Filed: 4/27/2026ACC: 0001062993-26-002164
📋 What this filing means
WORLD INVESTMENT ADVISORS filed this quarterly 13F‑HR report disclosing 1571 equity positions with a total reported market value of $6.20B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1571
Positions
$6.20B
Total AUM (reported)
80.68M
Total Shares
Allocation by class
COM$2.07B33.4%
STATE STREET SPD$177.00M2.9%
S&P 500 ETF SHS$143.39M2.3%
CL A$136.23M2.2%
SHS$94.98M1.5%
SHORT TRM BOND$91.35M1.5%
CAP STK CL A$77.79M1.3%
Portfolio Concentration
Top 3$468.05M7.5%
4–10$561.74M9.1%
11–25$790.57M12.7%
Rest$4.38B70.7%
Top 3 weight
7.5%
Top 10 weight
16.6%
Voting Authority Distribution
Total shares with voting rights: 80.68M
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
80.68M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole1571
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1571
Rows:
APPLE INC
SOLEShares870.14K
TypeSH
Market value$220.83M
3.56%
Sole
0.00
Shared
0.00
None
870.14K
VANGUARD INDEX FDS
SOLEShares239.97K
TypeSH
Market value$143.39M
2.31%
Sole
0.00
Shared
0.00
None
239.97K
MICROSOFT CORP
SOLEShares280.49K
TypeSH
Market value$103.83M
1.67%
Sole
0.00
Shared
0.00
None
280.49K
VANGUARD BD INDEX FDS
SOLEShares1.17M
TypeSH
Market value$91.35M
1.47%
Sole
0.00
Shared
0.00
None
1.17M
SPDR SERIES TRUST
SOLEShares1.17M
TypeSH
Market value$89.83M
1.45%
Sole
0.00
Shared
0.00
None
1.17M
NVIDIA CORPORATION
SOLEShares478.30K
TypeSH
Market value$83.41M
1.34%
Sole
0.00
Shared
0.00
None
478.30K
AMAZON COM INC
SOLEShares381.97K
TypeSH
Market value$79.55M
1.28%
Sole
0.00
Shared
0.00
None
381.97K
ALPHABET INC
SOLEShares270.53K
TypeSH
Market value$77.79M
1.25%
Sole
0.00
Shared
0.00
None
270.53K
JPMORGAN CHASE & CO
SOLEShares240.94K
TypeSH
Market value$70.87M
1.14%
Sole
0.00
Shared
0.00
None
240.94K
ISHARES TR
SOLEShares105.51K
TypeSH
Market value$68.92M
1.11%
Sole
0.00
Shared
0.00
None
105.51K
VANGUARD BD INDEX FDS
SOLEShares789.40K
TypeSH
Market value$60.93M
0.98%
Sole
0.00
Shared
0.00
None
789.40K
SCHWAB STRATEGIC TR
SOLEShares1.98M
TypeSH
Market value$60.31M
0.97%
Sole
0.00
Shared
0.00
None
1.98M
ALPHABET INC
SOLEShares195.71K
TypeSH
Market value$56.14M
0.91%
Sole
0.00
Shared
0.00
None
195.71K
VANGUARD TAX-MANAGED FDS
SOLEShares863.86K
TypeSH
Market value$55.36M
0.89%
Sole
0.00
Shared
0.00
None
863.86K
BROADCOM INC
SOLEShares177.75K
TypeSH
Market value$55.02M
0.89%
Sole
0.00
Shared
0.00
None
177.75K
META PLATFORMS INC
SOLEShares94.09K
TypeSH
Market value$53.83M
0.87%
Sole
0.00
Shared
0.00
None
94.09K
SCHWAB STRATEGIC TR
SOLEShares1.80M
TypeSH
Market value$52.40M
0.84%
Sole
0.00
Shared
0.00
None
1.80M
INVESCO QQQ TR
SOLEShares90.78K
TypeSH
Market value$52.40M
0.84%
Sole
0.00
Shared
0.00
None
90.78K
CHURCH & DWIGHT CO INC
SOLEShares558.72K
TypeSH
Market value$52.14M
0.84%
Sole
0.00
Shared
0.00
None
558.72K
ISHARES TR
SOLEShares1.03M
TypeSH
Market value$52.13M
0.84%
Sole
0.00
Shared
0.00
None
1.03M
ISHARES TR
SOLEShares238.63K
TypeSH
Market value$50.39M
0.81%
Sole
0.00
Shared
0.00
None
238.63K
STATE STR SPDR S&P 500 ETF T
SOLEShares76.58K
TypeSH
Market value$49.81M
0.80%
Sole
0.00
Shared
0.00
None
76.58K
AMERICAN CENTY ETF TR
SOLEShares441.52K
TypeSH
Market value$49.09M
0.79%
Sole
0.00
Shared
0.00
None
441.52K
EXXON MOBIL CORP
SOLEShares285.42K
TypeSH
Market value$48.42M
0.78%
Sole
0.00
Shared
0.00
None
285.42K
SCHWAB STRATEGIC TR
SOLEShares1.65M
TypeSH
Market value$42.22M
0.68%
Sole
0.00
Shared
0.00
None
1.65M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 870.14K | SH | $220.83M 3.56% | 0.00 | 0.00 | 870.14K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 239.97K | SH | $143.39M 2.31% | 0.00 | 0.00 | 239.97K |
MICROSOFT CORPSOLE | COM | 280.49K | SH | $103.83M 1.67% | 0.00 | 0.00 | 280.49K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 1.17M | SH | $91.35M 1.47% | 0.00 | 0.00 | 1.17M |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 1.17M | SH | $89.83M 1.45% | 0.00 | 0.00 | 1.17M |
NVIDIA CORPORATIONSOLE | COM | 478.30K | SH | $83.41M 1.34% | 0.00 | 0.00 | 478.30K |
AMAZON COM INCSOLE | COM | 381.97K | SH | $79.55M 1.28% | 0.00 | 0.00 | 381.97K |
ALPHABET INCSOLE | CAP STK CL A | 270.53K | SH | $77.79M 1.25% | 0.00 | 0.00 | 270.53K |
JPMORGAN CHASE & COSOLE | COM | 240.94K | SH | $70.87M 1.14% | 0.00 | 0.00 | 240.94K |
ISHARES TRSOLE | CORE S&P500 ETF | 105.51K | SH | $68.92M 1.11% | 0.00 | 0.00 | 105.51K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 789.40K | SH | $60.93M 0.98% | 0.00 | 0.00 | 789.40K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 1.98M | SH | $60.31M 0.97% | 0.00 | 0.00 | 1.98M |
ALPHABET INCSOLE | CAP STK CL C | 195.71K | SH | $56.14M 0.91% | 0.00 | 0.00 | 195.71K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 863.86K | SH | $55.36M 0.89% | 0.00 | 0.00 | 863.86K |
BROADCOM INCSOLE | COM | 177.75K | SH | $55.02M 0.89% | 0.00 | 0.00 | 177.75K |
META PLATFORMS INCSOLE | CL A | 94.09K | SH | $53.83M 0.87% | 0.00 | 0.00 | 94.09K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 1.80M | SH | $52.40M 0.84% | 0.00 | 0.00 | 1.80M |
INVESCO QQQ TRSOLE | UNIT SER 1 | 90.78K | SH | $52.40M 0.84% | 0.00 | 0.00 | 90.78K |
CHURCH & DWIGHT CO INCSOLE | COM | 558.72K | SH | $52.14M 0.84% | 0.00 | 0.00 | 558.72K |
ISHARES TRSOLE | 0-5YR INVT GR CP | 1.03M | SH | $52.13M 0.84% | 0.00 | 0.00 | 1.03M |
ISHARES TRSOLE | S&P 500 VAL ETF | 238.63K | SH | $50.39M 0.81% | 0.00 | 0.00 | 238.63K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 76.58K | SH | $49.81M 0.80% | 0.00 | 0.00 | 76.58K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 441.52K | SH | $49.09M 0.79% | 0.00 | 0.00 | 441.52K |
EXXON MOBIL CORPSOLE | COM | 285.42K | SH | $48.42M 0.78% | 0.00 | 0.00 | 285.42K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 1.65M | SH | $42.22M 0.68% | 0.00 | 0.00 | 1.65M |
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