World Investment Advisors Portfolio Stock Holdings
World Investment Advisors disclosed 1557 stock positions valued at approximately $6.2 billion in its latest SEC 13F filing. The largest holdings include APPLE INC, VANGUARD INDEX FDS, and MICROSOFT CORP. The filing reflects positions held as of March 31, 2026 and was filed on April 27, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 1557
- Portfolio Value
- $6.2B
Holdings by Sector
World Investment Advisors Portfolio Holdings in Q1 2026
1445 holdings in the latest reporting period.
Page 1 of 15
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 3.56% | 870,139 | -7,047 | -0.80% | $220,832,465 |
| VANGUARD INDEX FDS | VOO | Other | 2.31% | 239,969 | -27,506 | -10.28% | $143,393,925 |
| MICROSOFT CORP | MSFT | Technology | 1.67% | 280,488 | +8,064 | +2.96% | $103,828,499 |
| VANGUARD BD INDEX FDS | BSV | Other | 1.47% | 1,165,049 | +66,140 | +6.02% | $91,351,471 |
| SPDR SERIES TRUST | SPLG | Other | 1.45% | 1,173,658 | -158,033 | -11.87% | $89,831,800 |
| NVIDIA CORPORATION | NVDA | Technology | 1.35% | 478,296 | +2,715 | +0.57% | $83,414,919 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.28% | 381,974 | +2,443 | +0.64% | $79,553,595 |
| ALPHABET INC | GOOGL | Communication Services | 1.25% | 270,534 | -4,227 | -1.54% | $77,794,830 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.14% | 240,938 | -5,080 | -2.06% | $70,874,356 |
| ISHARES TR | IVV | Other | 1.11% | 105,508 | +10,429 | +10.97% | $68,918,688 |
| VANGUARD BD INDEX FDS | BIV | Other | 0.98% | 789,396 | +147,334 | +22.95% | $60,925,621 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.97% | 1,977,398 | +996,424 | +101.57% | $60,310,658 |
| ALPHABET INC | GOOG | Communication Services | 0.91% | 195,709 | +5,055 | +2.65% | $56,141,062 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.89% | 863,858 | +290,470 | +50.66% | $55,356,029 |
| BROADCOM INC | AVGO | Technology | 0.89% | 177,753 | +43 | +0.02% | $55,016,436 |
| META PLATFORMS INC | META | Communication Services | 0.87% | 94,088 | +876 | +0.94% | $53,830,287 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.85% | 1,798,863 | +795,819 | +79.34% | $52,400,877 |
| INVESCO QQQ TR | QQQ | Other | 0.85% | 90,781 | -496 | -0.54% | $52,396,690 |
| CHURCH & DWIGHT CO INC | CHD | Consumer Defensive | 0.84% | 558,715 | -172 | -0.03% | $52,139,296 |
| ISHARES TR | SLQD | Other | 0.84% | 1,032,454 | +38,036 | +3.82% | $52,128,602 |
| ISHARES TR | IVE | Other | 0.81% | 238,627 | -1,514 | -0.63% | $50,385,943 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.80% | 76,584 | -2,171 | -2.76% | $49,805,820 |
| AMERICAN CENTY ETF TR | AVUS | Other | 0.79% | 441,517 | +27,580 | +6.66% | $49,087,834 |
| EXXON MOBIL CORP | XOM | Energy | 0.78% | 285,415 | -17,721 | -5.85% | $48,423,402 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.68% | 1,646,543 | -48,955 | -2.89% | $42,217,365 |
| ISHARES TR | IJS | Other | 0.65% | 342,789 | +42,188 | +14.03% | $40,603,386 |
| ISHARES TR | IXUS | Other | 0.65% | 462,081 | +400 | +0.09% | $40,034,686 |
| WALMART INC | WMT | Consumer Defensive | 0.61% | 303,883 | -16,331 | -5.10% | $37,766,606 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.61% | 153,618 | -7,725 | -4.79% | $37,550,346 |
| VISA INC | V | Financial Services | 0.58% | 118,515 | -683 | -0.57% | $35,819,980 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.57% | 74,040 | +1,276 | +1.75% | $35,480,192 |
| ISHARES TR | IJJ | Other | 0.57% | 265,442 | +9,582 | +3.75% | $35,171,024 |
| ISHARES TR | IEFA | Other | 0.53% | 363,471 | -128,168 | -26.07% | $32,904,983 |
| ISHARES TR | IJR | Other | 0.53% | 262,960 | +18,232 | +7.45% | $32,688,542 |
| VANGUARD INDEX FDS | VTI | Other | 0.52% | 100,215 | +969 | +0.98% | $32,149,736 |
| ISHARES TR | STIP | Other | 0.51% | 308,576 | -36,615 | -10.61% | $31,915,976 |
| ISHARES TR | IDEV | Other | 0.49% | 366,623 | +226,028 | +160.77% | $30,638,647 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.48% | 766,554 | +51,086 | +7.14% | $29,864,952 |
| ISHARES INC | IEMG | Other | 0.47% | 417,822 | +97,887 | +30.60% | $29,143,157 |
| ISHARES TR | IVW | Other | 0.47% | 257,450 | -273,458 | -51.51% | $29,120,126 |
| ISHARES TR | IUSB | Other | 0.46% | 611,837 | +26,981 | +4.61% | $28,260,754 |
| ABBVIE INC | ABBV | Healthcare | 0.45% | 127,816 | +193 | +0.15% | $27,798,801 |
| ISHARES INC | EMXC | Other | 0.45% | 351,272 | +126,498 | +56.28% | $27,631,046 |
| APPLIED MATLS INC | AMAT | Technology | 0.43% | 78,389 | -3,907 | -4.75% | $26,792,540 |
| VANGUARD INDEX FDS | VBR | Other | 0.43% | 123,221 | -2,058 | -1.64% | $26,769,842 |
| ISHARES TR | AGG | Other | 0.42% | 263,360 | -28,802 | -9.86% | $26,143,756 |
| VANGUARD INDEX FDS | VUG | Other | 0.41% | 58,227 | +3,058 | +5.54% | $25,432,733 |
| VANGUARD INDEX FDS | VOE | Other | 0.40% | 135,522 | +785 | +0.58% | $24,974,092 |
| ELI LILLY & CO | LLY | Healthcare | 0.40% | 27,134 | +2,936 | +12.13% | $24,957,185 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.40% | 74,708 | -5,461 | -6.81% | $24,570,466 |
| SPROTT ASSET MANAGEMENT LP | PSLV | Other | 0.39% | 1,003,630 | +113,690 | +12.78% | $24,478,536 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.36% | 31 | - | - | $22,262,340 |
| ISHARES TR | EFV | Other | 0.36% | 298,813 | -17,833 | -5.63% | $22,216,753 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.36% | 65,537 | -973 | -1.46% | $22,148,200 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.35% | 427,569 | -38,827 | -8.32% | $21,463,979 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 0.34% | 90,001 | +3,794 | +4.40% | $21,386,078 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.34% | 843,326 | -5,540 | -0.65% | $20,872,321 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.32% | 19,802 | -279 | -1.39% | $19,731,802 |
| VANGUARD INDEX FDS | VB | Other | 0.32% | 74,777 | +7,931 | +11.86% | $19,585,476 |
| VANGUARD INDEX FDS | VO | Other | 0.32% | 68,163 | +3,246 | +5.00% | $19,575,050 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.32% | 118,131 | +2,864 | +2.48% | $19,531,840 |
| INVESCO EXCHANGE TRADED FD T | PRF | Other | 0.31% | 398,063 | +83,853 | +26.69% | $18,919,924 |
| VANGUARD WORLD FD | VGT | Other | 0.30% | 26,370 | +118 | +0.45% | $18,398,442 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.29% | 193,267 | +8,314 | +4.50% | $18,163,266 |
| ISHARES TR | MUB | Other | 0.29% | 171,015 | -25,341 | -12.91% | $18,153,327 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 0.29% | 397,036 | +48,640 | +13.96% | $18,112,788 |
| AMERICAN CENTY ETF TR | AVDE | Other | 0.29% | 208,978 | +12,369 | +6.29% | $17,729,680 |
| MORGAN STANLEY ETF TRUST | CVIE | Other | 0.28% | 241,077 | +5,541 | +2.35% | $17,523,888 |
| TESLA INC | TSLA | Consumer Cyclical | 0.28% | 47,126 | -206 | -0.44% | $17,519,226 |
| MOTOROLA SOLUTIONS INC | MSI | Technology | 0.28% | 40,141 | -929 | -2.26% | $17,419,982 |
| EATON CORP PLC | ETN | Other | 0.28% | 48,329 | -63 | -0.13% | $17,285,809 |
| AMERICAN CENTY ETF TR | AVDV | Other | 0.28% | 173,052 | -22,460 | -11.49% | $17,280,956 |
| ANALOG DEVICES INC | ADI | Technology | 0.28% | 54,222 | -1,081 | -1.95% | $17,250,292 |
| BLACKROCK ETF TRUST II | BINC | Other | 0.28% | 332,175 | +31,126 | +10.34% | $17,249,847 |
| CHEVRON CORPORATION | CVX | Energy | 0.27% | 81,135 | -4,078 | -4.79% | $16,787,009 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.27% | 115,065 | +9,150 | +8.64% | $16,620,008 |
| VANGUARD INDEX FDS | VTV | Other | 0.27% | 84,702 | +2,343 | +2.84% | $16,618,511 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.26% | 74,387 | +1,388 | +1.90% | $15,997,547 |
| FIDELITY COVINGTON TRUST | FDVV | Other | 0.25% | 285,894 | +3,312 | +1.17% | $15,792,783 |
| JANUS DETROIT STR TR | JAAA | Other | 0.25% | 308,799 | +32,184 | +11.63% | $15,554,190 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.25% | 156,906 | -127 | -0.08% | $15,436,404 |
| ISHARES GOLD TR | IAU | Other | 0.25% | 172,856 | -13,899 | -7.44% | $15,238,965 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 0.25% | 3,616 | +551 | +17.98% | $15,223,682 |
| CISCO SYS INC | CSCO | Technology | 0.24% | 195,526 | -3,023 | -1.52% | $15,170,871 |
| VANECK ETF TRUST | SMH | Other | 0.24% | 38,241 | +633 | +1.68% | $14,661,476 |
| SPDR GOLD TR | GLD | Other | 0.24% | 34,009 | +1,231 | +3.76% | $14,633,716 |
| ISHARES TR | LRGF | Other | 0.23% | 217,819 | +45,107 | +26.12% | $14,376,054 |
| INVESCO ACTIVELY MANAGED EXC | GTO | Other | 0.23% | 306,158 | +23,395 | +8.27% | $14,337,382 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.23% | 59,147 | -6,988 | -10.57% | $14,336,598 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.23% | 74,248 | +40,504 | +120.03% | $14,249,734 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.23% | 248,875 | +12,278 | +5.19% | $14,106,233 |
| IQVIA HLDGS INC | IQV | Healthcare | 0.23% | 82,112 | +430 | +0.53% | $14,003,359 |
| ISHARES TR | IGIB | Other | 0.22% | 258,717 | +24,136 | +10.29% | $13,768,909 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.22% | 448,118 | +18,130 | +4.22% | $13,748,252 |
| TRANE TECHNOLOGIES PLC | TT | Other | 0.22% | 32,766 | -1,006 | -2.98% | $13,654,948 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 0.22% | 403,650 | +27,454 | +7.30% | $13,631,266 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.22% | 85,316 | -993 | -1.15% | $13,624,873 |
| BLACKROCK ETF TRUST | DYNF | Other | 0.22% | 230,792 | -44,679 | -16.22% | $13,427,494 |
| REALTY INCOME CORP | O | Real Estate | 0.22% | 219,045 | -1,791 | -0.81% | $13,401,152 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.22% | 165,605 | +131,469 | +385.13% | $13,344,460 |
World Investment Advisors Options Holdings in Q1 2026
15 options positions in the latest reporting period.
Page 1 of 1
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q1 2026 | QQQ | Invesco QQQ Trust, Series 1 | PUT | 1,600 | $923,488 |
| Q1 2026 | SPY | SPDR S&P 500 | PUT | 1,300 | $845,442 |
| Q1 2026 | USO | United States Oil Fund | PUT | 1,100 | $139,975 |
| Q1 2026 | NVDA | NVIDIA Corporation | PUT | 400 | $69,760 |
| Q1 2026 | PLTR | Palantir Technologies Inc. | PUT | 400 | $58,512 |
| Q1 2026 | SILJ | Amplify ETF Trust Amplify Junio | CALL | 1,800 | $53,496 |
| Q1 2026 | TLT | iShares 20+ Year Treasury Bond | CALL | 600 | $52,014 |
| Q1 2026 | PCTY | Paylocity Holding Corporation | CALL | 400 | $43,216 |
| Q1 2026 | SLV | iShares Silver Trust | PUT | 600 | $40,884 |
| Q1 2026 | IGV | iShares Expanded Tech-Software | CALL | 500 | $40,025 |
| Q1 2026 | TLT | iShares 20+ Year Treasury Bond | PUT | 400 | $34,676 |
| Q1 2026 | SGOL | abrdn Physical Gold Shares ETF | CALL | 600 | $26,772 |
| Q1 2026 | XLE | SPDR Select Sector Fund - Energ | CALL | 400 | $24,504 |
| Q1 2026 | F | Ford Motor Company | PUT | 1,500 | $17,310 |
| Q1 2026 | PYPL | PayPal Holdings, Inc. | CALL | 100 | $4,523 |
Notional value represents the total exposure of the options position.