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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, SPYM, NVDA, and represent 12.65% of World Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$36M), IVE (+$35M), AAPL (+$33M), SCHV (+$25M), MSFT (+$20M), IVV (+$17M), AMZN (+$15M), VOO (+$14M), EFV (+$12M), BDYN (+$11M).
Started 308 new stock positions in DINO, ALLW, EARN, GSLC, PPI, SOLS, IAUX, WBIG, BCBP, RSPU.
Reduced shares in these 10 stocks: IVW (-$20M), SCHG (-$7.3M), OSEA (-$7.3M), IJS (-$7.0M), COWZ (-$5.1M), Unilever, , IWY, FALN, VIGI.
Sold out of its positions in AVAV, QMOM, OKLO, ARB, ATR, ATLC, AVAH, BEAM, BSY, BRY.
World Investment Advisors was a net buyer of stock by $807M.
World Investment Advisors has $5.2B in assets under management (AUM), dropping by 5.38%.
Central Index Key (CIK): 0001652594

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Portfolio Holdings for World Investment Advisors

World Investment Advisors holds 1426 positions in its portfolio as reported in the December 2025 quarterly 13F filing

World Investment Advisors has 1426 total positions. Only the first 250 positions are shown.

Sign up to view all of the World Investment Advisors Dec. 31, 2025 positions
Download the World Investment Advisors December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.9	$202M	+19%	877k	230.54	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.9	$150M	+9%	268k	561.95	View chart
Microsoft Corporation (MSFT)	2.2	$111M	+22%	272k	407.59	View chart
Spdr Series Trust State Street Spd (SPYM)	2.1	$106M	+7%	1.3M	79.54	View chart
NVIDIA Corporation (NVDA)	1.6	$83M	+79%	602k	136.90	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.6	$82M	+13%	1.1M	74.44	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.5	$79M	+9%	275k	287.07	View chart
JPMorgan Chase & Co. (JPM)	1.5	$75M	+5%	246k	306.25	View chart
Amazon (AMZN)	1.4	$72M	+26%	380k	188.35	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$55M	+8%	191k	288.56	View chart
Meta Platforms Cl A (META)	1.0	$53M	+21%	93k	572.80	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.0	$53M	-27%	531k	100.31	View chart
Broadcom (AVGO)	1.0	$53M	+16%	178k	296.48	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	1.0	$50M	+2%	994k	50.70	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.9	$48M	+11%	642k	74.35	View chart
Church & Dwight (CHD)	0.9	$47M		559k	83.82	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.9	$46M	+7%	414k	111.78	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.9	$45M	+2%	1.7M	26.54	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$41M	+15%	492k	82.72	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.7	$37M	+1368%	240k	155.93	View chart
Ishares Tr Core Msci Total (IXUS)	0.7	$37M	+12%	462k	80.50	View chart
Visa Com Cl A (V)	0.7	$37M	+12%	119k	310.81	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$37M	+87%	95k	386.60	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.7	$35M	+7%	345k	101.84	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.7	$34M	-17%	301k	113.63	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.7	$34M	+18%	256k	131.43	View chart
Wal-Mart Stores (WMT)	0.6	$33M	+8%	320k	102.85	View chart
Exxon Mobil Corporation (XOM)	0.6	$29M	+24%	303k	96.86	View chart
Johnson & Johnson (JNJ)	0.6	$29M	+19%	161k	180.14	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.6	$29M	+627%	981k	29.06	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.5	$27M	+12%	716k	37.93	View chart
Abbvie (ABBV)	0.5	$27M	+12%	128k	208.37	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$27M	+2%	292k	90.88	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$26M	+9%	245k	107.13	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$26M	+50%	73k	354.82	View chart
Home Depot (HD)	0.5	$25M	+6%	80k	310.30	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$25M	-4%	125k	197.13	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$25M	+42%	573k	43.01	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.5	$24M		323k	74.87	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.5	$24M	+11%	135k	175.53	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$23M		31.00	754800.00	View chart
Eli Lilly & Co. (LLY)	0.4	$23M	+17%	24k	931.32	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$23M	+48%	99k	226.22	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$21M	+8%	86k	244.48	View chart
Sprott Asset Management Physical Silver (PSLV)	0.4	$21M	+15%	890k	23.46	View chart
Applied Materials (AMAT)	0.4	$21M	+4%	82k	252.98	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$20M	+5%	849k	24.04	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$20M	-26%	1.0M	20.20	View chart
salesforce (CRM)	0.4	$19M	+6%	72k	257.98	View chart
Iqvia Holdings (IQV)	0.4	$18M		82k	225.18	View chart
Charles Schwab Corporation (SCHW)	0.4	$18M	+6%	185k	99.11	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.4	$18M	+22%	196k	93.54	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$18M	+19%	196k	91.86	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$17M	+20%	67k	256.44	View chart
Morgan Stanley Etf Trust Calvert Internat (CVIE)	0.3	$17M		236k	71.30	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$17M	+30%	65k	257.86	View chart
International Business Machines (IBM)	0.3	$17M	+20%	66k	249.29	View chart
Ishares Msci Emrg Chn (EMXC)	0.3	$16M	+6%	225k	72.51	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$16M	+4%	197k	82.32	View chart
Costco Wholesale Corporation (COST)	0.3	$16M	+8%	20k	788.53	View chart
Medtronic SHS (MDT)	0.3	$16M	+5%	167k	93.79	View chart
Verizon Communications (VZ)	0.3	$16M	+23%	466k	33.59	View chart
Booking Holdings (BKNG)	0.3	$16M	+8%	3.1k	5078.48	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.3	$15M	+23%	283k	54.67	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.3	$15M	+17%	348k	43.97	View chart
Tesla Motors (TSLA)	0.3	$15M	+57%	47k	321.72	View chart
Motorola Solutions Com New (MSI)	0.3	$15M	-5%	41k	364.92	View chart
Analog Devices (ADI)	0.3	$15M		55k	269.47	View chart
Eaton Corp SHS (ETN)	0.3	$15M	+3%	48k	307.41	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.3	$15M	-3%	314k	46.92	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.3	$15M	+147%	585k	25.13	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$15M	+110%	55k	262.01	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$14M	+490%	317k	45.20	View chart
Ishares Tr Esg Optimized (SUSA)	0.3	$14M		101k	139.34	View chart
Philip Morris International (PM)	0.3	$14M	+42%	115k	120.91	View chart
Cisco Systems (CSCO)	0.3	$14M	+15%	199k	70.03	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$14M		565k	24.33	View chart
UnitedHealth (UNH)	0.3	$14M	-5%	46k	297.67	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$14M	+40%	67k	204.79	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.3	$14M	+12%	277k	49.09	View chart
Procter & Gamble Company (PG)	0.3	$13M	+15%	106k	126.02	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.3	$13M	+8%	283k	46.72	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.3	$13M		353k	36.79	View chart
Trane Technologies SHS (TT)	0.3	$13M	-2%	34k	382.61	View chart
Advanced Micro Devices (AMD)	0.2	$13M	-3%	66k	193.97	View chart
Mastercard Incorporated Cl A (MA)	0.2	$13M	+17%	25k	505.11	View chart
TJX Companies (TJX)	0.2	$13M		86k	144.52	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$12M		38k	330.50	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$12M	+12%	237k	51.95	View chart
Citigroup Com New (C)	0.2	$12M	+24%	126k	97.85	View chart
Coca-Cola Company (KO)	0.2	$12M	+9%	189k	64.83	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$12M	+2%	288k	42.36	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.2	$12M	+13%	235k	51.39	View chart
Ishares Tr U S Equity Factr (LRGF)	0.2	$12M	-4%	173k	69.43	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$12M	+34%	187k	64.18	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$12M	+97%	301k	38.84	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$12M	-5%	80k	144.93	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$12M	+13%	147k	78.39	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$12M	+14%	141k	81.63	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$11M	+23%	33k	345.87	View chart
Chubb (CB)	0.2	$11M	+8%	39k	287.41	View chart
Oracle Corporation (ORCL)	0.2	$11M	+42%	68k	164.92	View chart
Spdr Series Trust State Street Spd (SDY)	0.2	$11M	+9%	80k	138.83	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.2	$11M	NEW	432k	25.61	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$11M	+128%	320k	34.22	View chart
Chevron Corporation (CVX)	0.2	$11M	+24%	85k	128.34	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$11M	+14%	123k	89.00	View chart
Raytheon Technologies Corp (RTX)	0.2	$11M	+8%	62k	173.41	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.2	$11M		162k	66.43	View chart
Qualcomm (QCOM)	0.2	$11M	+14%	65k	165.49	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$11M	+25%	430k	24.63	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$11M	+7%	233k	45.31	View chart
Cme (CME)	0.2	$11M	+3%	39k	268.73	View chart
Alps Etf Tr Smith Core Plus (SMTH)	0.2	$10M	+6%	395k	26.07	View chart
Airbnb Com Cl A (ABNB)	0.2	$10M		76k	133.95	View chart
Air Products & Chemicals (APD)	0.2	$10M		42k	244.04	View chart
Wells Fargo & Company (WFC)	0.2	$10M	+22%	118k	85.70	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$10M	+39%	85k	118.86	View chart
Bank of America Corporation (BAC)	0.2	$10M	+45%	244k	40.97	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$9.9M		17k	597.69	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$9.8M	+31%	159k	61.56	View chart
Thermo Fisher Scientific (TMO)	0.2	$9.7M		17k	565.40	View chart
Ishares Gold Tr Shares Represent (IAUM)	0.2	$9.7M	+5%	231k	41.84	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.2	$9.7M	+4%	253k	38.18	View chart
Anthem (ELV)	0.2	$9.6M	+5%	28k	339.56	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$9.6M	-7%	164k	58.10	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$9.5M	+3%	116k	81.86	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$9.5M	+14%	48k	199.09	View chart
Walt Disney Company (DIS)	0.2	$9.5M	+18%	97k	97.98	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$9.4M	+71%	73k	128.23	View chart
Goldman Sachs (GS)	0.2	$9.4M	+13%	12k	755.26	View chart
Spdr Series Trust State Street Spd (SPTL)	0.2	$9.3M	+12%	373k	25.08	View chart
S&p Global (SPGI)	0.2	$9.3M	-4%	18k	505.68	View chart
Capital Group Core Balanced SHS (CGBL)	0.2	$9.3M	+57%	274k	33.85	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$9.1M	-35%	157k	58.36	View chart
Comcast Corp Cl A (CMCSA)	0.2	$8.9M	+17%	329k	26.92	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$8.8M	+2%	86k	102.45	View chart
Union Pacific Corporation (UNP)	0.2	$8.7M		39k	223.78	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.2	$8.7M		182k	47.84	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$8.6M	+209%	26k	327.88	View chart
Marathon Petroleum Corp (MPC)	0.2	$8.5M		53k	160.44	View chart
Pfizer (PFE)	0.2	$8.3M	+11%	398k	20.90	View chart
Invesco Qqq Tr Call Call Option (Principal) (QQQ)	0.2	$8.3M	+79%	127k	65.23	View chart
Darden Restaurants (DRI)	0.2	$8.2M	+5%	45k	183.01	View chart
Blackrock Etf Trust Disciplined Vola (BDVL)	0.2	$8.2M	NEW	330k	24.81	View chart
Johnson Ctls Intl SHS (JCI)	0.2	$8.1M	+2%	71k	114.66	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$8.1M	+63%	227k	35.60	View chart
Tidal Trust Ii Ret Stckd Gl Stk (RSSB)	0.2	$8.1M	+68%	287k	28.12	View chart
Ishares Tr Global Reit Etf (REET)	0.2	$8.0M		321k	24.91	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$7.8M	+12%	24k	326.27	View chart
Bank of New York Mellon Corporation (BK)	0.2	$7.8M	+14%	72k	107.85	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$7.8M	+29%	149k	52.11	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$7.8M	-2%	166k	46.80	View chart
Allstate Corporation (ALL)	0.2	$7.8M	+26%	40k	194.06	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$7.7M	+9%	31k	251.46	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$7.7M	+4%	26k	294.76	View chart
Ge Vernova (GEV)	0.1	$7.7M	+19%	14k	569.64	View chart
Adobe Systems Incorporated (ADBE)	0.1	$7.7M		23k	338.29	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$7.6M	+135%	65k	117.94	View chart
General Dynamics Corporation (GD)	0.1	$7.5M	+12%	23k	321.29	View chart
United Parcel Service CL B (UPS)	0.1	$7.5M	+99%	157k	47.63	View chart
Abbott Laboratories (ABT)	0.1	$7.5M	+5%	63k	118.64	View chart
Realty Income (O)	0.1	$7.4M	+68%	221k	33.40	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$7.3M	+220%	82k	89.19	View chart
Nextera Energy (NEE)	0.1	$7.3M		98k	75.02	View chart
Potlatch Corporation	0.1	$7.3M		184k	39.69	View chart
Palantir Technologies Cl A (PLTR)	0.1	$7.2M	+142%	70k	103.58	View chart
Servicenow (NOW)	0.1	$7.2M	+411%	48k	150.52	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$7.1M		67k	106.54	View chart
Uber Technologies (UBER)	0.1	$7.1M	+17%	93k	76.71	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$7.1M	-17%	62k	114.37	View chart
Starbucks Corporation (SBUX)	0.1	$7.1M	+6%	87k	81.28	View chart
McDonald's Corporation (MCD)	0.1	$7.0M	+82%	40k	174.22	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$7.0M	+26%	33k	212.67	View chart
Tidal Trust Ii Rtn Stacked Bd (RSBT)	0.1	$7.0M	-14%	390k	17.92	View chart
Spdr Series Trust State Street Spd (SPAB)	0.1	$6.9M	+24%	280k	24.79	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$6.9M	-8%	26k	265.30	View chart
Pepsi (PEP)	0.1	$6.9M	+14%	56k	124.54	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$6.9M	+8%	208k	33.02	View chart
ConocoPhillips (COP)	0.1	$6.8M	+3%	76k	90.45	View chart
Lowe's Companies (LOW)	0.1	$6.8M	+8%	29k	232.39	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.1	$6.8M	+7%	166k	40.84	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$6.6M	+131%	72k	91.80	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$6.6M	+60%	205k	31.96	View chart
Merck & Co (MRK)	0.1	$6.5M	+29%	88k	73.96	View chart
Novartis Sponsored Adr (NVS)	0.1	$6.4M	+12%	50k	128.14	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$6.4M	+8%	63k	102.73	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$6.4M	+15%	188k	34.16	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$6.3M	+25%	162k	38.66	View chart
Nxp Semiconductors N V (NXPI)	0.1	$6.3M	-2%	29k	215.39	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.1	$6.3M	+4%	147k	42.54	View chart
Amgen (AMGN)	0.1	$6.3M	+7%	21k	298.06	View chart
Cummins (CMI)	0.1	$6.2M	+3%	12k	500.20	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$6.2M		69k	90.56	View chart
Texas Instruments Incorporated (TXN)	0.1	$6.1M		36k	171.51	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$6.0M	+5%	65k	92.16	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$5.9M	+13%	146k	40.06	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$5.7M	+99%	113k	50.88	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$5.7M	+113%	243k	23.59	View chart
McKesson Corporation (MCK)	0.1	$5.7M	+7%	7.1k	801.87	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$5.7M	NEW	376k	15.11	View chart
Marvell Technology (MRVL)	0.1	$5.6M	+32%	68k	83.20	View chart
Ea Series Trust Stance Sustainab (CHGX)	0.1	$5.6M		207k	27.19	View chart
Check Point Software Tech Lt Ord (CHKP)	0.1	$5.6M	+38%	30k	184.76	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.1	$5.6M	-4%	92k	60.35	View chart
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)	0.1	$5.6M	+41%	114k	48.57	View chart
Caterpillar (CAT)	0.1	$5.5M	+11%	12k	455.07	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$5.5M	-3%	54k	102.26	View chart
Honeywell International (HON)	0.1	$5.5M	+21%	30k	181.30	View chart
Autodesk (ADSK)	0.1	$5.5M	+3%	19k	293.95	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$5.5M	+194%	335k	16.32	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$5.4M	+26%	34k	161.30	View chart
Steris Shs Usd (STE)	0.1	$5.4M		22k	252.59	View chart
Diamondback Energy (FANG)	0.1	$5.4M	-2%	36k	149.12	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$5.4M	+10%	13k	422.67	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$5.4M	+42%	14k	395.47	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$5.4M	+18%	197k	27.33	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$5.3M		83k	63.93	View chart
Entergy Corporation (ETR)	0.1	$5.3M	+170%	61k	87.54	View chart
Unilever Spon Adr New (UL)	0.1	$5.3M	NEW	82k	64.85	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$5.2M	+20%	91k	57.79	View chart
AmerisourceBergen (COR)	0.1	$5.2M	+4%	16k	334.53	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$5.1M	+329%	81k	63.40	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$5.1M	+53%	107k	48.13	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$5.1M	+2%	109k	47.09	View chart
Chipotle Mexican Grill (CMG)	0.1	$5.1M	-7%	141k	36.35	View chart
Netflix (NFLX)	0.1	$5.1M	+1263%	81k	63.22	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$5.1M	-4%	44k	115.10	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	0.1	$5.1M	NEW	118k	42.79	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$5.1M		59k	85.09	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$5.0M	+16%	82k	61.21	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.1	$5.0M	NEW	39k	129.51	View chart
Lockheed Martin Corporation (LMT)	0.1	$5.0M	+54%	15k	340.26	View chart
Raymond James Financial (RJF)	0.1	$5.0M		31k	159.46	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$4.9M	-47%	19k	267.27	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$4.9M	+8%	52k	94.18	View chart
CVS Caremark Corporation (CVS)	0.1	$4.9M	+36%	73k	66.53	View chart
Marriott Intl Cl A (MAR)	0.1	$4.9M	+130%	16k	304.06	View chart
Cincinnati Financial Corporation (CINF)	0.1	$4.9M	-7%	30k	162.32	View chart
At&t (T)	0.1	$4.9M	+84%	339k	14.31	View chart
Fidelity National Information Services (FIS)	0.1	$4.8M	-4%	72k	65.86	View chart
Ge Aerospace Com New (GE)	0.1	$4.8M	+64%	22k	214.19	View chart
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW)	0.1	$4.7M	NEW	120k	39.12	View chart
Spdr Series Trust State Street Spd (SJNK)	0.1	$4.7M	-11%	188k	24.75	View chart
Tidal Trust Ii Return Stckd Us (RSST)	0.1	$4.6M	-34%	163k	28.35	View chart
Becton, Dickinson and (BDX)	0.1	$4.6M	+24%	25k	181.41	View chart
First Tr Exchange Traded Utilities Alph (FXU)	0.1	$4.5M	-6%	99k	45.01	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$4.5M	+168%	84k	52.81	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$4.4M	+7%	97k	45.53	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$4.4M	-19%	50k	88.65	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 Q4 filed Feb. 4, 2026
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

View all past filings

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