World Investment Advisors
Annual return '25
+16.3%
SPY '25
+17.7%
Alpha
-1.4ptsvs SPY
Invested
$6.2B
Holdings
1,555
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: Exited (was 877.2k shares)
3.6%
02
$VOO
VANGUARD INDEX FDS
Q1 2026: Exited (was 267.5k shares)
2.3%
03
$MSFT
MICROSOFT CORP
Q1 2026: Exited (was 272.4k shares)
1.7%
04
$BSV
VANGUARD BD INDEX FDS
Q1 2026: Exited (was 1.10M shares)
1.5%
05
$SPYM
SPDR SERIES TRUST
Q1 2026: Exited (was 1.33M shares)
1.4%
06
$NVDA
NVIDIA CORPORATION
Q1 2026: Exited (was 253.6k shares)
1.3%
07
$AMZN
AMAZON COM INC
Q1 2026: Exited (was 379.5k shares)
1.3%
08
$GOOGL
ALPHABET INC
Q1 2026: Exited (was 274.8k shares)
1.3%
09
$JPM
JPMORGAN CHASE & CO
Q1 2026: Exited (was 246.0k shares)
1.1%
10
$IVV
ISHARES TR
Q1 2026: Exited (was 95.1k shares)
1.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:08 UTC.