account_balance
Investment manager · 13F filer · SEC CIK 1652594
World Investment Advisors
Reported value$6.04Bas of Jun 30, 2026
Positions1,523 46 new, 80 sold out
Top 10 weight16.6%AAPL alone is 3%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
3.3%Trimmed −11%
VOOVanguard Index FDS
2.4%
MSFTMicrosoft Corp
1.6%Trimmed −7%
BSVVanguard Bd Index FDS
1.5%
SPYMSPDR Series Trust
1.5%
IVViShares Tr
1.4%Added +16%
GOOGLAlphabet Inc.
1.3%Trimmed −3%
NVDANVIDIA Corp
1.2%Trimmed −12%
AMZNAmazon.com Inc
1.2%Trimmed −10%
JPMJPMorgan Chase & Co
1.2%Trimmed −2%
BIVVanguard Bd Index FDS
1.0%
SCHVSchwab Strategic Tr
1.0%
AAPLApple Inc.
3.3%Trimmed −11%
VOOVanguard Index FDS
2.4%
MSFTMicrosoft Corp
1.6%−7%
BSVVanguard Bd Index FDS
1.5%
SPYMSPDR Series Trust
1.5%
IVViShares Tr
1.4%+16%
GOOGLAlphabet Inc.
1.3%
NVDANVIDIA Corp
1.2%
AMZNAmazon.com Inc
1.2%
JPM1.2%BIV1.0%
SCHV1.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 3.3% Trimmed −11%
VOO Vanguard Index FDS 2.4% Held
MSFT Microsoft Corp 1.6% Trimmed −7%BSV Vanguard Bd Index FDS 1.5% Held
SPYM SPDR Series Trust 1.5% Held
IVV iShares Tr 1.4% Added +16%
GOOGL Alphabet Inc. 1.3% Trimmed −3%NVDA NVIDIA Corp 1.2% Trimmed −12%AMZN Amazon.com Inc 1.2% Trimmed −10%JPM JPMorgan Chase & Co 1.2% Trimmed −2%BIV Vanguard Bd Index FDS 1.0% Held
SCHV Schwab Strategic Tr 1.0% Held
What changed
Biggest moves since Mar 31, 2026
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