Filed: 8/4/2025ACC: 0001062993-25-013474
📋 What this filing means
WORLD INVESTMENT ADVISORS filed this quarterly 13F‑HR report disclosing 1131 equity positions with a total reported market value of $4.41B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1131
Positions
$4.41B
Total AUM (reported)
53.97M
Total Shares
Allocation by class
COM$1.61B36.6%
S&P 500 ETF SHS$126.94M2.9%
CL A$115.81M2.6%
PORTFOLIO S&P500$91.40M2.1%
S&P 500 GRWT ETF$81.92M1.9%
SHS$75.52M1.7%
SHORT TRM BOND$70.69M1.6%
Portfolio Concentration
Top 3$382.92M8.7%
4–10$483.38M11.0%
11–25$589.98M13.4%
Rest$2.95B67.0%
Top 3 weight
8.7%
Top 10 weight
19.6%
Voting Authority Distribution
Total shares with voting rights: 53.97M
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
53.97M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole1131
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1131
Rows:
APPLE INC
SOLEShares707.04K
TypeSH
Market value$145.06M
3.29%
Sole
0.00
Shared
0.00
None
707.04K
VANGUARD INDEX FDS
SOLEShares223.47K
TypeSH
Market value$126.94M
2.88%
Sole
0.00
Shared
0.00
None
223.47K
MICROSOFT CORP
SOLEShares222.98K
TypeSH
Market value$110.91M
2.52%
Sole
0.00
Shared
0.00
None
222.98K
SPDR SERIES TRUST
SOLEShares1.26M
TypeSH
Market value$91.40M
2.07%
Sole
0.00
Shared
0.00
None
1.26M
ISHARES TR
SOLEShares744.02K
TypeSH
Market value$81.92M
1.86%
Sole
0.00
Shared
0.00
None
744.02K
VANGUARD BD INDEX FDS
SOLEShares898.18K
TypeSH
Market value$70.69M
1.60%
Sole
0.00
Shared
0.00
None
898.18K
JPMORGAN CHASE & CO.
SOLEShares231.59K
TypeSH
Market value$67.14M
1.52%
Sole
0.00
Shared
0.00
None
231.59K
AMAZON COM INC
SOLEShares283.91K
TypeSH
Market value$62.29M
1.41%
Sole
0.00
Shared
0.00
None
283.91K
META PLATFORMS INC
SOLEShares76.27K
TypeSH
Market value$56.29M
1.28%
Sole
0.00
Shared
0.00
None
76.27K
CHURCH & DWIGHT CO INC
SOLEShares558.26K
TypeSH
Market value$53.65M
1.22%
Sole
0.00
Shared
0.00
None
558.26K
ISHARES TR
SOLEShares946.57K
TypeSH
Market value$47.89M
1.09%
Sole
0.00
Shared
0.00
None
946.57K
NVIDIA CORPORATION
SOLEShares289.37K
TypeSH
Market value$45.72M
1.04%
Sole
0.00
Shared
0.00
None
289.37K
ISHARES TR
SOLEShares485.92K
TypeSH
Market value$44.21M
1.00%
Sole
0.00
Shared
0.00
None
485.92K
BROADCOM INC
SOLEShares158.44K
TypeSH
Market value$43.68M
0.99%
Sole
0.00
Shared
0.00
None
158.44K
VANGUARD BD INDEX FDS
SOLEShares558.35K
TypeSH
Market value$43.18M
0.98%
Sole
0.00
Shared
0.00
None
558.35K
ALPHABET INC
SOLEShares233.12K
TypeSH
Market value$41.08M
0.93%
Sole
0.00
Shared
0.00
None
233.12K
SCHWAB STRATEGIC TR
SOLEShares1.64M
TypeSH
Market value$39.98M
0.91%
Sole
0.00
Shared
0.00
None
1.64M
SCHWAB STRATEGIC TR
SOLEShares1.34M
TypeSH
Market value$39.23M
0.89%
Sole
0.00
Shared
0.00
None
1.34M
VISA INC
SOLEShares106.60K
TypeSH
Market value$37.85M
0.86%
Sole
0.00
Shared
0.00
None
106.60K
AMERICAN CENTY ETF TR
SOLEShares366.09K
TypeSH
Market value$36.91M
0.84%
Sole
0.00
Shared
0.00
None
366.09K
INVESCO QQQ TR
SOLEShares65.98K
TypeSH
Market value$36.40M
0.83%
Sole
0.00
Shared
0.00
None
65.98K
SPDR S&P 500 ETF TR
SOLEShares57.37K
TypeSH
Market value$35.46M
0.80%
Sole
0.00
Shared
0.00
None
57.37K
ISHARES TR
SOLEShares413.05K
TypeSH
Market value$34.48M
0.78%
Sole
0.00
Shared
0.00
None
413.05K
ISHARES TR
SOLEShares417.50K
TypeSH
Market value$32.28M
0.73%
Sole
0.00
Shared
0.00
None
417.50K
VANGUARD INDEX FDS
SOLEShares111.20K
TypeSH
Market value$31.64M
0.72%
Sole
0.00
Shared
0.00
None
111.20K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 707.04K | SH | $145.06M 3.29% | 0.00 | 0.00 | 707.04K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 223.47K | SH | $126.94M 2.88% | 0.00 | 0.00 | 223.47K |
MICROSOFT CORPSOLE | COM | 222.98K | SH | $110.91M 2.52% | 0.00 | 0.00 | 222.98K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 1.26M | SH | $91.40M 2.07% | 0.00 | 0.00 | 1.26M |
ISHARES TRSOLE | S&P 500 GRWT ETF | 744.02K | SH | $81.92M 1.86% | 0.00 | 0.00 | 744.02K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 898.18K | SH | $70.69M 1.60% | 0.00 | 0.00 | 898.18K |
JPMORGAN CHASE & CO.SOLE | COM | 231.59K | SH | $67.14M 1.52% | 0.00 | 0.00 | 231.59K |
AMAZON COM INCSOLE | COM | 283.91K | SH | $62.29M 1.41% | 0.00 | 0.00 | 283.91K |
META PLATFORMS INCSOLE | CL A | 76.27K | SH | $56.29M 1.28% | 0.00 | 0.00 | 76.27K |
CHURCH & DWIGHT CO INCSOLE | COM | 558.26K | SH | $53.65M 1.22% | 0.00 | 0.00 | 558.26K |
ISHARES TRSOLE | 0-5YR INVT GR CP | 946.57K | SH | $47.89M 1.09% | 0.00 | 0.00 | 946.57K |
NVIDIA CORPORATIONSOLE | COM | 289.37K | SH | $45.72M 1.04% | 0.00 | 0.00 | 289.37K |
ISHARES TRSOLE | S&P MC 400GR ETF | 485.92K | SH | $44.21M 1.00% | 0.00 | 0.00 | 485.92K |
BROADCOM INCSOLE | COM | 158.44K | SH | $43.68M 0.99% | 0.00 | 0.00 | 158.44K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 558.35K | SH | $43.18M 0.98% | 0.00 | 0.00 | 558.35K |
ALPHABET INCSOLE | CAP STK CL A | 233.12K | SH | $41.08M 0.93% | 0.00 | 0.00 | 233.12K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 1.64M | SH | $39.98M 0.91% | 0.00 | 0.00 | 1.64M |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 1.34M | SH | $39.23M 0.89% | 0.00 | 0.00 | 1.34M |
VISA INCSOLE | COM CL A | 106.60K | SH | $37.85M 0.86% | 0.00 | 0.00 | 106.60K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 366.09K | SH | $36.91M 0.84% | 0.00 | 0.00 | 366.09K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 65.98K | SH | $36.40M 0.83% | 0.00 | 0.00 | 65.98K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 57.37K | SH | $35.46M 0.80% | 0.00 | 0.00 | 57.37K |
ISHARES TRSOLE | CORE MSCI EAFE | 413.05K | SH | $34.48M 0.78% | 0.00 | 0.00 | 413.05K |
ISHARES TRSOLE | CORE MSCI TOTAL | 417.50K | SH | $32.28M 0.73% | 0.00 | 0.00 | 417.50K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 111.20K | SH | $31.64M 0.72% | 0.00 | 0.00 | 111.20K |
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