World Investment Advisors

Q1 2026 13F-HR Holdings

Location
Lincroft, NJ
Holdings as of
3/31/2026
Date filed
4/27/2026
Form type
13F-HR
Num holdings
1,572
Total value ($000)
$6,202,353
Net value change ($000)
+42,295 (0.7%)
New positions
198
Sold out positions
89
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 3/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHV 31,264 107.6%
SCHG 19,682 60.2%
VEA 19,536 54.5%
IDEV 19,043 164.2%
XOM 11,944 32.7%
EMXC 11,294 69.1%
BDYN 11,290 NEW
BIV 10,922 21.8%
AVEM 10,715 407.6%
XMMO 8,870 967.3%
Top Reduces (Value $000, Stocks/ETFs)
IVW -36,320 -55.5%
MSFT -27,922 -21.2%
VOO -24,347 -14.5%
AAPL -17,640 -7.4%
SPYM -16,996 -15.9%
SMMD -11,786 -48.6%
IEFA -11,077 -25.2%
OEF -10,204 -96.0%
JPM -8,398 -10.6%
GOOGL -8,205 -9.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2,375 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type