# World Investment Advisors

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1652594. Source: https://holderbook.com/funds/1652594-world-investment-advisors/

- Reported value: $6.0B
- Positions: 1,523
- Weight of the ten largest: 16.6%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $198.9M | 778,238 | 3.3% | 31 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $143.4M | 236,304 | 2.4% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $97.1M | 262,135 | 1.6% | 31 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $92.0M | 1,173,676 | 1.5% | 9 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $89.8M | 1,172,238 | 1.5% | 11 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $86.3M | 122,271 | 1.4% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $76.0M | 261,230 | 1.3% | 25 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $74.8M | 419,165 | 1.2% | 23 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $72.2M | 342,406 | 1.2% | 31 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $69.5M | 235,534 | 1.2% | 24 |
| VANGUARD BD INDEX FDS | [BIV](https://holderbook.com/stocks/BIV/) | $61.2M | 793,535 | 1.0% | 25 |
| SCHWAB STRATEGIC TR | [SCHV](https://holderbook.com/stocks/SCHV/) | $60.2M | 1,970,475 | 1.0% | 21 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $56.7M | 864,110 | 0.9% | 31 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $55.5M | 174,254 | 0.9% | 14 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $54.2M | 187,224 | 0.9% | 14 |
| SCHWAB STRATEGIC TR | [SCHG](https://holderbook.com/stocks/SCHG/) | $53.7M | 1,790,665 | 0.9% | 31 |
| CHURCH & DWIGHT CO INC | [CHD](https://holderbook.com/stocks/CHD/) | $52.1M | 558,779 | 0.9% | 8 |
| ISHARES TR | [SLQD](https://holderbook.com/stocks/SLQD/) | $52.1M | 1,032,454 | 0.9% | 31 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $49.9M | 87,356 | 0.8% | 14 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $49.9M | 74,539 | 0.8% | 31 |
| AMERICAN CENTY ETF TR | [AVUS](https://holderbook.com/stocks/AVUS/) | $49.1M | 441,517 | 0.8% | 9 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $48.3M | 225,386 | 0.8% | 31 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $43.9M | 75,987 | 0.7% | 24 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $42.3M | 1,646,061 | 0.7% | 31 |
| ISHARES TR | [IJS](https://holderbook.com/stocks/IJS/) | $40.6M | 342,539 | 0.7% | 23 |
| ISHARES TR | [IXUS](https://holderbook.com/stocks/IXUS/) | $40.3M | 462,244 | 0.7% | 31 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $38.6M | 227,794 | 0.6% | 26 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $36.2M | 291,493 | 0.6% | 25 |
| ISHARES TR | [IJJ](https://holderbook.com/stocks/IJJ/) | $35.2M | 265,442 | 0.6% | 23 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $33.8M | 138,212 | 0.6% | 31 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $33.4M | 110,108 | 0.6% | 31 |
| ISHARES TR | [IUSB](https://holderbook.com/stocks/IUSB/) | $32.7M | 709,293 | 0.5% | 23 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $32.6M | 97,232 | 0.5% | 31 |
| ISHARES TR | [STIP](https://holderbook.com/stocks/STIP/) | $32.0M | 309,836 | 0.5% | 6 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $31.8M | 348,586 | 0.5% | 31 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $31.3M | 254,859 | 0.5% | 31 |
| ISHARES TR | [IDEV](https://holderbook.com/stocks/IDEV/) | $30.6M | 366,579 | 0.5% | 7 |
| DIMENSIONAL ETF TRUST | [DFAI](https://holderbook.com/stocks/DFAI/) | $29.9M | 766,553 | 0.5% | 6 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $29.8M | 237,856 | 0.5% | 31 |
| ISHARES INC | [EMXC](https://holderbook.com/stocks/EMXC/) | $28.5M | 359,314 | 0.5% | 9 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $27.4M | 57,018 | 0.5% | 30 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $27.0M | 368,489 | 0.4% | 14 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $27.0M | 77,916 | 0.4% | 9 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $26.9M | 122,757 | 0.4% | 9 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $26.6M | 121,763 | 0.4% | 11 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $25.7M | 259,013 | 0.4% | 31 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $25.5M | 167,019 | 0.4% | 31 |
| VANGUARD INDEX FDS | [VOE](https://holderbook.com/stocks/VOE/) | $24.8M | 134,561 | 0.4% | 9 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $24.5M | 25,879 | 0.4% | 9 |
| SPROTT ASSET MANAGEMENT LP | [PSLV](https://holderbook.com/stocks/PSLV/) | $23.5M | 963,167 | 0.4% | 6 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $23.4M | 70,912 | 0.4% | 31 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $22.3M | 31 | 0.4% | 11 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $22.1M | 62,505 | 0.4% | 9 |
| INVESCO EXCH TRADED FD TR II | [QQQM](https://holderbook.com/stocks/QQQM/) | $21.7M | 90,353 | 0.4% | 11 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $20.9M | 843,296 | 0.3% | 31 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $19.7M | 109,110 | 0.3% | 9 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $19.1M | 381,789 | 0.3% | 31 |
| INVESCO EXCHANGE TRADED FD T | [PRF](https://holderbook.com/stocks/PRF/) | $18.9M | 398,063 | 0.3% | 31 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $18.5M | 18,588 | 0.3% | 12 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $18.5M | 69,190 | 0.3% | 26 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $18.2M | 171,455 | 0.3% | 28 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $18.1M | 192,951 | 0.3% | 8 |
| FIDELITY MERRIMACK STR TR | [FBND](https://holderbook.com/stocks/FBND/) | $18.0M | 394,895 | 0.3% | 13 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $18.0M | 86,380 | 0.3% | 9 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $18.0M | 67,067 | 0.3% | 9 |
| AMERICAN CENTY ETF TR | [AVDE](https://holderbook.com/stocks/AVDE/) | $17.7M | 208,978 | 0.3% | 9 |
| MORGAN STANLEY ETF TRUST | [CVIE](https://holderbook.com/stocks/CVIE/) | $17.5M | 241,077 | 0.3% | 6 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $17.4M | 48,356 | 0.3% | 9 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $17.3M | 54,245 | 0.3% | 10 |
| AMERICAN CENTY ETF TR | [AVDV](https://holderbook.com/stocks/AVDV/) | $17.3M | 172,848 | 0.3% | 6 |
| ISHARES TR | [EFV](https://holderbook.com/stocks/EFV/) | $17.3M | 230,570 | 0.3% | 9 |
| MOTOROLA SOLUTIONS INC | [MSI](https://holderbook.com/stocks/MSI/) | $17.0M | 39,316 | 0.3% | 9 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $16.0M | 196,899 | 0.3% | 9 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $15.8M | 70,587 | 0.3% | 12 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $15.7M | 94,725 | 0.3% | 9 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $15.7M | 108,699 | 0.3% | 15 |
| BLACKROCK ETF TRUST II | [BINC](https://holderbook.com/stocks/BINC/) | $15.6M | 300,872 | 0.3% | 9 |
| FIDELITY COVINGTON TRUST | [FDVV](https://holderbook.com/stocks/FDVV/) | $15.6M | 281,528 | 0.3% | 10 |
| JANUS DETROIT STR TR | [JAAA](https://holderbook.com/stocks/JAAA/) | $15.6M | 308,846 | 0.3% | 9 |
| BLACKROCK ETF TRUST | [DYNF](https://holderbook.com/stocks/DYNF/) | $15.5M | 235,307 | 0.3% | 9 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $15.3M | 40,254 | 0.3% | 23 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $15.2M | 74,981 | 0.3% | 31 |
| BOOKING HOLDINGS INC | [BKNG](https://holderbook.com/stocks/BKNG/) | $15.1M | 6,366 | 0.2% | 9 |
| VANECK ETF TRUST | [SMH](https://holderbook.com/stocks/SMH/) | $15.1M | 36,974 | 0.2% | 14 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $14.9M | 172,440 | 0.2% | 9 |
| FIRST TR EXCHNG TRADED FD VI | [BUFR](https://holderbook.com/stocks/BUFR/) | $14.4M | 409,382 | 0.2% | 3 |
| ISHARES TR | [LRGF](https://holderbook.com/stocks/LRGF/) | $14.4M | 217,819 | 0.2% | 25 |
| INVESCO ACTIVELY MANAGED EXC | [GTO](https://holderbook.com/stocks/GTO/) | $14.3M | 305,776 | 0.2% | 14 |
| J P MORGAN EXCHANGE TRADED F | [JEPI](https://holderbook.com/stocks/JEPI/) | $14.2M | 250,363 | 0.2% | 11 |
| IQVIA HLDGS INC | [IQV](https://holderbook.com/stocks/IQV/) | $14.1M | 82,404 | 0.2% | 8 |
| SCHWAB STRATEGIC TR | [SCHO](https://holderbook.com/stocks/SCHO/) | $13.8M | 568,257 | 0.2% | 9 |
| TRANE TECHNOLOGIES PLC | [TT](https://holderbook.com/stocks/TT/) | $13.7M | 32,754 | 0.2% | 9 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $13.7M | 32,128 | 0.2% | 31 |
| CAPITAL GROUP CORE BALANCED | [CGBL](https://holderbook.com/stocks/CGBL/) | $13.6M | 393,194 | 0.2% | 10 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $13.6M | 85,162 | 0.2% | 11 |
| ISHARES TR | [IGIB](https://holderbook.com/stocks/IGIB/) | $13.5M | 254,606 | 0.2% | 9 |
| AMERICAN CENTY ETF TR | [AVEM](https://holderbook.com/stocks/AVEM/) | $13.5M | 166,725 | 0.2% | 9 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $13.3M | 433,016 | 0.2% | 9 |
| VANGUARD CHARLOTTE FDS | [BNDX](https://holderbook.com/stocks/BNDX/) | $13.2M | 273,227 | 0.2% | 31 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $13.1M | 60,608 | 0.2% | 14 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +11.1% | +14.8% | -3.7% | 100% |
| Q1 2026 | -2.0% | -4.6% | +2.7% | 99% |
| Q4 2025 | +2.1% | +2.4% | -0.3% | 100% |
| Q3 2025 | +6.1% | +7.8% | -1.7% | 100% |
| Q2 2025 | +6.5% | +10.5% | -4.0% | 100% |
| Q1 2025 | -2.8% | -4.6% | +1.8% | 100% |
| Q4 2024 | -0.2% | +2.1% | -2.3% | 100% |
| Q3 2024 | +5.9% | +5.4% | +0.5% | 99% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $6.0B | 1,523 |
| Q1 2026 | $6.2B | 1,557 |
| Q4 2025 | $6.2B | 1,446 |
| Q3 2025 | $4.9B | 1,226 |
| Q2 2025 | $4.4B | 1,122 |
| Q1 2025 | $3.9B | 1,046 |
| Q4 2024 | $3.7B | 998 |
| Q3 2024 | $3.2B | 898 |
| Q2 2024 | $1.6B | 620 |
| Q1 2024 | $698.9M | 394 |
| Q4 2023 | $769.8M | 378 |
| Q3 2023 | $504.8M | 265 |