Filed: 10/15/2025ACC: 0001062993-25-016083
📋 What this filing means
WORLD INVESTMENT ADVISORS filed this quarterly 13F‑HR report disclosing 1236 equity positions with a total reported market value of $4.89B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1236
Positions
$4.89B
Total AUM (reported)
57.60M
Total Shares
Allocation by class
COM$1.78B36.4%
S&P 500 ETF SHS$149.01M3.0%
CL A$135.14M2.8%
PORTFOLIO S&P500$96.95M2.0%
S&P 500 GRWT ETF$88.12M1.8%
SHS$81.48M1.7%
SHORT TRM BOND$76.22M1.6%
Portfolio Concentration
Top 3$451.56M9.2%
4–10$524.60M10.7%
11–25$649.25M13.3%
Rest$3.27B66.8%
Top 3 weight
9.2%
Top 10 weight
20.0%
Voting Authority Distribution
Total shares with voting rights: 57.60M
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
57.60M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole1236
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1236
Rows:
APPLE INC
SOLEShares734.49K
TypeSH
Market value$187.02M
3.82%
Sole
0.00
Shared
0.00
None
734.49K
VANGUARD INDEX FDS
SOLEShares243.33K
TypeSH
Market value$149.01M
3.05%
Sole
0.00
Shared
0.00
None
243.33K
MICROSOFT CORP
SOLEShares223.05K
TypeSH
Market value$115.53M
2.36%
Sole
0.00
Shared
0.00
None
223.05K
SPDR SERIES TRUST
SOLEShares1.24M
TypeSH
Market value$96.95M
1.98%
Sole
0.00
Shared
0.00
None
1.24M
ISHARES TR
SOLEShares729.99K
TypeSH
Market value$88.12M
1.80%
Sole
0.00
Shared
0.00
None
729.99K
VANGUARD BD INDEX FDS
SOLEShares965.93K
TypeSH
Market value$76.22M
1.56%
Sole
0.00
Shared
0.00
None
965.93K
JPMORGAN CHASE & CO.
SOLEShares233.59K
TypeSH
Market value$73.68M
1.51%
Sole
0.00
Shared
0.00
None
233.59K
AMAZON COM INC
SOLEShares299.30K
TypeSH
Market value$65.72M
1.34%
Sole
0.00
Shared
0.00
None
299.30K
NVIDIA CORPORATION
SOLEShares336.19K
TypeSH
Market value$62.73M
1.28%
Sole
0.00
Shared
0.00
None
336.19K
ALPHABET INC
SOLEShares251.65K
TypeSH
Market value$61.18M
1.25%
Sole
0.00
Shared
0.00
None
251.65K
META PLATFORMS INC
SOLEShares77.02K
TypeSH
Market value$56.56M
1.16%
Sole
0.00
Shared
0.00
None
77.02K
BROADCOM INC
SOLEShares153.01K
TypeSH
Market value$50.48M
1.03%
Sole
0.00
Shared
0.00
None
153.01K
ISHARES TR
SOLEShares971.16K
TypeSH
Market value$49.36M
1.01%
Sole
0.00
Shared
0.00
None
971.16K
CHURCH & DWIGHT CO INC
SOLEShares558.28K
TypeSH
Market value$48.92M
1.00%
Sole
0.00
Shared
0.00
None
558.28K
VANGUARD BD INDEX FDS
SOLEShares576.36K
TypeSH
Market value$45.01M
0.92%
Sole
0.00
Shared
0.00
None
576.36K
SCHWAB STRATEGIC TR
SOLEShares1.37M
TypeSH
Market value$43.60M
0.89%
Sole
0.00
Shared
0.00
None
1.37M
SCHWAB STRATEGIC TR
SOLEShares1.65M
TypeSH
Market value$43.37M
0.89%
Sole
0.00
Shared
0.00
None
1.65M
ALPHABET INC
SOLEShares175.37K
TypeSH
Market value$42.71M
0.87%
Sole
0.00
Shared
0.00
None
175.37K
AMERICAN CENTY ETF TR
SOLEShares385.37K
TypeSH
Market value$41.89M
0.86%
Sole
0.00
Shared
0.00
None
385.37K
INVESCO QQQ TR
SOLEShares68.09K
TypeSH
Market value$40.88M
0.84%
Sole
0.00
Shared
0.00
None
68.09K
ISHARES TR
SOLEShares362.32K
TypeSH
Market value$40.07M
0.82%
Sole
0.00
Shared
0.00
None
362.32K
SPDR S&P 500 ETF TR
SOLEShares58.78K
TypeSH
Market value$39.16M
0.80%
Sole
0.00
Shared
0.00
None
58.78K
ISHARES TR
SOLEShares426.12K
TypeSH
Market value$37.20M
0.76%
Sole
0.00
Shared
0.00
None
426.12K
VISA INC
SOLEShares105.58K
TypeSH
Market value$36.04M
0.74%
Sole
0.00
Shared
0.00
None
105.58K
ISHARES TR
SOLEShares50.77K
TypeSH
Market value$33.98M
0.69%
Sole
0.00
Shared
0.00
None
50.77K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 734.49K | SH | $187.02M 3.82% | 0.00 | 0.00 | 734.49K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 243.33K | SH | $149.01M 3.05% | 0.00 | 0.00 | 243.33K |
MICROSOFT CORPSOLE | COM | 223.05K | SH | $115.53M 2.36% | 0.00 | 0.00 | 223.05K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 1.24M | SH | $96.95M 1.98% | 0.00 | 0.00 | 1.24M |
ISHARES TRSOLE | S&P 500 GRWT ETF | 729.99K | SH | $88.12M 1.80% | 0.00 | 0.00 | 729.99K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 965.93K | SH | $76.22M 1.56% | 0.00 | 0.00 | 965.93K |
JPMORGAN CHASE & CO.SOLE | COM | 233.59K | SH | $73.68M 1.51% | 0.00 | 0.00 | 233.59K |
AMAZON COM INCSOLE | COM | 299.30K | SH | $65.72M 1.34% | 0.00 | 0.00 | 299.30K |
NVIDIA CORPORATIONSOLE | COM | 336.19K | SH | $62.73M 1.28% | 0.00 | 0.00 | 336.19K |
ALPHABET INCSOLE | CAP STK CL A | 251.65K | SH | $61.18M 1.25% | 0.00 | 0.00 | 251.65K |
META PLATFORMS INCSOLE | CL A | 77.02K | SH | $56.56M 1.16% | 0.00 | 0.00 | 77.02K |
BROADCOM INCSOLE | COM | 153.01K | SH | $50.48M 1.03% | 0.00 | 0.00 | 153.01K |
ISHARES TRSOLE | 0-5YR INVT GR CP | 971.16K | SH | $49.36M 1.01% | 0.00 | 0.00 | 971.16K |
CHURCH & DWIGHT CO INCSOLE | COM | 558.28K | SH | $48.92M 1.00% | 0.00 | 0.00 | 558.28K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 576.36K | SH | $45.01M 0.92% | 0.00 | 0.00 | 576.36K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 1.37M | SH | $43.60M 0.89% | 0.00 | 0.00 | 1.37M |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 1.65M | SH | $43.37M 0.89% | 0.00 | 0.00 | 1.65M |
ALPHABET INCSOLE | CAP STK CL C | 175.37K | SH | $42.71M 0.87% | 0.00 | 0.00 | 175.37K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 385.37K | SH | $41.89M 0.86% | 0.00 | 0.00 | 385.37K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 68.09K | SH | $40.88M 0.84% | 0.00 | 0.00 | 68.09K |
ISHARES TRSOLE | SP SMCP600VL ETF | 362.32K | SH | $40.07M 0.82% | 0.00 | 0.00 | 362.32K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 58.78K | SH | $39.16M 0.80% | 0.00 | 0.00 | 58.78K |
ISHARES TRSOLE | CORE MSCI EAFE | 426.12K | SH | $37.20M 0.76% | 0.00 | 0.00 | 426.12K |
VISA INCSOLE | COM CL A | 105.58K | SH | $36.04M 0.74% | 0.00 | 0.00 | 105.58K |
ISHARES TRSOLE | CORE S&P500 ETF | 50.77K | SH | $33.98M 0.69% | 0.00 | 0.00 | 50.77K |
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