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

About World Equity Group, Inc.

Investment Activity

World Equity Group, Inc. has $242.22 million in total holdings as of September 30, 2026.
World Equity Group, Inc. owns shares of 256 different stocks, but just 101 companies or ETFs make up 80% of its holdings.
Approximately 5.85% of the portfolio was purchased this quarter.
About 93.16% of the portfolio was sold this quarter.
This quarter, World Equity Group, Inc. has purchased 375 new stocks and bought additional shares in 34 stocks.
World Equity Group, Inc. sold shares of 190 stocks and completely divested from 147 stocks this quarter.

Largest Holdings

Apple: $15,601,423
Invesco QQQ: $13,961,643
Microsoft: $11,314,120
NVIDIA: $9,355,477
SPDR S&P 500 ETF Trust: $8,208,187

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP: $3,023,113 Holding
12811T530 - CALAMOS ETF TR: $523,800 Holding
97717W547 - WisdomTree U.S. Value Fund: $365,916 Holding
56585A102 - Marathon Petroleum: $342,273 Holding
81762P102 - ServiceNow: $321,481 Holding

Largest Purchases this Quarter

EXXONMOBIL HOLDINGS CORP: 18,558 shares (about $3.02M)
CrowdStrike: 6,951 shares (about $1.82M)
CALAMOS ETF TR: 20,000 shares (about $523.80K)
WisdomTree U.S. Value Fund: 3,572 shares (about $365.92K)
GE VERNOVA INC: 361 shares (about $351.39K)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust: 14,437 shares (about $11.01M)
Apple: 30,101 shares (about $10.02M)
SPDR Gold Shares: 18,298 shares (about $6.97M)
NVIDIA: 22,302 shares (about $5.11M)
Microsoft: 8,977 shares (about $4.61M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$15,601,423	$10,024,301 ▼	-39.1%	46,848	6.4%	Technology
QQQ Invesco QQQ	$13,961,643	$4,092,768 ▼	-22.7%	18,844	5.8%	ETF
MSFT Microsoft	$11,314,120	$4,606,624 ▼	-28.9%	22,048	4.7%	Technology
NVDA NVIDIA	$9,355,477	$5,107,484 ▼	-35.3%	40,851	3.9%	Technology
SPY SPDR S&P 500 ETF Trust	$8,208,187	$11,010,090 ▼	-57.3%	10,763	3.4%	ETF
PALANTIR TECHNOLOGIES INC	$7,171,506	$988,935 ▼	-12.1%	38,340	3.0%	CL A
AMZN Amazon.com	$6,175,197	$2,971,194 ▼	-32.5%	24,774	2.5%	Consumer Discretionary
META Meta Platforms	$5,374,307	$1,745,942 ▼	-24.5%	7,403	2.2%	Communication Services
IVV iShares Core S&P 500 ETF	$4,102,700	$2,803,805 ▼	-40.6%	5,357	1.7%	ETF
GOOGL Alphabet	$3,944,666	$2,967,790 ▼	-42.9%	11,464	1.6%	Communication Services
GLD SPDR Gold Shares	$3,525,820	$6,968,617 ▼	-66.4%	9,258	1.5%	ETF
BAC Bank of America	$3,119,382	$120,123 ▼	-3.7%	57,182	1.3%	Finance
AMD Advanced Micro Devices	$3,078,377	$471,667 ▼	-13.3%	5,032	1.3%	Technology
EXXONMOBIL HOLDINGS CORP	$3,023,113	$3,023,113 ▲	New Holding	18,558	1.2%	COM SHS
CAT Caterpillar	$2,788,781	$123,333 ▲	4.6%	3,437	1.2%	Industrials
CRWD CrowdStrike	$2,511,155	$1,821,079 ▲	263.9%	9,585	1.0%	Technology
BRK.B Berkshire Hathaway	$2,436,481	$930,420 ▼	-27.6%	4,876	1.0%	Finance
XLK Technology Select Sector SPDR Fund	$2,369,498	$588,411 ▼	-19.9%	12,105	1.0%	ETF
GOOG Alphabet	$2,337,156	$1,685,315 ▼	-41.9%	6,859	1.0%	Communication Services
JPM JPMorgan Chase & Co.	$2,286,646	$693,787 ▼	-23.3%	6,895	0.9%	Finance
IJR iShares Core S&P Small-Cap ETF	$2,283,207	$153,728 ▼	-6.3%	16,783	0.9%	ETF
TSLA Tesla	$2,243,814	$2,452,797 ▼	-52.2%	6,324	0.9%	Consumer Discretionary
LLY Eli Lilly and Company	$2,118,708	$196,133 ▼	-8.5%	1,804	0.9%	Healthcare
GS The Goldman Sachs Group	$2,007,798	$234,408 ▼	-10.5%	2,227	0.8%	Finance
C Citigroup	$1,778,406	$514,174 ▼	-22.4%	13,714	0.7%	Finance
COWZ Pacer US Cash Cows 100 ETF	$1,773,075	$173,515 ▲	10.8%	26,558	0.7%	ETF
VEA Vanguard FTSE Developed Markets ETF	$1,751,526	$1,749,478 ▼	-50.0%	24,805	0.7%	ETF
LAM RESEARCH CORP	$1,735,852	$78,754 ▼	-4.3%	5,334	0.7%	COM NEW
CVX Chevron	$1,702,108	$62,587 ▼	-3.5%	8,322	0.7%	Energy
BUFR FT Vest Laddered Buffer ETF	$1,651,118	$3,058,643 ▼	-64.9%	44,065	0.7%	ETF
VOO Vanguard S&P 500 ETF	$1,633,630	$3,412,394 ▼	-67.6%	2,330	0.7%	ETF
BUFG FT Vest Buffered Allocation Growth ETF	$1,632,567	$3,469,799 ▼	-68.0%	54,601	0.7%	ETF
BUFQ FT Vest Laddered Nasdaq Buffer ETF	$1,607,549	$3,041,754 ▼	-65.4%	39,673	0.7%	ETF
FIRST TR EXCHNG TRADED FD VI	$1,607,007	$230,573 ▼	-12.5%	36,702	0.7%	VEST US EQU UNCA
MRK Merck & Co., Inc.	$1,581,037	$477,115 ▼	-23.2%	10,826	0.7%	Healthcare
TSM Taiwan Semiconductor Manufacturing	$1,385,094	$3,280,534 ▼	-70.3%	3,037	0.6%	Technology
ABBV AbbVie	$1,331,120	$755,295 ▼	-36.2%	5,088	0.5%	Healthcare
KO CocaCola	$1,330,512	$500,987 ▼	-27.4%	15,369	0.5%	Consumer Staples
VB Vanguard Small-Cap ETF	$1,329,004	$296,757 ▼	-18.3%	4,671	0.5%	ETF
PG Procter & Gamble	$1,241,102	$66,647 ▼	-5.1%	8,473	0.5%	Consumer Staples
AVGO Broadcom	$1,231,905	$2,221,433 ▼	-64.3%	3,446	0.5%	Technology
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF	$1,207,064	$19,002 ▼	-1.5%	15,563	0.5%	ETF
PFFA Virtus InfraCap U.S. Preferred Stock ETF	$1,192,038	$383,738 ▼	-24.4%	60,357	0.5%	ETF
FIRST TR EXCHNG TRADED FD VI	$1,178,453	$2,619,779 ▼	-69.0%	30,399	0.5%	FT VEST US EQ UN
SPLG SPDR Portfolio S&P 500 ETF	$1,158,849	$2,224,171 ▼	-65.7%	12,911	0.5%	ETF
HD Home Depot	$1,128,696	$40,845 ▼	-3.5%	3,924	0.5%	Consumer Discretionary
IVW iShares S&P 500 Growth ETF	$1,113,995	$878,931 ▼	-44.1%	7,829	0.5%	ETF
ACV Virtus Diversified Income & Convertible Fund	$1,106,381	$92,029 ▲	9.1%	45,756	0.5%	Finance
IUSB iShares Core Total USD Bond Market ETF	$1,065,349	$1,010,721 ▼	-48.7%	24,163	0.4%	ETF
WALMART INC	$1,037,022	$1,148,944 ▼	-52.6%	9,979	0.4%	COM
GE VERNOVA INC	$1,009,404	$351,393 ▲	53.4%	1,037	0.4%	COM
VOT Vanguard Mid-Cap Growth ETF	$993,734	$118,886 ▲	13.6%	3,402	0.4%	ETF
XLF Financial Select Sector SPDR Fund	$987,112	$179,960 ▼	-15.4%	18,485	0.4%	ETF
UNH UnitedHealth Group	$983,039	$10,766 ▼	-1.1%	2,648	0.4%	Healthcare
SECT Main Sector Rotation ETF	$957,393	$1,405,178 ▼	-59.5%	13,380	0.4%	ETF
MRVL Marvell Technology	$921,037	$10,833 ▼	-1.2%	3,486	0.4%	Technology
SCHD Schwab US Dividend Equity ETF	$911,294	$993,302 ▼	-52.2%	28,014	0.4%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$901,468	$485,342 ▼	-35.0%	15,199	0.4%	ETF
QYLD Global X Nasdaq 100 Covered Call ETF	$898,511	$128,995 ▲	16.8%	48,438	0.4%	ETF
PDI PIMCO Dynamic Income Fund	$843,807	$158,034 ▲	23.0%	60,143	0.3%	Finance
VUG Vanguard Growth ETF	$830,822	$1,135,577 ▼	-57.7%	9,220	0.3%	ETF
SPXX Nuveen S&P 500 Dynamic Overwrite Fund	$814,486	$122,423 ▲	17.7%	44,050	0.3%	Finance
PANW Palo Alto Networks	$811,307	$269,773 ▼	-25.0%	2,042	0.3%	Technology
XLI Industrial Select Sector SPDR Fund	$803,511	$160,635 ▼	-16.7%	4,812	0.3%	ETF
LISTED FDS TR	$796,271	$2,866,161 ▼	-78.3%	31,479	0.3%	ALPHADROID DEFN
FIX Comfort Systems USA	$792,308	$3,308 ▼	-0.4%	479	0.3%	Industrials
GSUS Goldman Sachs MarketBeta U.S. Equity ETF	$789,664	$706,053 ▼	-47.2%	7,480	0.3%	ETF
WEDBUSH SER TR	$788,118	$51,107 ▼	-6.1%	19,199	0.3%	DAN IVE REVO ETF
MU Micron Technology	$776,461	$431,367 ▼	-35.7%	729	0.3%	Technology
IWM iShares Russell 2000 ETF	$761,301	$160,040 ▼	-17.4%	2,740	0.3%	ETF
GE GE Aerospace	$740,152	$43,722 ▼	-5.6%	2,370	0.3%	Industrials
VZ Verizon Communications	$713,210	$141,468 ▲	24.7%	15,548	0.3%	Communication Services
LISTED FDS TR	$696,450	$3,242,808 ▼	-82.3%	26,012	0.3%	ALPH BROA MA ETF
XLV Health Care Select Sector SPDR Fund	$683,298	$209,520 ▼	-23.5%	4,057	0.3%	ETF
MCD McDonald's	$677,785	$690,717 ▼	-50.5%	2,935	0.3%	Consumer Discretionary
V Visa	$670,638	$733,173 ▼	-52.2%	1,866	0.3%	Finance
IHDG WisdomTree International Hedged Quality Dividend Growth Fund	$669,668	$113,713 ▲	20.5%	12,903	0.3%	ETF
QQQM Invesco NASDAQ 100 ETF	$660,271	$14,625 ▼	-2.2%	2,167	0.3%	ETF
NEOS ETF TRUST	$649,466	$433,866 ▼	-40.0%	11,691	0.3%	NASDAQ 100 HIGH
VRT Vertiv	$648,160	$55,079 ▼	-7.8%	2,636	0.3%	Industrials
SHOPIFY INC	$647,775	$364,670 ▼	-36.0%	4,368	0.3%	CL A SUB VTG SHS
NEE NextEra Energy	$629,076	$40,368 ▼	-6.0%	8,306	0.3%	Utilities
SOXX iShares Semiconductor ETF	$624,943	$279,774 ▲	81.1%	1,099	0.3%	ETF
ASML ASML	$623,822	$627,449 ▼	-50.1%	344	0.3%	Technology
SPYI NEOS S&P 500 High Income ETF	$620,794	$326,720 ▼	-34.5%	11,676	0.3%	ETF
SUPER MICRO COMPUTER INC	$618,314	$126,415 ▲	25.7%	15,055	0.3%	COM NEW
INNOVATOR ETFS TRUST	$614,377	$1,377,028 ▼	-69.1%	27,368	0.3%	EQUITY DUAL DIRT
COST Costco Wholesale	$611,077	$383,768 ▼	-38.6%	621	0.3%	Consumer Staples
PM Philip Morris International	$610,937	$76,152 ▼	-11.1%	3,201	0.3%	Consumer Staples
VTV Vanguard Value ETF	$602,586	$785,004 ▼	-56.6%	2,788	0.2%	ETF
SPACE EXPLORATION TECHN CORP	$567,085	$127,667 ▼	-18.4%	3,709	0.2%	CLASS A COM STK
BLUEROCK PVT REAL ESTATE FD	$555,308	$77,648 ▼	-12.3%	44,283	0.2%	COM
JNJ Johnson & Johnson	$548,654	$1,034,022 ▼	-65.3%	2,072	0.2%	Healthcare
HERD Pacer Cash Cows Fund of Funds ETF	$546,244	$5,619 ▲	1.0%	11,179	0.2%	ETF
DDWM WisdomTree Dynamic International Equity Fund	$539,317	$981,103 ▼	-64.5%	11,817	0.2%	ETF
IWF iShares Russell 1000 Growth ETF	$537,115	$155,448 ▼	-22.4%	4,288	0.2%	ETF
MCN Madison Covered Call & Equity Strategy Fund	$534,456	$67,317 ▼	-11.2%	101,609	0.2%	Finance
ABT Abbott Laboratories	$530,297	$167,936 ▼	-24.1%	5,365	0.2%	Healthcare
TPL Texas Pacific Land	$530,126	$1,738,957 ▼	-76.6%	1,627	0.2%	Energy
TALEN ENERGY CORP	$527,509	$156,345 ▼	-22.9%	1,687	0.2%	COM

Showing largest 100 holdings. View all holdings.

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

About World Equity Group, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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

About World Equity Group, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWorld Equity Group, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools