World Investment Advisors

CIK 0001652594 · LINCROFT, NJ · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

World Investment Advisors reported 1,523 positions worth $6.04B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: AAPL (3.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$6.04B
2026 Q2
Positions
1,523
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
16.6%
Est. Net Flow (Q)
2026 Q2
10 / 1523 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$198.9M3.29%778,238
2VOOVANGUARD INDEX FDSSH$143.4M2.37%236,304
3MSFTMICROSOFT CORPSH$97.1M1.61%262,135
4BSVVANGUARD BD INDEX FDSSH$92.0M1.52%1,173,676
5SPYMSPDR SERIES TRUSTSH$89.8M1.49%1,172,238
6IVVISHARES TRSH$86.3M1.43%122,271
7GOOGLALPHABET INCSH$76.0M1.26%261,230
8NVDANVIDIA CORPORATIONSH$74.8M1.24%419,165
9AMZNAMAZON COM INCSH$72.2M1.20%342,406
10JPMJPMORGAN CHASE & COSH$69.5M1.15%235,534

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does World Investment Advisors hold as of Q2 2026?

World Investment Advisors reported 1523 positions worth $6.04B in its Q2 2026 13F filing. Largest positions: AAPL (3.3%), VOO (2.4%), MSFT (1.6%), BSV (1.5%) and SPYM (1.5%).

What did World Investment Advisors buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did World Investment Advisors sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.