Top 50 World Investment Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.56% | 870.1K | $220.8M | -0.80%(-7.05K) | $214.15(+39.56%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.31% | 240.0K | $143.4M | -10.28%(-27.51K) | $507.17(+34.55%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.67% | 280.5K | $103.8M | +2.96%(+8.06K) | $439.81(-7.87%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 1.47% | 1.17M | $91.4M | +6.02%(+66.14K) | $77.92(+0.11%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 1.45% | 1.17M | $89.8M | -11.87%(-158.03K) | $67.46(+29.52%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.35% | 478.3K | $83.4M | +0.57%(+2.71K) | $143.76(+57.09%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.28% | 382.0K | $79.6M | +0.64%(+2.44K) | $198.50(+36.08%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.25% | 270.5K | $77.8M | -1.54%(-4.23K) | $183.80(+119.05%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 1.14% | 240.9K | $70.9M | -2.06%(-5.08K) | $217.28(+38.19%) | 2026-03-31 | |
| IVV | ISHARES TR | 1.11% | 105.5K | $68.9M | +10.97%(+10.43K) | $613.81(+21.49%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.30% | +37.89% |
| Top 20 Holdings Unweighted | +11.61% | +39.02% |
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