Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
World Investment Advisors (CIK 1652594) reported $6.04B across 1,523 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($198.9M, 3.29%), VOO ($143.4M, 2.37%), MSFT ($97.1M, 1.61%), BSV ($92.0M, 1.52%), SPYM ($89.8M, 1.49%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $198.9M | 3.29% | 778,238 | Trimmed |
| 2 | VOO | VANGUARD INDEX FDS | $143.4M | 2.37% | 236,304 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $97.1M | 1.61% | 262,135 | Trimmed |
| 4 | BSV | VANGUARD BD INDEX FDS | $92.0M | 1.52% | 1.2M | Added |
| 5 | SPYM | SPDR SERIES TRUST | $89.8M | 1.49% | 1.2M | Trimmed |
| 6 | IVV | ISHARES TR | $86.3M | 1.43% | 122,271 | Added |
| 7 | GOOGL | ALPHABET INC | $76.0M | 1.26% | 261,230 | Trimmed |
| 8 | NVDA | NVIDIA CORPORATION | $74.8M | 1.24% | 419,165 | Trimmed |
| 9 | AMZN | AMAZON COM INC | $72.2M | 1.20% | 342,406 | Trimmed |
| 10 | JPM | JPMORGAN CHASE & CO | $69.5M | 1.15% | 235,534 | Trimmed |
| 11 | BIV | VANGUARD BD INDEX FDS | $61.2M | 1.01% | 793,535 | Added |
| 12 | SCHV | SCHWAB STRATEGIC TR | $60.2M | 1.00% | 2.0M | Trimmed |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $56.7M | 0.94% | 864,110 | Added |
| 14 | AVGO | BROADCOM INC | $55.5M | 0.92% | 174,254 | Trimmed |
| 15 | GOOG | ALPHABET INC | $54.2M | 0.90% | 187,224 | Trimmed |
| 16 | SCHG | SCHWAB STRATEGIC TR | $53.7M | 0.89% | 1.8M | Trimmed |
| 17 | SLQD | ISHARES TR | $52.1M | 0.86% | 1.0M | Hold |
| 18 | CHD | CHURCH & DWIGHT CO INC | $52.1M | 0.86% | 558,779 | Added |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $49.9M | 0.83% | 74,539 | Trimmed |
| 20 | META | META PLATFORMS INC | $49.9M | 0.83% | 87,356 | Trimmed |
| 21 | AVUS | AMERICAN CENTY ETF TR | $49.1M | 0.81% | 441,517 | Hold |
| 22 | IVE | ISHARES TR | $48.3M | 0.80% | 225,386 | Trimmed |
| 23 | QQQ | INVESCO QQQ TR | $43.9M | 0.73% | 75,987 | Trimmed |
| 24 | SCHX | SCHWAB STRATEGIC TR | $42.3M | 0.70% | 1.6M | Trimmed |
| 25 | IXUS | ISHARES TR | $40.3M | 0.67% | 462,244 | Added |
Source: SEC Form 13F filings · as of 2026-06-30