13F Filings History of World Investment Advisors

Latest 13F report
Q4 2025 - 13 Mar 2026
Value $
$6,090,183,005
Signature - Title
Jonathan E. Curley - Global Chief of Compliance
Location
Santa Barbara, CA
Summary
This page shows a list of all the recent 13F filings made by World Investment Advisors. Form 13F is required to be filed within 45 days of the end of a calendar quarter. World Investment Advisors reported 1446 stock holdings with total value $6,090,183,005 as of Q4 2025. Top holdings included AAPL, VOO, MSFT, SPYM, and NVDA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 1,446 $6,090,183,005 +$1,283,334,651 -$159,759,589 +$1,123,575,062 AAPL, VOO, MSFT, SPYM, NVDA Restatement 12 Mar 2026, 17:46
Q3 2025 1,226 $4,883,637,223 +$442,328,535 -$226,915,116 +$215,413,419 AAPL, VOO, MSFT, SPLG, IVW 13F-HR 15 Oct 2025, 11:52
Q2 2025 1,122 $4,400,916,183 +$670,791,423 -$359,719,054 +$311,072,369 AAPL, VOO, MSFT, SPLG, IVW 13F-HR 04 Aug 2025, 09:23
Q1 2025 1,046 $3,843,783,834 +$754,785,644 -$456,253,469 +$298,532,175 AAPL, VOO, SPLG, MSFT, BSV 13F-HR 29 Apr 2025, 12:29
Q4 2024 998 $3,645,729,571 +$758,600,985 -$242,801,779 +$515,799,206 AAPL, VOO, MSFT, DGRW, IVW 13F-HR 12 Feb 2025, 17:12
Q3 2024 898 $3,178,329,024 +$1,645,331,051 -$118,529,326 +$1,526,801,725 AAPL, VOO, MSFT, DGRW, CHD Restatement 25 Nov 2024, 09:54
Q2 2024 620 $1,517,093,698 +$722,896,607 -$13,287,534 +$709,609,073 VOO, AAPL, SCHG, SLQD, MUB 13F-HR 14 Aug 2024, 21:12
Q1 2024 394 $540,528,976 +$164,709,073 -$241,522,088 -$76,813,015 IVW, SCHG, IJK, SLQD, IJT 13F-HR 15 May 2024, 17:19
Q4 2023 378 $769,791,527 +$382,833,904 -$162,298,375 +$220,535,529 IVW, SLQD, IJK, SCHG, VOT 13F-HR 14 Feb 2024, 18:37
Q3 2023 265 $504,793,698 +$147,065,216 -$135,940,711 +$11,124,505 SLQD, IJS, VBR, IVE, IJJ 13F-HR 14 Nov 2023, 16:08
Q2 2023 262 $517,001,480 +$45,856,684 -$29,978,386 +$15,878,298 SLQD, IVW, IJK, IJT, SCHG 13F-HR 14 Aug 2023, 15:42
Q1 2023 240 $480,017,268 +$153,128,249 -$124,843,798 +$28,284,451 SLQD, IVW, IJK, IJT, IXUS 13F-HR 15 May 2023, 14:29
Q4 2022 239 $436,077,101 +$135,572,800 -$142,699,834 -$7,127,034 SLQD, IJS, IVE, IJJ, IXUS 13F-HR 14 Feb 2023, 12:42
Q3 2022 243 $421,130,000 +$16,324,090 -$18,709,821 -$2,385,731 SLQD, IJK, IJT, IVW, IXUS 13F-HR 14 Nov 2022, 09:51
Q2 2022 260 $460,341,000 +$149,806,319 -$126,444,226 +$23,362,093 SLQD, IVW, IJT, IJK, IXUS 13F-HR 09 Aug 2022, 11:17
Q1 2022 270 $481,708,000 +$30,553,999 -$24,557,983 +$5,996,016 SLQD, IVE, IJJ, IJS, IXUS 13F-HR 12 May 2022, 17:19
Q4 2021 267 $471,742,000 +$162,792,940 -$129,130,515 +$33,662,425 SLQD, IVE, IJJ, IXUS, SCHV 13F-HR 11 Feb 2022, 16:06
Q3 2021 249 $441,812,000 +$27,672,762 -$17,550,554 +$10,122,208 SLQD, IJK, IVW, IJT, MDYG 13F-HR 12 Nov 2021, 08:15
Q2 2021 247 $437,256,000 +$39,938,570 -$33,414,331 +$6,524,239 SLQD, IJK, IVW, IJT, IXUS 13F-HR 12 Aug 2021, 10:50
Q1 2021 226 $413,092,000 +$136,829,986 -$126,696,966 +$10,133,020 SLQD, IVW, IJK, SCHG, MDYG 13F-HR 14 May 2021, 18:38
Q4 2020 228 $390,189,000 +$178,481,102 -$82,692,010 +$95,789,092 IJS, SLQD, IJJ, SLYV, IXUS 13F-HR 16 Feb 2021, 16:25
Q3 2020 174 $292,166,000 +$13,897,998 -$2,872,190 +$11,025,808 IVW, IJT, IJK, SLQD, IXUS 13F-HR 13 Nov 2020, 12:46
Q2 2020 166 $280,665,000 +$49,211,096 -$30,515,977 +$18,695,119 IJT, IVW, IJK, SLQD, IXUS 13F-HR 14 Aug 2020, 10:51
Q1 2020 140 $215,401,000 +$31,337,215 -$28,500,385 +$2,836,830 IJT, SLQD, IVW, IJK, IXUS 13F-HR 22 Apr 2020, 20:51
Q4 2019 164 $256,349,000 +$110,689,447 -$97,848,887 +$12,840,560 IJT, IVW, SLQD, IJK, IXUS 13F-HR 12 Feb 2020, 18:35
Q3 2019 155 $233,056,000 +$90,453,516 -$85,920,565 +$4,532,951 IJJ, IVE, SLQD, IJS, IXUS 13F-HR 12 Nov 2019, 13:57
Q2 2019 147 $222,221,000 +$23,943,504 -$20,224,376 +$3,719,128 IVW, IJK, SLQD, IJT, IXUS 13F-HR 12 Aug 2019, 09:19
Q1 2019 129 $219,284,000 +$64,645,074 -$74,331,927 -$9,686,853 IVW, IJK, SLQD, IJT, IXUS 13F-HR 14 May 2019, 15:07
Q4 2018 159 $219,226,000 $0 $0 $0 IVE, IJJ, SLQD, IXUS, SCHG 13F-HR 14 Feb 2019, 16:56