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
📉 Biggest Sells
Sector Breakdown
Other57.9%
Technology17.6%
Consumer5.7%
Financial5.6%
ETF5.0%
Healthcare3.9%
Energy1.5%
Industrial0.9%
🚪 Exited Positionssold since Q3 2025
+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 2023Q3 2023Q2 2023Q1 2023Q4 2022