Q2 2026 13F · SEC CIK 1652594

World Investment Advisors

Institutional asset managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $6.0B
Reported positions: 1,523
Top holdings a year, 3 yrs: +14.8%
Assets under management: $71.6B

World Investment Advisors is an institutional asset manager that reported 1,523 positions worth $6.0B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Apple Inc (AAPL, 3.3%), Vanguard S&p 500 ETF (VOO, 2.4%), Microsoft Corp (MSFT, 1.6%). A portfolio copying its top holdings returned 14.8% a year over the last 3 years, against 20.4% for the S&P 500.

World Investment Advisors holdings largest 50 of 1,523 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

World Investment Advisors 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	3.3%	3.6%	778,238	-10.6%	$198.9M
VOOVanguard S&p 500 ETF	2.4%	2.3%	236,304	-1.5%	$143.4M
MSFTMicrosoft Corp	1.6%	1.7%	262,135	-6.5%	$97.1M
BSVVanguard Bd Index Fds Vanguard Short Ter	1.5%	1.5%	1,173,676	+0.7%	$92.0M
SPLGSpdr Series Trust	1.5%	1.4%	1,172,238	-0.1%	$89.8M
IVVIshares Core S&p 500 ETF	1.4%	1.1%	122,271	+15.9%	$86.3M
GOOGLAlphabet Inc	1.3%	1.3%	261,230	-3.4%	$76.0M
NVDANvidia Corporation Com	1.2%	1.3%	419,165	-12.4%	$74.8M
AMZNAmazon Com Inc Com	1.2%	1.3%	342,406	-10.4%	$72.2M
JPMJpmorgan Chase & Co	1.2%	1.1%	235,534	-2.2%	$69.5M
BIVVanguard Bd Index Fds	1.0%	1.0%	793,535	+0.5%	$61.2M
SCHVSchwab Strategic Tr	1.0%	1.0%	1,970,475	-0.4%	$60.2M
VEAVanguard Tax-Managed Fds	0.9%	0.9%	864,110	+0.0%	$56.7M
AVGOBroadcom Inc	0.9%	0.9%	174,254	-2.0%	$55.5M
GOOGAlphabet Inc	0.9%	0.9%	187,224	-4.3%	$54.2M
SCHGSchwab U.s. Large-Cap Growth ETF	0.9%	0.8%	1,790,665	-0.5%	$53.7M
CHDChurch & Dwight Co Inc	0.9%	0.8%	558,779	+0.0%	$52.1M
SLQDIshares 0-5 Year Investmt	0.9%	0.8%	1,032,454	+0.0%	$52.1M
METAMeta Platforms Inc Class A	0.8%	0.9%	87,356	-7.2%	$49.9M
SPYSpdr S&p 500 ETF Tr	0.8%	0.8%	74,539	-2.7%	$49.9M
AVUSAvantis U.s. Equity ETF	0.8%	0.8%	441,517	+0.0%	$49.1M
IVEIshares S&p 500 Value ETF	0.8%	0.8%	225,386	-5.5%	$48.3M
QQQInvesco Qqq Tr	0.7%	0.8%	75,987	-16.3%	$43.9M
SCHXSchwab Stratgc Tr	0.7%	0.7%	1,646,061	-0.0%	$42.3M
IJSIShares S&P Small Cap 600 Value	0.7%	0.7%	342,539	-0.1%	$40.6M
IXUSIshares Core Msci Total International St	0.7%	0.6%	462,244	+0.0%	$40.3M
XOMExxon Mobil Corp	0.6%	0.8%	227,794	-20.2%	$38.6M
WMTWalmart Inc	0.6%	0.6%	291,493	-4.1%	$36.2M
IJJiShares S&P Midcap 400 Value	0.6%	0.6%	265,442	+0.0%	$35.2M
JNJJohnson & Johnson	0.6%	0.6%	138,212	-10.0%	$33.8M
VVisa Inc Com Cl A	0.6%	0.6%	110,108	-7.1%	$33.4M
IUSBIshares Core Universal Usd Bond ETF	0.5%	0.5%	709,293	+15.9%	$32.7M
VTIVanguard Index Fds	0.5%	0.5%	97,232	-3.0%	$32.6M
STIPIshares Tr	0.5%	0.5%	309,836	+0.4%	$32.0M
IEFAIshares Core Msci Eafe ETF	0.5%	0.5%	348,586	-4.1%	$31.8M
IVWIshares	0.5%	0.5%	254,859	-1.0%	$31.3M
IDEVIshares Tr	0.5%	0.5%	366,579	-0.0%	$30.6M
DFAIDimensional International Core Equity Ma	0.5%	0.5%	766,553	-0.0%	$29.9M
IJRIshares Core S&p Small Cap ETF	0.5%	0.5%	237,856	-9.5%	$29.8M
EMXCIshares Inc	0.5%	0.4%	359,314	+2.3%	$28.5M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.6%	57,018	-23.0%	$27.4M
IEMGIshares	0.4%	0.5%	368,489	-11.8%	$27.0M
AMATApplied Matls Inc	0.4%	0.4%	77,916	-0.6%	$27.0M
VBRVanguard Small Cap Value ETF	0.4%	0.4%	122,757	-0.4%	$26.9M
ABBVAbbvie Inc	0.4%	0.4%	121,763	-4.7%	$26.6M
AGGIshares Tr	0.4%	0.4%	259,013	-1.7%	$25.7M
VUGVanguard Indx Fd	0.4%	0.4%	167,019	+186.8%	$25.5M
VOEVanguard Index Fds	0.4%	0.4%	134,561	-0.7%	$24.8M
LLYLilly Eli & Co	0.4%	0.4%	25,879	-4.6%	$24.5M
PSLVSprott Asset Management LP	0.4%	—	963,167	—	$23.5M

What World Investment Advisors bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.8% /yr; S&P 500 +20.1%
3 years: +14.8% /yr; S&P 500 +20.4%
5 years: +6.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$6.0B	1,523
Q1 2026	$6.2B	1,557
Q4 2025	$6.1B	1,446
Q3 2025	$4.9B	1,226
Q2 2025	$4.4B	1,122
Q1 2025	$3.8B	1,046
Q4 2024	$3.6B	998
Q3 2024	$3.2B	897
Q2 2024	$1.6B	620
Q1 2024	$698.9M	394
Q4 2023	$769.8M	378
Q3 2023	$504.8M	265

Questions about World Investment Advisors's portfolio

What stocks does World Investment Advisors own?

World Investment Advisors's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 1,523 positions worth $6.0B. The largest are Apple Inc (AAPL) at 3.3%, Vanguard S&p 500 ETF (VOO) at 2.4%, Microsoft Corp (MSFT) at 1.6%, Vanguard Bd Index Fds Vanguard Short Ter (BSV) at 1.5% and Spdr Series Trust (SPLG) at 1.5%.

What did World Investment Advisors buy last quarter?

In Q2 2026, World Investment Advisors added Vanguard Indx Fd (VUG) (+186.8% shares), Ishares Core Universal Usd Bond ETF (IUSB) (+15.9% shares) and Ishares Core S&p 500 ETF (IVV) (+15.9% shares), compared with its Q1 2026 filing.

What did World Investment Advisors sell last quarter?

In Q2 2026, World Investment Advisors cut from its top 50 Home Depot Inc Com (HD), Berkshire Hathaway Inc Del (BRK-B) (-23.0% shares), Exxon Mobil Corp (XOM) (-20.2% shares) and Invesco Qqq Tr (QQQ) (-16.3% shares), compared with its Q1 2026 filing.

How has World Investment Advisors's portfolio performed?

A portfolio copying World Investment Advisors's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.8% against +20.1%. Over 5 years: +6.6% a year against +11.6%.

When is World Investment Advisors's next 13F filing due?

13F filings are due 45 days after each quarter ends. World Investment Advisors's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does World Investment Advisors manage?

World Investment Advisors reported $71.6B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $6.0B.