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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 $446.62 million in total holdings as of June 30, 2026.
  • World Equity Group, Inc. owns shares of 375 different stocks, but just 153 companies or ETFs make up 80% of its holdings.
  • Approximately 17.93% of the portfolio was purchased this quarter.
  • About 13.74% of the portfolio was sold this quarter.
  • This quarter, World Equity Group, Inc. has purchased 368 new stocks and bought additional shares in 174 stocks.
  • World Equity Group, Inc. sold shares of 116 stocks and completely divested from 56 stocks this quarter.

Largest Holdings

Apple
$22,265,638
Invesco QQQ
$17,944,017
NVIDIA
$12,637,090
Microsoft
$11,573,596

Largest New Holdings this Quarter

80004C200 - SANDISK CORP
$1,864,450 Holding
78468R663 - SPDR Bloomberg 1-3 Month T-Bill ETF
$1,522,314 Holding
025072133 - AMERICAN CENTY ETF TR
$1,392,273 Holding
N07059210 - ASML
$1,373,320 Holding

Largest Purchases this Quarter

SPDR S&P 500 ETF Trust
13,111 shares (about $9.79M)
SPDR Gold Shares
13,679 shares (about $5.03M)
Taiwan Semiconductor Manufacturing
4,790 shares (about $2.29M)
SPDR Portfolio S&P 500 ETF
24,865 shares (about $2.19M)
SANDISK CORP
820 shares (about $1.86M)

Largest Sales this Quarter

Caterpillar
3,723 shares (about $3.96M)
Broadcom
9,614 shares (about $3.63M)
Chevron
11,908 shares (about $1.97M)
CocaCola
21,476 shares (about $1.75M)
Cisco Systems
10,957 shares (about $1.29M)

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
$22,265,638$480,909 â–¼-2.1%76,9495.0%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$18,818,626$9,790,913 â–²108.5%25,2004.2%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$17,944,017$346,097 â–²2.0%24,3684.0%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$12,637,090$760,190 â–²6.4%63,1532.8%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$11,573,596$7,461 â–²0.1%31,0252.6%Computer and Technology
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$10,141,514$5,034,322 â–²98.6%27,5562.3%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$8,745,710$164,932 â–²1.9%36,6942.0%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$7,179,377$30,020 â–¼-0.4%20,0891.6%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$6,754,711$1,107,809 â–²19.6%9,0181.5%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$5,567,326$845,803 â–²17.9%13,2371.2%Auto/Tires/Trucks
Meta Platforms, Inc. stock logo
META
Meta Platforms
$5,524,480$403,296 â–²7.9%9,8081.2%Computer and Technology
PALANTIR TECHNOLOGIES INC
$5,089,970$343,944 â–²7.2%43,6271.1%CL A
BUFG
FT Vest Buffered Allocation Growth ETF
$5,002,647$59,247 â–²1.2%170,6481.1%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$4,942,845$84,475 â–¼-1.7%7,1971.1%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$4,884,735$2,287,183 â–²88.1%10,2301.1%Computer and Technology
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$4,591,581$35,142 â–²0.8%125,6941.0%ETF
FT Vest Laddered Nasdaq Buffer ETF stock logo
BUFQ
FT Vest Laddered Nasdaq Buffer ETF
$4,505,880$6,637 â–¼-0.1%114,7411.0%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$4,171,081$195,039 â–²4.9%11,8050.9%Computer and Technology
LISTED FDS TR
$3,913,547$275,331 â–²7.6%147,1290.9%ALPH BROA MA ETF
FIRST TR EXCHNG TRADED FD VI
$3,725,385$1,580,792 â–²73.7%97,9780.8%FT VEST US EQ UN
LISTED FDS TR
$3,705,453$316,937 â–²9.4%144,7870.8%ALPHADROID DEFN
Broadcom Inc. stock logo
AVGO
Broadcom
$3,649,264$3,631,887 â–¼-49.9%9,6600.8%Computer and Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$3,532,811$310,308 â–¼-8.1%49,5810.8%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$3,497,759$3,964,127 â–¼-53.1%3,2850.8%Industrials
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$3,432,886$70,960 â–¼-2.0%25,1080.8%Energy
Bank of America Corporation stock logo
BAC
Bank of America
$3,383,673$27,350 â–¼-0.8%59,3840.8%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$3,371,635$322,752 â–²10.6%6,7380.8%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$3,370,732$393,823 â–²13.2%5,8030.8%Computer and Technology
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$3,312,317$2,185,157 â–²193.9%37,6910.7%ETF
Texas Pacific Land Corporation stock logo
TPL
Texas Pacific Land
$3,047,727$52,079 â–²1.7%6,9640.7%Energy
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,941,810$42,227 â–¼-1.4%8,9870.7%Finance
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$2,878,779$207,655 â–²7.8%15,1110.6%ETF
Swan Hedged Equity US Large Cap ETF stock logo
HEGD
Swan Hedged Equity US Large Cap ETF
$2,743,638$1,829,279 â–²200.1%102,9120.6%ETF
Schwab Fundamental U.S. Large Company ETF stock logo
FNDX
Schwab Fundamental U.S. Large Company ETF
$2,714,877$93,518 â–²3.6%87,2950.6%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$2,656,704$87,949 â–¼-3.2%17,9130.6%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$2,515,858$530,080 â–¼-17.4%2,4870.6%Finance
Citigroup Inc. stock logo
C
Citigroup
$2,471,569$1,264,514 â–¼-33.8%17,6790.6%Financial Services
LAM RESEARCH CORP
$2,416,253$12,567 â–²0.5%5,5760.5%COM NEW
WALMART INC
$2,382,540$321,674 â–¼-11.9%21,0350.5%COM
Main Sector Rotation ETF stock logo
SECT
Main Sector Rotation ETF
$2,379,223$622,440 â–²35.4%33,0180.5%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,364,238$104,358 â–²4.6%1,9710.5%Medical
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$2,173,088$614,448 â–²39.4%47,0870.5%Manufacturing
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$2,024,854$1,286,984 â–¼-38.9%17,2390.5%Computer and Technology
CrowdStrike stock logo
CRWD
CrowdStrike
$2,010,110$95,392 â–²5.0%2,6340.5%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$2,007,005$24,160 â–²1.2%7,9750.4%Medical
INNOVATOR ETFS TRUST
$1,951,598$304,854 â–²18.5%88,7090.4%EQUITY DUAL DIRT
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$1,926,848$68,787 â–¼-3.4%14,0060.4%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$1,889,112$1,645,347 â–²675.0%20,8080.4%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$1,879,715$1,501,308 â–²396.7%21,8220.4%ETF
SANDISK CORP
$1,864,450$1,864,450 â–²New Holding8200.4%COM
Eaton Corporation, PLC stock logo
ETN
Eaton
$1,856,600$49,004 â–¼-2.6%4,3570.4%Industrials
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$1,856,586$32,344 â–¼-1.7%58,5490.4%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,811,002$487,928 â–²36.9%14,0930.4%Medical
FIRST TR EXCHNG TRADED FD VI
$1,803,463$933,187 â–²107.2%41,9680.4%VEST US EQU UNCA
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$1,732,121$22,432 â–²1.3%5,7140.4%ETF
CocaCola Company (The) stock logo
KO
CocaCola
$1,719,391$1,745,398 â–¼-50.4%21,1560.4%Consumer Staples
Virtus InfraCap U.S. Preferred Stock ETF stock logo
PFFA
Virtus InfraCap U.S. Preferred Stock ETF
$1,641,255$241,703 â–²17.3%79,7870.4%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$1,601,872$48,656 â–¼-2.9%5,9260.4%Retail/Wholesale
WisdomTree Dynamic International Equity Fund stock logo
DDWM
WisdomTree Dynamic International Equity Fund
$1,538,276$82,469 â–²5.7%33,3140.3%Finance
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$1,522,314$1,522,314 â–²New Holding16,6120.3%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,518,161$129,286 â–¼-7.8%5,9770.3%Medical
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$1,490,255$69,353 â–²4.9%23,9590.3%ETF
Goldman Sachs MarketBeta U.S. Equity ETF stock logo
GSUS
Goldman Sachs MarketBeta U.S. Equity ETF
$1,460,722$272,390 â–²22.9%14,1680.3%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$1,455,464$1,057,585 â–²265.8%28,8840.3%ETF
FIRST TR EXCHNG TRADED FD VI
$1,446,041$502 â–²0.0%57,6340.3%VEST LAD CAP ETF
Invesco S&P MidCap Momentum ETF stock logo
XMMO
Invesco S&P MidCap Momentum ETF
$1,444,632$69,457 â–¼-4.6%8,4860.3%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$1,434,144$19,047 â–²1.3%4,0660.3%Retail/Wholesale
Chevron Corporation stock logo
CVX
Chevron
$1,430,186$1,973,882 â–¼-58.0%8,6280.3%Energy
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,399,189$154,303 â–¼-9.9%6,4200.3%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$1,395,626$71,208 â–¼-4.9%23,3820.3%ETF
AMERICAN CENTY ETF TR
$1,392,273$1,392,273 â–²New Holding17,2780.3%AVAN US VALU ETF
ASML Holding N.V. stock logo
ASML
ASML
$1,373,320$1,373,320 â–²New Holding6900.3%Computer and Technology
FIRST TR EXCHNG TRADED FD VI
$1,363,762$57,731 â–²4.4%37,4420.3%FT VEST US EQUT
Visa Inc. stock logo
V
Visa
$1,334,471$32,456 â–²2.5%3,9060.3%Business Services
SPDR Bloomberg Investment Grade Floating Rate ETF stock logo
FLRN
SPDR Bloomberg Investment Grade Floating Rate ETF
$1,333,694$1,333,694 â–²New Holding43,2320.3%ETF
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$1,329,372$32,240 â–¼-2.4%19,5450.3%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$1,319,806$20,530 â–¼-1.5%4,6930.3%Computer and Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$1,309,146$16,716 â–²1.3%8,9280.3%Consumer Staples
Micron Technology, Inc. stock logo
MU
Micron Technology
$1,308,963$324,355 â–¼-19.9%1,1340.3%Computer and Technology
Rithm Capital Corp. stock logo
RITM
Rithm Capital
$1,295,820$152,118 â–²13.3%138,0000.3%Finance
FIRST TR EXCHANGE-TRADED FD
$1,290,052$35,109 â–²2.8%65,9200.3%WCM INTL EQUITY
VictoryShares US 500 Enhanced Volatility Wtd ETF stock logo
CFO
VictoryShares US 500 Enhanced Volatility Wtd ETF
$1,265,906$80 â–²0.0%15,8080.3%Manufacturing
VOYAGER TECHNOLOGIES INC
$1,239,466$12,900 â–²1.1%38,4330.3%COM CL A
FIRST TR EXCHNG TRADED FD VI
$1,207,417$22,204 â–²1.9%30,8330.3%FT VE US EQ OCTO
Virtus Diversified Income & Convertible Fund stock logo
ACV
Virtus Diversified Income & Convertible Fund
$1,188,863$214,194 â–²22.0%41,9500.3%Financial Services
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$1,171,609$33,237 â–²2.9%21,8550.3%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,112,442$71,476 â–²6.9%2,6770.2%Medical
FIRST TR EXCHNG TRADED FD VI
$1,110,414$31,421 â–¼-2.8%39,7570.2%FT VEST LAD
NEOS ETF TRUST
$1,107,516$101,716 â–²10.1%19,5010.2%NASDAQ 100 HIGH
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$1,080,596$309,715 â–¼-22.3%4,7590.2%ETF
iShares Core 80/20 Aggressive Allocation ETF stock logo
AOA
iShares Core 80/20 Aggressive Allocation ETF
$1,072,532$7,808 â–²0.7%10,9890.2%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$1,069,505$23,524 â–²2.2%5,7740.2%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,053,433$11,470 â–²1.1%2,8470.2%ETF
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$1,050,658$116,773 â–¼-10.0%3,5270.2%Computer and Technology
FIRST TR EXCHANGE-TRADED FD
$1,017,858$1,017,858 â–²New Holding48,9590.2%VEST LADDERED
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,016,788$767,747 â–²308.3%12,6200.2%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$996,389$20,733 â–¼-2.0%3,3160.2%Finance
SPDR Russell 1000 Yield Focus ETF stock logo
ONEY
SPDR Russell 1000 Yield Focus ETF
$964,084$484,604 â–²101.1%7,5260.2%ETF
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$964,031$185,813 â–¼-16.2%2,8120.2%ETF
Vertiv Holdings Co. stock logo
VRT
Vertiv
$957,586$6,027 â–²0.6%2,8600.2%Computer and Technology

Showing largest 100 holdings. View all holdings.
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