Filed: 2/4/2026ACC: 0001062993-26-000605
📋 What this filing means
WORLD INVESTMENT ADVISORS filed this quarterly 13F‑HR report disclosing 1449 equity positions with a total reported market value of $5.23B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1449
Positions
$5.23B
Total AUM (reported)
75.48M
Total Shares
Allocation by class
COM$1.83B35.1%
STATE STREET SPD$167.71M3.2%
S&P 500 ETF SHS$150.31M2.9%
CL A$130.12M2.5%
SHORT TRM BOND$81.80M1.6%
SHS$81.41M1.6%
CAP STK CL A$78.87M1.5%
Portfolio Concentration
Top 3$463.57M8.9%
4–10$533.55M10.2%
11–25$672.96M12.9%
Rest$3.56B68.0%
Top 3 weight
8.9%
Top 10 weight
19.1%
Voting Authority Distribution
Total shares with voting rights: 150.97M
Sole
Full voting authority
75.48M
shares
% of voting shares50.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
75.48M
shares
% of voting shares50.0%
Investment Discretion (by position count)
Sole1449
Shared0
Other0
Dominant voting typeNone · 50.0% of voting shares
Institutional Holdings1449
Rows:
APPLE INC
SOLEShares877.19K
TypeSH
Market value$202.22M
3.87%
Sole
877.19K
Shared
0.00
None
877.19K
VANGUARD INDEX FDS
SOLEShares267.48K
TypeSH
Market value$150.31M
2.88%
Sole
267.48K
Shared
0.00
None
267.48K
MICROSOFT CORP
SOLEShares272.42K
TypeSH
Market value$111.04M
2.12%
Sole
272.42K
Shared
0.00
None
272.42K
SPDR SERIES TRUST
SOLEShares1.33M
TypeSH
Market value$105.93M
2.03%
Sole
1.33M
Shared
0.00
None
1.33M
VANGUARD BD INDEX FDS
SOLEShares1.10M
TypeSH
Market value$81.80M
1.57%
Sole
1.10M
Shared
0.00
None
1.10M
ALPHABET INC
SOLEShares274.76K
TypeSH
Market value$78.87M
1.51%
Sole
274.76K
Shared
0.00
None
274.76K
JPMORGAN CHASE & CO.
SOLEShares246.02K
TypeSH
Market value$75.34M
1.44%
Sole
246.02K
Shared
0.00
None
246.02K
AMAZON COM INC
SOLEShares379.53K
TypeSH
Market value$71.48M
1.37%
Sole
379.53K
Shared
0.00
None
379.53K
NVIDIA CORPORATION
SOLEShares475.58K
TypeSH
Market value$65.11M
1.25%
Sole
475.58K
Shared
0.00
None
475.58K
ALPHABET INC
SOLEShares190.65K
TypeSH
Market value$55.01M
1.05%
Sole
190.65K
Shared
0.00
None
190.65K
META PLATFORMS INC
SOLEShares93.21K
TypeSH
Market value$53.39M
1.02%
Sole
93.21K
Shared
0.00
None
93.21K
ISHARES TR
SOLEShares530.91K
TypeSH
Market value$53.25M
1.02%
Sole
530.91K
Shared
0.00
None
530.91K
BROADCOM INC
SOLEShares177.71K
TypeSH
Market value$52.69M
1.01%
Sole
177.71K
Shared
0.00
None
177.71K
ISHARES TR
SOLEShares994.42K
TypeSH
Market value$50.42M
0.96%
Sole
994.42K
Shared
0.00
None
994.42K
VANGUARD BD INDEX FDS
SOLEShares642.06K
TypeSH
Market value$47.74M
0.91%
Sole
642.06K
Shared
0.00
None
642.06K
CHURCH & DWIGHT CO INC
SOLEShares558.89K
TypeSH
Market value$46.85M
0.90%
Sole
558.89K
Shared
0.00
None
558.89K
AMERICAN CENTY ETF TR
SOLEShares413.94K
TypeSH
Market value$46.27M
0.89%
Sole
413.94K
Shared
0.00
None
413.94K
INVESCO QQQ TR
SOLEShares91.28K
TypeSH
Market value$46.25M
0.88%
Sole
91.28K
Shared
0.00
None
91.28K
SCHWAB STRATEGIC TR
SOLEShares1.70M
TypeSH
Market value$44.99M
0.86%
Sole
1.70M
Shared
0.00
None
1.70M
SPDR S&P 500 ETF TR
SOLEShares78.75K
TypeSH
Market value$42.03M
0.80%
Sole
78.75K
Shared
0.00
None
78.75K
ISHARES TR
SOLEShares491.64K
TypeSH
Market value$40.67M
0.78%
Sole
491.64K
Shared
0.00
None
491.64K
ISHARES TR
SOLEShares240.14K
TypeSH
Market value$37.45M
0.72%
Sole
240.14K
Shared
0.00
None
240.14K
ISHARES TR
SOLEShares461.68K
TypeSH
Market value$37.17M
0.71%
Sole
461.68K
Shared
0.00
None
461.68K
VISA INC
SOLEShares119.20K
TypeSH
Market value$37.05M
0.71%
Sole
119.20K
Shared
0.00
None
119.20K
ISHARES TR
SOLEShares95.08K
TypeSH
Market value$36.76M
0.70%
Sole
95.08K
Shared
0.00
None
95.08K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 877.19K | SH | $202.22M 3.87% | 877.19K | 0.00 | 877.19K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 267.48K | SH | $150.31M 2.88% | 267.48K | 0.00 | 267.48K |
MICROSOFT CORPSOLE | COM | 272.42K | SH | $111.04M 2.12% | 272.42K | 0.00 | 272.42K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 1.33M | SH | $105.93M 2.03% | 1.33M | 0.00 | 1.33M |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 1.10M | SH | $81.80M 1.57% | 1.10M | 0.00 | 1.10M |
ALPHABET INCSOLE | CAP STK CL A | 274.76K | SH | $78.87M 1.51% | 274.76K | 0.00 | 274.76K |
JPMORGAN CHASE & CO.SOLE | COM | 246.02K | SH | $75.34M 1.44% | 246.02K | 0.00 | 246.02K |
AMAZON COM INCSOLE | COM | 379.53K | SH | $71.48M 1.37% | 379.53K | 0.00 | 379.53K |
NVIDIA CORPORATIONSOLE | COM | 475.58K | SH | $65.11M 1.25% | 475.58K | 0.00 | 475.58K |
ALPHABET INCSOLE | CAP STK CL C | 190.65K | SH | $55.01M 1.05% | 190.65K | 0.00 | 190.65K |
META PLATFORMS INCSOLE | CL A | 93.21K | SH | $53.39M 1.02% | 93.21K | 0.00 | 93.21K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 530.91K | SH | $53.25M 1.02% | 530.91K | 0.00 | 530.91K |
BROADCOM INCSOLE | COM | 177.71K | SH | $52.69M 1.01% | 177.71K | 0.00 | 177.71K |
ISHARES TRSOLE | 0-5YR INVT GR CP | 994.42K | SH | $50.42M 0.96% | 994.42K | 0.00 | 994.42K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 642.06K | SH | $47.74M 0.91% | 642.06K | 0.00 | 642.06K |
CHURCH & DWIGHT CO INCSOLE | COM | 558.89K | SH | $46.85M 0.90% | 558.89K | 0.00 | 558.89K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 413.94K | SH | $46.27M 0.89% | 413.94K | 0.00 | 413.94K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 91.28K | SH | $46.25M 0.88% | 91.28K | 0.00 | 91.28K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 1.70M | SH | $44.99M 0.86% | 1.70M | 0.00 | 1.70M |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 78.75K | SH | $42.03M 0.80% | 78.75K | 0.00 | 78.75K |
ISHARES TRSOLE | CORE MSCI EAFE | 491.64K | SH | $40.67M 0.78% | 491.64K | 0.00 | 491.64K |
ISHARES TRSOLE | S&P 500 VAL ETF | 240.14K | SH | $37.45M 0.72% | 240.14K | 0.00 | 240.14K |
ISHARES TRSOLE | CORE MSCI TOTAL | 461.68K | SH | $37.17M 0.71% | 461.68K | 0.00 | 461.68K |
VISA INCSOLE | COM CL A | 119.20K | SH | $37.05M 0.71% | 119.20K | 0.00 | 119.20K |
ISHARES TRSOLE | CORE S&P500 ETF | 95.08K | SH | $36.76M 0.70% | 95.08K | 0.00 | 95.08K |
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