EdgeMarket › What World Investment Advisors, Llc reported owning
What World Investment Advisors, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
6.2BPositions
1,572Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 220.8M | 3.6% | 870.1K | 309.35 | +36.9% |
| VOO Vanguard S&P 500 ETF | 143.4M | 2.3% | 240.0K | 703.71 | +20.0% |
| MSFT MICROSOFT CORP | 103.8M | 1.7% | 280.5K | 483.24 | -4.4% |
| BSV Vanguard Short-Term Bond ETF | 91.4M | 1.5% | 1.2M | 77.57 | -1.4% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 89.8M | 1.4% | 1.2M | 90.13 | +20.1% |
| NVDA NVIDIA CORP | 83.4M | 1.3% | 478.3K | 214.72 | +22.4% |
| AMZN AMAZON COM INC | 79.6M | 1.3% | 382.0K | 258.63 | +15.6% |
| GOOGL Alphabet Inc. | 77.8M | 1.3% | 270.5K | 344.82 | +73.0% |
| JPM JPMORGAN CHASE & CO | 70.9M | 1.1% | 240.9K | 351.58 | +20.3% |
| IVV iShares Core S&P 500 ETF | 68.9M | 1.1% | 105.5K | 769.31 | +20.0% |
| BIV Vanguard Intermediate-Term Bond ETF | 60.9M | 1.0% | 789.4K | 75.43 | -2.5% |
| SCHV Schwab U.S. Large-Cap Value ETF | 60.3M | 1.0% | 2.0M | 34.94 | +22.7% |
| GOOG Alphabet Inc. | 56.1M | 0.9% | 195.7K | 341.75 | +70.7% |
| VEA Vanguard FTSE Developed Markets ETF | 55.4M | 0.9% | 863.9K | 73.42 | +24.7% |
| AVGO Broadcom Inc. | 55.0M | 0.9% | 177.8K | 368.45 | +26.5% |
| META Meta Platforms, Inc. | 53.8M | 0.9% | 94.1K | 549.90 | -26.5% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 52.4M | 0.8% | 1.8M | 35.32 | +17.3% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 52.4M | 0.8% | 90.8K | 713.44 | +26.1% |
| CHD CHURCH & DWIGHT CO INC /DE/ | 52.1M | 0.8% | 558.7K | 98.80 | +4.1% |
| SLQD iShares 0-5 Year Investment Grade Corporate Bo | 52.1M | 0.8% | 1.0M | 50.16 | -0.9% |
| IVE iShares S&P 500 Value ETF | 50.4M | 0.8% | 238.6K | 237.24 | +17.6% |
| SPY SPDR S&P 500 ETF TRUST | 49.8M | 0.8% | 76.6K | 765.72 | +20.0% |
| AVUS Avantis U.S. Equity ETF | 49.1M | 0.8% | 441.5K | 130.59 | +25.1% |
| XOM ExxonMobil Holdings Corp | 48.4M | 0.8% | 285.4K | 165.11 | +52.1% |
| SCHX Schwab U.S. Large-Cap ETF | 42.2M | 0.7% | 1.6M | 30.21 | +19.6% |
| IJS iShares S&P SmallCap 600 Value ETF | 40.6M | 0.7% | 342.8K | 138.43 | +31.2% |
| IXUS iShares Core MSCI Total International Stock ET | 40.0M | 0.6% | 462.1K | 97.94 | +22.5% |
| WMT Walmart Inc. | 37.8M | 0.6% | 303.9K | 103.70 | +1.1% |
| JNJ JOHNSON & JOHNSON | 37.6M | 0.6% | 153.6K | 270.24 | +51.1% |
| V VISA INC. | 35.8M | 0.6% | 118.5K | 371.04 | +7.9% |
| unmapped CUSIP 084670702 | 35.5M | 0.6% | 74.0K | — | — |
| IJJ iShares S&P Mid-Cap 400 Value ETF | 35.2M | 0.6% | 265.4K | 149.03 | +17.4% |
| IEFA iShares Core MSCI EAFE ETF | 32.9M | 0.5% | 363.5K | 100.85 | +16.8% |
| IJR iShares Core S&P Small-Cap ETF | 32.7M | 0.5% | 263.0K | 147.31 | +29.0% |
| VTI Vanguard Morningstar Total Stock Market ETF | 32.1M | 0.5% | 100.2K | 378.24 | +20.5% |
| STIP iShares 0-5 Year TIPS Bond ETF | 31.9M | 0.5% | 308.6K | 100.92 | -2.2% |
| IDEV iShares Core MSCI International Developed Mark | 30.6M | 0.5% | 366.6K | 93.31 | +18.6% |
| DFAI Dimensional International Core Equity Market E | 29.9M | 0.5% | 766.6K | 43.35 | +21.1% |
| IEMG iShares Core MSCI Emerging Markets ETF | 29.1M | 0.5% | 417.8K | 81.57 | +31.9% |
| IVW iShares S&P 500 Growth ETF | 29.1M | 0.5% | 257.4K | 138.83 | +22.2% |
| IUSB iShares Core Universal USD Bond ETF | 28.3M | 0.5% | 611.8K | 45.43 | -1.7% |
| ABBV AbbVie Inc. | 27.8M | 0.4% | 127.8K | 264.96 | +26.7% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 27.6M | 0.4% | 351.3K | 97.80 | +53.2% |
| AMAT APPLIED MATERIALS INC /DE | 26.8M | 0.4% | 78.4K | 492.32 | +205.9% |
| VBR Vanguard Morningstar Small-Cap Value ETF | 26.8M | 0.4% | 123.2K | 249.18 | +22.7% |
| AGG iShares Core U.S. Aggregate Bond ETF | 26.1M | 0.4% | 263.4K | 97.35 | -1.7% |
| VUG Vanguard Morningstar Growth ETF | 25.4M | 0.4% | 58.2K | 87.50 | +15.9% |
| VOE Vanguard Morningstar Mid-Cap Value ETF | 25.0M | 0.4% | 135.5K | 208.64 | +21.9% |
| LLY ELI LILLY & Co | 25.0M | 0.4% | 27.1K | 1,255.40 | +78.0% |
| HD HOME DEPOT, INC. | 24.6M | 0.4% | 74.7K | 335.61 | -16.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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