AI Portfolio Summary
In 2026 Q1, World Investment Advisors maintained a portfolio of 1663 distinct positions. They heavily accumulated shares in MICROSOFT CORP, increasing their position by 3.0%. The fund also reduced its exposure to ISHARES TR by 51.5%.
Total Positions
1663
Quarter
2026 Q1
Top Holding
AAPL (3.6%)
Top 10 Concentration
16.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 1663
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AAPL
APPLE INC
|
Technology | 3.56% | 3.87% |
#1
Prev: #1
|
3.9 | -7,047 | -0.8% |
P
S
|
870,139 | $220,832,465 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 2.31% | 2.88% |
#2
Prev: #2
|
2.9 | -27,506 | -10.3% |
P
S
|
239,969 | $143,393,925 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.67% | 2.12% |
#3
Prev: #3
|
2.2 | 8,064 | 3.0% |
P
S
|
280,488 | $103,828,499 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 1.47% | 1.57% |
#4
1
Prev: #5
|
3.1 | 66,140 | 6.0% |
P
S
|
1,165,049 | $91,351,471 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 1.45% | 2.03% |
#5
1
Prev: #4
|
1.6 | -158,033 | -11.9% |
P
S
|
1,173,658 | $89,831,800 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.34% | 1.25% |
#6
3
Prev: #9
|
1.0 | 2,715 | 0.6% |
P
S
|
478,296 | $83,414,919 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.28% | 1.37% |
#7
1
Prev: #8
|
1.0 | 2,443 | 0.6% |
P
S
|
381,974 | $79,553,595 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.25% | 1.51% |
#8
2
Prev: #6
|
1.0 | -4,227 | -1.5% |
P
S
|
270,534 | $77,794,830 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.14% | 1.44% |
#9
2
Prev: #7
|
1.0 | -5,080 | -2.1% |
P
S
|
240,938 | $70,874,356 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
IVV
ISHARES TR
|
ETF | 1.11% | 0.70% |
#10
15
Prev: #25
|
2.4 | 10,429 | 11.0% |
P
S
|
105,508 | $68,918,688 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 0.98% | 0.91% |
#11
4
Prev: #15
|
2.9 | 147,334 | 22.9% |
P
S
|
789,396 | $60,925,621 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SCHV
SCHWAB STRATEGI...
|
ETF | 0.97% | 0.55% |
#12
20
Prev: #32
|
3.4 | 996,424 | 101.6% |
P
S
|
1,977,398 | $60,310,658 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.91% | 1.05% |
#13
3
Prev: #10
|
0.9 | 5,055 | 2.7% |
P
S
|
195,709 | $56,141,062 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.89% | 0.47% |
#14
26
Prev: #40
|
3.4 | 290,470 | 50.7% |
P
S
|
863,858 | $55,356,029 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.89% | 1.01% |
#15
2
Prev: #13
|
0.9 | 43 | 0.0% |
P
S
|
177,753 | $55,016,436 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.87% | 1.02% |
#16
5
Prev: #11
|
0.8 | 876 | 0.9% |
P
S
|
94,088 | $53,830,287 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 0.84% | 0.39% |
#17
33
Prev: #50
|
3.3 | 795,819 | 79.3% |
P
S
|
1,798,863 | $52,400,877 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.84% | 0.88% |
#18
Prev: #18
|
0.8 | -496 | -0.5% |
P
S
|
90,781 | $52,396,690 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
CHD
CHURCH & DWIGHT...
|
Consumer Defensive | 0.84% | 0.90% |
#19
3
Prev: #16
|
0.8 | -172 | -0.0% |
P
S
|
558,715 | $52,139,296 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SLQD
ISHARES TR
|
ETF | 0.84% | 0.96% |
#20
6
Prev: #14
|
0.8 | 38,036 | 3.8% |
P
S
|
1,032,454 | $52,128,602 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
IVE
ISHARES TR
|
ETF | 0.81% | 0.72% |
#21
1
Prev: #22
|
0.8 | -1,514 | -0.6% |
P
S
|
238,627 | $50,385,943 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.80% | 0.80% |
#22
2
Prev: #20
|
0.8 | -2,171 | -2.8% |
P
S
|
76,584 | $49,805,820 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
AVUS
AMERICAN CENTY ...
|
ETF | 0.79% | 0.89% |
#23
6
Prev: #17
|
2.3 | 27,580 | 6.7% |
P
S
|
441,517 | $49,087,834 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.78% | 0.56% |
#24
6
Prev: #30
|
0.8 | -17,721 | -5.8% |
P
S
|
285,415 | $48,423,402 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 0.68% | 0.86% |
#25
6
Prev: #19
|
0.8 | -48,955 | -2.9% |
P
S
|
1,646,543 | $42,217,365 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
IJS
ISHARES TR
|
ETF | 0.65% | 0.65% |
#26
1
Prev: #27
|
2.3 | 42,188 | 14.0% |
P
S
|
342,789 | $40,603,386 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
IXUS
ISHARES TR
|
ETF | 0.65% | 0.71% |
#27
4
Prev: #23
|
0.8 | 400 | 0.1% |
P
S
|
462,081 | $40,034,686 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.61% | 0.63% |
#28
1
Prev: #29
|
0.7 | -16,331 | -5.1% |
P
S
|
303,883 | $37,766,606 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.61% | 0.56% |
#29
2
Prev: #31
|
0.7 | -7,725 | -4.8% |
P
S
|
153,618 | $37,550,346 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
V
VISA INC
|
Financial Services | 0.58% | 0.71% |
#30
6
Prev: #24
|
0.7 | -683 | -0.6% |
P
S
|
118,515 | $35,819,980 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.57% | 0.49% |
#31
6
Prev: #37
|
0.7 | 1,276 | 1.8% |
P
S
|
74,040 | $35,480,192 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
IJJ
ISHARES TR
|
ETF | 0.57% | 0.64% |
#32
4
Prev: #28
|
0.7 | 9,582 | 3.7% |
P
S
|
265,442 | $35,171,024 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
IEFA
ISHARES TR
|
ETF | 0.53% | 0.78% |
#33
12
Prev: #21
|
0.2 | -128,168 | -26.1% |
P
S
|
363,471 | $32,904,983 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
IJR
ISHARES TR
|
ETF | 0.53% | 0.50% |
#34
2
Prev: #36
|
2.2 | 18,232 | 7.4% |
P
S
|
262,960 | $32,688,542 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.52% | 0.43% |
#35
10
Prev: #45
|
0.7 | 969 | 1.0% |
P
S
|
100,215 | $32,149,736 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
STIP
ISHARES TR
|
ETF | 0.51% | 0.67% |
#36
10
Prev: #26
|
0.7 | -36,615 | -10.6% |
P
S
|
308,576 | $31,915,976 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
IDEV
ISHARES TR
|
Bond/Debt | 0.49% | 0.22% |
#37
64
Prev: #101
|
3.2 | 226,028 | 160.8% |
P
S
|
366,623 | $30,638,647 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 0.48% | 0.52% |
#38
5
Prev: #33
|
2.2 | 51,086 | 7.1% |
P
S
|
766,554 | $29,864,952 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
IEMG
ISHARES INC
|
ETF | 0.47% | 0.21% |
#39
67
Prev: #106
|
2.7 | 97,887 | 30.6% |
P
S
|
417,822 | $29,143,157 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
IVW
ISHARES TR
|
Warrant | 0.47% | 1.02% |
#40
28
Prev: #12
|
0.2 | -273,458 | -51.5% |
P
S
|
257,450 | $29,120,126 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
IUSB
ISHARES TR
|
ETF | 0.46% | 0.28% |
#41
32
Prev: #73
|
0.7 | 26,981 | 4.6% |
P
S
|
611,837 | $28,260,754 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.45% | 0.51% |
#42
8
Prev: #34
|
0.7 | 193 | 0.2% |
P
S
|
127,816 | $27,798,801 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
EMXC
ISHARES INC
|
ETF | 0.45% | 0.31% |
#43
17
Prev: #60
|
3.2 | 126,498 | 56.3% |
P
S
|
351,272 | $27,631,046 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.43% | 0.40% |
#44
4
Prev: #48
|
0.7 | -3,907 | -4.7% |
P
S
|
78,389 | $26,792,540 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 0.43% | 0.47% |
#45
6
Prev: #39
|
0.7 | -2,058 | -1.6% |
P
S
|
123,221 | $26,769,842 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
AGG
ISHARES TR
|
ETF | 0.42% | 0.51% |
#46
11
Prev: #35
|
0.7 | -28,802 | -9.9% |
P
S
|
263,360 | $26,143,756 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.41% | 0.28% |
#47
27
Prev: #74
|
2.2 | 3,058 | 5.5% |
P
S
|
58,227 | $25,432,733 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
VOE
VANGUARD INDEX ...
|
ETF | 0.40% | 0.45% |
#48
6
Prev: #42
|
0.7 | 785 | 0.6% |
P
S
|
135,522 | $24,974,092 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.40% | 0.43% |
#49
5
Prev: #44
|
2.2 | 2,936 | 12.1% |
P
S
|
27,134 | $24,957,185 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.40% | 0.48% |
#50
12
Prev: #38
|
0.7 | -5,461 | -6.8% |
P
S
|
74,708 | $24,570,466 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 |
Showing 1-50 of 1663 holdings