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World Equity Group, Inc. Top Holdings and 13F Report (2026)

About World Equity Group, Inc.

Investment Activity

  • World Equity Group, Inc. has $386.10 million in total holdings as of March 31, 2026.
  • World Equity Group, Inc. owns shares of 368 different stocks, but just 156 companies or ETFs make up 80% of its holdings.
  • Approximately 16.68% of the portfolio was purchased this quarter.
  • About 6.92% of the portfolio was sold this quarter.
  • This quarter, World Equity Group, Inc. has purchased 326 new stocks and bought additional shares in 176 stocks.
  • World Equity Group, Inc. sold shares of 107 stocks and completely divested from 28 stocks this quarter.

Largest Holdings

Apple
$19,950,427
Invesco QQQ
$13,792,898
Microsoft
$11,477,098
NVIDIA
$10,351,280

Largest New Holdings this Quarter

55024U109 - Lumentum
$998,625 Holding
09290C855 - BLACKROCK ETF TRUST
$777,422 Holding
146869102 - Carvana
$742,580 Holding
72201R718 - PIMCO Low Duration Exchange-Traded Fund
$737,141 Holding

Largest Purchases this Quarter

Broadcom
9,878 shares (about $3.06M)
Caterpillar
3,389 shares (about $2.40M)
Chevron
9,618 shares (about $1.99M)
CocaCola
21,210 shares (about $1.61M)
Citigroup
12,126 shares (about $1.38M)

Largest Sales this Quarter

SPDR Gold Shares
4,266 shares (about $1.84M)
Main Sector Rotation ETF
16,116 shares (about $973.23K)
ProShares UltraPro QQQ
20,000 shares (about $833.61K)
Texas Pacific Land
1,636 shares (about $776.38K)
Bank of America
13,784 shares (about $671.97K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofWorld Equity Group, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$19,950,427$367,483 -1.8%78,6115.2%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$13,792,898$137,941 -1.0%23,8983.6%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$11,477,098$659,642 6.1%31,0053.0%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$10,351,280$491,980 5.0%59,3542.7%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$7,861,963$154,781 -1.9%12,0892.0%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$7,498,193$332,610 4.6%36,0021.9%Retail/Wholesale
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$5,971,143$1,835,620 -23.5%13,8771.5%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$5,964,938$3,057,054 105.1%19,2741.5%Computer and Technology
PALANTIR TECHNOLOGIES INC
$5,950,531$107,223 1.8%40,6791.5%CL A
Alphabet Inc. stock logo
GOOGL
Alphabet
$5,800,951$210,782 3.8%20,1731.5%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$5,201,753$201,388 4.0%9,0921.3%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$4,964,302$2,400,688 93.6%7,0081.3%Industrials
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$4,925,589$189,471 -3.7%7,5391.3%ETF
BUFG
FT Vest Buffered Allocation Growth ETF
$4,529,318$15,015 0.3%168,6271.2%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$4,375,229$22,713 0.5%7,3201.1%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$4,347,837$24,261 -0.6%25,6271.1%Energy
Chevron Corporation stock logo
CVX
Chevron
$4,248,870$1,989,951 88.1%20,5361.1%Energy
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$4,212,187$39,747 1.0%124,7321.1%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$4,173,160$624,524 17.6%11,2261.1%Auto/Tires/Trucks
FT Vest Laddered Nasdaq Buffer ETF stock logo
BUFQ
FT Vest Laddered Nasdaq Buffer ETF
$4,058,628$55,029 1.4%114,9101.1%ETF
LISTED FDS TR
$3,663,856$414,875 12.8%136,7780.9%ALPHADROID BROAD
LISTED FDS TR
$3,401,750$642,130 23.3%132,4030.9%ALPHADROID DEFN
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$3,366,826$132,211 -3.8%53,9360.9%ETF
Texas Pacific Land Corporation stock logo
TPL
Texas Pacific Land
$3,248,362$776,380 -19.3%6,8450.8%Energy
CocaCola Company (The) stock logo
KO
CocaCola
$3,242,130$1,613,004 99.0%42,6320.8%Consumer Staples
Alphabet Inc. stock logo
GOOG
Alphabet
$3,228,030$209,981 7.0%11,2530.8%Computer and Technology
Citigroup Inc. stock logo
C
Citigroup
$3,030,770$1,375,210 83.1%26,7240.8%Financial Services
WALMART INC
$2,967,208$425,165 -12.5%23,8750.8%COM
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,919,765$104,466 -3.5%6,0930.8%Finance
Bank of America Corporation stock logo
BAC
Bank of America
$2,918,388$671,974 -18.7%59,8640.8%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,681,500$196,200 7.9%9,1160.7%Finance
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$2,547,470$493,250 24.0%3,0110.7%Finance
Schwab Fundamental U.S. Large Company ETF stock logo
FNDX
Schwab Fundamental U.S. Large Company ETF
$2,347,420$164,120 7.5%84,2880.6%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$2,300,487$3,481 -0.2%18,5060.6%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$2,187,684$1,108,041 102.6%28,1960.6%Computer and Technology
BLUEROCK PVT REAL ESTATE FD
$2,076,372$1,239,232 148.0%125,0080.5%COM
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$1,918,836$260,329 -11.9%4,3930.5%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$1,897,641$79,560 4.4%6,1060.5%Retail/Wholesale
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,863,335$343,138 -15.6%14,0210.5%ETF
FIRST TR EXCHNG TRADED FD VI
$1,843,723$761,312 70.3%56,4030.5%FT VEST US EQ UN
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$1,838,487$86,517 4.9%5,4400.5%Computer and Technology
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$1,827,574$299,099 -14.1%59,5690.5%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,732,841$28,513 -1.6%1,8840.4%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$1,713,587$19,791 1.2%7,8790.4%Medical
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$1,641,493$66,538 4.2%14,5060.4%ETF
BKHY
BNY Mellon High Yield ETF
$1,611,196$833,570 107.2%33,9840.4%ETF
Eaton Corporation, PLC stock logo
ETN
Eaton
$1,599,503$8,584 0.5%4,4720.4%Industrials
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,585,574$3,911 0.2%6,4860.4%Medical
Chubb Limited stock logo
CB
Chubb
$1,566,418$1,047,538 201.9%4,8060.4%Finance
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$1,559,989$110,534 7.6%33,7730.4%Manufacturing
INNOVATOR ETFS TRUST
$1,547,940$97,155 6.7%74,8520.4%EQUITY DUAL DIRT
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$1,477,258$40,860 2.8%5,6400.4%ETF
Main Sector Rotation ETF stock logo
SECT
Main Sector Rotation ETF
$1,472,288$973,232 -39.8%24,3800.4%ETF
CME Group Inc. stock logo
CME
CME Group
$1,469,070$1,200,006 446.0%4,9740.4%Finance
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$1,429,182$297,298 -17.2%22,8440.4%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,398,610$317,866 -18.5%7,1280.4%ETF
WisdomTree Dynamic International Equity Fund stock logo
DDWM
WisdomTree Dynamic International Equity Fund
$1,390,697$55,667 4.2%31,5280.4%Finance
AST SpaceMobile, Inc. stock logo
ASTS
AST SpaceMobile
$1,389,726$1,126,449 427.9%16,7700.4%Computer and Technology
Virtus InfraCap U.S. Preferred Stock ETF stock logo
PFFA
Virtus InfraCap U.S. Preferred Stock ETF
$1,385,227$293,753 26.9%68,0370.4%ETF
Franklin U.S. Mid Cap Multifactor Index ETF stock logo
FLQM
Franklin U.S. Mid Cap Multifactor Index ETF
$1,374,673$76,621 5.9%25,0280.4%ETF
FIRST TR EXCHNG TRADED FD VI
$1,328,575$55,113 4.3%57,6140.3%VEST LADDERED SM
The Home Depot, Inc. stock logo
HD
Home Depot
$1,319,427$18,088 -1.4%4,0120.3%Retail/Wholesale
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$1,295,930$37,810 -2.8%24,5750.3%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$1,292,860$142,736 -9.9%6,1230.3%ETF
Invesco S&P MidCap Momentum ETF stock logo
XMMO
Invesco S&P MidCap Momentum ETF
$1,289,564$17,689 -1.4%8,8940.3%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$1,273,924$140,589 12.4%17,1350.3%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$1,273,008$71,782 6.0%8,8140.3%Consumer Staples
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,238,550$14,435 1.2%10,2960.3%Medical
LAM RESEARCH CORP
$1,185,173$250,623 -17.5%5,5470.3%COM NEW
VictoryShares US 500 Enhanced Volatility Wtd ETF stock logo
CFO
VictoryShares US 500 Enhanced Volatility Wtd ETF
$1,172,108$31,366 -2.6%15,8070.3%Manufacturing
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$1,164,856$223,906 -16.1%20,0190.3%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$1,155,153$33,932 -2.9%4,7660.3%Computer and Technology
Rithm Capital Corp. stock logo
RITM
Rithm Capital
$1,154,664$56,880 -4.7%121,8000.3%Finance
Visa Inc. stock logo
V
Visa
$1,151,836$83,116 7.8%3,8110.3%Business Services
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$1,150,740$470,324 69.1%7,8490.3%ETF
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$1,140,436$145,170 14.6%7,1410.3%Retail/Wholesale
BLACKROCK ETF TRUST
$1,122,624$588,167 110.0%34,0700.3%ISHARES A I INNO
FIRST TR EXCHNG TRADED FD VI
$1,114,229$3,698 -0.3%35,8570.3%FT VEST US EQUT
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$1,100,820$105,541 -8.7%15,7810.3%ETF
POWER SOLUTIONS INTL INC
$1,084,152$125,900 13.1%17,8080.3%COM NEW
Casey's General Stores, Inc. stock logo
CASY
Casey's General Stores
$1,079,540$545,597 102.2%1,4820.3%Retail/Wholesale
FIRST TR EXCHANGE-TRADED FD
$1,075,391$17,977 1.7%64,1260.3%WCM INTL EQUITY
FIRST TR EXCHNG TRADED FD VI
$1,073,969$6,252 -0.6%40,8820.3%FT VEST LAD
BTHM
BlackRock Future U.S. Themes ETF
$1,048,798$542,188 107.0%28,9480.3%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$1,048,369$11,602 -1.1%21,2350.3%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,042,481$20,951 2.1%5,1250.3%Computer and Technology
Goldman Sachs MarketBeta U.S. Equity ETF stock logo
GSUS
Goldman Sachs MarketBeta U.S. Equity ETF
$1,032,613$479,395 86.7%11,5260.3%ETF
FIRST TR EXCHNG TRADED FD VI
$1,018,953$19,762 -1.9%30,2660.3%FT VEST US EQUIT
First Trust S-Network Future Vehicles & Technology ETF stock logo
CARZ
First Trust S-Network Future Vehicles & Technology ETF
$1,005,433$1,005,433 New Holding12,4410.3%ETF
Lumentum Holdings Inc. stock logo
LITE
Lumentum
$998,625$998,625 New Holding1,4210.3%Computer and Technology
Calamos Dynamic Convertible and Income Fund stock logo
CCD
Calamos Dynamic Convertible and Income Fund
$987,810$509,897 106.7%46,2660.3%Financial Services
Blackstone Mortgage Trust, Inc. stock logo
BXMT
Blackstone Mortgage Trust
$985,246$494,615 100.8%51,4480.3%Finance
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$981,704$130,195 15.3%12,8260.3%ETF
CrowdStrike stock logo
CRWD
CrowdStrike
$979,539$14,055 -1.4%2,5090.3%Computer and Technology
iShares Core 80/20 Aggressive Allocation ETF stock logo
AOA
iShares Core 80/20 Aggressive Allocation ETF
$965,338$7,522 0.8%10,9090.3%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$951,362$142,455 17.6%9550.2%Retail/Wholesale
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$913,263$96,712 -9.6%5,6470.2%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$903,573$90,486 -9.1%2,8160.2%ETF
AT&T Inc. stock logo
T
AT&T
$903,562$473,931 110.3%31,1660.2%Computer and Technology
Exelon Corporation stock logo
EXC
Exelon
$902,016$49 0.0%18,4010.2%Utilities

Showing largest 100 holdings. View all holdings.
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