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CIK: 0001652594
Total reported value
$6.0B
$6.0B
1122 檔
9.2%
During the Q2 2025 filing period, World Investment Advisors (CIK: 0001652594) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $6.0B across 1122 reported positions.
In Q2 2025, World Investment Advisors displayed an active expansion posture, initiating 9 new positions and adding to 133 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1122 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.29% | -0.27% | +14.87% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.88% | +0.06% | -0.93% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.52% | -0.06% | +18.50% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.07% | +0.04% | +2.22% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.86% | +0.05% | +104.42% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.60% | +0.05% | +6.19% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.52% | +0.01% | +11.26% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.41% | -0.08% | +11.03% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.28% | -0.04% | +1.39% | |
| 10 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 1.22% | +0.02% | +0.14% | |
| 11 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 1.09% | +0.02% | +8.81% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.04% | -0.11% | +8.84% | |
| 13 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.00% | -0.01% | +1349.37% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 0.99% | +0.03% | +0.23% | |
| 15 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.98% | +0.03% | +4.27% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.97% | +0.01% | +19.14% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.93% | +0.01% | +2.40% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.91% | +0.02% | +1225.69% | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.89% | +0.05% | +157.56% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 0.86% | -0.03% | +2.45% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.84% | -0.13% | +9.60% | |
| 22 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.84% | +0.02% | +21.74% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.78% | — | +4.64% | |
| 24 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.73% | +0.02% | +2.70% | |
| 25 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.72% | — | +634.22% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | -0.01% | +5.23% | |
| 27 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.69% | +0.02% | -4.20% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | +0.32% | +1.36% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.63% | +0.01% | +6.11% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.62% | -0.01% | -2.07% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.61% | -0.01% | +28.40% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | -0.14% | +46.29% | |
| 33 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.54% | — | +968.94% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.54% | -0.04% | -4.38% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.53% | +0.05% | +3.64% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.53% | -0.12% | -4.83% | |
| 37 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 0.52% | +0.01% | -1.41% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.46% | +0.02% | -1.15% | |
| 39 | DFAI | Dimensional International Co | ETF-Other | 0.46% | +0.01% | +5.91% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | -0.05% | +36.26% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.44% | -0.01% | +57.16% | |
| 42 | CRM | Salesforce Inc | Stock-Tech | 0.42% | — | +2.04% | |
| 43 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.42% | +0.01% | +4.62% | |
| 44 | MSI | Motorola Solutions Inc | Stock-Tech | 0.41% | — | +3.96% | |
| 45 | MUB | Ishares National Muni Bond E | ETF-Other | 0.40% | +0.01% | +0.27% | |
| 46 | ETN | Eaton Corporation plc | Stock-Industrials | 0.40% | +0.01% | -3.77% | |
| 47 | TT | Trane Technologies plc | Stock-Industrials | 0.38% | +0.01% | -4.06% | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.38% | -0.01% | -20.78% | |
| 49 | CVIE | Cal Intl Responsible Index | ETF-Large Cap & Growth | 0.37% | +0.01% | +48.50% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.37% | +0.01% | +16.51% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | +1% | +104.42% | Add |
| 2 | IJK | Ishares S&p Mid-cap 400 Grow | +0.9% | +1349.37% | Add |
| 3 | SCHX | Schwab US Large-cap ETF | +0.8% | +1225.69% | Add |
| 4 | MSFT | Microsoft CORP | +0.7% | +18.50% | Add |
| 5 | VOT | Vanguard Mid-cap Growth ETF | +0.6% | +634.22% | Add |
| 6 | SCHG | Schwab US Large-cap Growth | +0.6% | +157.56% | Add |
| 7 | IJT | Ishares S&p Small-cap 600 Gr | +0.5% | +968.94% | Add |
| 8 | VBK | Vanguard Small-cap Grwth ETF | +0.3% | +849.00% | Add |
| 9 | AVGO | Broadcom Inc | +0.3% | +0.23% | Add |
| 10 | NVDA | Nvidia CORP | +0.3% | +8.84% | Add |
| 11 | IBM | Intl Business Machines CORP | +0.3% | +223.07% | Add |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | +11.26% | Add |
| 13 | IWY | Ishares Russell Top 200 Grow | +0.2% | +3401.89% | Add |
| 14 | IXN | Ishares Global Tech ETF | +0.2% | NEW | New buy |
| 15 | AMAT | Applied Materials Inc | +0.2% | +83.33% | Add |
| 16 | AMZN | Amazon.com Inc | +0.2% | +11.03% | Add |
| 17 | META | Meta Platforms Inc-class A | +0.2% | +1.39% | Add |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +19.14% | Add |
| 19 | KO | Coca-cola Co/the | +0.1% | +125.74% | Add |
| 20 | C | Citigroup Inc | +0.1% | +190.00% | Add |
| 21 | AVUS | Avantis U.s. Equity ETF | +0.1% | +21.74% | Add |
| 22 | CVIE | Cal Intl Responsible Index | +0.1% | +48.50% | Add |
| 23 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +45.63% | Add |
| 24 | UBER | Uber Technologies Inc | +0.1% | +223.90% | Add |
| 25 | CHGX | Stance Sustainable Beta ETF | +0.1% | NEW | New buy |
| 26 | ORCL | Oracle CORP | +0.1% | +8.67% | Add |
| 27 | GEV | GE Vernova Inc | +0.1% | +406.90% | Add |
| 28 | QQXT | First Trust Nasdaq-100 Ex-te | +0.1% | NEW | New buy |
| 29 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +9.60% | Add |
| 30 | PFE | Pfizer Inc | +0.1% | +123.09% | Add |
| 31 | UFEB | Innovator U.s. Equity Ultra | +0.1% | NEW | New buy |
| 32 | ABBV | Abbvie Inc | +0.1% | +57.16% | Add |
| 33 | PG | Procter & Gamble Co/the | +0.1% | +66.39% | Add |
| 34 | LVHI | Franklin International Low V | +0.1% | +69.69% | Add |
| 35 | CGDV | Cap Group Dividend Value | +0.1% | +64.55% | Add |
| 36 | MCD | Mcdonald's CORP | +0.1% | +147.74% | Add |
| 37 | XOM | Exxon Mobil CORP | +0.1% | +46.29% | Add |
| 38 | VZ | Verizon Communications Inc | +0.1% | +50.77% | Add |
| 39 | COWZ | Pacer US Cash Cows 100 ETF | +0.1% | +51.42% | Add |
| 40 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +6.50% | Add |
| 41 | SPMO | Invesco S&p 500 Momentum ETF | +0.1% | +335.62% | Add |
| 42 | IHDG | Wisdomtree International Hed | +0.1% | NEW | New buy |
| 43 | HD | Home Depot Inc | +0.1% | +28.40% | Add |
| 44 | NFLX | Netflix Inc | +0.1% | +29.95% | Add |
| 45 | VXF | Vanguard Extended Market ETF | +0.1% | +58.68% | Add |
| 46 | FALN | Ishares Fallen Angels ETF | +0.1% | +117.59% | Add |
| 47 | DFAU | Dimensional US Core Equity M | +0.1% | +60.90% | Add |
| 48 | CMI | Cummins Inc | +0.1% | +399.96% | Add |
| 49 | IGOV | Ishares International Treasu | +0.1% | NEW | New buy |
| 50 | BKNG | Booking Holdings Inc | +0.1% | +5.41% | Add |
According to official SEC Form 13F filings, World Investment Advisors reported a total U.S. public equity portfolio value of $6.0B across 1122 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, VOO, MSFT) accounted for 9.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
IXN
市值: $7.8M
Top Position Liquidated / Trimmed
INVESTMENT MANAGERS SER TR I
前期市值: $4.9M
During Q2 2025, World Investment Advisors's top holdings by market value included AAPL (3.3%)、VOO (2.9%)、MSFT (2.5%). The largest single position, AAPL, represented 3.3% of total portfolio value.
In Q2 2025, World Investment Advisors made 200 total portfolio adjustments, initiating 9 new buys, adding to 133 positions, trimming 51 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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