ETF Holders

World Investment Advisors ETF holdings

Lincroft, NJ

Reported $3.4B in 780 ETFs in its Form 13F for June 30, 2026.

ETF value
$3.4B
ETFs held
780
Change from prior quarter
+0.6%
With price moves
ETFs as a share of its 13F
57.1%
of $6.0B

Top 10 of 780 ETF holdings

TickerFundValueSharesChange
VOOVanguard S&P 500 ETF$143.4M236,304−3,665 shares
BSVVanguard Short-Term Bond ETF$92.0M1,173,676+8,627 shares
SPYMState Street SPDR Portfolio S&P 500 ETF$89.8M1,172,238−1,420 shares
IVViShares Core S&P 500 ETF$86.3M122,271+16,763 shares
BIVVanguard Intermediate-Term Bond ETF$61.2M793,535+4,139 shares
SCHVSchwab U.S. Large-Cap Value ETF$60.2M1,970,475−6,923 shares
VEAVanguard FTSE Developed Markets ETF$56.7M864,110+252 shares
SCHGSchwab U.S. Large-Cap Growth ETF$53.7M1,790,665−8,198 shares
SLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$52.1M1,032,454No change
SPYState Street SPDR S&P 500 ETF Trust$49.9M74,539−2,045 shares
770 more ETF positions

The full list comes with the Advisors and Institutions package.

Sign up to see them all

From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001652594. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does World Investment Advisors own?

World Investment Advisors reported 780 ETF positions worth $3.4B in its Form 13F for June 30, 2026. The largest was VOO, at $143.4M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.