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Manager record

World Investment Advisors

Santa Barbara, CA · CIK 1652594 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$6.04BReported 13F valueQ2 2026 · as filed
1,523Holdings listed
-2.6%vs prior quartervalue change includes market moves
5Quarters on record
Aug 14Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $4.4B$4.4BQ2 20252,131 holdingsQ3 2025: $4.9B$4.9BQ3 20252,340 holdingsQ4 2025: $6.2B$6.2BQ4 20251,468 holdingsQ1 2026: $6.2B$6.2BQ1 20261,572 holdingsQ2 2026: $6.0B$6.0BQ2 20261,523 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 14 2026 13F-HR · period Q2 2026

$6.04B · 1,523 holdings listed · View original SEC filing ↗
Apr 27 2026 13F-HR · period Q1 2026

$6.20B · 1,572 holdings listed · View original SEC filing ↗
Mar 13 2026 13F-HR/A · period Q4 2025

$6.16B · 1,468 holdings listed · amendment (restatement) · View original SEC filing ↗
Feb 04 2026 13F-HR · period Q4 2025

$5.23B · 1,449 holdings listed · View original SEC filing ↗
Oct 15 2025 13F-HR · period Q3 2025

$4.89B · 2,340 holdings listed · View original SEC filing ↗
Aug 04 2025 13F-HR · period Q2 2025

$4.41B · 2,131 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 14, 2026 · Change methodology