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Pensionmark Financial Group

Latest statistics and disclosures from World Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, VOO, MSFT, SPLG, IVW, and represent 13.02% of World Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: IJS (+$39M), IJJ (+$27M), VBR (+$26M), VOE (+$20M), BRK.A (+$17M), VOO (+$12M), NVDA (+$8.7M), AAPL (+$7.0M), VUG (+$6.0M), SMH (+$6.0M).
Started 153 new stock positions in CROX, NEM, CSQ, TM, RL, TDY, NAD, EOT, FERG, ORR.
Reduced shares in these 10 stocks: IJK (-$41M), VOT (-$29M), IJT (-$23M), VBK (-$16M), PJAN (-$8.5M), ORCL (-$5.2M), EFV, HOOD, SPTL, DLY.
Sold out of its positions in ATI, BUXX, Brookline Ban, CALM, CM, CAVA, CWAN, NET, Dun & Bradstreet Hldgs, DT.
World Investment Advisors was a net buyer of stock by $213M.
World Investment Advisors has $4.9B in assets under management (AUM), dropping by 10.91%.
Central Index Key (CIK): 0001652594

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Portfolio Holdings for World Investment Advisors

World Investment Advisors holds 1226 positions in its portfolio as reported in the September 2025 quarterly 13F filing

World Investment Advisors has 1226 total positions. Only the first 250 positions are shown.

Sign up to view all of the World Investment Advisors Sept. 30, 2025 positions
Download the World Investment Advisors September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.8	$187M	+3%	735k	254.63	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.0	$149M	+8%	243k	612.38	View chart
Microsoft Corporation (MSFT)	2.4	$116M		223k	517.95	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	2.0	$97M		1.2M	78.34	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.8	$88M		730k	120.72	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.6	$76M	+7%	966k	78.91	View chart
JPMorgan Chase & Co. (JPM)	1.5	$74M		234k	315.43	View chart
Amazon (AMZN)	1.3	$66M	+5%	299k	219.57	View chart
NVIDIA Corporation (NVDA)	1.3	$63M	+16%	336k	186.58	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$61M	+7%	252k	243.10	View chart
Meta Platforms Cl A (META)	1.2	$57M		77k	734.37	View chart
Broadcom (AVGO)	1.0	$51M	-3%	153k	329.91	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	1.0	$49M	+2%	971k	50.83	View chart
Church & Dwight (CHD)	1.0	$49M		558k	87.63	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.9	$45M	+3%	576k	78.09	View chart
Spdr S&p 500 Etf Tr Tr Unit Call Option (Principal) (SPY)	0.9	$44M	-4%	66k	666.18	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.9	$44M		1.4M	31.91	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.9	$43M		1.6M	26.34	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$43M	+2%	175k	243.55	View chart
Invesco Qqq Tr Unit Ser 1 Put Option (Principal) (QQQ)	0.9	$42M	+4%	71k	600.37	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.9	$42M	+5%	385k	108.70	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.8	$40M	+4702%	362k	110.59	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$37M	+3%	426k	87.31	View chart
Visa Com Cl A (V)	0.7	$36M		106k	341.38	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$34M	+4%	51k	669.30	View chart
Ishares Tr Core Msci Total (IXUS)	0.7	$34M	-2%	409k	82.58	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.7	$33M	+8%	321k	103.36	View chart
Home Depot (HD)	0.6	$31M	+2%	76k	405.20	View chart
Wal-Mart Stores (WMT)	0.6	$30M	+5%	294k	103.06	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$29M		285k	100.25	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.6	$28M	+4526%	215k	129.72	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$28M	+1650%	132k	208.71	View chart
Exxon Mobil Corporation (XOM)	0.6	$27M	+5%	243k	112.75	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$27M	+3%	223k	118.83	View chart
Abbvie (ABBV)	0.5	$26M	+9%	114k	231.54	View chart
Johnson & Johnson (JNJ)	0.5	$25M	+2%	135k	185.42	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$24M		49k	502.73	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.5	$24M	-3%	329k	73.73	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$24M		402k	59.92	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$23M	+244%	31.00	754200.00	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.5	$23M	+7%	635k	36.35	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$22M		67k	328.17	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$21M	+1532%	121k	174.58	View chart
Motorola Solutions Com New (MSI)	0.4	$20M		43k	457.25	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$20M	+17%	80k	247.12	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$19M	-2%	807k	23.28	View chart
Eaton Corp SHS (ETN)	0.4	$18M	-5%	47k	374.32	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$18M	-3%	164k	106.49	View chart
Costco Wholesale Corporation (COST)	0.4	$17M	+10%	19k	925.66	View chart
UnitedHealth (UNH)	0.3	$17M	-2%	49k	345.29	View chart
Charles Schwab Corporation (SCHW)	0.3	$17M		174k	95.47	View chart
Verizon Communications (VZ)	0.3	$17M	+4%	377k	43.95	View chart
Morgan Stanley Etf Trust Calvert Internat (CVIE)	0.3	$16M	-3%	239k	68.23	View chart
Applied Materials (AMAT)	0.3	$16M	+2%	79k	204.73	View chart
salesforce (CRM)	0.3	$16M		68k	236.99	View chart
Eli Lilly & Co. (LLY)	0.3	$16M		21k	763.01	View chart
International Business Machines (IBM)	0.3	$16M		55k	282.16	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$15M	-10%	55k	279.29	View chart
Iqvia Holdings (IQV)	0.3	$15M	+2%	81k	189.94	View chart
Booking Holdings (BKNG)	0.3	$15M	+2%	2.8k	5406.48	View chart
Medtronic SHS (MDT)	0.3	$15M		158k	95.24	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$15M		188k	78.90	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.3	$15M		325k	45.21	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$15M		50k	293.73	View chart
Trane Technologies SHS (TT)	0.3	$15M	-9%	35k	421.92	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$15M	+12%	85k	170.85	View chart
Ishares Msci Emrg Chn (EMXC)	0.3	$14M	-8%	211k	67.51	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$14M	+14%	159k	89.03	View chart
Procter & Gamble Company (PG)	0.3	$14M	+7%	91k	153.65	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$14M		244k	57.47	View chart
Ishares Tr Esg Optimized (SUSA)	0.3	$14M	-4%	102k	135.65	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.3	$14M	+15%	298k	46.24	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$14M	-2%	561k	24.40	View chart
Analog Devices (ADI)	0.3	$13M	+3%	55k	245.66	View chart
Oracle Corporation (ORCL)	0.3	$13M	-28%	48k	281.24	View chart
Tesla Motors (TSLA)	0.3	$13M	+2%	30k	444.73	View chart
Philip Morris International (PM)	0.3	$13M		81k	162.20	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.3	$13M	+2%	229k	55.71	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$13M	+92%	26k	479.60	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.3	$13M	+2%	246k	50.78	View chart
Ishares Tr U S Equity Factr (LRGF)	0.3	$13M	-2%	181k	69.08	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.3	$12M	+3%	357k	34.75	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.3	$12M	+19%	261k	47.51	View chart
TJX Companies (TJX)	0.3	$12M	-5%	85k	144.54	View chart
Mastercard Incorporated Cl A (MA)	0.2	$12M		21k	568.85	View chart
Sprott Asset Management Physical Silver (PSLV)	0.2	$12M	+38%	772k	15.70	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$12M	+98%	37k	326.36	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$12M	-3%	47k	254.28	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$12M	+4%	210k	57.10	View chart
Cisco Systems (CSCO)	0.2	$12M	+2%	172k	68.42	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$12M	+11%	280k	42.03	View chart
Air Products & Chemicals (APD)	0.2	$12M		42k	272.72	View chart
Coca-Cola Company (KO)	0.2	$11M	+2%	172k	66.32	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.2	$11M	+8%	206k	54.09	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$11M		236k	46.71	View chart
Advanced Micro Devices (AMD)	0.2	$11M	-4%	68k	161.79	View chart
Chevron Corporation (CVX)	0.2	$11M	+8%	69k	155.29	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$10M		129k	79.93	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.2	$10M	-9%	74k	140.04	View chart
Citigroup Com New (C)	0.2	$10M	+3%	101k	101.50	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$10M	-8%	178k	57.52	View chart
Cme (CME)	0.2	$10M		38k	270.17	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$10M	+8%	139k	72.77	View chart
Chubb (CB)	0.2	$10M		36k	282.26	View chart
Marathon Petroleum Corp (MPC)	0.2	$10M	-2%	52k	192.75	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$9.9M	+3%	17k	596.03	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$9.8M	+9%	123k	80.17	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$9.7M	+6%	35k	273.65	View chart
Alps Etf Tr Smith Core Plus (SMTH)	0.2	$9.7M	+15%	370k	26.16	View chart
Raytheon Technologies Corp (RTX)	0.2	$9.6M	+2%	57k	167.33	View chart
Fiserv (FI)	0.2	$9.6M	+2%	74k	128.93	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$9.6M	+5%	216k	44.19	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$9.5M	-11%	107k	88.97	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$9.5M	-4%	27k	355.47	View chart
Qualcomm (QCOM)	0.2	$9.4M	+2%	57k	166.36	View chart
S&p Global (SPGI)	0.2	$9.4M	-2%	19k	486.75	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$9.3M	+3%	113k	82.96	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$9.3M	+18%	342k	27.30	View chart
Walt Disney Company (DIS)	0.2	$9.3M		81k	114.50	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$9.2M	+2%	140k	65.92	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$9.2M	+4%	43k	215.79	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.2	$9.2M	+5%	243k	37.70	View chart
Union Pacific Corporation (UNP)	0.2	$9.1M		39k	236.37	View chart
Pfizer (PFE)	0.2	$9.1M	+4%	358k	25.48	View chart
Airbnb Com Cl A (ABNB)	0.2	$9.1M		75k	121.40	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$9.1M	+112%	75k	121.06	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.2	$8.9M	-21%	330k	26.95	View chart
Comcast Corp Cl A (CMCSA)	0.2	$8.8M		281k	31.42	View chart
Bank of America Corporation (BAC)	0.2	$8.7M	+6%	168k	51.59	View chart
Goldman Sachs (GS)	0.2	$8.7M	+27%	11k	796.36	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$8.7M		84k	103.21	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$8.7M	+8%	41k	209.36	View chart
Anthem (ELV)	0.2	$8.6M	-2%	27k	323.11	View chart
Servicenow (NOW)	0.2	$8.6M		9.4k	920.28	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$8.6M	+14%	61k	140.95	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$8.5M	+114%	21k	402.42	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.2	$8.5M		183k	46.42	View chart
Ishares Gold Tr Shares Represent (IAUM)	0.2	$8.4M	+4%	219k	38.50	View chart
Thermo Fisher Scientific (TMO)	0.2	$8.2M	-2%	17k	485.03	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$8.1M	+4%	121k	67.26	View chart
Darden Restaurants (DRI)	0.2	$8.1M	-4%	43k	190.36	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$8.1M	+34%	152k	53.24	View chart
Wells Fargo & Company (WFC)	0.2	$8.1M	+5%	97k	83.82	View chart
Ishares Tr Global Reit Etf (REET)	0.2	$8.0M		315k	25.56	View chart
Abbott Laboratories (ABT)	0.2	$8.0M		60k	133.94	View chart
Adobe Systems Incorporated (ADBE)	0.2	$8.0M	-6%	23k	352.75	View chart
Realty Income (O)	0.2	$8.0M		131k	60.79	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$7.9M	+5%	28k	279.84	View chart
Tidal Trust Ii Rtn Stacked Bd (RSBT)	0.2	$7.9M	+3%	454k	17.43	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$7.8M		171k	45.76	View chart
Uber Technologies (UBER)	0.2	$7.7M	+3%	79k	97.97	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$7.7M	-2%	25k	307.87	View chart
Johnson Ctls Intl SHS (JCI)	0.2	$7.6M	-4%	69k	109.95	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$7.5M		139k	54.18	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$7.5M	+6%	115k	65.26	View chart
Potlatch Corporation (PCH)	0.2	$7.5M		184k	40.75	View chart
Ishares Tr Faln Angls Usd (FALN)	0.2	$7.5M	+25%	269k	27.78	View chart
Harbor Etf Trust Internatnal Comp (OSEA)	0.2	$7.4M	+5%	252k	29.57	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.1	$7.3M		164k	44.48	View chart
Nextera Energy (NEE)	0.1	$7.2M		96k	75.49	View chart
General Dynamics Corporation (GD)	0.1	$7.1M	+16%	21k	341.00	View chart
Netflix (NFLX)	0.1	$7.1M	+5%	5.9k	1199.11	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$7.0M	-2%	66k	106.78	View chart
Ge Vernova (GEV)	0.1	$6.9M	+4%	11k	614.78	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$6.9M	+22%	28k	246.60	View chart
ConocoPhillips (COP)	0.1	$6.9M	+2%	73k	94.59	View chart
Bank of New York Mellon Corporation (BK)	0.1	$6.9M	+4%	63k	108.96	View chart
Starbucks Corporation (SBUX)	0.1	$6.9M		81k	84.60	View chart
Pepsi (PEP)	0.1	$6.8M	+2%	49k	140.44	View chart
Lowe's Companies (LOW)	0.1	$6.8M	+2%	27k	251.31	View chart
Allstate Corporation (ALL)	0.1	$6.8M	-16%	32k	214.65	View chart
Nxp Semiconductors N V (NXPI)	0.1	$6.8M	-6%	30k	227.73	View chart
McDonald's Corporation (MCD)	0.1	$6.7M		22k	303.89	View chart
United Parcel Service CL B (UPS)	0.1	$6.6M	+260%	79k	83.53	View chart
Texas Instruments Incorporated (TXN)	0.1	$6.6M	+242%	36k	183.71	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$6.5M	-9%	69k	95.14	View chart
Tidal Trust Ii Return Stckd Us (RSST)	0.1	$6.5M		247k	26.46	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$6.3M	+16%	8.5k	746.46	View chart
Ishares Tr Russell 2000 Etf Put Option (Principal) (IWM)	0.1	$6.3M	+17%	26k	241.96	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$6.3M	+6%	41k	154.24	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.1	$6.2M		154k	40.35	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$6.2M		163k	37.78	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$6.0M	+30%	174k	34.72	View chart
Chipotle Mexican Grill Call Option (Principal) (CMG)	0.1	$6.0M	-2%	153k	39.19	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$6.0M		58k	103.07	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$5.9M	-87%	62k	95.89	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$5.9M	+3%	56k	104.96	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$5.8M	+7%	128k	45.60	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.1	$5.8M	+73%	224k	25.85	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$5.7M		62k	93.37	View chart
Autodesk (ADSK)	0.1	$5.7M		18k	317.70	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.1	$5.7M	+7%	97k	59.39	View chart
Novartis Sponsored Adr (NVS)	0.1	$5.7M	+4%	45k	128.24	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$5.7M	+2%	130k	43.92	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$5.7M	+36%	192k	29.62	View chart
Merck & Co (MRK)	0.1	$5.7M		68k	83.93	View chart
Ea Series Trust Stance Sustainab (CHGX)	0.1	$5.7M		207k	27.30	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$5.6M	+21%	114k	49.46	View chart
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)	0.1	$5.5M	-7%	81k	68.44	View chart
Amgen (AMGN)	0.1	$5.5M	+2%	20k	282.20	View chart
Spdr Series Trust Bloomberg Sht Te (SJNK)	0.1	$5.5M	+6%	214k	25.60	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.1	$5.5M		52k	104.50	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$5.4M		57k	95.15	View chart
Raymond James Financial (RJF)	0.1	$5.4M		31k	172.60	View chart
Diamondback Energy (FANG)	0.1	$5.4M	+33%	38k	143.10	View chart
Steris Shs Usd (STE)	0.1	$5.4M	-3%	22k	247.44	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$5.4M		12k	463.74	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.1	$5.3M	+87%	140k	38.12	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$5.3M		84k	63.83	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$5.3M	-6%	27k	194.50	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$5.3M	-5%	19k	281.85	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$5.3M	-3%	47k	113.86	View chart
Honeywell International (HON)	0.1	$5.3M	+2%	25k	210.50	View chart
Palantir Technologies Cl A (PLTR)	0.1	$5.2M		29k	182.42	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$5.2M		83k	62.47	View chart
Caterpillar (CAT)	0.1	$5.2M	+5%	11k	477.11	View chart
At&t (T)	0.1	$5.2M	+2%	183k	28.24	View chart
Cincinnati Financial Corporation (CINF)	0.1	$5.1M		33k	158.11	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$5.1M		106k	48.03	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$5.1M	-19%	128k	39.69	View chart
McKesson Corporation (MCK)	0.1	$5.1M	+4%	6.6k	772.55	View chart
Cummins (CMI)	0.1	$5.1M	+5%	12k	422.22	View chart
Public Service Enterprise (PEG)	0.1	$5.1M	+5%	61k	83.46	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$5.0M		27k	189.70	View chart
Fidelity National Information Services (FIS)	0.1	$5.0M		76k	65.93	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$5.0M		58k	84.84	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$4.9M	-6%	70k	70.85	View chart
CarMax (KMX)	0.1	$4.9M		109k	44.87	View chart
Unilever Spon Adr New (UL)	0.1	$4.9M	+3%	82k	59.28	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$4.8M	+3%	48k	100.69	View chart
First Tr Exchange Traded Utilities Alph (FXU)	0.1	$4.8M	+9%	106k	45.45	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$4.8M	-3%	71k	68.08	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$4.8M	+4%	26k	186.49	View chart
Tidal Trust Ii Ret Stckd Gl Stk (RSSB)	0.1	$4.8M		170k	28.18	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$4.8M		43k	110.66	View chart
First Tr Exchange-traded Nasdaq 100 Ex (QQXT)	0.1	$4.8M	+8%	48k	98.93	View chart
Lockheed Martin Corporation (LMT)	0.1	$4.8M		9.5k	499.21	View chart
Palo Alto Networks (PANW)	0.1	$4.7M	+8%	23k	203.62	View chart
AmerisourceBergen (COR)	0.1	$4.6M		15k	312.60	View chart
Diageo Spon Adr New (DEO)	0.1	$4.6M		48k	95.45	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$4.5M	+6%	166k	27.29	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$4.5M	+2%	46k	98.59	View chart
Check Point Software Tech Lt Ord (CHKP)	0.1	$4.5M		22k	206.91	View chart
Paypal Holdings (PYPL)	0.1	$4.5M		67k	67.06	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.1	$4.5M	+14%	123k	36.30	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$4.5M	+2%	9.5k	468.41	View chart
Illinois Tool Works (ITW)	0.1	$4.4M		17k	260.76	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$4.4M	+19%	75k	58.85	View chart
Marvell Technology (MRVL)	0.1	$4.3M		51k	84.07	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$4.2M		45k	93.64	View chart

Past Filings by World Investment Advisors

SEC 13F filings are viewable for World Investment Advisors going back to 2018

World Investment Advisors 2025 Q3 filed Oct. 15, 2025
World Investment Advisors 2025 Q2 filed Aug. 4, 2025
World Investment Advisors 2025 Q1 filed April 29, 2025
World Investment Advisors 2024 Q4 filed Feb. 12, 2025
World Investment Advisors 2024 Q3 restated filed Nov. 25, 2024
Pensionmark Financial Group 2024 Q2 filed Aug. 15, 2024
Pensionmark Financial Group 2024 Q1 filed May 15, 2024
Pensionmark Financial Group 2023 Q4 filed Feb. 15, 2024
Pensionmark Financial Group 2023 Q3 filed Nov. 14, 2023
Pensionmark Financial Group 2023 Q2 filed Aug. 14, 2023
Pensionmark Financial Group 2023 Q1 filed May 15, 2023
Pensionmark Financial Group 2022 Q4 filed Feb. 14, 2023
Pensionmark Financial Group 2022 Q3 filed Nov. 14, 2022
Pensionmark Financial Group 2022 Q2 filed Aug. 9, 2022
Pensionmark Financial Group 2022 Q1 filed May 12, 2022
Pensionmark Financial Group 2021 Q4 filed Feb. 11, 2022

View all past filings

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