13F Insight
DOSSIER · 13F-HR · Q1 2026

World Investment Advisors

World Investment's holding co. based in Stamford, CT — $6.2B in tracked AUM across 1,572 positions as of Q1 2026.

WI
World Investment·Stamford, CT·Holding Co.
CIK 0001652594 · last filed Mar 31, 2026
Total AUM
$6.2B
▲ 9.5%
vs prior
Holdings
1,572
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
Top sector
Tech
4% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

World Investment Advisors filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$221M870K3.6%
02
VOO
VANGUARD INDEX FDS
$143M240K2.3%
03
MSFT
MICROSOFT CORP
$104M280K1.7%
04
BSV
VANGUARD BD INDEX FDS
$91M1.2M1.5%
05
SPYM
SPDR SERIES TRUST
$90M1.2M1.4%
06
NVDA
NVIDIA CORPORATION
$83M479K1.3%
07
AMZN
AMAZON COM INC
$80M382K1.3%
08
GOOGL
ALPHABET INC
$78M271K1.3%
09
JPM
JPMORGAN CHASE & CO
$71M241K1.1%
10
IVV
ISHARES TR
$69M106K1.1%

Filing history

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