World Investment Advisors

Est. AUM

$6.20B

13F long equity, this entity only

Positions

1,572

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$220.8M	870139	3.56%	SOLE
2	VANGUARD INDEX FDS	S&P 500 ETF SHS	$143.4M	239969	2.31%	SOLE
3	MICROSOFT CORP	COM	$103.8M	280488	1.67%	SOLE
4	VANGUARD BD INDEX FDS	SHORT TRM BOND	$91.4M	1165049	1.47%	SOLE
5	SPDR SERIES TRUST	STATE STREET SPD	$89.8M	1173658	1.45%	SOLE
6	NVIDIA CORPORATION	COM	$83.4M	478296	1.34%	SOLE
7	AMAZON COM INC	COM	$79.6M	381974	1.28%	SOLE
8	ALPHABET INC	CAP STK CL A	$77.8M	270534	1.25%	SOLE
9	JPMORGAN CHASE & CO	COM	$70.9M	240938	1.14%	SOLE
10	ISHARES TR	CORE S&P500 ETF	$68.9M	105508	1.11%	SOLE
11	VANGUARD BD INDEX FDS	INTERMED TERM	$60.9M	789396	0.98%	SOLE
12	SCHWAB STRATEGIC TR	US LCAP VA ETF	$60.3M	1977398	0.97%	SOLE
13	ALPHABET INC	CAP STK CL C	$56.1M	195709	0.91%	SOLE
14	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$55.4M	863858	0.89%	SOLE
15	BROADCOM INC	COM	$55.0M	177753	0.89%	SOLE
16	META PLATFORMS INC	CL A	$53.8M	94088	0.87%	SOLE
17	SCHWAB STRATEGIC TR	US LCAP GR ETF	$52.4M	1798863	0.84%	SOLE
18	INVESCO QQQ TR	UNIT SER 1	$52.4M	90781	0.84%	SOLE
19	CHURCH & DWIGHT CO INC	COM	$52.1M	558715	0.84%	SOLE
20	ISHARES TR	0-5YR INVT GR CP	$52.1M	1032454	0.84%	SOLE
21	ISHARES TR	S&P 500 VAL ETF	$50.4M	238627	0.81%	SOLE
22	STATE STR SPDR S&P 500 ETF T	TR UNIT	$49.8M	76584	0.80%	SOLE
23	AMERICAN CENTY ETF TR	US EQT ETF	$49.1M	441517	0.79%	SOLE
24	EXXON MOBIL CORP	COM	$48.4M	285415	0.78%	SOLE
25	SCHWAB STRATEGIC TR	US LRG CAP ETF	$42.2M	1646543	0.68%	SOLE
26	ISHARES TR	SP SMCP600VL ETF	$40.6M	342789	0.65%	SOLE
27	ISHARES TR	CORE MSCI TOTAL	$40.0M	462081	0.65%	SOLE
28	WALMART INC	COM	$37.8M	303883	0.61%	SOLE
29	JOHNSON & JOHNSON	COM	$37.5M	153618	0.61%	SOLE
30	VISA INC	COM CL A	$35.8M	118515	0.58%	SOLE
31	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$35.5M	74040	0.57%	SOLE
32	ISHARES TR	S&P MC 400VL ETF	$35.2M	265442	0.57%	SOLE
33	ISHARES TR	CORE MSCI EAFE	$32.9M	363471	0.53%	SOLE
34	ISHARES TR	CORE S&P SCP ETF	$32.7M	262960	0.53%	SOLE
35	VANGUARD INDEX FDS	TOTAL STK MKT	$32.1M	100215	0.52%	SOLE
36	ISHARES TR	0-5 YR TIPS ETF	$31.9M	308576	0.51%	SOLE
37	ISHARES TR	CORE MSCI INTL	$30.6M	366623	0.49%	SOLE
38	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$29.9M	766554	0.48%	SOLE
39	ISHARES INC	CORE MSCI EMKT	$29.1M	417822	0.47%	SOLE
40	ISHARES TR	S&P 500 GRWT ETF	$29.1M	257450	0.47%	SOLE
41	ISHARES TR	CORE UNIVRSL USD	$28.3M	611837	0.46%	SOLE
42	ABBVIE INC	COM	$27.8M	127816	0.45%	SOLE
43	ISHARES INC	MSCI EMRG CHN	$27.6M	351272	0.45%	SOLE
44	APPLIED MATLS INC	COM	$26.8M	78389	0.43%	SOLE
45	VANGUARD INDEX FDS	SM CP VAL ETF	$26.8M	123221	0.43%	SOLE
46	ISHARES TR	CORE US AGGBD ET	$26.1M	263360	0.42%	SOLE
47	VANGUARD INDEX FDS	GROWTH ETF	$25.4M	58227	0.41%	SOLE
48	VANGUARD INDEX FDS	MCAP VL IDXVIP	$25.0M	135522	0.40%	SOLE
49	ELI LILLY & CO	COM	$25.0M	27134	0.40%	SOLE
50	HOME DEPOT INC	COM	$24.6M	74708	0.40%	SOLE

1–50 of 1,572

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.