World Investment Advisors

CIK: 0001652594SEC EDGAR →

Portfolio Value

$5.2B

Holdings

1,426

As of

Q4 2025

New Positions

153

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	AAPL APPLE INC	877,186	$202.2M	3.87%
2	VOO VANGUARD INDEX FDS	267,475	$150.3M	2.88%
3	MSFT MICROSOFT CORP	272,424	$111.0M	2.12%
4	SPYM SPDR SERIES TRUST	1,331,691	$105.9M	2.03%
5	BSV VANGUARD BD INDEX FDS	1,098,909	$81.8M	1.57%
6	GOOGL ALPHABET INC	274,761	$78.9M	1.51%
7	JPM JPMORGAN CHASE & CO.	246,018	$75.3M	1.44%
8	AMZN AMAZON COM INC	379,531	$71.5M	1.37%
9	NVDAPut NVIDIA CORPORATION	602,370	$65.2M	1.25%
10	GOOG ALPHABET INC	190,654	$55.0M	1.05%

Quarterly Changes

Top Buys

AAPL↑ Increased

$186.8B

VOO↑ Increased

$148.9B

MSFT↑ Increased

$115.4B

SPYM↑ Increased

$96.8B

BSV↑ Increased

$76.1B

Top Sells

IVW↓ Decreased

$88.1B

NVDACLOSED

$62.7B

SCHG↓ Decreased

$43.6B

IJS↓ Decreased

$40.0B

VBR↓ Decreased

$27.5B

New Positions (319)

$65.2M · 602K shares

$11.1M · 431K shares

$9.7M · 68K shares

$8.2M · 330K shares

$7.0M · 33K 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

$4.7M · 120K shares

$3.6M · 63K shares

$3.5M · 241K shares

$3.3M · 84K shares

$3.1M · 89K shares

$3.0M · 81K shares

$2.7M · 78K shares

$2.6M · 27K shares

$2.6M · 122K shares

$2.2M · 66K shares

$2.1M · 60K 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 · 16K shares

$396K · 5K shares

$378K · 27K shares

$374K · 3K shares

$374K · 7K 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 · 6K shares

$266K · 2K 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 · 12K shares

$252K · 5K shares

$250K · 5K shares

$249K · 10K shares

$246K · 3K shares

$244K · 34K shares

$243K · 3K shares

$243K · 7K shares

$243K · 8K shares

$243K · 4K shares

$241K · 13K shares

$237K · 1K shares

$236K · 25K shares

$235K · 7K shares

$233K · 14K shares

$233K · 10K shares

$231K · 3K shares

$231K · 9K shares

$230K · 5K shares

$230K · 3K shares

$229K · 5K shares

$228K · 8K shares

$227K · 5K shares

DINO

$224K · 5K shares

FGDL

$224K · 4K shares

LTH

$223K · 8K shares

$219K · 2K shares

$219K · 4K shares

$218K · 9K shares

$216K · 1K shares

$215K · 11K shares

$213K · 3K shares

$211K · 3K shares

$211K · 2K shares

$211K · 18K 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 · 2K shares

$203K · 3K shares

$203K · 988 shares

$202K · 17K shares

$202K · 11K shares

$202K · 10K shares

$202K · 14K shares

$200K · 2K shares

$200K · 4K shares

$200K · 7K shares

VONE

$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 · 25K shares

$152K · 42K shares

$152K · 18K shares

$151K · 14K shares

$150K · 14K shares

$148K · 13K shares

$146K · 12K shares

SCHR

$145K · 18K shares

THQ

$142K · 24K shares

CAG

$136K · 10K shares

$130K · 16K shares

JOBY

$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 · 53K shares

$105K · 27K shares

$103K · 23K shares

$103K · 11K shares

$102K · 25K shares

$94K · 19K shares

$94K · 69K 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 · 10K shares

$72K · 32K shares

$71K · 16K shares

$70K · 13K shares

$69K · 10K shares

$65K · 27K shares

$63K · 48K shares

$59K · 15K shares

$55K · 144K 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 · 21K shares

$13K · 13K shares

$13K · 500 shares

$12K · 26K shares

$12K · 12K shares

$10K · 21K shares

$8K · 16K shares

$7K · 56K shares

$7K · 23K shares

$6K · 20K shares

$6K · 21K shares

$5K · 22K shares

$5K · 27K shares

$4K · 10K shares

$4K · 28K shares

$4K · 43K shares

$4K · 17K shares

$3K · 11K shares

$2K · 4K shares

$0 · 15K shares

$0 · 300 shares

$0 · 34K shares

$0 · 20K shares

$0 · 23K shares

$0 · 11K shares

$0 · 20K shares

Closed Positions (119)

$62.7B · 336K shares

$13.4B · 48K shares

$6.3B · 26K shares

$6.0B · 153K shares

$5.2B · 29K shares

$4.9B · 82K shares

$4.8B · 48K shares

$4.5B · 67K shares

$2.5B · 38K shares

$1.7B · 35K shares

$1.5B · 17K shares

$1.2B · 102K shares

$1.2B · 33K shares

$1.1B · 7K shares

$887.7M · 70K shares

$851.2M · 14K shares

$766.0M · 18K shares

$683.7M · 22K shares

$645.0M · 12K shares

$578.9M · 11K shares

$560.5M · 12K shares

$546.4M · 4K shares

$533.0M · 10K shares

$527.9M · 35K shares

$523.5M · 2K shares

$471.5M · 7K shares

$468.1M · 5K shares

$442.8M · 7K shares

$441.3M · 3K shares

$440.6M · 3K shares

$439.9M · 6K shares

$434.3M · 2K shares

$425.6M · 9K shares

$416.8M · 1K shares

$408.0M · 9K shares

$405.1M · 5K shares

$402.6M · 1K shares

$388.0M · 17K shares

$383.6M · 4K shares

$370.7M · 3K shares

$355.9M · 4K shares

$352.9M · 35K shares

$348.6M · 2K shares

$347.4M · 13K shares

$345.2M · 13K shares

$334.4M · 14K shares

$324.0M · 11K shares

$319.1M · 7K shares

$307.7M · 3K shares

$301.2M · 3K shares

$299.6M · 6K shares

$297.6M · 4K shares

$291.2M · 9K shares

$287.2M · 1K shares

$284.4M · 15K shares

$282.4M · 1K shares

$280.2M · 5K shares

$280.1M · 11K shares

$279.3M · 9K shares

$277.1M · 11K shares

$276.5M · 6K shares

$276.4M · 5K shares

$271.6M · 7K shares

$266.7M · 951 shares

$266.5M · 850 shares

$259.7M · 874 shares

$258.0M · 8K shares

$252.6M · 3K shares

$252.3M · 4K shares

$247.2M · 3K shares

$244.1M · 5K shares

$241.8M · 9K shares

$241.0M · 10K shares

$234.9M · 8K shares

$232.6M · 26K shares

$231.1M · 3K shares

$227.6M · 3K shares

$227.2M · 5K shares

$223.6M · 3K shares

$223.3M · 984 shares

$221.5M · 148 shares

$220.4M · 376 shares

$220.1M · 4K shares

$217.0M · 2K shares

$215.5M · 8K shares

$214.5M · 1K shares

$212.9M · 4K shares

$212.8M · 455 shares

$212.8M · 2K shares

$212.6M · 5K shares

$212.4M · 1K shares

$211.2M · 4K shares

$210.5M · 3K shares

$209.6M · 2K shares

$206.5M · 2K shares

$205.1M · 5K shares

$203.6M · 9K shares

$203.5M · 1K shares

$203.3M · 2K shares

$203.1M · 655 shares

$202.8M · 644 shares

$202.7M · 6K shares

$202.7M · 2K shares

$201.1M · 1K shares

$201.0M · 3K shares

$200.5M · 2K shares

$197.3M · 19K shares

$168.6M · 21K shares

$158.7M · 19K shares

$153.1M · 12K shares

1S4

$149.6M · 11K shares

AVS

$147.3M · 14K shares

$132.4M · 11K shares

$122.8M · 11K shares

$102.1M · 19K shares

$68.1M · 18K shares

$57.7M · 33K shares

$38.0M · 29K shares

$28.7M · 43K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	775	$2.9B	55.9%
Technology	154	$758.2M	14.5%
Unknown	102	$343.0M	6.6%
Healthcare	70	$249.0M	4.8%
Communication Services	23	$225.9M	4.3%
Consumer Cyclical	51	$223.5M	4.3%
Industrials	93	$176.6M	3.4%
Consumer Defensive	31	$150.6M	2.9%
Energy	38	$85.6M	1.6%
Utilities	30	$42.3M	0.8%
Basic Materials	27	$28.3M	0.5%
Real Estate	32	$23.1M	0.4%