1y return+17.2%S&P 500 +20.9%
3y return+45.1%S&P 500 +68.5%
5y return+39.7%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2018: $215 against $299 in the S&P 500.2
World Investment AdvisorsS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $198.9M | 3.3% | −10.6% |
| VOOVanguard Index Fds | $143.4M | 2.4% | −1.5% |
| MSFTMicrosoft Corp | $97.1M | 1.6% | −6.5% |
| BSVVanguard Bd Index Fds | $92.0M | 1.5% | |
| SPYMSpdr Series Trust | $89.8M | 1.5% | |
| IVVIshares Tr | $86.3M | 1.4% | +15.9% |
| GOOGLAlphabet Inc | $76.0M | 1.3% | −3.4% |
| NVDANvidia Corporation | $74.8M | 1.2% | −12.4% |
| AMZNAmazon Com Inc | $72.2M | 1.2% | −10.4% |
| JPMJpmorgan Chase & Co | $69.5M | 1.2% | −2.2% |
| BIVVanguard Bd Index Fds | $61.2M | 1.0% | |
| SCHVSchwab Strategic Tr | $60.2M | 1.0% | |
| VEAVanguard Tax-managed Fds | $56.7M | 0.9% | |
| AVGOBroadcom Inc | $55.5M | 0.9% | −2.0% |
| GOOGAlphabet Inc | $54.2M | 0.9% | −4.3% |
| SCHGSchwab Strategic Tr | $53.7M | 0.9% | |
| CHDChurch & Dwight Co Inc | $52.1M | 0.9% | |
| SLQDIshares Tr | $52.1M | 0.9% | |
| METAMeta Platforms Inc | $49.9M | 0.8% | −7.2% |
| SPYState Str Spdr S&p 500 Etf T | $49.9M | 0.8% | −2.7% |
| AVUSAmerican Centy Etf Tr | $49.1M | 0.8% | |
| IVEIshares Tr | $48.3M | 0.8% | −5.5% |
| QQQInvesco Qqq Tr | $43.9M | 0.7% | −16.3% |
| SCHXSchwab Strategic Tr | $42.3M | 0.7% | |
| IJSIshares Tr | $40.6M | 0.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2020 | +1432.6% | $74.8M |
| AVGOBroadcom Inc | March 31, 2023 | +488.8% | $55.5M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $76.0M |
| JPMJpmorgan Chase & Co | September 30, 2020 | +240.0% | $69.5M |
| GOOGAlphabet Inc | March 31, 2023 | +239.7% | $54.2M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $198.9M |
| Exxon Mobil CorpCUSIP 30231G102 | June 30, 2020 | +205.7% | $38.6M |
| WMTWalmart Inc | June 30, 2020 | +183.7% | $36.2M |
| SCHGSchwab Strategic Tr | June 30, 2020 | +166.6% | $53.7M |
| METAMeta Platforms Inc | March 31, 2023 | +165.8% | $49.9M |
Sold off last quarter
- NJRNew Jersey Res Corp was $2.3M
- RINGIshares Inc was $1.2M
- IRTIndependence Rlty Tr Inc was $593K
- DKSDicks Sporting Goods Inc was $571K
- FPEFirst Tr Exch Traded Fd III was $497K
- STWDStarwood Ppty Tr Inc was $485K
- Pagaya Technologies LtdCUSIP M7S64L123 was $452K
- SONSonoco Prods Co was $440K
- PFSProvident Finl Svcs Inc was $430K
- Sila Realty Trust IncCUSIP 146280508 was $430K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.4% | +14.8% |
| March 31, 2026 | −1.9% | −4.6% |
| December 31, 2025 | +2.1% | +2.4% |
| September 30, 2025 | +6.1% | +7.8% |
| June 30, 2025 | +6.5% | +10.5% |
| March 31, 2025 | −2.8% | −4.6% |
| December 31, 2024 | −0.2% | +2.1% |
| September 30, 2024 | +5.9% | +5.4% |
| June 30, 2024 | +1.0% | +4.0% |
| March 31, 2024 | +6.2% | +10.0% |
| December 31, 2023 | +9.1% | +11.2% |
| September 30, 2023 | −3.3% | −3.6% |
| June 30, 2023 | +4.4% | +8.3% |
| March 31, 2023 | +3.8% | +7.0% |
| December 31, 2022 | +5.6% | +7.1% |
| September 30, 2022 | −4.8% | −5.3% |
| June 30, 2022 | −12.2% | −16.5% |
| March 31, 2022 | −3.5% | −4.9% |
| December 31, 2021 | +5.4% | +10.7% |
| September 30, 2021 | −1.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: World Investment Advisors Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1652594&type=13F-HR&dateb=&owner=include&count=40CIK 1652594
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1652594/000106299326004335/Filed August 14, 2026 · accession 0001062993-26-004335