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 $6.20B across 1,533 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($220.8M, 3.56%), VOO ($143.4M, 2.31%), MSFT ($103.8M, 1.67%), BSV ($91.4M, 1.47%), SPLG ($89.8M, 1.45%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $220.8M | 3.56% | 870,139 | Trimmed |
| 2 | VOO | VANGUARD INDEX FDS | $143.4M | 2.31% | 239,969 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $103.8M | 1.67% | 280,488 | Added |
| 4 | BSV | VANGUARD BD INDEX FDS | $91.4M | 1.47% | 1.2M | Added |
| 5 | SPLG | SPDR SERIES TRUST | $89.8M | 1.45% | 1.2M | Trimmed |
| 6 | NVDA | NVIDIA CORPORATION | $83.5M | 1.35% | 478,696 | Trimmed |
| 7 | AMZN | AMAZON COM INC | $79.6M | 1.28% | 381,974 | Added |
| 8 | GOOGL | ALPHABET INC | $77.8M | 1.25% | 270,534 | Trimmed |
| 9 | JPM | JPMORGAN CHASE & CO | $70.9M | 1.14% | 240,938 | Trimmed |
| 10 | IVV | ISHARES TR | $68.9M | 1.11% | 105,508 | Added |
| 11 | BIV | VANGUARD BD INDEX FDS | $60.9M | 0.98% | 789,396 | Added |
| 12 | SCHV | SCHWAB STRATEGIC TR | $60.3M | 0.97% | 2.0M | Added |
| 13 | GOOG | ALPHABET INC | $56.1M | 0.91% | 195,709 | Added |
| 14 | VEA | VANGUARD TAX-MANAGED FDS | $55.4M | 0.89% | 863,858 | Added |
| 15 | AVGO | BROADCOM INC | $55.0M | 0.89% | 177,753 | Added |
| 16 | META | META PLATFORMS INC | $53.8M | 0.87% | 94,088 | Added |
| 17 | QQQ | INVESCO QQQ TR | $53.3M | 0.86% | 92,381 | Trimmed |
| 18 | SCHG | SCHWAB STRATEGIC TR | $52.4M | 0.84% | 1.8M | Added |
| 19 | SLQD | ISHARES TR | $52.1M | 0.84% | 1.0M | Added |
| 20 | CHD | CHURCH & DWIGHT CO INC | $52.1M | 0.84% | 558,715 | Trimmed |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | $50.7M | 0.82% | 77,884 | Trimmed |
| 22 | IVE | ISHARES TR | $50.4M | 0.81% | 238,627 | Trimmed |
| 23 | AVUS | AMERICAN CENTY ETF TR | $49.1M | 0.79% | 441,517 | Added |
| 24 | XOM | EXXON MOBIL CORP | $48.4M | 0.78% | 285,415 | Trimmed |
| 25 | SCHX | SCHWAB STRATEGIC TR | $42.2M | 0.68% | 1.6M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31