CIK: 0001652594
Total reported value
$6.2B
Reporting period: 2026-03-31 · Number of holdings: 1572
World Investment Advisors disclosed 1572 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $6.2B and a quarterly turnover rate of 20.5%.
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World Investment Advisors's disclosed holdings carry a Herfindahl concentration index of 0.006 — mathematically equivalent to about 173 equally-sized positions, well below its 1572 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.83), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 30% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim IVW
-51.5% -$36.3M
Add SCHV
+101.6% $31.3M
Trim NVDA
-20.5% -$28.9M
Trim MSFT
+3.0% -$27.9M
Trim QQQ
-27.2% -$24.7M
Trim VOO
-10.3% -$24.3M
Showing top 200 holdings (of 1572 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | Stock-Tech | 3.56% | -0.31% | -0.80% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.31% | -0.41% | -10.28% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 1.67% | -0.47% | +2.96% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.47% | +0.06% | +6.02% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.45% | -0.28% | -11.87% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 1.35% | -0.47% | -20.53% | |
| 7 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.28% | -0.14% | +0.64% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.25% | -0.15% | -1.54% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.14% | -0.15% | -2.06% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.11% | — | +10.97% | |
| 11 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.98% | +0.17% | +22.95% | |
| 12 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.97% | +0.50% | +101.58% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.91% | — | +2.65% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.89% | +0.31% | +50.66% | |
| 15 | AVGO | Broadcom INC | Stock-Tech | 0.89% | -0.11% | +0.02% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.87% | -0.13% | +0.94% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.86% | -0.41% | -27.24% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.84% | +0.31% | +79.34% | |
| 19 | CHD | Church & Dwight Co INC | Stock-Consumer Staples | 0.84% | +0.08% | -0.03% | |
| 20 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 0.84% | — | +3.83% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.82% | -0.25% | -19.27% | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.81% | — | -0.63% | |
| 23 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.79% | — | +6.66% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.78% | +0.19% | -5.85% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.68% | — | -2.89% | |
| 26 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.65% | +0.10% | +14.03% | |
| 27 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.65% | — | +0.09% | |
| 28 | WMT | Walmart INC | Stock-Consumer Staples | 0.61% | — | -5.10% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.61% | — | -4.79% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.58% | -0.10% | -0.57% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.57% | — | +1.75% | |
| 32 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.57% | — | +3.75% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.53% | -0.18% | -26.07% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.53% | — | +7.45% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.52% | — | +0.98% | |
| 36 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.51% | — | -10.61% | |
| 37 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.49% | +0.30% | +160.77% | |
| 38 | DFAI | Dimensional International Co | ETF-Other | 0.48% | — | +7.14% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.47% | +0.12% | +30.60% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.47% | -0.59% | -51.51% | |
| 41 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.46% | — | +4.61% | |
| 42 | ABBV | Abbvie INC | Stock-Healthcare | 0.45% | — | +0.15% | |
| 43 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.45% | +0.18% | +56.28% | |
| 44 | AMAT | Applied Materials INC | Stock-Tech | 0.43% | +0.09% | -4.75% | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.43% | — | -1.64% | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.42% | — | -9.86% | |
| 47 | VUG | Vanguard Growth ETF | ETF-Other | 0.41% | — | +5.54% | |
| 48 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.40% | — | +0.58% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.40% | — | +12.13% | |
| 50 | HD | Home Depot INC | Stock-Consumer Disc | 0.40% | — | -6.81% |
Performance for Q3 2026
+2.7%
Performance Last 4 Quarters
+19%
Based on 79% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 1572 | $6.2B | 20 | |
| 2025-12-31 | 1468 | $6.2B | 30 | |
| 2025-09-30 | 2340 | $4.9B | 37 | |
| 2025-06-30 | 2131 | $4.4B | 0 | |
| 2025-03-31 | 1962 | $3.9B | 100 | |
| 2024-12-31 | 1860 | $3.7B | 0 | |
| 2024-09-30 | 1189 | $3.2B | 0 | |
| 2024-06-30 | 620 | $1.6B | 0 | |
| 2024-03-31 | 394 | $698.9M | 0 | |
| 2023-12-31 | 378 | $769.8M | 0 | |
| 2023-09-30 | 265 | $504.8M | 0 | |
| 2023-06-30 | 262 | $517.0M | 0 | |
| 2023-03-31 | 240 | $480.0M | 0 | |
| 2022-12-31 | 239 | $436.1M | 0 | |
| 2022-09-30 | 243 | $421.1M | 0 | |
| 2022-06-30 | 260 | $476.1M | 0 | |
| 2022-03-31 | 270 | $481.7M | 0 | |
| 2021-12-31 | 267 | $478.1M | 0 | |
| 2021-09-30 | 249 | $441.8M | 0 | |
| 2021-06-30 | 247 | $437.3M | 97 | |
| 2021-03-31 | 226 | $415.2M | 64 | |
| 2020-12-31 | 228 | $394.7M | 89 | |
| 2020-09-30 | 174 | $292.2M | 7 | |
| 2020-06-30 | 166 | $286.0M | 45 | |
| 2020-03-31 | 140 | $215.4M | 36 | |
| 2019-12-31 | 164 | $256.3M | 84 | |
| 2019-09-30 | 155 | $233.3M | 78 | |
| 2019-06-30 | 147 | $226.7M | 21 | |
| 2019-03-31 | 129 | $219.7M | 65 | |
| 2018-12-31 | 206 | $222.9M | 0 |
World Investment Advisors's most significant position changes for 2026-03-31: New buy: Ishares Dyn Act ETF (BDYN); New buy: Ishares Dv Equity Active ETF (BDVL); Sold out: Potlatchdeltic CORP (PCH); New buy: Rayonier INC (RYN); New buy: Alianzim US Eq Bfr20 Jul-usd (JULW).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHV | Schwab US Large-cap Value | +0.5% | +101.58% | Add |
| 2 | SCHG | Schwab US Large-cap Growth | +0.3% | +79.34% | Add |
| 3 | VEA | Vanguard Ftse Developed ETF | +0.3% | +50.66% | Add |
| 4 | IDEV | Ishares Core Msci Dev Mkts | +0.3% | +160.77% | Add |
| 5 | XOM | Exxon Mobil CORP | +0.2% | -5.85% | Trim |
| 6 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.2% | +56.28% | Add |
| 7 | AVEM | Avantis Emerging Markets Eq | +0.2% | +385.13% | Add |
| 8 | BIV | Vanguard Intermediate-term B | +0.2% | +22.95% | Add |
| 9 | XMMO | Invesco S&p Midcap Momentum | +0.2% | +919.18% | Add |
| 10 | VCIT | Vanguard Int-term Corporate | +0.1% | +296.27% | Add |
| 11 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +120.03% | Add |
| 12 | IEMG | Ishares Core Msci Emerging | +0.1% | +30.60% | Add |
| 13 | IJS | Ishares S&p Small-cap 600 Va | +0.1% | +14.03% | Add |
| 14 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +215.70% | Add |
| 15 | AMAT | Applied Materials INC | +0.1% | -4.75% | Trim |
| 16 | CHD | Church & Dwight Co INC | +0.1% | -0.03% | Trim |
| 17 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +410.74% | Add |
| 18 | GOVT | Ishares US Treasury Bond ETF | +0.1% | +140.87% | Add |
| 19 | BSV | Vanguard Short-term Bond ETF | +0.1% | +6.02% | Add |
| 20 | LVHI | Franklin International Low V | -0.1% | -40.99% | Trim |
| 21 | PLTR | Palantir Technologies Inc-a | -0.1% | -27.38% | Trim |
| 22 | VV | Vanguard Large-cap ETF | -0.1% | -56.83% | Trim |
| 23 | MGK | Vanguard Mega Cap Growth ETF | -0.1% | -50.20% | Trim |
| 24 | IBM | Intl Business Machines CORP | -0.1% | -10.57% | Trim |
| 25 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.1% | -53.77% | Trim |
| 26 | CRM | Salesforce INC | -0.1% | -4.64% | Trim |
| 27 | V | Visa Inc-class A Shares | -0.1% | -0.57% | Trim |
| 28 | UNH | Unitedhealth Group INC | -0.1% | -31.80% | Trim |
| 29 | AVGO | Broadcom INC | -0.1% | +0.02% | Add |
| 30 | REET | Ishares Global Reit ETF | -0.1% | -91.96% | Trim |
| 31 | META | Meta Platforms Inc-class A | -0.1% | +0.94% | Add |
| 32 | AMZN | Amazon.com INC | -0.1% | +0.64% | Add |
| 33 | JPM | Jpmorgan Chase & Co | -0.2% | -2.06% | Trim |
| 34 | GOOGL | Alphabet Inc-cl A | -0.2% | -1.54% | Trim |
| 35 | OEF | Ishares S&p 100 ETF | -0.2% | -95.70% | Trim |
| 36 | IEFA | Ishares Core Msci Eafe ETF | -0.2% | -26.07% | Trim |
| 37 | SMMD | Ishares Russell 2500 ETF | -0.2% | -49.58% | Trim |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | -19.27% | Trim |
| 39 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.3% | -11.87% | Trim |
| 40 | AAPL | Apple INC | -0.3% | -0.80% | Trim |
| 41 | QQQ | Invesco Qqq Trust Series 1 | -0.4% | -27.24% | Trim |
| 42 | VOO | Vanguard S&p 500 ETF | -0.4% | -10.28% | Trim |
| 43 | NVDA | Nvidia CORP | -0.5% | -20.53% | Trim |
| 44 | MSFT | Microsoft CORP | -0.5% | +2.96% | Add |
| 45 | IVW | Ishares S&p 500 Growth ETF | -0.6% | -51.51% | Trim |
| 46 | BDYN | Ishares Dyn Act ETF | — | NEW | New buy |
| 47 | BDVL | Ishares Dv Equity Active ETF | — | NEW | New buy |
| 48 | PCH | Potlatchdeltic CORP | — | EXIT | Sold out |
| 49 | RYN | Rayonier INC | — | NEW | New buy |
| 50 | JULW | Alianzim US Eq Bfr20 Jul-usd | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-27 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-03-13 | Amendment | View on EDGAR |
| 2025-12-31 | 2026-02-04 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-15 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-04 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-29 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-12 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-25 | Amendment | View on EDGAR |
| 2024-09-30 | 2024-11-14 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-15 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-15 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-15 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-14 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-14 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-15 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-14 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-09 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-12 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-11 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-12 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-12 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-17 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-16 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-13 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-14 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-04-23 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-13 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-12 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-12 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-14 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-14 | 13F-HR | View on EDGAR |
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