World Investment Advisors

13F filer · CIK 0001652594

Reported Aug 14, 2026

Net seller this quarter

13F portfolio value$6.04BU.S. long equity reported on 13F

Positions80318 new · 59 closed

Net flow last quarter-$269MBuys minus sells

Top 10 positions weight13.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 2026803 positions
AAPLApple Inc.	$199M	3.29%	0.01%	-10.6%	Q4 2018
MSFTMicrosoft Corp	$97.1M	1.61%	0.00%	-6.5%	Q4 2018
BSVNBank7 Corp.	$92M	1.52%	12.33%	+0.7%	Q4 2018
GOOGLAlphabet Inc.	$76M	1.26%	0.00%	-3.4%	Q4 2018
NVDANvidia Corp	$74.8M	1.24%	0.00%	-12.4%	Q4 2020
AMZNAmazon Com Inc	$72.2M	1.20%	0.00%	-10.4%	Q4 2018
JPMJPMorgan Chase & Co	$69.5M	1.15%	0.01%	-2.2%	Q4 2018
AVGOBroadcom Inc.	$55.5M	0.92%	0.00%	-2.0%	Q4 2018
GOOGAlphabet Inc.	$54.2M	0.90%	Not reported	-4.3%	Q4 2018
CHDChurch & Dwight Co Inc	$52.1M	0.86%	0.24%	0.0%	Q3 2024
METAMeta Platforms, Inc.	$49.9M	0.83%	Not reported	-7.2%	Q2 2019
SPYSPDR S&P 500 ETF Trust	$49.9M	0.83%	Not reported	-2.7%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$43.9M	0.73%	Not reported	-16.3%	Q4 2018
XOMExxonMobil Holdings Corp	$38.6M	0.64%	0.01%	-20.2%	Q4 2018
WMTWalmart Inc.	$36.2M	0.60%	0.00%	-4.1%	Q4 2018
JNJJohnson & Johnson	$33.8M	0.56%	0.01%	-10.0%	Q4 2018
VVisa Inc.	$33.4M	0.55%	0.01%	-7.1%	Q4 2018
IDEVEndo Pharmaceuticals Solutions Inc.	$30.6M	0.51%	Not reported	0.0%	Q2 2024
EMXCEmax Holdings Corp	$28.5M	0.47%	Not reported	+2.3%	Q4 2023
BRK.BBerkshire Hathaway Inc	$27.4M	0.45%	Not reported	-23.0%	Q1 2019
AMATApplied Materials Inc	$27M	0.45%	0.01%	-0.6%	Q2 2024
ABBVAbbVie Inc.	$26.6M	0.44%	0.01%	-4.7%	Q4 2020
LLYELI LILLY & Co	$24.5M	0.41%	0.00%	-4.6%	Q1 2019
PSLVSprott Physical Silver Trust	$23.5M	0.39%	0.16%	-4.0%	Q1 2025
HDHome Depot, Inc.	$23.4M	0.39%	0.01%	-5.1%	Q4 2018
BRK.ABerkshire Hathaway Inc	$22.3M	0.37%	Not reported	Not reported	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$22.1M	0.37%	0.00%	-4.6%	Q2 2024
VZVerizon Communications Inc	$19.1M	0.32%	0.01%	-10.7%	Q4 2018
COSTCostco Wholesale Corp	$18.5M	0.31%	0.00%	-6.1%	Q1 2022
SCHWSchwab Charles Corp	$18.1M	0.30%	0.01%	-0.2%	Q3 2024
ETNEaton Corp plc	$17.4M	0.29%	0.01%	+0.1%	Q2 2024
ADIAnalog Devices Inc	$17.3M	0.29%	0.01%	0.0%	Q1 2024
MSIMotorola Solutions, Inc.	$17M	0.28%	0.02%	-2.1%	Q2 2024
CSCOCisco Systems, Inc.	$16M	0.26%	0.01%	+0.7%	Q4 2018
PMPhilip Morris International Inc.	$15.7M	0.26%	0.01%	-19.8%	Q4 2023
PGPROCTER & GAMBLE Co	$15.7M	0.26%	0.00%	-5.5%	Q4 2018
TSLATesla, Inc.	$15.3M	0.25%	0.00%	-14.6%	Q1 2020
CVXChevron Corp	$15.2M	0.25%	0.00%	-7.6%	Q4 2018
BKNGBooking Holdings Inc.	$15.1M	0.25%	0.00%	-93.0%	Q2 2024
SMHMarket Vectors ETF Trust	$15.1M	0.25%	Not reported	-3.3%	Q1 2023
IAUIshares Gold Trust	$14.9M	0.25%	0.02%	-0.2%	Q2 2020
IQVIqvia Holdings Inc.	$14.1M	0.23%	0.05%	+0.4%	Q3 2024
TTTrane Technologies plc	$13.7M	0.23%	0.01%	0.0%	Q2 2024
GLDSPDR Gold Trust	$13.7M	0.23%	0.01%	-5.5%	Q4 2018
TJXTJX Companies Inc	$13.6M	0.22%	0.01%	-0.2%	Q4 2023
AMDAdvanced Micro Devices Inc	$13.1M	0.22%	0.00%	-6.1%	Q1 2023
IBMInternational Business Machines Corp	$13.1M	0.22%	0.01%	-9.0%	Q1 2021
CCitigroup Inc	$12.9M	0.21%	0.01%	-3.9%	Q2 2024
CRMSalesforce, Inc.	$12.7M	0.21%	0.01%	-0.6%	Q4 2018
KOCoca Cola Co	$12.6M	0.21%	0.00%	-3.2%	Q4 2018

Q1 2026Reported Apr 27, 2026842 positions
AAPLApple Inc.	$221M	3.56%	0.01%	-0.8%	Q4 2018
MSFTMicrosoft Corp	$104M	1.67%	0.00%	+3.0%	Q4 2018
BSVNBank7 Corp.	$91.4M	1.47%	12.24%	+6.0%	Q4 2018
NVDANvidia Corp	$83.4M	1.34%	0.00%	+0.6%	Q4 2020
AMZNAmazon Com Inc	$79.6M	1.28%	0.00%	+0.6%	Q4 2018
GOOGLAlphabet Inc.	$77.8M	1.25%	0.00%	-1.5%	Q4 2018
JPMJPMorgan Chase & Co	$70.9M	1.14%	0.01%	-2.1%	Q4 2018
GOOGAlphabet Inc.	$56.1M	0.91%	Not reported	+2.7%	Q4 2018
AVGOBroadcom Inc.	$55M	0.89%	0.00%	0.0%	Q4 2018
METAMeta Platforms, Inc.	$53.8M	0.87%	Not reported	+0.9%	Q2 2019
QQQInvesco QQQ Trust, Series 1	$52.4M	0.84%	Not reported	-0.5%	Q4 2018
CHDChurch & Dwight Co Inc	$52.1M	0.84%	0.24%	0.0%	Q3 2024
SPYSPDR S&P 500 ETF Trust	$49.8M	0.80%	Not reported	-2.8%	Q4 2018
XOMExxonMobil Holdings Corp	$48.4M	0.78%	0.01%	-5.9%	Q4 2018
WMTWalmart Inc.	$37.8M	0.61%	0.00%	-5.1%	Q4 2018
JNJJohnson & Johnson	$37.6M	0.61%	0.01%	-4.8%	Q4 2018
VVisa Inc.	$35.8M	0.58%	0.01%	-0.6%	Q4 2018
BRK.BBerkshire Hathaway Inc	$35.5M	0.57%	Not reported	+1.8%	Q1 2019
IDEVEndo Pharmaceuticals Solutions Inc.	$30.6M	0.49%	Not reported	+160.8%	Q2 2024
ABBVAbbVie Inc.	$27.8M	0.45%	0.01%	+0.2%	Q4 2020
EMXCEmax Holdings Corp	$27.6M	0.45%	Not reported	+56.3%	Q4 2023
AMATApplied Materials Inc	$26.8M	0.43%	0.01%	-4.8%	Q2 2024
LLYELI LILLY & Co	$25M	0.40%	0.00%	+12.1%	Q1 2019
HDHome Depot, Inc.	$24.6M	0.40%	0.01%	-6.8%	Q4 2018
PSLVSprott Physical Silver Trust	$24.5M	0.39%	0.16%	+12.8%	Q1 2025
BRK.ABerkshire Hathaway Inc	$22.3M	0.36%	Not reported	Not reported	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$22.1M	0.36%	0.00%	-1.5%	Q2 2024
VZVerizon Communications Inc	$21.5M	0.35%	0.01%	-8.3%	Q4 2018
COSTCostco Wholesale Corp	$19.7M	0.32%	0.00%	-1.4%	Q1 2022
PMPhilip Morris International Inc.	$19.5M	0.31%	0.01%	+2.5%	Q4 2023
SCHWSchwab Charles Corp	$18.2M	0.29%	0.01%	+4.5%	Q3 2024
TSLATesla, Inc.	$17.5M	0.28%	0.00%	-0.4%	Q1 2020
MSIMotorola Solutions, Inc.	$17.4M	0.28%	0.02%	-2.3%	Q2 2024
ETNEaton Corp plc	$17.3M	0.28%	0.01%	-0.1%	Q2 2024
ADIAnalog Devices Inc	$17.3M	0.28%	0.01%	-2.0%	Q1 2024
CVXChevron Corp	$16.8M	0.27%	0.00%	-4.8%	Q4 2018
PGPROCTER & GAMBLE Co	$16.6M	0.27%	0.00%	+8.6%	Q4 2018
UPSUnited Parcel Service Inc	$15.4M	0.25%	0.02%	-0.1%	Q4 2023
IAUIshares Gold Trust	$15.2M	0.25%	0.02%	-7.4%	Q2 2020
BKNGBooking Holdings Inc.	$15.2M	0.25%	0.01%	+18.0%	Q2 2024
CSCOCisco Systems, Inc.	$15.2M	0.24%	0.01%	-1.5%	Q4 2018
SMHMarket Vectors ETF Trust	$14.7M	0.24%	Not reported	+1.7%	Q1 2023
GLDSPDR Gold Trust	$14.6M	0.24%	0.01%	+3.8%	Q4 2018
IBMInternational Business Machines Corp	$14.3M	0.23%	0.01%	-10.6%	Q1 2021
IQVIqvia Holdings Inc.	$14M	0.23%	0.05%	+0.5%	Q3 2024
TTTrane Technologies plc	$13.7M	0.22%	0.01%	-3.0%	Q2 2024
TJXTJX Companies Inc	$13.6M	0.22%	0.01%	-1.2%	Q4 2023
ORealty Income Corp	$13.4M	0.22%	0.02%	-0.8%	Q3 2024
AMDAdvanced Micro Devices Inc	$13.1M	0.21%	0.00%	-2.2%	Q1 2023
KOCoca Cola Co	$13M	0.21%	0.00%	-9.1%	Q4 2018

Q4 2025Reported Mar 13, 2026818 positions
AAPLApple Inc.	$238M	3.87%	0.01%	+19.4%	Q4 2018
MSFTMicrosoft Corp	$132M	2.14%	0.00%	+22.1%	Q4 2018
NVDANvidia Corp	$88.7M	1.44%	0.00%	+41.5%	Q4 2020
AMZNAmazon Com Inc	$87.6M	1.42%	0.00%	+26.8%	Q4 2018
BSVNBank7 Corp.	$86.6M	1.41%	11.61%	+13.8%	Q4 2018
GOOGLAlphabet Inc.	$86M	1.40%	0.00%	+9.2%	Q4 2018
JPMJPMorgan Chase & Co	$79.3M	1.29%	0.01%	+5.3%	Q4 2018
METAMeta Platforms, Inc.	$61.5M	1.00%	Not reported	+21.0%	Q2 2019
AVGOBroadcom Inc.	$61.5M	1.00%	0.00%	+16.2%	Q4 2018
GOOGAlphabet Inc.	$59.8M	0.97%	Not reported	+8.7%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$56.1M	0.91%	Not reported	+34.1%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$53.7M	0.87%	Not reported	+34.0%	Q4 2018
CHDChurch & Dwight Co Inc	$46.9M	0.76%	0.23%	+0.1%	Q3 2024
VVisa Inc.	$41.8M	0.68%	0.01%	+12.9%	Q4 2018
BRK.BBerkshire Hathaway Inc	$36.6M	0.59%	Not reported	+50.1%	Q1 2019
XOMExxonMobil Holdings Corp	$36.5M	0.59%	0.01%	+24.9%	Q4 2018
WMTWalmart Inc.	$35.7M	0.58%	0.00%	+9.0%	Q4 2018
JNJJohnson & Johnson	$33.4M	0.54%	0.01%	+19.6%	Q4 2018
ABBVAbbVie Inc.	$29.2M	0.47%	0.01%	+12.0%	Q4 2020
HDHome Depot, Inc.	$27.6M	0.45%	0.01%	+6.2%	Q4 2018
LLYELI LILLY & Co	$26M	0.42%	0.00%	+17.2%	Q1 2019
BRK.ABerkshire Hathaway Inc	$23.4M	0.38%	Not reported	Not reported	Q4 2023
TSLATesla, Inc.	$21.3M	0.35%	0.00%	+57.9%	Q1 2020
AMATApplied Materials Inc	$21.1M	0.34%	0.01%	+4.5%	Q2 2024
PSLVSprott Physical Silver Trust	$21M	0.34%	0.14%	+15.4%	Q1 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$20.2M	0.33%	0.00%	+20.9%	Q2 2024
IBMInternational Business Machines Corp	$19.6M	0.32%	0.01%	+20.8%	Q1 2021
CRMSalesforce, Inc.	$19.1M	0.31%	0.01%	+6.4%	Q4 2018
VZVerizon Communications Inc	$19M	0.31%	0.01%	+23.9%	Q4 2018
PMPhilip Morris International Inc.	$18.5M	0.30%	0.01%	+42.5%	Q4 2023
SCHWSchwab Charles Corp	$18.5M	0.30%	0.01%	+6.4%	Q3 2024
IQVIqvia Holdings Inc.	$18.4M	0.30%	0.05%	+1.4%	Q3 2024
COSTCostco Wholesale Corp	$17.3M	0.28%	0.00%	+8.4%	Q1 2022
BKNGBooking Holdings Inc.	$16.4M	0.27%	0.01%	+8.7%	Q2 2024
EMXCEmax Holdings Corp	$16.3M	0.27%	Not reported	+6.8%	Q4 2023
MDTMedtronic plc	$16.1M	0.26%	0.01%	+5.7%	Q2 2023
MSIMotorola Solutions, Inc.	$15.7M	0.26%	0.02%	-5.2%	Q2 2024
UPSUnited Parcel Service Inc	$15.6M	0.25%	0.02%	+99.9%	Q4 2023
ETNEaton Corp plc	$15.4M	0.25%	0.01%	+3.5%	Q2 2024
CSCOCisco Systems, Inc.	$15.3M	0.25%	0.01%	+15.4%	Q4 2018
UNHUnitedhealth Group Inc	$15.2M	0.25%	0.01%	-5.9%	Q4 2021
PGPROCTER & GAMBLE Co	$15.2M	0.25%	0.00%	+15.9%	Q4 2018
IAUIshares Gold Trust	$15.2M	0.25%	0.02%	+34.1%	Q2 2020
ADIAnalog Devices Inc	$15M	0.24%	0.01%	+1.3%	Q1 2024
CCitigroup Inc	$14.6M	0.24%	0.01%	+24.3%	Q2 2024
MAMastercard Inc	$14.3M	0.23%	0.00%	+17.4%	Q4 2020
AMDAdvanced Micro Devices Inc	$14.1M	0.23%	0.00%	-3.0%	Q1 2023
SUSASouthern USA Resources Inc.	$14.1M	0.23%	Not reported	-1.1%	Q2 2024
SMHMarket Vectors ETF Trust	$13.5M	0.22%	Not reported	+1.4%	Q1 2023
BACBank of America Corp	$13.4M	0.22%	0.00%	+45.1%	Q4 2020

Q3 2025Reported Oct 15, 2025730 positions
AAPLApple Inc.	$187M	3.82%	0.01%	+3.9%	Q4 2018
MSFTMicrosoft Corp	$116M	2.36%	0.00%	0.0%	Q4 2018
BSVNBank7 Corp.	$76.2M	1.56%	10.22%	+7.5%	Q4 2018
JPMJPMorgan Chase & Co	$73.7M	1.51%	0.01%	+0.9%	Q4 2018
AMZNAmazon Com Inc	$65.7M	1.34%	0.00%	+5.4%	Q4 2018
NVDANvidia Corp	$62.7M	1.28%	0.00%	+16.2%	Q4 2020
GOOGLAlphabet Inc.	$61.2M	1.25%	0.00%	+8.0%	Q4 2018
METAMeta Platforms, Inc.	$56.6M	1.16%	Not reported	+1.0%	Q2 2019
AVGOBroadcom Inc.	$50.5M	1.03%	0.00%	-3.4%	Q4 2018
CHDChurch & Dwight Co Inc	$48.9M	1.00%	0.23%	0.0%	Q3 2024
GOOGAlphabet Inc.	$42.7M	0.87%	Not reported	+2.0%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$40.9M	0.84%	Not reported	+3.2%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$39.2M	0.80%	Not reported	+2.5%	Q4 2018
VVisa Inc.	$36M	0.74%	0.01%	-1.0%	Q4 2018
HDHome Depot, Inc.	$30.6M	0.63%	0.01%	+2.1%	Q4 2018
WMTWalmart Inc.	$30.3M	0.62%	0.00%	+5.2%	Q4 2018
XOMExxonMobil Holdings Corp	$27.4M	0.56%	0.01%	+5.5%	Q4 2018
ABBVAbbVie Inc.	$26.4M	0.54%	0.01%	+9.4%	Q4 2020
JNJJohnson & Johnson	$25M	0.51%	0.01%	+2.7%	Q4 2018
BRK.BBerkshire Hathaway Inc	$24.4M	0.50%	Not reported	+1.5%	Q1 2019
BRK.ABerkshire Hathaway Inc	$23.4M	0.48%	Not reported	+244.4%	Q4 2023
MSIMotorola Solutions, Inc.	$19.8M	0.40%	0.03%	+0.7%	Q2 2024
ETNEaton Corp plc	$17.5M	0.36%	0.01%	-5.6%	Q2 2024
COSTCostco Wholesale Corp	$17.1M	0.35%	0.00%	+10.1%	Q1 2022
UNHUnitedhealth Group Inc	$16.9M	0.35%	0.01%	-2.6%	Q4 2021
SCHWSchwab Charles Corp	$16.6M	0.34%	0.01%	-0.3%	Q3 2024
VZVerizon Communications Inc	$16.6M	0.34%	0.01%	+4.6%	Q4 2018
AMATApplied Materials Inc	$16.1M	0.33%	0.01%	+2.1%	Q2 2024
CRMSalesforce, Inc.	$16.1M	0.33%	0.01%	-1.0%	Q4 2018
LLYELI LILLY & Co	$15.8M	0.32%	0.00%	-0.2%	Q1 2019
IBMInternational Business Machines Corp	$15.5M	0.32%	0.01%	+1.2%	Q1 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$15.4M	0.31%	0.00%	-10.6%	Q2 2024
IQVIqvia Holdings Inc.	$15.3M	0.31%	0.05%	+2.3%	Q3 2024
BKNGBooking Holdings Inc.	$15.2M	0.31%	0.01%	+2.8%	Q2 2024
MDTMedtronic plc	$15.1M	0.31%	0.01%	+1.5%	Q2 2023
TTTrane Technologies plc	$14.5M	0.30%	0.02%	-9.9%	Q2 2024
BXBlackstone Inc.	$14.5M	0.30%	0.01%	+12.7%	Q3 2019
EMXCEmax Holdings Corp	$14.2M	0.29%	Not reported	-8.8%	Q4 2023
PGPROCTER & GAMBLE Co	$14M	0.29%	0.00%	+7.9%	Q4 2018
SUSASouthern USA Resources Inc.	$13.8M	0.28%	Not reported	-4.2%	Q2 2024
ADIAnalog Devices Inc	$13.4M	0.27%	0.01%	+3.6%	Q1 2024
ORCLOracle Corp	$13.4M	0.27%	0.00%	-28.2%	Q4 2021
TSLATesla, Inc.	$13.3M	0.27%	0.00%	+2.7%	Q1 2020
PMPhilip Morris International Inc.	$13.1M	0.27%	0.01%	+1.6%	Q4 2023
TJXTJX Companies Inc	$12.3M	0.25%	0.01%	-5.6%	Q4 2023
MAMastercard Inc	$12.1M	0.25%	0.00%	-0.7%	Q4 2020
PSLVSprott Physical Silver Trust	$12.1M	0.25%	0.15%	+38.6%	Q1 2025
SMHMarket Vectors ETF Trust	$12.1M	0.25%	Not reported	+98.5%	Q1 2023
CSCOCisco Systems, Inc.	$11.8M	0.24%	0.00%	+2.1%	Q4 2018
APDAir Products & Chemicals, Inc.	$11.5M	0.24%	0.02%	-0.6%	Q4 2023

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