World Investment Advisors

Institutional manager (13F) · CIK 1652594

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.6B

#	Issuer	Value	Shares
1	APPLE INC	$221M	870,139
2	VANGUARD INDEX FDS	$143M	239,969
3	MICROSOFT CORP	$104M	280,488
4	VANGUARD BD INDEX FDS	$91M	1,165,049
5	SPDR SERIES TRUST	$90M	1,173,658
6	NVIDIA CORPORATION	$83M	478,296
7	AMAZON COM INC	$80M	381,974
8	ALPHABET INC	$78M	270,534
9	JPMORGAN CHASE & CO	$71M	240,938
10	ISHARES TR	$69M	105,508
11	VANGUARD BD INDEX FDS	$61M	789,396
12	SCHWAB STRATEGIC TR	$60M	1,977,398
13	ALPHABET INC	$56M	195,709
14	VANGUARD TAX-MANAGED FDS	$55M	863,858
15	BROADCOM INC	$55M	177,753
16	META PLATFORMS INC	$54M	94,088
17	SCHWAB STRATEGIC TR	$52M	1,798,863
18	INVESCO QQQ TR	$52M	90,781
19	CHURCH & DWIGHT CO INC	$52M	558,715
20	ISHARES TR	$52M	1,032,454
21	ISHARES TR	$50M	238,627
22	STATE STR SPDR S&P 500 ETF T	$50M	76,584
23	AMERICAN CENTY ETF TR	$49M	441,517
24	EXXON MOBIL CORP	$48M	285,415
25	SCHWAB STRATEGIC TR	$42M	1,646,543
26	ISHARES TR	$41M	342,789
27	ISHARES TR	$40M	462,081
28	WALMART INC	$38M	303,883
29	JOHNSON & JOHNSON	$38M	153,618
30	VISA INC	$36M	118,515
31	BERKSHIRE HATHAWAY INC DEL	$35M	74,040
32	ISHARES TR	$35M	265,442
33	ISHARES TR	$33M	363,471
34	ISHARES TR	$33M	262,960
35	VANGUARD INDEX FDS	$32M	100,215
36	ISHARES TR	$32M	308,576
37	ISHARES TR	$31M	366,623
38	DIMENSIONAL ETF TRUST	$30M	766,554
39	ISHARES INC	$29M	417,822
40	ISHARES TR	$29M	257,450
41	ISHARES TR	$28M	611,837
42	ABBVIE INC	$28M	127,816
43	ISHARES INC	$28M	351,272
44	APPLIED MATLS INC	$27M	78,389
45	VANGUARD INDEX FDS	$27M	123,221
46	ISHARES TR	$26M	263,360
47	VANGUARD INDEX FDS	$25M	58,227
48	VANGUARD INDEX FDS	$25M	135,522
49	ELI LILLY & CO	$25M	27,134
50	HOME DEPOT INC	$25M	74,708

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.