World Investment Advisors
CIK: 0001652594SEC EDGAR →
Portfolio Value
$5.2B
Holdings
1,426
As of
Q4 2025
New Positions
153
Closed Positions
49
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 877,186 | $202.2M | 3.87% |
| 2 | NVDAPut NVIDIA CORPORATION | 602,370 | $120.1M | 2.30% |
| 3 | MICROSOFT CORP | 272,424 | $111.0M | 2.12% |
| 4 | SPDR SERIES TRUST | 1,331,691 | $105.9M | 2.03% |
| 5 | VANGUARD BD INDEX FDS | 1,098,909 | $81.8M | 1.57% |
| 6 | ALPHABET INC | 274,761 | $78.9M | 1.51% |
| 7 | JPMORGAN CHASE & CO. | 246,018 | $75.3M | 1.44% |
| 8 | AMAZON COM INC | 379,531 | $71.5M | 1.37% |
| 9 | ALPHABET INC | 190,654 | $55.0M | 1.05% |
| 10 | FORTUNA MNG CORP | 144,276 | $55.0M | 1.05% |
Quarterly Changes
New Positions (319)
$120.1M · 602K shares
$55.0M · 144K shares
$12.0M · 26K shares
$11.1M · 431K shares
$10.0M · 21K shares
$9.7M · 68K shares
$8.2M · 330K shares
$7.0M · 33K shares
$7.0M · 23K shares
$7.0M · 56K shares
$6.5M · 122K shares
$6.0M · 20K shares
$6.0M · 21K shares
$5.7M · 376K shares
$5.3M · 82K shares
$5.1M · 70K shares
$5.1M · 141K shares
$5.1M · 118K shares
$5.0M · 39K shares
$5.0M · 22K shares
$5.0M · 27K shares
$4.7M · 120K shares
$4.0M · 28K shares
$4.0M · 17K shares
$4.0M · 10K shares
$4.0M · 43K shares
$3.6M · 63K shares
$3.5M · 241K shares
$3.3M · 84K shares
$3.1M · 89K shares
$3.0M · 81K shares
$3.0M · 11K shares
$2.7M · 78K shares
$2.6M · 27K shares
$2.2M · 66K shares
$2.1M · 60K shares
$2.0M · 4K shares
$2.0M · 101K shares
$1.8M · 61K shares
$1.8M · 58K shares
$1.8M · 54K shares
$1.7M · 117K shares
$1.7M · 34K shares
$1.7M · 25K shares
$1.6M · 50K shares
$1.6M · 50K shares
$1.5M · 50K shares
$1.3M · 33K shares
$1.3M · 53K shares
$1.3M · 34K shares
$1.3M · 26K shares
$1.3M · 32K shares
$1.2M · 43K shares
$1.2M · 12K shares
$1.2M · 41K shares
$1.0M · 5K shares
$1.0M · 29K shares
$1.0M · 45K shares
$989K · 31K shares
$945K · 203K shares
$921K · 45K shares
$888K · 26K shares
$880K · 29K shares
$861K · 27K shares
$848K · 25K shares
$833K · 39K shares
$832K · 35K shares
$820K · 58K shares
$778K · 23K shares
$756K · 22K shares
$735K · 39K shares
$732K · 42K shares
$719K · 31K shares
$719K · 67K shares
$681K · 10K shares
$655K · 38K shares
$651K · 13K shares
$633K · 25K shares
$628K · 24K shares
$593K · 14K shares
$553K · 30K shares
$532K · 14K shares
$524K · 13K shares
$523K · 21K shares
$510K · 83K shares
$501K · 11K shares
$491K · 14K shares
$482K · 10K shares
$472K · 8K shares
$468K · 272 shares
$465K · 32K shares
$465K · 37K shares
$464K · 15K shares
$457K · 17K shares
$455K · 14K shares
$453K · 15K shares
$449K · 15K shares
$440K · 23K shares
$423K · 12K shares
$420K · 8K shares
$418K · 101K shares
$410K · 7K shares
$405K · 4K shares
$402K · 19K shares
$401K · 20K shares
$400K · 12K shares
$400K · 15K shares
$396K · 5K shares
$396K · 16K shares
$378K · 27K shares
$374K · 7K shares
$374K · 3K shares
$371K · 11K shares
$369K · 11K shares
$365K · 44K shares
$358K · 44K shares
$356K · 8K shares
$355K · 18K shares
$353K · 6K shares
$345K · 7K shares
$337K · 4K shares
$335K · 8K shares
$334K · 7K shares
$332K · 4K shares
$329K · 3K shares
$326K · 13K shares
$324K · 173 shares
$323K · 993 shares
$321K · 2K shares
$316K · 10K shares
$315K · 18K shares
$313K · 13K shares
$312K · 2K shares
$309K · 8K shares
$304K · 11K shares
$304K · 1K shares
$303K · 5K shares
$302K · 4K shares
$300K · 56K shares
$300K · 6K shares
$299K · 8K shares
$296K · 1K shares
$294K · 822 shares
$293K · 3K shares
$292K · 9K shares
$291K · 4K shares
$291K · 2K shares
$289K · 4K shares
$285K · 41K shares
$284K · 7K shares
$282K · 7K shares
$282K · 17K shares
$281K · 3K shares
$274K · 2K shares
$273K · 7K shares
$270K · 6K shares
$266K · 2K shares
$266K · 6K shares
$265K · 2K shares
$264K · 675 shares
$260K · 4K shares
$259K · 10K shares
$258K · 3K shares
$256K · 3K shares
$255K · 12K shares
$254K · 2K shares
$252K · 5K shares
$252K · 12K shares
$250K · 5K shares
$249K · 10K shares
$246K · 3K shares
$244K · 34K shares
$243K · 3K shares
$243K · 8K shares
$243K · 7K shares
$243K · 4K shares
$241K · 13K shares
$237K · 1K shares
$236K · 25K shares
$235K · 7K shares
$233K · 14K shares
$233K · 10K shares
$231K · 9K shares
$231K · 3K shares
$230K · 5K shares
$230K · 3K shares
$229K · 5K shares
$228K · 8K shares
$227K · 5K shares
$224K · 4K shares
$224K · 5K shares
$223K · 8K shares
$219K · 4K shares
$219K · 2K shares
$218K · 9K shares
$216K · 1K shares
$215K · 11K shares
$213K · 3K shares
$211K · 18K shares
$211K · 2K shares
$211K · 3K shares
$209K · 797 shares
$209K · 3K shares
$209K · 2K shares
$209K · 3K shares
$208K · 9K shares
$207K · 16K shares
$206K · 2K shares
$206K · 4K shares
$204K · 4K shares
$203K · 988 shares
$203K · 3K shares
$203K · 2K shares
$202K · 14K shares
$202K · 11K shares
$202K · 17K shares
$202K · 10K shares
$200K · 4K shares
$200K · 7K shares
$200K · 2K shares
$200K · 2K shares
$188K · 11K shares
$187K · 10K shares
$187K · 29K shares
$186K · 18K shares
$184K · 15K shares
$182K · 65K shares
$181K · 42K shares
$180K · 21K shares
$179K · 11K shares
$179K · 45K shares
$178K · 11K shares
$176K · 10K shares
$173K · 26K shares
$166K · 44K shares
$164K · 28K shares
$164K · 25K shares
$160K · 11K shares
$152K · 18K shares
$152K · 42K shares
$152K · 25K shares
$151K · 14K shares
$150K · 14K shares
$148K · 13K shares
$146K · 12K shares
$145K · 18K shares
$142K · 24K shares
$136K · 10K shares
$130K · 16K shares
$127K · 44K shares
$127K · 10K shares
$126K · 12K shares
$122K · 15K shares
$118K · 47K shares
$116K · 14K shares
$115K · 22K shares
$114K · 34K shares
$105K · 27K shares
$105K · 53K shares
$103K · 11K shares
$103K · 23K shares
$102K · 25K shares
$94K · 69K shares
$94K · 19K shares
$93K · 11K shares
$93K · 25K shares
$91K · 11K shares
$90K · 12K shares
$88K · 13K shares
$86K · 10K shares
$84K · 29K shares
$79K · 18K shares
$76K · 133K shares
$76K · 19K shares
$72K · 32K shares
$72K · 10K shares
$71K · 16K shares
$70K · 13K shares
$69K · 10K shares
$65K · 27K shares
$63K · 48K shares
$59K · 15K shares
$55K · 12K shares
$52K · 10K shares
$52K · 10K shares
$51K · 11K shares
$50K · 10K shares
$49K · 11K shares
$47K · 35K shares
$41K · 11K shares
$41K · 11K shares
$38K · 32K shares
$37K · 19K shares
$35K · 14K shares
$34K · 12K shares
$34K · 12K shares
$32K · 14K shares
$31K · 25K shares
$30K · 2K shares
$26K · 33K shares
$24K · 15K shares
$23K · 35K shares
$21K · 27K shares
$16K · 12K shares
$15K · 13K shares
$15K · 10K shares
$14K · 26K shares
$13K · 500 shares
$13K · 13K shares
$13K · 21K shares
$12K · 12K shares
$8K · 16K shares
$0 · 15K shares
$0 · 300 shares
$0 · 20K shares
$0 · 11K shares
$0 · 20K shares
$0 · 34K shares
$0 · 23K shares
Closed Positions (119)
$62.7M · 336K shares
$13.4M · 48K shares
$6.3M · 26K shares
$6.0M · 153K shares
$5.2M · 29K shares
$4.9M · 82K shares
$4.8M · 48K shares
$4.5M · 67K shares
$2.5M · 38K shares
$1.7M · 35K shares
$1.5M · 17K shares
$1.2M · 102K shares
$1.2M · 33K shares
$1.1M · 7K shares
$888K · 70K shares
$851K · 14K shares
$766K · 18K shares
$684K · 22K shares
$645K · 12K shares
$579K · 11K shares
$560K · 12K shares
$546K · 4K shares
$533K · 10K shares
$528K · 35K shares
$524K · 2K shares
$471K · 7K shares
$468K · 5K shares
$443K · 7K shares
$441K · 3K shares
$441K · 3K shares
$440K · 6K shares
$434K · 2K shares
$426K · 9K shares
$417K · 1K shares
$408K · 9K shares
$405K · 5K shares
$403K · 1K shares
$388K · 17K shares
$384K · 4K shares
$371K · 3K shares
$356K · 4K shares
$353K · 35K shares
$349K · 2K shares
$347K · 13K shares
$345K · 13K shares
$334K · 14K shares
$324K · 11K shares
$319K · 7K shares
$308K · 3K shares
$301K · 3K shares
$300K · 6K shares
$298K · 4K shares
$291K · 9K shares
$287K · 1K shares
$284K · 15K shares
$282K · 1K shares
$280K · 5K shares
$280K · 11K shares
$279K · 9K shares
$277K · 11K shares
$276K · 6K shares
$276K · 5K shares
$272K · 7K shares
$267K · 951 shares
$267K · 850 shares
$260K · 874 shares
$258K · 8K shares
$253K · 3K shares
$252K · 4K shares
$247K · 3K shares
$244K · 5K shares
$242K · 9K shares
$241K · 10K shares
$235K · 8K shares
$233K · 26K shares
$231K · 3K shares
$228K · 3K shares
$227K · 5K shares
$224K · 3K shares
$223K · 984 shares
$221K · 148 shares
$220K · 376 shares
$220K · 4K shares
$217K · 2K shares
$215K · 8K shares
$215K · 1K shares
$213K · 4K shares
$213K · 455 shares
$213K · 2K shares
$213K · 5K shares
$212K · 1K shares
$211K · 4K shares
$211K · 3K shares
$210K · 2K shares
$206K · 2K shares
$205K · 5K shares
$204K · 9K shares
$203K · 1K shares
$203K · 2K shares
$203K · 655 shares
$203K · 644 shares
$203K · 6K shares
$203K · 2K shares
$201K · 1K shares
$201K · 3K shares
$200K · 2K shares
$197K · 19K shares
$169K · 21K shares
$159K · 19K shares
$153K · 12K shares
$150K · 11K shares
$147K · 14K shares
$132K · 11K shares
$123K · 11K shares
$102K · 19K shares
$68K · 18K shares
$58K · 33K shares
$38K · 29K shares
$29K · 43K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 775 | $2.8B | 55.8% |
| Technology | 154 | $833.6M | 16.8% |
| Unknown | 102 | $273.8M | 5.5% |
| Healthcare | 70 | $233.3M | 4.7% |
| Consumer Cyclical | 51 | $206.7M | 4.2% |
| Communication Services | 23 | $172.5M | 3.5% |
| Industrials | 93 | $168.4M | 3.4% |
| Consumer Defensive | 31 | $134.8M | 2.7% |
| Energy | 38 | $85.6M | 1.7% |
| Utilities | 30 | $34.6M | 0.7% |
| Basic Materials | 27 | $28.3M | 0.6% |
| Real Estate | 32 | $28.1M | 0.6% |