Institutional filer · SEC 13F · Q3 2024
World Investment Advisors, LLC
The reported 13F portfolio of World Investment Advisors, LLC (CIK 1652594) - top holdings, how concentrated the book is, and what changed last quarter.
- $2.6B
- Reported book
- 898
- Positions
- #37
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, World Investment Advisors, LLC ranks #37 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q3 2024 the reported book is $2.6B across 898 positions, a broadly diversified portfolio.
- $2.6B
- reported 13F value
- 898
- disclosed positions
- 4.6%
- in APPLE INC
- #37
- of 360 filers
Top-5 share 14.8% → SPREAD book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, World Investment Advisors, LLC ranks #37 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where World Investment Advisors, LLC sits by disclosed position count
World Investment Advisors, LLC reports 898 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
World Investment Advisors, LLC vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
898 31st of 360 higher than 329 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
World Investment Advisors, LLC reports a book ($2.61B) spread across 898 disclosed positions -- more than the 373-position median among similarly sized filers, a broadly diversified book relative to its size.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 1652594 · Q3 2024 $2.6B book
BOOK-HEAVY · POS-WIDE · CONC-BROAD · LEAD-MIX · NEAR-PEER · TREND-FLAT · FY-SNAPSHOT
- BOOK-HEAVY #37/360
- POS-WIDE 898 names
- CONC-BROAD 15% top-5
- LEAD-MIX 4.6% top
- NEAR-PEER Destination Wealth
- TREND-FLAT Book steady
- FY-SNAPSHOT Q3 2024
Photo-finish peer on reported book: Destination Wealth Management
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · World Investment Advisors, LLC
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$2.6B decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | APPLE INC | $119.7M | 4.6% |
| 2 | VANGUARD INDEX FDS | $102.8M | 3.9% |
| 3 | WISDOMTREE TR | $60.4M | 2.3% |
| 4 | CHURCH & DWIGHT CO INC | $58.3M | 2.2% |
| 5 | FRANKLIN TEMPLETON ETF TR | $45.4M | 1.7% |
| 6 | ISHARES TR | $40.6M | 1.6% |
| 7 | JPMORGAN CHASE & CO. | $40.2M | 1.5% |
| 8 | AMAZON COM INC | $39.9M | 1.5% |
| 9 | META PLATFORMS INC | $37.2M | 1.4% |
| 10 | VANGUARD INDEX FDS | $30.6M | 1.2% |
| 11 | ALPHABET INC | $30.1M | 1.1% |
| 12 | ISHARES TR | $26.8M | 1.0% |
| 13 | VISA INC | $25.3M | 1.0% |
| 14 | ALPHABET INC | $25.1M | 1.0% |
| 15 | AMERICAN CENTY ETF TR | $24.5M | 0.9% |
| 16 | UNITEDHEALTH GROUP INC | $24.3M | 0.9% |
| 17 | MICROSOFT CORP | $24.2M | 0.9% |
| 18 | ISHARES TR | $23.5M | 0.9% |
| 19 | BROADCOM INC | $22.7M | 0.9% |
| 20 | ISHARES TR | $22.4M | 0.9% |
| 21 | INVESCO QQQ TR | $21.4M | 0.8% |
| 22 | SPDR S&P 500 ETF TR | $20.6M | 0.8% |
| 23 | VANGUARD INDEX FDS | $18.1M | 0.7% |
| 24 | NVIDIA CORPORATION | $18.0M | 0.7% |
| 25 | ISHARES TR | $17.5M | 0.7% |
Latest Quarter Trades · Q3 2024
New positions (200)
Frequently Asked Questions
- How big is World Investment Advisors, LLC's 13F portfolio?
- World Investment Advisors, LLC reports $2.6B of long US-equity positions across 898 securities as of Q3 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does World Investment Advisors, LLC sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, World Investment Advisors, LLC ranks #37 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is World Investment Advisors, LLC's largest position?
- World Investment Advisors, LLC's largest reported position is APPLE INC at $119.7M, about 4.6% of its reported book as of Q3 2024.
- What did World Investment Advisors, LLC trade last quarter?
- In its Q3 2024 filing, World Investment Advisors, LLC opened 200 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for World Investment Advisors, LLC: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($2.6B here).
Similar holding count
Nearest filers by number of disclosed positions (898 here).
Using this filing
- The rankings sort every tracked filer the same way World Investment Advisors, LLC was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Destination Wealth Management reported the nearest book value ($2.7B) this quarter, a useful scale comparison for World Investment Advisors, LLC. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.