CIK 1652594
World Investment Advisors
Institutional 13F holdings & portfolio
Holdings
1,426
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 1,426
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC | 877K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 267K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 272K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 1.3M | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 1.1M | $1M+ | SH |
| GOOGL | ALPHABET INC | 275K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 246K | $1M+ | SH |
| AMZN | AMAZON COM INC | 380K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 476K | $1M+ | SH |
| GOOG | ALPHABET INC | 191K | $1M+ | SH |
| META | META PLATFORMS INC | 93K | $1M+ | SH |
| IVW | ISHARES TR | 531K | $1M+ | SH |
| AVGO | BROADCOM INC | 178K | $1M+ | SH |
| SLQD | ISHARES TR | 994K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 642K | $1M+ | SH |
| CHD | CHURCH & DWIGHT CO INC | 559K | $1M+ | SH |
| AVUS | AMERICAN CENTY ETF TR | 414K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 1.7M | $1M+ | SH |
| IEFA | ISHARES TR | 492K | $1M+ | SH |
| IVE | ISHARES TR | 240K | $1M+ | SH |
| IXUS | ISHARES TR | 462K | $1M+ | SH |
| V | VISA INC | 119K | $1M+ | SH |
| IVV | ISHARES TR | 95K | $1M+ | SH |
| STIP | ISHARES TR | 345K | $1M+ | SH |
| IJS | ISHARES TR | 301K | $1M+ | SH |
| IJJ | ISHARES TR | 256K | $1M+ | SH |
| WMT | WALMART INC | 320K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 303K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 161K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 981K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 715K | $1M+ | SH |
| ABBV | ABBVIE INC | 128K | $1M+ | SH |
| AGG | ISHARES TR | 292K | $1M+ | SH |
| IJR | ISHARES TR | 245K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 73K | $1M+ | SH |
| HD | HOME DEPOT INC | 80K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 125K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 573K | $1M+ | SH |
| SMMD | ISHARES TR | 323K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 135K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 31 | $1M+ | SH |
| LLY | ELI LILLY & CO | 24K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 99K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 86K | $1M+ | SH |
| PSLV | SPROTT ASSET MANAGEMENT LP | 890K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 82K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 849K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 1.0M | $1M+ | SH |
| CRM | SALESFORCE INC | 72K | $1M+ | SH |
| IQV | IQVIA HLDGS INC | 82K | $1M+ | SH |