Institutional Fund
World Investment Advisors
Lincroft, NJCIK 16525946 filings on record
Portfolio Value
$6.20B
Q1 2026
Holdings
1,557
Reported positions
New Buys
200
Opened this quarter
QoQ Change
+1.8%
from $6.09B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc3.6%
- Vanguard Index Fds2.3%
- Microsoft Corp1.7%
- Vanguard Bd Index Fds1.5%
- Spdr Series Trust1.4%
- Nvidia Corporation1.3%
- Other88.2%
Portfolio Holdings
1,557 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 870.1K | $220.83M | 3.6% | −7.0K | Reduced |
| 2 | Vanguard Index Fds | 240.0K | $143.39M | 2.3% | −27.5K | Reduced |
| 3 | Microsoft Corp | 280.5K | $103.83M | 1.7% | +8.1K | Added |
| 4 | Vanguard Bd Index Fds | 1.17M | $91.35M | 1.5% | +66.1K | Added |
| 5 | Spdr Series Trust | 1.17M | $89.83M | 1.4% | −158.0K | Reduced |
| 6 | Nvidia Corporation | 478.3K | $83.41M | 1.3% | +2.7K | Added |
| 7 | Amazon Com Inc | 382.0K | $79.55M | 1.3% | +2.4K | Added |
| 8 | Alphabet Inc | 270.5K | $77.79M | 1.3% | −4.2K | Reduced |
| 9 | Jpmorgan Chase & Co. | 240.9K | $70.87M | 1.1% | −5.1K | Reduced |
| 10 | Ishares Tr | 105.5K | $68.92M | 1.1% | +10.4K | Added |
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