Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

World Investment Advisors

•CIK: 1652594•Filing: Q4 2025

World Investment Advisors, LLC, managed by the seasoned investor team known for a focus on tech and growth stocks, currently oversees $5.1 billion in assets with a diversified portfolio including top holdings in AAPL, VOO, and MSFT. Recently, the fund has made notable moves by adding high-growth positions in NDQ and IVE, while exiting FITBM and QQXT, reflecting a strategic pivot towards emerging tech opportunities.

Total AUM

$5.1B

QoQ Performance

+6.3%

Positions

856

Top 10 Concentration

26.1%

Latest Filing

Q4 2025

Top Holdings Allocation

AAPL4.0%

VOO2.9%

MSFT2.2%

SPYM2.1%

BSV1.6%

GOOGL1.5%

JPM1.5%

AMZN1.4%

📈 Biggest Buys

INVESCO QQQ TR

NEW

0.9% of portfolio

ISHARES TR

+1368.3%

0.7% of portfolio

APPLE INC

+19.4%

4.0% of portfolio

SCHWAB STRATEGIC TR

+628.0%

0.6% of portfolio

MICROSOFT CORP

+22.1%

2.2% of portfolio

📉 Biggest Sells

ISHARES TR

-27.3%

1.0% of portfolio

SCHWAB STRATEGIC TR

-26.6%

0.4% of portfolio

ISHARES TR

-17.0%

0.7% of portfolio

PACER FDS TR

-35.8%

0.2% of portfolio

INVESCO EXCH TRADED FD TR II

-17.2%

0.1% of portfolio

Sector Breakdown

Other57.6%

Technology17.6%

Financial6.6%

Consumer5.7%

ETF5.0%

Healthcare3.9%

Energy1.2%

Industrial0.9%

🚪 Exited Positionssold since Q3 2025

NVIDIA CORPORATION

SOLD

$62.7M

ISHARES TR

SOLD

$9.7M

FISERV INC

SOLD

$9.6M

ISHARES TR

SOLD

$7.5M

HARBOR ETF TRUST

SOLD

$7.4M

+1020 more exited positions

Changes from Q3 2025

NEW5 new positions

↑166 increased

↓28 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VANGUARD INDEX FDS

SPDR SERIES TRUST

VANGUARD BD INDEX FDS

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