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World Investment Advisors

Portfolio Manager
World Investment Advisors
Performance
-6.96% (2026 Q1)
AUM (13F)
$6.20B
# of Holdings
1557
Performance Rank
Allocation (Top 20)
25.48%

World Investment Advisors Holdings Map

Top 50 World Investment Advisors Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
3.56%870.1K$220.8M
-0.80%(-7.05K)
2025-Q1: 615.5K shares2025-Q2: 707.0K shares2025-Q3: 734.5K shares2025-Q4: 877.2K shares2026-Q1: 870.1K shares
$214.15(+39.56%)
2026-03-31
VOO
VANGUARD INDEX FDS
2.31%240.0K$143.4M
-10.28%(-27.51K)
2025-Q1: 225.6K shares2025-Q2: 223.5K shares2025-Q3: 243.3K shares2025-Q4: 267.5K shares2026-Q1: 240.0K shares
$507.17(+34.55%)
2026-03-31
MSFT
MICROSOFT CORP
1.67%280.5K$103.8M
+2.96%(+8.06K)
2025-Q1: 188.2K shares2025-Q2: 223.0K shares2025-Q3: 223.1K shares2025-Q4: 272.4K shares2026-Q1: 280.5K shares
$439.81(-7.87%)
2026-03-31
BSV
VANGUARD BD INDEX FDS
1.47%1.17M$91.4M
+6.02%(+66.14K)
2025-Q1: 845.8K shares2025-Q2: 898.2K shares2025-Q3: 965.9K shares2025-Q4: 1.10M shares2026-Q1: 1.17M shares
$77.92(+0.11%)
2026-03-31
SPYM
SPDR SERIES TRUST
1.45%1.17M$89.8M
-11.87%(-158.03K)
2025-Q1: 1.23M shares2025-Q2: 1.26M shares2025-Q3: 1.24M shares2025-Q4: 1.33M shares2026-Q1: 1.17M shares
$67.46(+29.52%)
2026-03-31
NVDA
NVIDIA CORPORATION
1.35%478.3K$83.4M
+0.57%(+2.71K)
2025-Q1: 266.1K shares2025-Q2: 289.4K shares2025-Q3: 336.2K shares2025-Q4: 475.6K shares2026-Q1: 478.3K shares
$143.76(+57.09%)
2026-03-31
AMZN
AMAZON COM INC
1.28%382.0K$79.6M
+0.64%(+2.44K)
2025-Q1: 255.7K shares2025-Q2: 283.9K shares2025-Q3: 299.3K shares2025-Q4: 379.5K shares2026-Q1: 382.0K shares
$198.50(+36.08%)
2026-03-31
GOOGL
ALPHABET INC
1.25%270.5K$77.8M
-1.54%(-4.23K)
2025-Q1: 227.7K shares2025-Q2: 233.1K shares2025-Q3: 251.7K shares2025-Q4: 274.8K shares2026-Q1: 270.5K shares
$183.80(+119.05%)
2026-03-31
JPM
JPMORGAN CHASE & CO
1.14%240.9K$70.9M
-2.06%(-5.08K)
2025-Q1: 208.2K shares2025-Q2: 231.6K shares2025-Q3: 233.6K shares2025-Q4: 246.0K shares2026-Q1: 240.9K shares
$217.28(+38.19%)
2026-03-31
IVV
ISHARES TR
1.11%105.5K$68.9M
+10.97%(+10.43K)
2025-Q1: 47.9K shares2025-Q2: 48.6K shares2025-Q3: 50.8K shares2025-Q4: 95.1K shares2026-Q1: 105.5K shares
$613.81(+21.49%)
2026-03-31

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