13F filer

World Investment Advisors

As of Jun 30, 2026 Filed Aug 14, 2026 CIK 1652594 SEC filings ↗

13F Value

$6.04B

Positions

1,523

Top Position

AAPL3.3%

Top 5

10.3%

Latest filing changes

vs Mar 31, 2026

1 IVV iShares Core S&P 500 ETF +15.9%+$11.8M

2 BKNG Booking Holdings +76.1%+$6.5M

3 CWB State Street(R) SPDR(R) Bloomberg Convertible Securities ETF +278.3%+$4.6M

4 IUSB iShares Core Universal USD Bond ETF +15.9%+$4.5M

5 SPHQ Invesco S&P 500 Quality ETF +145.4%+$3.0M

Holdings1,523

#
1	AAPL Apple	3.3%	$198.9M	-10.6%	778.2K	3.6%	Common Stock
2	VOO Vanguard 500 Index Fund — ETF Shares	2.4%	$143.4M	-1.5%	236.3K	2.3%	ETF
3	MSFT Microsoft	1.6%	$97.1M	-6.5%	262.1K	1.7%	Common Stock
4	BSV Vanguard Short-Term Bond Index Fund — ETF Shares	1.5%	$92.0M	+0.7%	1.17M	1.5%	ETF
5	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	1.5%	$89.8M	-0.1%	1.17M	1.4%	ETF
6	IVV iShares Core S&P 500 ETF	1.4%	$86.3M	+15.9%	122.3K	1.1%	ETF
7	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 261,230 reported quantity $76,046,390 reported value	1.3%	$76.0M	-3.4%	261.2K	1.3%	Common Stock
8	NVDA NVIDIA	1.2%	$74.8M	-12.4%	419.2K	1.3%	Common Stock
9	AMZN Amazon	1.2%	$72.2M	-10.4%	342.4K	1.3%	Common Stock
10	JPM JPMorgan Chase	1.2%	$69.5M	-2.2%	235.5K	1.1%	Common Stock
11	BIV Vanguard Intermediate-Term Bond Index Fund — ETF Shares	1.0%	$61.2M	+0.5%	793.5K	1.0%	ETF
12	SCHV Schwab U.S. Large-Cap Value ETF	1.0%	$60.2M	-0.4%	1.97M	1.0%	ETF
13	VEA Vanguard Developed Markets Index Fund — ETF Shares	0.9%	$56.7M	+0.0%	864.1K	0.9%	ETF
14	AVGO Broadcom	0.9%	$55.5M	-2.0%	174.3K	0.9%	Common Stock
15	GOOG Alphabet Class C	0.9%	$54.2M	-4.3%	187.2K	0.9%	Common Stock
16	SCHG Schwab U.S. Large-Cap Growth ETF	0.9%	$53.7M	-0.5%	1.79M	0.8%	ETF
17	CHD Church & Dwight	0.9%	$52.1M	+0.0%	558.8K	0.8%	Common Stock
18	SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF	0.9%	$52.1M	—	1.03M	0.8%	ETF
19	META Meta Platforms	0.8%	$49.9M	-7.2%	87.4K	0.9%	Common Stock
20	SPY State Str SPDR S&P 500 ETF T — Tr Unit	0.8%	$49.9M	-2.7%	74.5K	0.8%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing95

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.