World Investment Advisors
Long book
$6.20B
Q1 2026
Positions
1557
Top-10 weight
17%
concentration
Last quarter
+11.5%
SPY +14.8%
Turnover
18%
of book per quarter
Strategy in plain words
auto-generated from filingsWorld Investment Advisors is a wealth-management firm allocating client money, running a $6.20B US long book across 1557 positions.
The portfolio is broadly diversified across 1557 positions (top 10 only 17%). Turnover is modest: positions are typically held for years. Current anchor positions: APPLE INC, VANGUARD S&P 500 ETF, MICROSOFT CORP, VANGUARD SHORT-TERM BOND ETF, STE STR SPDR PT S&P 500 ETF.
Over the last 9 quarters its long book ran on average 0.9pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.8%
Q2 2024
+6.2%
Q3 2024
+0.5%
Q4 2024
-2.5%
Q1 2025
+7.2%
Q2 2025
+6.5%
Q3 2025
+2.7%
Q4 2025
-1.6%
Q1 2026
+11.5%
Sector allocation
Technology 36%
Financials 14%
Consumer discretionary 10%
Industrials 9%
Healthcare 8%
Services media 5%
Other 5%
Energy 4%
Long book by quarter
What does World Investment own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 870.1K | $220.8M | 3.6% | -0.8% |
| MSFT MICROSOFT CORP | Technology | 280.5K | $103.8M | 1.7% | +3.0% |
| NVDA NVIDIA CORP | Technology | 478.3K | $83.4M | 1.3% | +0.6% |
| AMZN AMAZON.COM INC | Consumer discretionary | 382.0K | $79.6M | 1.3% | +0.6% |
| GOOGL ALPHABET INC-CL A | Technology | 270.5K | $77.8M | 1.3% | -1.5% |
| JPM JPMORGAN CHASE & CO | Financials | 240.9K | $70.9M | 1.1% | -2.1% |
| GOOG ALPHABET INC-CL C | Technology | 195.7K | $56.1M | 0.9% | +2.7% |
| AVGO BROADCOM INC | Technology | 177.8K | $55.0M | 0.9% | 0.0% |
| META META PLATFORMS INC-CLASS A | Technology | 94.1K | $53.8M | 0.9% | +0.9% |
| CHD CHURCH & DWIGHT CO INC | Other | 558.7K | $52.1M | 0.8% | 0.0% |
| XOM EXXON MOBIL CORP | Energy | 285.4K | $48.4M | 0.8% | -5.8% |
| WMT WALMART INC | Consumer discretionary | 303.9K | $37.8M | 0.6% | -5.1% |
| JNJ JOHNSON & JOHNSON | Healthcare | 153.6K | $37.6M | 0.6% | -4.8% |
| V VISA INC-CLASS A SHARES | Services media | 118.5K | $35.8M | 0.6% | -0.6% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 74.0K | $35.5M | 0.6% | +1.8% |
| ABBV ABBVIE INC | Healthcare | 127.8K | $27.8M | 0.4% | +0.2% |
| AMAT APPLIED MATERIALS INC | Technology | 78.4K | $26.8M | 0.4% | -4.7% |
| LLY ELI LILLY & CO | Healthcare | 27.1K | $25.0M | 0.4% | +12.1% |
| HD HOME DEPOT INC | Consumer discretionary | 74.7K | $24.6M | 0.4% | -6.8% |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 31 | $22.3M | 0.4% | Held |
| VZ VERIZON COMMUNICATIONS INC | Communications | 427.6K | $21.5M | 0.3% | -8.3% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 19.8K | $19.7M | 0.3% | -1.4% |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 118.1K | $19.5M | 0.3% | +2.5% |
| SCHW SCHWAB (CHARLES) CORP | Financials | 193.3K | $18.2M | 0.3% | +4.5% |
| TSLA TESLA INC | Industrials | 47.1K | $17.5M | 0.3% | -0.4% |
| MSI MOTOROLA SOLUTIONS INC | Technology | 40.1K | $17.4M | 0.3% | -2.3% |
| ETN EATON CORP PLC | Industrials | 48.3K | $17.3M | 0.3% | -0.1% |
| ADI ANALOG DEVICES INC | Technology | 54.2K | $17.3M | 0.3% | -2.0% |
| CVX CHEVRON CORP | Energy | 81.1K | $16.8M | 0.3% | -4.8% |
| PG PROCTER & GAMBLE CO/THE | Other | 115.1K | $16.6M | 0.3% | +8.6% |
| UPS UNITED PARCEL SERVICE-CL B | Industrials | 156.9K | $15.4M | 0.2% | -0.1% |
| BKNG BOOKING HOLDINGS INC | Industrials | 3.6K | $15.2M | 0.2% | +18.0% |
| CSCO CISCO SYSTEMS INC | Technology | 195.5K | $15.2M | 0.2% | -1.5% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 59.1K | $14.3M | 0.2% | -10.6% |
| IQV IQVIA HOLDINGS INC | Healthcare | 82.1K | $14.0M | 0.2% | +0.5% |
| TT TRANE TECHNOLOGIES PLC | Technology | 32.8K | $13.7M | 0.2% | -3.0% |
| TJX TJX COMPANIES INC | Consumer discretionary | 85.3K | $13.6M | 0.2% | -1.2% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 27, 2026 | 1572 | $6.20B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR/ARESTATEMENT | Mar 13, 2026 | 1468 | $6.16B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 4, 2026 | 1449 | $5.23B | SEC ↗ | |
| Q3 2025 | 13F-HR | Oct 15, 2025 | 2340 | $4.89B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 4, 2025 | 2131 | $4.41B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 29, 2025 | 1962 | $3.85B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 12, 2025 | 1860 | $3.65B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR/ARESTATEMENT | Nov 25, 2024 | 1189 | $3.19B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 14, 2024 | 1063 | $3.19B | SEC ↗ | |
| Q2 2024 | 13F-HR | Aug 15, 2024 | 620 | $1.61B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 15, 2024 | 394 | $698.9M | canonical | SEC ↗ |