World Investment Advisors
CIK
1652594
City
SANTA BARBARA
State / Country
CA
Top Portfolio Positions
795 positions ·
$2,852,857,114 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
870,139 | $220,832,576 | 7.74% |
| MSFT |
Microsoft Corp
Technology
|
280,488 | $103,828,242 | 3.64% |
| NVDA |
Nvidia Corp
Technology
|
478,696 | $83,484,582 | 2.93% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
381,974 | $79,553,724 | 2.79% |
| GOOGL |
Alphabet Inc.
Communication Services
|
270,534 | $77,794,757 | 2.73% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
240,938 | $70,874,322 | 2.48% |
| AVGO |
Broadcom Inc.
Technology
|
177,753 | $55,016,331 | 1.93% |
| META |
Meta Platforms, Inc.
Communication Services
|
94,088 | $53,830,567 | 1.89% |
| QQQ |
Invesco Qqq Trust, Series 1
|
92,381 | $53,320,465 | 1.87% |
| CHD |
Church & Dwight Co Inc /De/
Consumer Defensive
|
558,715 | $52,139,283 | 1.83% |
Portfolio Trend
Holdings in PTY
Export CSVShares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $383,411 | 31,792 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $409,639 | 31,755 | Shares | Sole | 2026-03-13 | |
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