World Investment Advisors

LINCROFT, NJ · CIK 1652594 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2015 · limited liability company

Assets managed$71.6bn
Staff615 · 471 in investment roles
Main clients (by assets)Pension plans 78%, High net worth individuals 8%, Individuals 7%
Form ADV · 2026-09-21SEC adviser record

Kindinstitutions
Others nearbyLincroft, NJ, Westborough, MA, Bayonne, NJ, San Antonio, TX, New York, NY, Irvine, CA

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Lincroft, NJ (main office)United States	United States
Westborough, MAUnited States	United States	16
Bayonne, NJUnited States	United States	11
Garden Ridge, TXUnited States	United States	11
Irvine, CAUnited States	United States	8
San Ramon, CAUnited States	United States	8
Tempe, AZUnited States	United States	8
Columbus, OHUnited States	United States	7
New York City, NYUnited States	United States	7
Berwyn, PAUnited States	United States	6
Brentwood, TNUnited States	United States	6
Denver, COUnited States	United States	6

14 more cities

Rogers, ARUnited States	United States	6
Warwick, RIUnited States	United States	6
Cleveland, OHUnited States	United States	5
Alpharetta, GAUnited States	United States	4
Burlington, VTUnited States	United States	4
Plymouth, MAUnited States	United States	4
Bakersfield, CAUnited States	United States	3
Little Rock, ARUnited States	United States	3
Mclean, VAUnited States	United States	3
New York, NYUnited States	United States	3
North Barrington, ILUnited States	United States	3
Reston, VAUnited States	United States	3
San Mateo, CAUnited States	United States	3
Waukesha, WIUnited States	United States	3

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$6.0bn reported value -2.6% vs Q1 2026

1,523positions

16.6%in top 10

46 new 274 added 898 reduced 80 sold out vs Q1 2026

Also in the report of:

Vestmark Advisory Solutions, Inc. – $729.3m of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	778,238	$198.9m3.29%	3.29%	Reduced -91.9k	-91,901 -10.6%
2	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	236,304	$143.4m2.37%	2.37%	Reduced -3.7k	-3,665 -1.5%
3	MICROSOFT CORP COM MSFT	MSFT	262,135	$97.1m1.61%	1.61%	Reduced -18.4k	-18,353 -6.5%
4	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	1,173,676	$92.0m1.52%	1.52%	Added +8.6k	+8,627 0.7%
5	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	1,172,238	$89.8m1.49%	1.49%	Reduced -1.4k	-1,420 -0.1%
6	ISHARES TR CORE S&P500 ETF IVV	IVV	122,271	$86.3m1.43%	1.43%	Added +16.8k	+16,763 15.9%
7	ALPHABET INC CAP STK CL A GOOGL	GOOGL	261,230	$76.0m1.26%	1.26%	Reduced -9.3k	-9,304 -3.4%
8	NVIDIA CORPORATION COM NVDA	NVDA	419,165	$74.8m1.24%	1.24%	Reduced -59.1k	-59,131 -12.4%
9	AMAZON COM INC COM AMZN	AMZN	342,406	$72.2m1.20%	1.20%	Reduced -39.6k	-39,568 -10.4%
10	JPMORGAN CHASE & CO COM JPM	JPM	235,534	$69.5m1.15%	1.15%	Reduced -5.4k	-5,404 -2.2%
11	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	793,535	$61.2m1.01%	1.01%	Added +4.1k	+4,139 0.5%
12	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	1,970,475	$60.2m1.00%	1.00%	Reduced -6.9k	-6,923 -0.3%
13	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	864,110	$56.7m0.94%	0.94%	Added +252	+252 0.0%
14	BROADCOM INC COM AVGO	AVGO	174,254	$55.5m0.92%	0.92%	Reduced -3.5k	-3,499 -2.0%
15	ALPHABET INC CAP STK CL C GOOG	GOOG	187,224	$54.2m0.90%	0.90%	Reduced -8.5k	-8,485 -4.3%
16	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	1,790,665	$53.7m0.89%	0.89%	Reduced -8.2k	-8,198 -0.5%
17	CHURCH & DWIGHT CO INC COM CHD	CHD	558,779	$52.1m0.86%	0.86%	Added +64	+64 0.0%
18	ISHARES TR 0-5YR INVT GR CP SLQD	SLQD	1,032,454	$52.1m0.86%	0.86%	Unchanged
19	META PLATFORMS INC CL A META	META	87,356	$49.9m0.83%	0.83%	Reduced -6.7k	-6,732 -7.2%
20	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	74,539	$49.9m0.83%	0.83%	Reduced -2.0k	-2,045 -2.7%
21	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	441,517	$49.1m0.81%	0.81%	Unchanged
22	ISHARES TR S&P 500 VAL ETF IVE	IVE	225,386	$48.3m0.80%	0.80%	Reduced -13.2k	-13,241 -5.5%
23	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	75,987	$43.9m0.73%	0.73%	Reduced -14.8k	-14,794 -16.3%
24	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	1,646,061	$42.3m0.70%	0.70%	Reduced -482	-482 -0.0%
25	ISHARES TR SP SMCP600VL ETF IJS	IJS	342,539	$40.6m0.67%	0.67%	Reduced -250	-250 -0.1%
26	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	462,244	$40.3m0.67%	0.67%	Added +163	+163 0.0%
27	EXXON MOBIL CORP COM XOM	XOM	227,794	$38.6m0.64%	0.64%	Reduced -57.6k	-57,621 -20.2%
28	WALMART INC COM WMT	WMT	291,493	$36.2m0.60%	0.60%	Reduced -12.4k	-12,390 -4.1%
29	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	265,442	$35.2m0.58%	0.58%	Unchanged
30	JOHNSON & JOHNSON COM JNJ	JNJ	138,212	$33.8m0.56%	0.56%	Reduced -15.4k	-15,406 -10.0%
31	VISA INC COM CL A V	V	110,108	$33.4m0.55%	0.55%	Reduced -8.4k	-8,407 -7.1%
32	ISHARES TR CORE TOTAL USD IUSB	IUSB	709,293	$32.7m0.54%	0.54%	Added +97.5k	+97,456 15.9%
33	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	97,232	$32.6m0.54%	0.54%	Reduced -3.0k	-2,983 -3.0%
34	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	309,836	$32.0m0.53%	0.53%	Added +1.3k	+1,260 0.4%
35	ISHARES TR CORE MSCI EAFE IEFA	IEFA	348,586	$31.8m0.53%	0.53%	Reduced -14.9k	-14,885 -4.1%
36	ISHARES TR S&P 500 GRWT ETF IVW	IVW	254,859	$31.3m0.52%	0.52%	Reduced -2.6k	-2,591 -1.0%
37	ISHARES TR CORE MSCI INTL IDEV	IDEV	366,579	$30.6m0.51%	0.51%	Reduced -44	-44 -0.0%
38	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	766,553	$29.9m0.49%	0.49%	Reduced -1	-1 0.0%
39	ISHARES TR CORE S&P SCP ETF IJR	IJR	237,856	$29.8m0.49%	0.49%	Reduced -25.1k	-25,104 -9.6%
40	ISHARES INC MSCI EMRG CHN EMXC	EMXC	359,314	$28.5m0.47%	0.47%	Added +8.0k	+8,042 2.3%
41	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	57,018	$27.4m0.45%	0.45%	Reduced -17.0k	-17,022 -23.0%
42	ISHARES INC CORE MSCI EMKT IEMG	IEMG	368,489	$27.0m0.45%	0.45%	Reduced -49.3k	-49,333 -11.8%
43	APPLIED MATLS INC COM AMAT	AMAT	77,916	$27.0m0.45%	0.45%	Reduced -473	-473 -0.6%
44	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	122,757	$26.9m0.44%	0.44%	Reduced -464	-464 -0.4%
45	ABBVIE INC COM ABBV	ABBV	121,763	$26.6m0.44%	0.44%	Reduced -6.1k	-6,053 -4.7%
46	ISHARES TR CORE US AGGBD ET AGG	AGG	259,013	$25.7m0.43%	0.43%	Reduced -4.3k	-4,347 -1.6%
47	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	167,019	$25.5m0.42%	0.42%	Reduced -182.3k	-182,343 -52.2%
48	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	134,561	$24.8m0.41%	0.41%	Reduced -961	-961 -0.7%
49	ELI LILLY & CO COM LLY	LLY	25,879	$24.5m0.41%	0.41%	Reduced -1.3k	-1,255 -4.6%
50	SPROTT PHYSICAL SILVER TR TR UNIT PSLV	PSLV	963,167	$23.5m0.39%	0.39%	Reduced -40.5k	-40,463 -4.0%
51	HOME DEPOT INC COM HD	HD	70,912	$23.4m0.39%	0.39%	Reduced -3.8k	-3,796 -5.1%
52	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	31	$22.3m0.37%	0.37%	Unchanged
53	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	62,505	$22.1m0.37%	0.37%	Reduced -3.0k	-3,032 -4.6%
54	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	90,353	$21.7m0.36%	0.36%	Added +352	+352 0.4%
55	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	843,296	$20.9m0.35%	0.35%	Reduced -30	-30 0.0%
56	VANGUARD WORLD FD INF TECH ETF VGT	VGT	109,110	$19.7m0.33%	0.33%	Reduced -101.8k	-101,850 -48.3%
57	VERIZON COMMUNICATIONS INC COM VZ	VZ	381,789	$19.1m0.32%	0.32%	Reduced -45.8k	-45,780 -10.7%
58	INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF PRF	PRF	398,063	$18.9m0.31%	0.31%	Unchanged
59	COSTCO WHSL CORP NEW COM COST	COST	18,588	$18.5m0.31%	0.31%	Reduced -1.2k	-1,214 -6.1%
60	VANGUARD INDEX FDS SMALL CP ETF VB	VB	69,190	$18.5m0.31%	0.31%	Reduced -5.6k	-5,587 -7.5%
61	ISHARES TR NATIONAL MUN ETF MUB	MUB	171,455	$18.2m0.30%	0.30%	Added +440	+440 0.3%
62	SCHWAB CHARLES CORP COM SCHW	SCHW	192,951	$18.1m0.30%	0.30%	Reduced -316	-316 -0.2%
63	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	394,895	$18.0m0.30%	0.30%	Reduced -2.1k	-2,141 -0.5%
64	VANGUARD INDEX FDS VALUE ETF VTV	VTV	86,380	$18.0m0.30%	0.30%	Added +1.7k	+1,678 2.0%
65	VANGUARD INDEX FDS MID CAP ETF VO	VO	67,067	$18.0m0.30%	0.30%	Reduced -205.6k	-205,585 -75.4%
66	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	208,978	$17.7m0.29%	0.29%	Unchanged
67	MORGAN STANLEY ETF TRUST CALVERT INTERNAT CVIE	CVIE	241,077	$17.5m0.29%	0.29%	Unchanged
68	EATON CORP PLC SHS ETN	ETN	48,356	$17.4m0.29%	0.29%	Added +27	+27 0.1%
69	ANALOG DEVICES INC COM ADI	ADI	54,245	$17.3m0.29%	0.29%	Added +23	+23 0.0%
70	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	172,848	$17.3m0.29%	0.29%	Reduced -204	-204 -0.1%
71	ISHARES TR EAFE VALUE ETF EFV	EFV	230,570	$17.3m0.29%	0.29%	Reduced -68.2k	-68,243 -22.8%
72	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	39,316	$17.0m0.28%	0.28%	Reduced -825	-825 -2.1%
73	CISCO SYS INC COM CSCO	CSCO	196,899	$16.0m0.26%	0.26%	Added +1.4k	+1,373 0.7%
74	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	70,587	$15.8m0.26%	0.26%	Reduced -3.8k	-3,800 -5.1%
75	PHILIP MORRIS INTL INC COM PM	PM	94,725	$15.7m0.26%	0.26%	Reduced -23.4k	-23,406 -19.8%
76	PROCTER AND GAMBLE CO COM PG	PG	108,699	$15.7m0.26%	0.26%	Reduced -6.4k	-6,366 -5.5%
77	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	300,872	$15.6m0.26%	0.26%	Reduced -31.3k	-31,303 -9.4%
78	FIDELITY COVINGTON TRUST HIGH DIVID ETF FDVV	FDVV	281,528	$15.6m0.26%	0.26%	Reduced -4.4k	-4,366 -1.5%
79	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	308,846	$15.6m0.26%	0.26%	Added +47	+47 0.0%
80	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	235,307	$15.5m0.26%	0.26%	Added +4.5k	+4,515 2.0%
81	TESLA INC COM TSLA	TSLA	40,254	$15.3m0.25%	0.25%	Reduced -6.9k	-6,872 -14.6%
82	CHEVRON CORP NEW COM CVX	CVX	74,981	$15.2m0.25%	0.25%	Reduced -6.2k	-6,154 -7.6%
83	BOOKING HOLDINGS INC COM BKNG	BKNG	6,366	$15.1m0.25%	0.25%	Reduced -84.0k	-84,034 -93.0%
84	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	36,974	$15.1m0.25%	0.25%	Reduced -1.3k	-1,267 -3.3%
85	ISHARES GOLD TR ISHARES NEW IAU	IAU	172,440	$14.9m0.25%	0.25%	Reduced -416	-416 -0.2%
86	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFR	BUFR	409,382	$14.4m0.24%	0.24%	Added +5.7k	+5,732 1.4%
87	ISHARES TR U S EQUITY FACTR LRGF	LRGF	217,819	$14.4m0.24%	0.24%	Unchanged
88	INVESCO ACTIVELY MANAGED EXC TOTAL RETURN GTO	GTO	305,776	$14.3m0.24%	0.24%	Reduced -382	-382 -0.1%
89	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	250,363	$14.2m0.23%	0.23%	Added +1.5k	+1,488 0.6%
90	IQVIA HLDGS INC COM IQV	IQV	82,404	$14.1m0.23%	0.23%	Added +292	+292 0.4%
91	SCHWAB STRATEGIC TR SHT TM US TRES SCHO	SCHO	568,257	$13.8m0.23%	0.23%	Added +48.4k	+48,372 9.3%
92	TRANE TECHNOLOGIES PLC SHS TT	TT	32,754	$13.7m0.23%	0.23%	Reduced -12	-12 -0.0%
93	SPDR GOLD TR GOLD SHS GLD	GLD	32,128	$13.7m0.23%	0.23%	Reduced -1.9k	-1,881 -5.5%
94	CAPITAL GROUP CORE BALANCED SHS CGBL	CGBL	393,194	$13.6m0.23%	0.23%	Added +11.3k	+11,331 3.0%
95	TJX COS INC NEW COM TJX	TJX	85,162	$13.6m0.22%	0.22%	Reduced -154	-154 -0.2%
96	ISHARES TR ISHS 5-10YR INVT IGIB	IGIB	254,606	$13.5m0.22%	0.22%	Reduced -4.1k	-4,111 -1.6%
97	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	166,725	$13.5m0.22%	0.22%	Added +1.1k	+1,120 0.7%
98	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	433,016	$13.3m0.22%	0.22%	Reduced -15.1k	-15,102 -3.4%
99	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	273,227	$13.2m0.22%	0.22%	Added +16.0k	+16,039 6.2%
100	ADVANCED MICRO DEVICES INC COM AMD	AMD	60,608	$13.1m0.22%	0.22%	Reduced -3.9k	-3,941 -6.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
NEW JERSEY RES CORP NJR	NJR	41,810	$2.3m41.8k shares
ISHARES INC RING	RING	14,694	$1.2m14.7k shares
INDEPENDENCE RLTY TR INC IRT	IRT	39,855	$593.4k39.9k shares
DICKS SPORTING GOODS INC DKS	DKS	2,880	$571.0k2.9k shares
FIRST TR EXCH TRADED FD III FPE	FPE	27,996	$496.9k28.0k shares
STARWOOD PPTY TR INC STWD	STWD	28,137	$484.5k28.1k shares
PAGAYA TECHNOLOGIES LTD PGY	PGY	38,759	$451.6k38.8k shares
SONOCO PRODS CO SON	SON	8,142	$440.4k8.1k shares
PROVIDENT FINL SVCS INC PFS	PFS	20,332	$430.2k20.3k shares
SILA REALTY TRUST INC		18,162	$430.1k18.2k shares
GLOBAL X FDS BUG	BUG	17,025	$427.5k17.0k shares
WESTERN ASSET HIGH INCOM FD HIX	HIX	100,512	$400.0k100.5k shares
BCB BANCORP INC BCBP	BCBP	44,426	$398.9k44.4k shares
XYLEM INC XYL	XYL	3,319	$396.6k3.3k shares
OCEANFIRST FINL CORP OCFC	OCFC	21,298	$384.2k21.3k shares
PIMCO CORPORATE & INCOME OPP PTY	PTY	31,792	$383.4k31.8k shares
PROSHARES TR SSO	SSO	7,356	$381.6k7.4k shares
GLOBAL X FDS DIV	DIV	18,187	$343.7k18.2k shares
FRANKLIN TEMPLETON ETF TR FLHY	FLHY	14,108	$340.6k14.1k shares
SPDR SER TR ONEY	ONEY	2,763	$331.7k2.8k shares
NUVEEN REAL ESTATE INCOME FD JRS	JRS	43,410	$323.8k43.4k shares
ISHARES TR IYLD	IYLD	14,835	$322.4k14.8k shares
HALOZYME THERAPEUTICS INC HALO	HALO	4,978	$321.7k5.0k shares
EASTGROUP PPTYS INC EGP	EGP	1,710	$316.5k1.7k shares
INNOVATOR ETFS TRUST EALT	EALT	8,966	$301.2k9.0k shares