StockDriftsStockDriftsTop 50 World Investment Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.29% | 778.2K | $198.9M | -10.56%(-91.90K) | $214.15(+42.60%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.37% | 236.3K | $143.4M | -1.53%(-3.67K) | $507.17(+40.52%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.61% | 262.1K | $97.1M | -6.54%(-18.35K) | $439.81(+10.52%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 1.52% | 1.17M | $92.0M | +0.74%(+8.63K) | $77.92(-0.38%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 1.49% | 1.17M | $89.8M | -0.12%(-1.42K) | $67.77(+34.65%) | 2026-06-30 | |
| IVV | ISHARES TR | 1.43% | 122.3K | $86.3M | +15.89%(+16.76K) | $624.51(+24.73%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.26% | 261.2K | $76.0M | -3.44%(-9.30K) | $183.80(+87.55%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.24% | 419.2K | $74.8M | -12.36%(-59.13K) | $143.76(+57.25%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.2% | 342.4K | $72.2M | -10.36%(-39.57K) | $198.50(+32.26%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 1.15% | 235.5K | $69.5M | -2.24%(-5.40K) | $217.28(+67.86%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.27% | +49.20% | +7.89% | +46.19% |
| Top 20 Holdings Unweighted | +14.69% | +50.88% | +7.91% | +46.29% |
World Investment Advisors reports $6.04B in US-listed equity holdings across 1,523 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (3.3%), VOO (2.4%) and MSFT (1.6%). The top 20 holdings account for 25.6% of reported assets. Its disclosed equity book has returned +49.20% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from World Investment Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1652594). View World Investment Advisors’s 13F filings on SEC