% | 123,221 | SH |
| 46 | ISHARES TR | AGG | 464287226 | $26.1M | 0.42% | 263,360 | SH |
| 47 | VANGUARD INDEX FDS | VUG | 922908736 | $25.4M | 0.41% | 58,227 | SH |
| 48 | VANGUARD INDEX FDS | VOE | 922908512 | $25.0M | 0.40% | 135,522 | SH |
| 49 | ELI LILLY & CO | LLY | 532457108 | $25.0M | 0.40% | 27,134 | SH |
| 50 | HOME DEPOT INC | HD | 437076102 | $24.6M | 0.40% | 74,708 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-27 | $6.20B | 1,572 | 0001062993-26-002164 |
| 2025-12-31 | 2026-03-13 | $6.16B | 1,468 | 0001062993-26-001415 |