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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 10.47% of World Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: SCHV (+$30M), SCHG (+$23M), IDEV (+$19M), VEA (+$19M), BIV (+$11M), BDYN (+$11M), AVEM (+$11M), EMXC (+$10M), XMMO (+$8.8M), BDVL (+$8.1M).
Started 200 new stock positions in SIXO, NVBW, OGE, BSMR, FEBW, ONEY, INCE, RLY, BSMV, AFLG.
Reduced shares in these 10 stocks: IVW (-$31M), NVDA (-$22M), QQQ (-$20M), VOO (-$16M), SMMD (-$12M), SPYM (-$12M), SPY (-$12M), IEFA (-$12M), OEF (-$9.4M), REET (-$7.4M).
Sold out of its positions in ACCO, AFG, AIZ, AstraZeneca, BBAI, BITB, XTWO, XONE, BLDR, CNC.
World Investment Advisors was a net buyer of stock by $164M.
World Investment Advisors has $6.2B in assets under management (AUM), dropping by 0.69%.
Central Index Key (CIK): 0001652594

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Portfolio Holdings for World Investment Advisors

World Investment Advisors holds 1557 positions in its portfolio as reported in the March 2026 quarterly 13F filing

World Investment Advisors has 1557 total positions. Only the first 250 positions are shown.

Sign up to view all of the World Investment Advisors March 31, 2026 positions
Download the World Investment Advisors March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.6	$221M		870k	253.79	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.3	$143M	-10%	240k	597.55	View chart
Microsoft Corporation (MSFT)	1.7	$104M	+2%	281k	370.17	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.5	$91M	+6%	1.2M	78.41	View chart
Spdr Series Trust State Street Spd (SPYM)	1.4	$90M	-11%	1.2M	76.54	View chart
NVIDIA Corporation (NVDA)	1.3	$84M	-20%	479k	174.40	View chart
Amazon (AMZN)	1.3	$80M		382k	208.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$78M		271k	287.56	View chart
JPMorgan Chase & Co. (JPM)	1.1	$71M	-2%	241k	294.16	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$69M	+10%	106k	653.21	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.0	$61M	+22%	789k	77.18	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.0	$60M	+101%	2.0M	30.50	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$56M	+2%	196k	286.86	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$55M	+50%	864k	64.08	View chart
Broadcom (AVGO)	0.9	$55M		178k	309.51	View chart
Meta Platforms Cl A (META)	0.9	$54M		94k	572.13	View chart
Invesco Qqq Tr Unit Ser 1 Put Option (Principal) (QQQ)	0.9	$53M	-27%	92k	577.18	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$52M	+79%	1.8M	29.13	View chart
Church & Dwight (CHD)	0.8	$52M		559k	93.32	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.8	$52M	+3%	1.0M	50.49	View chart
State Str Spdr S&p 500 Etf T Tr Unit Put Option (Principal) (SPY)	0.8	$51M	-19%	78k	650.34	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.8	$50M		239k	211.15	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.8	$49M	+6%	442k	111.18	View chart
Exxon Mobil Corporation (XOM)	0.8	$48M	-5%	285k	169.66	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.7	$42M	-2%	1.6M	25.64	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.7	$41M	+14%	343k	118.45	View chart
Ishares Tr Core Msci Total (IXUS)	0.6	$40M		462k	86.64	View chart
Wal-Mart Stores (WMT)	0.6	$38M	-5%	304k	124.28	View chart
Johnson & Johnson (JNJ)	0.6	$38M	-4%	154k	244.44	View chart
Visa Com Cl A (V)	0.6	$36M		119k	302.24	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$36M		74k	479.20	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.6	$35M	+3%	265k	132.50	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$33M	-26%	364k	90.53	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$33M	+7%	263k	124.31	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$32M		100k	320.81	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.5	$32M	-10%	309k	103.43	View chart
Ishares Tr Core Msci Intl (IDEV)	0.5	$31M	+160%	367k	83.57	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.5	$30M	+7%	767k	38.96	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$29M	+30%	418k	69.75	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$29M	-51%	258k	113.11	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.5	$28M	+4%	612k	46.19	View chart
Abbvie (ABBV)	0.4	$28M		128k	217.49	View chart
Ishares Msci Emrg Chn (EMXC)	0.4	$28M	+56%	351k	78.66	View chart
Applied Materials (AMAT)	0.4	$27M	-4%	78k	341.79	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$27M		123k	217.25	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$26M	-9%	263k	99.27	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$25M	+5%	58k	436.79	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$25M		136k	184.28	View chart
Eli Lilly & Co. (LLY)	0.4	$25M	+12%	27k	919.78	View chart
Home Depot (HD)	0.4	$25M	-6%	75k	328.89	View chart
Sprott Asset Management Physical Silver (PSLV)	0.4	$25M	+12%	1.0M	24.39	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$22M		31.00	718140.00	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$22M	-5%	299k	74.35	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.4	$22M		66k	337.95	View chart
Verizon Communications (VZ)	0.3	$22M	-8%	428k	50.20	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$21M	+4%	90k	237.62	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$21M		843k	24.75	View chart
Costco Wholesale Corporation (COST)	0.3	$20M		20k	996.46	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$20M	+11%	75k	261.92	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$20M	+5%	68k	287.18	View chart
Philip Morris International (PM)	0.3	$20M	+2%	118k	165.34	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.3	$19M	+26%	398k	47.53	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$18M		26k	697.70	View chart
Charles Schwab Corporation (SCHW)	0.3	$18M	+4%	193k	93.98	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$18M	-12%	171k	106.15	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.3	$18M	+13%	397k	45.62	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$18M	+6%	209k	84.84	View chart
Morgan Stanley Etf Trust Calvert Internat (CVIE)	0.3	$18M	+2%	241k	72.69	View chart
Tesla Motors (TSLA)	0.3	$18M		47k	371.75	View chart
Motorola Solutions Com New (MSI)	0.3	$17M	-2%	40k	433.97	View chart
Eaton Corp SHS (ETN)	0.3	$17M		48k	357.67	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$17M	-11%	173k	99.86	View chart
Analog Devices (ADI)	0.3	$17M		54k	318.14	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.3	$17M	+10%	332k	51.93	View chart
Chevron Corporation (CVX)	0.3	$17M	-4%	81k	206.90	View chart
Procter & Gamble Company (PG)	0.3	$17M	+8%	115k	144.44	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$17M	+2%	85k	196.20	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$16M		74k	215.06	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.3	$16M		286k	55.24	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.3	$16M	+11%	309k	50.37	View chart
United Parcel Svcs CL B (UPS)	0.2	$15M		157k	98.38	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$15M	-7%	173k	88.16	View chart
Booking Holdings (BKNG)	0.2	$15M	+17%	3.6k	4210.09	View chart
Cisco Systems (CSCO)	0.2	$15M		196k	77.59	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$15M		38k	383.40	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$15M	+3%	34k	430.29	View chart
Ishares Tr U S Equity Factr (LRGF)	0.2	$14M	+26%	218k	66.00	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.2	$14M	+8%	306k	46.83	View chart
International Business Machines (IBM)	0.2	$14M	-10%	59k	242.39	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$14M	+120%	74k	191.92	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$14M	+5%	249k	56.68	View chart
Iqvia Holdings (IQV)	0.2	$14M		82k	170.54	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.2	$14M	+10%	259k	53.22	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$14M	+4%	448k	30.68	View chart
Trane Technologies SHS (TT)	0.2	$14M	-2%	33k	416.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$14M	+7%	404k	33.77	View chart
TJX Companies (TJX)	0.2	$14M		85k	159.70	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$13M	-16%	231k	58.18	View chart
Realty Income (O)	0.2	$13M		219k	61.18	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$13M	+385%	166k	80.58	View chart
Capital Group Core Balanced SHS (CGBL)	0.2	$13M	+39%	382k	34.41	View chart
Advanced Micro Devices (AMD)	0.2	$13M	-2%	65k	203.43	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$13M	+6%	308k	42.54	View chart
Coca-Cola Company (KO)	0.2	$13M	-9%	172k	76.05	View chart
Citigroup Com New (C)	0.2	$13M	-8%	115k	113.41	View chart
salesforce (CRM)	0.2	$13M	-4%	69k	186.67	View chart
Ishares Gold Tr Shares Represent (IAUM)	0.2	$13M	+18%	275k	46.70	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$13M	-8%	520k	24.27	View chart
Marathon Petroleum Corp (MPC)	0.2	$13M	-2%	52k	244.18	View chart
Raytheon Technologies Corp (RTX)	0.2	$13M	+4%	65k	192.90	View chart
Medtronic SHS (MDT)	0.2	$13M	-13%	145k	86.65	View chart
Ishares Tr Esg Optimized (SUSA)	0.2	$13M	-5%	95k	132.10	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$13M	+7%	158k	79.27	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$13M		65k	191.81	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.2	$13M	-49%	163k	76.35	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$12M	+5%	257k	48.05	View chart
Mastercard Incorporated Cl A (MA)	0.2	$12M		25k	499.66	View chart
Air Products & Chemicals (APD)	0.2	$12M		42k	290.49	View chart
Chubb (CB)	0.2	$12M	-3%	38k	325.93	View chart
McDonald's Corporation (MCD)	0.2	$12M	-4%	38k	310.79	View chart
Ge Vernova (GEV)	0.2	$12M		14k	872.89	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.2	$12M	+32%	240k	49.40	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$12M	-5%	80k	148.10	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.2	$12M	+4%	349k	33.47	View chart
Spdr Series Trust State Street Spd (SDY)	0.2	$12M		80k	145.94	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$12M	+6%	169k	68.28	View chart
Cme (CME)	0.2	$11M		39k	295.35	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.2	$11M	-2%	158k	71.61	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.2	$11M	NEW	464k	24.31	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$11M	+15%	55k	205.80	View chart
Alps Etf Tr Smith Core Plus (SMTH)	0.2	$11M	+10%	436k	25.75	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$11M	+3%	241k	46.23	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$11M		121k	87.84	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$11M		111k	94.95	View chart
Oracle Corporation (ORCL)	0.2	$11M	+5%	72k	147.11	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$11M	-2%	79k	132.90	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$11M	+296%	127k	82.75	View chart
ConocoPhillips (COP)	0.2	$10M	+4%	79k	132.00	View chart
Merck & Co (MRK)	0.2	$10M	-2%	86k	120.29	View chart
Spdr Series Trust State Street Spd (SPTL)	0.2	$10M	+4%	391k	26.30	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$10M	+4%	163k	62.56	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$10M	+7%	220k	45.97	View chart
Pfizer (PFE)	0.2	$10M	-9%	359k	28.08	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.2	$10M	-2%	16k	616.76	View chart
Netflix (NFLX)	0.2	$9.8M	+26%	102k	96.15	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.2	$9.8M	+919%	68k	145.02	View chart
Wells Fargo & Company (WFC)	0.2	$9.8M	+4%	123k	79.61	View chart
Comcast Corp Cl A (CMCSA)	0.2	$9.7M	+3%	339k	28.71	View chart
Airbnb Com Cl A (ABNB)	0.2	$9.7M		77k	126.28	View chart
At&t (T)	0.2	$9.7M		335k	28.99	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$9.6M	-4%	142k	67.53	View chart
Bank of America Corporation (BAC)	0.2	$9.6M	-19%	197k	48.75	View chart
Walt Disney Company (DIS)	0.2	$9.5M		98k	96.38	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$9.4M	-2%	114k	82.57	View chart
Nextera Energy (NEE)	0.2	$9.4M	+3%	101k	92.88	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$9.3M	+2%	260k	35.59	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$9.1M	+215%	82k	111.37	View chart
Union Pacific Corporation (UNP)	0.1	$9.1M	-4%	37k	242.62	View chart
Johnson Controls Internation SHS (JCI)	0.1	$9.1M		69k	130.95	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$9.0M		79k	114.99	View chart
Uber Technologies (UBER)	0.1	$9.0M	+35%	125k	71.93	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$9.0M		165k	54.55	View chart
Anthem (ELV)	0.1	$8.9M	+7%	30k	292.75	View chart
Darden Restaurants (DRI)	0.1	$8.9M		45k	196.04	View chart
Pepsi (PEP)	0.1	$8.8M		56k	155.29	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$8.7M	+18%	245k	35.44	View chart
Lockheed Martin Corporation (LMT)	0.1	$8.6M	-3%	14k	604.40	View chart
Bank of New York Mellon Corporation (BK)	0.1	$8.6M		72k	118.63	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$8.5M	-30%	158k	54.05	View chart
Goldman Sachs (GS)	0.1	$8.5M	-18%	10k	845.99	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$8.5M	+6%	110k	77.11	View chart
UnitedHealth (UNH)	0.1	$8.5M	-31%	31k	270.59	View chart
Caterpillar (CAT)	0.1	$8.5M		12k	708.46	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$8.5M	+45%	20k	426.40	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$8.5M	-40%	209k	40.54	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$8.4M	+14%	123k	68.78	View chart
Allstate Corporation (ALL)	0.1	$8.4M		41k	207.34	View chart
Tidal Trust Ii Ret Stckd Gl Stk (RSSB)	0.1	$8.4M	+7%	307k	27.21	View chart
General Dynamics Corporation (GD)	0.1	$8.3M	+3%	24k	343.21	View chart
Thermo Fisher Scientific (TMO)	0.1	$8.3M		17k	491.54	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$8.3M	+17%	78k	106.50	View chart
Blackrock Etf Trust Disciplined Vola (BDVL)	0.1	$8.1M	NEW	330k	24.65	View chart
Qualcomm (QCOM)	0.1	$8.1M	-2%	63k	128.78	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$8.1M		33k	248.00	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$8.0M	-8%	80k	100.72	View chart
Starbucks Corporation (SBUX)	0.1	$8.0M	+2%	89k	89.59	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$7.9M	+3%	33k	239.99	View chart
Spdr Series Trust State Street Spd (SPAB)	0.1	$7.9M	+10%	309k	25.62	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$7.7M	+140%	336k	22.91	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$7.7M	+2%	170k	45.12	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$7.7M	+17%	191k	40.19	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.1	$7.5M		152k	49.41	View chart
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)	0.1	$7.4M	-3%	110k	67.64	View chart
Palantir Technologies Cl A (PLTR)	0.1	$7.4M	-27%	51k	146.28	View chart
Entergy Corporation (ETR)	0.1	$7.4M	+8%	66k	112.36	View chart
Amgen (AMGN)	0.1	$7.4M		21k	351.86	View chart
S&p Global (SPGI)	0.1	$7.4M	-5%	17k	425.35	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.1	$7.3M	+12%	188k	38.98	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$7.3M	+6%	99k	73.64	View chart
Texas Instruments Incorporated (TXN)	0.1	$7.3M	+5%	38k	194.14	View chart
Tidal Trust Ii Rtn Stacked Bd (RSBT)	0.1	$7.3M		385k	18.85	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$7.3M	-15%	73k	99.97	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$7.2M		220k	32.95	View chart
Ge Aerospace Com New (GE)	0.1	$7.2M	+14%	25k	283.78	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$7.1M	+32%	110k	64.73	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$7.1M	-4%	144k	49.37	View chart
Diamondback Energy (FANG)	0.1	$7.0M	-2%	36k	197.79	View chart
Rayonier (RYN)	0.1	$7.0M	NEW	339k	20.62	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$6.8M	-2%	184k	36.84	View chart
Novartis Sponsored Adr (NVS)	0.1	$6.8M	-11%	44k	152.75	View chart
Lowe's Companies (LOW)	0.1	$6.7M	-2%	29k	236.28	View chart
Altria (MO)	0.1	$6.7M	-2%	101k	65.99	View chart
McKesson Corporation (MCK)	0.1	$6.7M	+8%	7.7k	865.32	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$6.6M		62k	106.01	View chart
Cummins (CMI)	0.1	$6.5M		12k	537.99	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$6.4M	+21%	110k	58.54	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.1	$6.4M	-5%	139k	46.19	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$6.4M	+8%	159k	40.10	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$6.3M	-9%	56k	112.11	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$6.3M	+410%	68k	91.64	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$6.2M	+3%	43k	146.61	View chart
Marvell Technology (MRVL)	0.1	$6.2M	-6%	63k	99.05	View chart
Honeywell International (HON)	0.1	$6.2M	-9%	28k	226.03	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$6.2M		64k	97.13	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$6.1M	-4%	66k	92.74	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$6.1M	+27%	129k	46.95	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$6.0M	+275%	30k	200.82	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$5.9M	-35%	54k	109.69	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$5.9M	+17%	59k	100.62	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$5.9M		13k	463.16	View chart
Abbott Laboratories (ABT)	0.1	$5.9M	-8%	57k	102.67	View chart
Dex (DXCM)	0.1	$5.8M	+42%	93k	62.80	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$5.7M		81k	70.18	View chart
Stryker Corporation (SYK)	0.1	$5.6M	+56%	17k	328.60	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$5.6M	+4%	205k	27.15	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$5.6M	-8%	28k	198.29	View chart
Ea Series Trust Stance Sustainab (CHGX)	0.1	$5.5M		207k	26.82	View chart
Micron Technology (MU)	0.1	$5.5M	+15%	16k	337.83	View chart
Nxp Semiconductors N V (NXPI)	0.1	$5.5M	-3%	28k	196.86	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$5.5M	+3%	153k	36.22	View chart
Duke Energy Corp Com New (DUK)	0.1	$5.5M		42k	130.94	View chart
Amphenol Corp Cl A (APH)	0.1	$5.5M	+40%	43k	126.35	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$5.4M	+42%	102k	52.78	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$5.3M	-3%	52k	103.37	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$5.3M	+12%	4.0k	1320.77	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$5.3M		58k	91.37	View chart
Blue Owl Technology Fin Corp Common Stock (OTF)	0.1	$5.3M	+212%	429k	12.39	View chart
Automatic Data Processing (ADP)	0.1	$5.3M	-6%	26k	203.19	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$5.3M	+17%	60k	88.70	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$5.3M		45k	116.29	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 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
Pensionmark Financial Group 2022 Q3 filed Nov. 14, 2022

View all past filings

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