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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, BSV, SPYM, and represent 10.29% of World Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: VUG (+$17M), VGT (+$15M), IVV (+$12M), BKNG (+$6.5M), CWB, IUSB, CORO, Blackrock Etf Trust, SPHQ, IALT.
Started 46 new stock positions in SPCX, SQMX, SHM, BSCS, BSCU, Aim Etf Products Trust, OVL, GGOV, ILMN, FSMD.
Reduced shares in these 10 stocks: AAPL (-$24M), NVDA (-$11M), XOM (-$9.8M), QQQ (-$9.5M), AMZN (-$8.3M), BRK.B (-$8.2M), UPS (-$7.6M), MSFT (-$6.8M), EFV (-$5.1M), O.
Sold out of its positions in SYFI, ASTS, ACP, AEO, MFIC, ARR, BGS, BCBP, BCS, BBDC.
World Investment Advisors was a net seller of stock by $-208M.
World Investment Advisors has $6.0B in assets under management (AUM), dropping by -2.64%.
Central Index Key (CIK): 0001652594

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Portfolio Holdings for World Investment Advisors

World Investment Advisors holds 1523 positions in its portfolio as reported in the June 2026 quarterly 13F filing

World Investment Advisors has 1523 total positions. Only the first 250 positions are shown.

Sign up to view all of the World Investment Advisors June 30, 2026 positions
Download the World Investment Advisors June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.3	$199M	-10%	778k	255.58	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.4	$143M		236k	606.65	View chart
Microsoft Corporation (MSFT)	1.6	$97M	-6%	262k	370.41	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.5	$92M		1.2M	78.38	View chart
Spdr Series Trust St Str P500etf (SPYM)	1.5	$90M		1.2M	76.64	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$86M	+15%	122k	706.01	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$76M	-3%	261k	291.11	View chart
NVIDIA Corporation (NVDA)	1.2	$75M	-12%	419k	178.35	View chart
Amazon (AMZN)	1.2	$72M	-10%	342k	210.91	View chart
JPMorgan Chase & Co. (JPM)	1.2	$70M	-2%	236k	295.04	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.0	$61M		794k	77.16	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.0	$60M		2.0M	30.53	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$57M		864k	65.57	View chart
Broadcom (AVGO)	0.9	$56M		174k	318.45	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$54M	-4%	187k	289.45	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.9	$54M		1.8M	30.00	View chart
Church & Dwight (CHD)	0.9	$52M		559k	93.32	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.9	$52M		1.0M	50.49	View chart
Meta Platforms Cl A (META)	0.8	$50M	-7%	87k	571.60	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.8	$50M	-4%	75k	669.67	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.8	$49M		442k	111.18	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.8	$48M	-5%	225k	214.30	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$44M	-17%	76k	577.18	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.7	$42M		1.6M	25.70	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.7	$41M		343k	118.45	View chart
Ishares Tr Core Msci Total (IXUS)	0.7	$40M		462k	87.10	View chart
Exxon Mobil Corporation (XOM)	0.6	$39M	-20%	228k	169.66	View chart
Wal-Mart Stores (WMT)	0.6	$36M	-4%	292k	124.03	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.6	$35M		265k	132.50	View chart
Johnson & Johnson (JNJ)	0.6	$34M	-10%	138k	244.77	View chart
Visa Com Cl A (V)	0.6	$33M	-7%	110k	303.06	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.5	$33M	+15%	709k	46.17	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$33M	-2%	97k	335.62	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.5	$32M		310k	103.42	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$32M	-4%	349k	91.13	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$31M		255k	122.80	View chart
Ishares Tr Core Msci Intl (IDEV)	0.5	$31M		367k	83.58	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.5	$30M		767k	38.97	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$30M	-9%	238k	125.26	View chart
Ishares Msci Emrg Chn (EMXC)	0.5	$29M	+2%	359k	79.36	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$27M	-22%	57k	480.79	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$27M	-11%	369k	73.28	View chart
Applied Materials (AMAT)	0.4	$27M		78k	346.11	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$27M		123k	218.90	View chart
Abbvie (ABBV)	0.4	$27M	-4%	122k	218.78	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$26M		259k	99.24	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$26M	+186%	167k	152.70	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$25M		135k	184.38	View chart
Eli Lilly & Co. (LLY)	0.4	$25M	-4%	26k	946.25	View chart
Sprott Asset Management Physical Silver (PSLV)	0.4	$24M	-4%	963k	24.39	View chart
Home Depot (HD)	0.4	$23M	-5%	71k	329.75	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$22M		31.00	718140.00	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.4	$22M	-4%	63k	354.03	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$22M		90k	240.24	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$21M		843k	24.75	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$20M	+313%	109k	180.55	View chart
Verizon Communications (VZ)	0.3	$19M	-10%	382k	49.94	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.3	$19M		398k	47.53	View chart
Costco Wholesale Corporation (COST)	0.3	$19M	-6%	19k	994.88	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$19M	-7%	69k	267.23	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$18M		172k	106.39	View chart
Charles Schwab Corporation (SCHW)	0.3	$18M		193k	93.97	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.3	$18M		395k	45.62	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$18M		86k	208.08	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$18M		67k	267.79	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$18M		209k	84.84	View chart
Morgan Stanley Etf Trust Calve Index Etf (CVIE)	0.3	$18M		241k	72.69	View chart
Eaton Corp SHS (ETN)	0.3	$17M		48k	360.19	View chart
Analog Devices (ADI)	0.3	$17M		54k	318.60	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$17M		173k	99.87	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$17M	-22%	231k	74.83	View chart
Motorola Solutions Com New (MSI)	0.3	$17M	-2%	39k	433.45	View chart
Cisco Systems (CSCO)	0.3	$16M		197k	81.10	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$16M	-5%	71k	223.29	View chart
Philip Morris International (PM)	0.3	$16M	-19%	95k	166.07	View chart
Procter & Gamble Company (PG)	0.3	$16M	-5%	109k	144.50	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.3	$16M	-9%	301k	52.00	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.3	$16M		282k	55.34	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.3	$16M		309k	50.38	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.3	$16M		235k	66.00	View chart
Tesla Motors (TSLA)	0.3	$15M	-14%	40k	379.83	View chart
Chevron Corporation (CVX)	0.3	$15M	-7%	75k	202.82	View chart
Booking Holdings (BKNG)	0.2	$15M	+76%	6.4k	2367.06	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$15M	-3%	37k	407.15	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$15M		172k	86.50	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.2	$14M		409k	35.27	View chart
Ishares Tr U S Equity Factr (LRGF)	0.2	$14M		218k	66.00	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.2	$14M		306k	46.83	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$14M		250k	56.66	View chart
Iqvia Holdings (IQV)	0.2	$14M		82k	170.65	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$14M	+9%	568k	24.26	View chart
Trane Technologies SHS (TT)	0.2	$14M		33k	417.85	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$14M	-5%	32k	425.57	View chart
Capital Group Core Balanced SHS (CGBL)	0.2	$14M	+2%	393k	34.63	View chart
TJX Companies (TJX)	0.2	$14M		85k	159.24	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.2	$14M		255k	53.22	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$14M		167k	80.72	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$13M	-3%	433k	30.76	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$13M	+6%	273k	48.26	View chart
Advanced Micro Devices (AMD)	0.2	$13M	-6%	61k	216.27	View chart
International Business Machines (IBM)	0.2	$13M	-9%	54k	243.47	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.2	$13M		306k	42.71	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.2	$13M		467k	27.74	View chart
Citigroup Com New (C)	0.2	$13M	-3%	110k	117.19	View chart
salesforce (CRM)	0.2	$13M		68k	186.18	View chart
Coca-Cola Company (KO)	0.2	$13M	-3%	166k	76.21	View chart
Marathon Petroleum Corp (MPC)	0.2	$13M		52k	244.35	View chart
Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM)	0.2	$13M		271k	46.34	View chart
Ishares Tr Esg Optimized (SUSA)	0.2	$13M		95k	132.10	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$13M		157k	79.27	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.2	$12M		163k	76.35	View chart
Air Products & Chemicals (APD)	0.2	$12M		43k	290.55	View chart
Medtronic SHS (MDT)	0.2	$12M		143k	86.51	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$12M	+20%	40k	309.63	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$12M	-15%	63k	194.14	View chart
Raytheon Technologies Corp (RTX)	0.2	$12M	-4%	63k	192.90	View chart
Chubb (CB)	0.2	$12M	-3%	36k	326.71	View chart
Mastercard Incorporated Cl A (MA)	0.2	$12M	-4%	24k	500.65	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.2	$12M		238k	49.46	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$12M		169k	69.65	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.2	$12M		80k	145.95	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$12M	-3%	77k	149.55	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$11M		55k	207.50	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.2	$11M	-4%	334k	33.87	View chart
Cme (CME)	0.2	$11M		38k	294.26	View chart
Alps Etf Tr Smith Core Plus (SMTH)	0.2	$11M		436k	25.75	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$11M		241k	46.23	View chart
Ge Vernova (GEV)	0.2	$11M	-8%	13k	887.66	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.2	$11M		157k	70.49	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$11M		121k	87.88	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.2	$11M	+6%	72k	148.26	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$11M		128k	82.75	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$11M		110k	94.77	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$10M	-16%	66k	157.69	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.2	$10M		394k	26.30	View chart
ConocoPhillips (COP)	0.2	$10M		78k	131.43	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$10M	-2%	214k	46.80	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.2	$9.9M		16k	616.95	View chart
Oracle Corporation (ORCL)	0.2	$9.9M	-5%	68k	147.07	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$9.8M		82k	119.41	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.2	$9.7M	-4%	210k	46.32	View chart
Airbnb Com Cl A (ABNB)	0.2	$9.7M		77k	126.44	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$9.5M	-3%	137k	69.43	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$9.4M		114k	82.57	View chart
Wells Fargo & Company (WFC)	0.2	$9.4M	-4%	117k	79.71	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.2	$9.3M		260k	35.65	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$9.3M	-9%	148k	62.55	View chart
Union Pacific Corporation (UNP)	0.2	$9.2M		38k	243.71	View chart
Comcast Corp Cl A (CMCSA)	0.2	$9.1M	-6%	318k	28.62	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$9.1M		160k	56.78	View chart
Nextera Energy (NEE)	0.2	$9.1M	-3%	98k	92.69	View chart
Blackrock Etf Trust Disc Vola Eq Etf (BDVL)	0.1	$9.0M	+4%	345k	25.98	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$9.0M		164k	54.55	View chart
Pfizer (PFE)	0.1	$8.9M	-10%	321k	27.80	View chart
Johnson Controls Internation SHS (JCI)	0.1	$8.9M	-2%	68k	131.30	View chart
Darden Restaurants (DRI)	0.1	$8.9M		45k	196.11	View chart
Uber Technologies (UBER)	0.1	$8.8M		123k	71.94	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$8.8M	-2%	76k	115.07	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$8.8M	-2%	107k	82.12	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$8.8M	+4%	128k	68.83	View chart
Anthem (ELV)	0.1	$8.7M	-2%	30k	293.32	View chart
Walt Disney Company (DIS)	0.1	$8.7M	-8%	90k	96.40	View chart
Micron Technology (MU)	0.1	$8.6M	-4%	16k	544.20	View chart
McDonald's Corporation (MCD)	0.1	$8.6M	-25%	29k	301.01	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$8.5M		209k	40.54	View chart
Realty Income (O)	0.1	$8.4M	-37%	138k	61.25	View chart
Tidal Trust Ii Ret Stckd Gl Stk (RSSB)	0.1	$8.4M		307k	27.21	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$8.3M	+21%	24k	345.10	View chart
Thermo Fisher Scientific (TMO)	0.1	$8.3M		17k	491.80	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$8.3M		78k	106.50	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$8.3M	-4%	235k	35.44	View chart
Netflix (NFLX)	0.1	$8.3M	-12%	89k	92.78	View chart
Bank of New York Mellon Corporation (BNY)	0.1	$8.3M	-4%	69k	119.32	View chart
General Dynamics Corporation (GD)	0.1	$8.2M		24k	343.50	View chart
UnitedHealth (UNH)	0.1	$8.2M	-6%	29k	279.92	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$8.2M	-35%	42k	194.49	View chart
Pepsi (PEP)	0.1	$8.1M	-6%	53k	154.78	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.1	$8.0M		153k	52.67	View chart
Qualcomm (QCOM)	0.1	$8.0M		62k	129.43	View chart
United Parcel Svcs CL B (UPS)	0.1	$8.0M	-48%	81k	98.91	View chart
Merck & Co (MRK)	0.1	$7.9M	-23%	66k	120.86	View chart
Allstate Corporation (ALL)	0.1	$7.9M	-5%	38k	207.71	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.1	$7.9M		308k	25.62	View chart
Starbucks Corporation (SBUX)	0.1	$7.9M		88k	89.71	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$7.8M	-4%	31k	251.54	View chart
Texas Instruments Incorporated (TXN)	0.1	$7.8M	+4%	39k	199.56	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.1	$7.7M		189k	40.93	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$7.7M		170k	45.12	View chart
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)	0.1	$7.7M		108k	70.93	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$7.7M		335k	22.85	View chart
Goldman Sachs (GS)	0.1	$7.7M	-11%	8.9k	856.69	View chart
Lockheed Martin Corporation (LMT)	0.1	$7.6M	-8%	13k	585.00	View chart
Caterpillar (CAT)	0.1	$7.6M	-12%	10k	728.31	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$7.6M	+10%	60k	126.43	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.1	$7.3M		188k	38.98	View chart
S&p Global (SPGI)	0.1	$7.3M		17k	425.17	View chart
Tidal Trust Ii Rtn Stacked Bd (RSBT)	0.1	$7.3M		385k	18.85	View chart
Entergy Corporation (ETR)	0.1	$7.2M	-2%	64k	112.42	View chart
Bank of America Corporation (BAC)	0.1	$7.2M	-25%	146k	49.38	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$7.2M		98k	73.49	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$7.2M		71k	100.36	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$7.1M		110k	64.74	View chart
Amgen (AMGN)	0.1	$7.1M	-4%	20k	352.25	View chart
Diamondback Energy (FANG)	0.1	$7.0M		36k	197.48	View chart
Rayonier (RYN)	0.1	$7.0M		338k	20.62	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$6.9M	-7%	134k	51.68	View chart
At&t (T)	0.1	$6.9M	-26%	246k	27.98	View chart
Novartis Sponsored Adr (NVS)	0.1	$6.8M		44k	153.14	View chart
Lowe's Companies (LOW)	0.1	$6.7M		28k	235.98	View chart
Marvell Technology (MRVL)	0.1	$6.6M		64k	104.40	View chart
McKesson Corporation (MCK)	0.1	$6.5M		7.6k	856.45	View chart
Cummins (CMI)	0.1	$6.5M		12k	539.74	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$6.5M		62k	105.42	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$6.5M	-3%	177k	36.85	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$6.4M		110k	58.54	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.1	$6.4M		139k	46.19	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$6.4M		159k	40.13	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$6.3M	+4%	135k	46.89	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$6.3M		56k	113.86	View chart
Ge Aerospace Com New (GE)	0.1	$6.3M	-15%	21k	293.23	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.1	$6.3M	+278%	60k	103.63	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$6.1M		63k	97.34	View chart
Palantir Technologies Cl A (PLTR)	0.1	$6.1M	-11%	45k	137.35	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$6.1M	-23%	61k	100.49	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$6.1M		66k	92.87	View chart
Amphenol Corp Cl A (APH)	0.1	$6.0M	+6%	46k	130.48	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$5.9M		29k	200.82	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$5.8M		4.0k	1472.43	View chart
Dex (DXCM)	0.1	$5.8M		93k	62.80	View chart
Abbott Laboratories (ABT)	0.1	$5.8M		56k	102.24	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$5.7M	+19%	101k	56.66	View chart
Honeywell International	0.1	$5.7M	-7%	25k	226.03	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$5.6M	-5%	12k	467.57	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.1	$5.6M		205k	27.15	View chart
Stryker Corporation (SYK)	0.1	$5.6M		17k	328.26	View chart
Nxp Semiconductors N V (NXPI)	0.1	$5.5M		28k	197.33	View chart
Ea Series Trust Stan Su Beta Etf (CHGX)	0.1	$5.5M		207k	26.82	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$5.5M		28k	197.81	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$5.5M	-7%	55k	100.65	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$5.5M	-4%	77k	70.65	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$5.4M		102k	52.78	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$5.3M		52k	103.37	View chart
Aim Etf Products Trust Allianzim Us Eqt (JULW)	0.1	$5.3M	+11%	131k	40.82	View chart
Blue Owl Technology Fin Corp Common Stock (OTF)	0.1	$5.3M		429k	12.39	View chart
Marriott Intl Cl A (MAR)	0.1	$5.3M		16k	328.38	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$5.3M		58k	91.33	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$5.3M		45k	116.29	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.1	$5.2M	+26%	50k	104.43	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$5.2M	-18%	35k	149.45	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.1	$5.2M	+2%	106k	48.84	View chart

Past Filings by World Investment Advisors

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

World Investment Advisors 2026 Q2 filed Aug. 14, 2026
World Investment Advisors 2026 Q1 filed April 27, 2026
World Investment Advisors 2025 Q4 restated filed March 13, 2026
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

View all past filings

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