World Investment Advisors
CIK
1652594
City
SANTA BARBARA
State / Country
CA
Top Portfolio Positions
797 positions ·
$2,886,206,627 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
870,139 | $220,832,576 | 7.65% | |
| MSFT |
Microsoft Corp
Technology
|
280,488 | $103,828,242 | 3.60% | |
| NVDA |
Nvidia Corp
Technology
|
478,696 | $83,484,582 | 2.89% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
381,974 | $79,553,724 | 2.76% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
270,534 | $77,794,757 | 2.70% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
240,938 | $70,874,322 | 2.46% | |
| AVGO |
Broadcom Inc.
Technology
|
177,753 | $55,016,331 | 1.91% | |
| META |
Meta Platforms, Inc.
Communication Services
|
94,088 | $53,830,567 | 1.87% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
92,381 | $53,320,465 | 1.85% | |
| CHD |
Church & Dwight Co Inc /De/
Consumer Defensive
|
558,715 | $52,139,283 | 1.81% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BTO
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $855,678 | 23,855 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $967,857 | 27,590 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $1,020,356 | 28,359 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,128,339 | 31,856 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,102,673 | 32,327 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,214,138 | 34,019 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,191,869 | 35,943 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $1,026,958 | 36,664 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $1,145,235 | 38,073 | Shares | Sole | 2024-02-15 | |
| No 13F history on record for this holder in this stock. | ||||||