Filed: 4/29/2025ACC: 0001062993-25-008161
📋 What this filing means
WORLD INVESTMENT ADVISORS filed this quarterly 13F‑HR report disclosing 1049 equity positions with a total reported market value of $3.85B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1049
Positions
$3.85B
Total AUM (reported)
49.78M
Total Shares
Allocation by class
COM$1.39B36.0%
S&P 500 ETF SHS$115.93M3.0%
CL A$100.93M2.6%
PORTFOLIO S&P500$80.89M2.1%
SHS$71.94M1.9%
SHORT TRM BOND$66.21M1.7%
COM CL A$47.08M1.2%
Portfolio Concentration
Top 3$333.54M8.7%
4–10$385.03M10.0%
11–25$471.82M12.2%
Rest$2.66B69.1%
Top 3 weight
8.7%
Top 10 weight
18.7%
Voting Authority Distribution
Total shares with voting rights: 49.78M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
49.78M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole1049
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1049
Rows:
APPLE INC
SOLEShares615.53K
TypeSH
Market value$136.73M
3.55%
Sole
0.00
Shared
0.00
None
615.53K
VANGUARD INDEX FDS
SOLEShares225.57K
TypeSH
Market value$115.93M
3.01%
Sole
0.00
Shared
0.00
None
225.57K
SPDR SER TR
SOLEShares1.23M
TypeSH
Market value$80.89M
2.10%
Sole
0.00
Shared
0.00
None
1.23M
MICROSOFT CORP
SOLEShares188.17K
TypeSH
Market value$70.64M
1.83%
Sole
0.00
Shared
0.00
None
188.17K
VANGUARD BD INDEX FDS
SOLEShares845.78K
TypeSH
Market value$66.21M
1.72%
Sole
0.00
Shared
0.00
None
845.78K
CHURCH & DWIGHT CO INC
SOLEShares557.50K
TypeSH
Market value$61.37M
1.59%
Sole
0.00
Shared
0.00
None
557.50K
JPMORGAN CHASE & CO.
SOLEShares208.16K
TypeSH
Market value$51.06M
1.33%
Sole
0.00
Shared
0.00
None
208.16K
AMAZON COM INC
SOLEShares255.71K
TypeSH
Market value$48.65M
1.26%
Sole
0.00
Shared
0.00
None
255.71K
ISHARES TR
SOLEShares869.94K
TypeSH
Market value$43.74M
1.14%
Sole
0.00
Shared
0.00
None
869.94K
META PLATFORMS INC
SOLEShares75.22K
TypeSH
Market value$43.35M
1.13%
Sole
0.00
Shared
0.00
None
75.22K
VANGUARD BD INDEX FDS
SOLEShares535.49K
TypeSH
Market value$41.00M
1.06%
Sole
0.00
Shared
0.00
None
535.49K
ISHARES TR
SOLEShares212.04K
TypeSH
Market value$40.41M
1.05%
Sole
0.00
Shared
0.00
None
212.04K
VISA INC
SOLEShares104.05K
TypeSH
Market value$36.46M
0.95%
Sole
0.00
Shared
0.00
None
104.05K
ALPHABET INC
SOLEShares227.66K
TypeSH
Market value$35.21M
0.91%
Sole
0.00
Shared
0.00
None
227.66K
ISHARES TR
SOLEShares363.97K
TypeSH
Market value$33.79M
0.88%
Sole
0.00
Shared
0.00
None
363.97K
ISHARES TR
SOLEShares308.54K
TypeSH
Market value$31.92M
0.83%
Sole
0.00
Shared
0.00
None
308.54K
ISHARES TR
SOLEShares394.74K
TypeSH
Market value$29.86M
0.78%
Sole
0.00
Shared
0.00
None
394.74K
SCHWAB STRATEGIC TR
SOLEShares1.10M
TypeSH
Market value$29.32M
0.76%
Sole
0.00
Shared
0.00
None
1.10M
NVIDIA CORPORATION
SOLEShares266.14K
TypeSH
Market value$28.84M
0.75%
Sole
0.00
Shared
0.00
None
266.14K
INVESCO QQQ TR
SOLEShares60.88K
TypeSH
Market value$28.55M
0.74%
Sole
0.00
Shared
0.00
None
60.88K
ISHARES TR
SOLEShares406.53K
TypeSH
Market value$28.38M
0.74%
Sole
0.00
Shared
0.00
None
406.53K
AMERICAN CENTY ETF TR
SOLEShares300.73K
TypeSH
Market value$27.78M
0.72%
Sole
0.00
Shared
0.00
None
300.73K
ISHARES TR
SOLEShares47.92K
TypeSH
Market value$26.93M
0.70%
Sole
0.00
Shared
0.00
None
47.92K
BERKSHIRE HATHAWAY INC DEL
SOLEShares50.21K
TypeSH
Market value$26.74M
0.69%
Sole
0.00
Shared
0.00
None
50.21K
ISHARES TR
SOLEShares222.38K
TypeSH
Market value$26.63M
0.69%
Sole
0.00
Shared
0.00
None
222.38K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 615.53K | SH | $136.73M 3.55% | 0.00 | 0.00 | 615.53K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 225.57K | SH | $115.93M 3.01% | 0.00 | 0.00 | 225.57K |
SPDR SER TRSOLE | PORTFOLIO S&P500 | 1.23M | SH | $80.89M 2.10% | 0.00 | 0.00 | 1.23M |
MICROSOFT CORPSOLE | COM | 188.17K | SH | $70.64M 1.83% | 0.00 | 0.00 | 188.17K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 845.78K | SH | $66.21M 1.72% | 0.00 | 0.00 | 845.78K |
CHURCH & DWIGHT CO INCSOLE | COM | 557.50K | SH | $61.37M 1.59% | 0.00 | 0.00 | 557.50K |
JPMORGAN CHASE & CO.SOLE | COM | 208.16K | SH | $51.06M 1.33% | 0.00 | 0.00 | 208.16K |
AMAZON COM INCSOLE | COM | 255.71K | SH | $48.65M 1.26% | 0.00 | 0.00 | 255.71K |
ISHARES TRSOLE | 0-5YR INVT GR CP | 869.94K | SH | $43.74M 1.14% | 0.00 | 0.00 | 869.94K |
META PLATFORMS INCSOLE | CL A | 75.22K | SH | $43.35M 1.13% | 0.00 | 0.00 | 75.22K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 535.49K | SH | $41.00M 1.06% | 0.00 | 0.00 | 535.49K |
ISHARES TRSOLE | S&P 500 VAL ETF | 212.04K | SH | $40.41M 1.05% | 0.00 | 0.00 | 212.04K |
VISA INCSOLE | COM CL A | 104.05K | SH | $36.46M 0.95% | 0.00 | 0.00 | 104.05K |
ALPHABET INCSOLE | CAP STK CL A | 227.66K | SH | $35.21M 0.91% | 0.00 | 0.00 | 227.66K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 363.97K | SH | $33.79M 0.88% | 0.00 | 0.00 | 363.97K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 308.54K | SH | $31.92M 0.83% | 0.00 | 0.00 | 308.54K |
ISHARES TRSOLE | CORE MSCI EAFE | 394.74K | SH | $29.86M 0.78% | 0.00 | 0.00 | 394.74K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 1.10M | SH | $29.32M 0.76% | 0.00 | 0.00 | 1.10M |
NVIDIA CORPORATIONSOLE | COM | 266.14K | SH | $28.84M 0.75% | 0.00 | 0.00 | 266.14K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 60.88K | SH | $28.55M 0.74% | 0.00 | 0.00 | 60.88K |
ISHARES TRSOLE | CORE MSCI TOTAL | 406.53K | SH | $28.38M 0.74% | 0.00 | 0.00 | 406.53K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 300.73K | SH | $27.78M 0.72% | 0.00 | 0.00 | 300.73K |
ISHARES TRSOLE | CORE S&P500 ETF | 47.92K | SH | $26.93M 0.70% | 0.00 | 0.00 | 47.92K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 50.21K | SH | $26.74M 0.69% | 0.00 | 0.00 | 50.21K |
ISHARES TRSOLE | S&P MC 400VL ETF | 222.38K | SH | $26.63M 0.69% | 0.00 | 0.00 | 222.38K |
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