Sign In
test

Jonathan E. Curley

World Investment Advisors

Assets Managed
$6.202B
Holdings
1557
Last Quarter
2026 - Q1
Filed Date
1mo 3d ago
Growth Rate
0.69%(2Q avg: 13.32%)
Sustained Growth
8 quarters

Portfolio positions

This chart displays the top 10 holdings in World Investment Advisors's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1557 positions.

Assets under management

The assets under management (AUM) of World Investment Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 6.202B in assets, with a quarterly growth rate of 0.69% and a 2-quarter average growth rate of 13.32%. The portfolio is managed by Jonathan E. Curley, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -0.8%
3.57%
$220.832M
870,139 shares@ $253.79 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -10.28%
2.32%
$143.394M
239,969 shares@ $597.56 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.97%
1.68%
$103.828M
280,488 shares@ $370.18 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 6.02%
1.48%
$91.351M
1.165M shares@ $78.41 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -11.86%
1.45%
$89.832M
1.174M shares@ $76.55 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -20.53%
1.35%
$83.485M
478,696 shares@ $174.41 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.65%
1.29%
$79.554M
381,974 shares@ $208.27 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -1.53%
1.26%
$77.795M
270,534 shares@ $287.57 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -2.06%
1.15%
$70.874M
240,938 shares@ $294.17 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 10.97%
1.12%
$68.919M
105,508 shares@ $653.21 avg price

1-10 of 1557