World Investment Advisors Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, World Investment Advisors disclosed 1402 stock positions valued at approximately $6.04B as of quarter-end June 30, 2026. The largest holdings include APPLE INC, VANGUARD INDEX FDS, and MICROSOFT CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 1402
- Portfolio Value
- $6.04B
Holdings by Sector
World Investment Advisors Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 3.29% | 778,238 | -91,901 | -10.56% | $198,898,568 |
| VANGUARD INDEX FDS | VOO | Other | 2.37% | 236,304 | -3,665 | -1.53% | $143,353,872 |
| MICROSOFT CORP | MSFT | Technology | 1.61% | 262,135 | -18,353 | -6.54% | $97,097,945 |
| VANGUARD BD INDEX FDS | BSV | Other | 1.52% | 1,173,676 | +8,627 | +0.74% | $91,988,691 |
| SPDR SERIES TRUST | SPLG | Other | 1.49% | 1,172,238 | -1,420 | -0.12% | $89,838,882 |
| ISHARES TR | IVV | Other | 1.43% | 122,271 | +16,763 | +15.89% | $86,324,719 |
| ALPHABET INC | GOOGL | Communication Services | 1.26% | 261,230 | -9,304 | -3.44% | $76,046,390 |
| NVIDIA CORPORATION | NVDA | Technology | 1.24% | 419,165 | -59,131 | -12.36% | $74,757,875 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.20% | 342,406 | -39,568 | -10.36% | $72,217,746 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.15% | 235,534 | -5,404 | -2.24% | $69,492,668 |
| VANGUARD BD INDEX FDS | BIV | Other | 1.01% | 793,535 | +4,139 | +0.52% | $61,227,543 |
| SCHWAB STRATEGIC TR | SCHV | Other | 1.00% | 1,970,475 | -6,923 | -0.35% | $60,154,101 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.94% | 864,110 | +252 | +0.03% | $56,662,577 |
| BROADCOM INC | AVGO | Technology | 0.92% | 174,254 | -3,499 | -1.97% | $55,491,634 |
| ALPHABET INC | GOOG | Communication Services | 0.90% | 187,224 | -8,485 | -4.34% | $54,191,318 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.89% | 1,790,665 | -8,198 | -0.46% | $53,720,381 |
| CHURCH & DWIGHT CO INC | CHD | Consumer Defensive | 0.86% | 558,779 | +64 | +0.01% | $52,146,124 |
| ISHARES TR | SLQD | Other | 0.86% | 1,032,454 | - | - | $52,128,602 |
| META PLATFORMS INC | META | Communication Services | 0.83% | 87,356 | -6,732 | -7.16% | $49,932,520 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.83% | 74,539 | -2,045 | -2.67% | $49,916,694 |
| AMERICAN CENTY ETF TR | AVUS | Other | 0.81% | 441,517 | - | - | $49,087,834 |
| ISHARES TR | IVE | Other | 0.80% | 225,386 | -13,241 | -5.55% | $48,300,612 |
| INVESCO QQQ TR | QQQ | Other | 0.73% | 75,987 | -14,794 | -16.30% | $43,858,105 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.70% | 1,646,061 | -482 | -0.03% | $42,297,755 |
| ISHARES TR | IJS | Other | 0.67% | 342,539 | -250 | -0.07% | $40,573,773 |
| ISHARES TR | IXUS | Other | 0.67% | 462,244 | +163 | +0.04% | $40,261,776 |
| EXXON MOBIL CORP | XOM | Energy | 0.64% | 227,794 | -57,621 | -20.19% | $38,647,464 |
| WALMART INC | WMT | Consumer Defensive | 0.60% | 291,493 | -12,390 | -4.08% | $36,155,045 |
| ISHARES TR | IJJ | Other | 0.58% | 265,442 | - | - | $35,171,024 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.56% | 138,212 | -15,406 | -10.03% | $33,830,558 |
Showing 30 of 1,402 holdings in the latest reporting period.