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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 -2.1%76,9495.0%Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$18,818,626$9,790,913 108.5%25,2004.2%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$17,944,017$346,097 2.0%24,3684.0%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$12,637,090$760,190 6.4%63,1532.8%Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$11,573,596$7,461 0.1%31,0252.6%Technology
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$10,141,514$5,034,322 98.6%27,5562.3%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$8,745,710$164,932 1.9%36,6942.0%Consumer Discretionary
Alphabet Inc. stock logo
GOOGL
Alphabet
$7,179,377$30,020 -0.4%20,0891.6%Communication Services
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$6,754,711$1,107,809 19.6%9,0181.5%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$5,567,326$845,803 17.9%13,2371.2%Consumer Discretionary
Meta Platforms, Inc. stock logo
META
Meta Platforms
$5,524,480$403,296 7.9%9,8081.2%Communication Services
PALANTIR TECHNOLOGIES INC
$5,089,970$343,944 7.2%43,6271.1%CL A
BUFG
FT Vest Buffered Allocation Growth ETF
$5,002,647$59,247 1.2%170,6481.1%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$4,942,845$84,475 -1.7%7,1971.1%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$4,884,735$2,287,183 88.1%10,2301.1%Technology
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$4,591,581$35,142 0.8%125,6941.0%ETF
FT Vest Laddered Nasdaq Buffer ETF stock logo
BUFQ
FT Vest Laddered Nasdaq Buffer ETF
$4,505,880$6,637 -0.1%114,7411.0%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$4,171,081$195,039 4.9%11,8050.9%Communication Services
LISTED FDS TR
$3,913,547$275,331 7.6%147,1290.9%ALPH BROA MA ETF
FIRST TR EXCHNG TRADED FD VI
$3,725,385$1,580,792 73.7%97,9780.8%FT VEST US EQ UN
LISTED FDS TR
$3,705,453$316,937 9.4%144,7870.8%ALPHADROID DEFN
Broadcom Inc. stock logo
AVGO
Broadcom
$3,649,264$3,631,887 -49.9%9,6600.8%Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$3,532,811$310,308 -8.1%49,5810.8%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$3,497,759$3,964,127 -53.1%3,2850.8%Industrials
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$3,432,886$70,960 -2.0%25,1080.8%Energy
Bank of America Corporation stock logo
BAC
Bank of America
$3,383,673$27,350 -0.8%59,3840.8%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$3,371,635$322,752 10.6%6,7380.8%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$3,370,732$393,823 13.2%5,8030.8%Technology
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$3,312,317$2,185,157 193.9%37,6910.7%ETF
Texas Pacific Land Corporation stock logo
TPL
Texas Pacific Land
$3,047,727$52,079 1.7%6,9640.7%Energy
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,941,810$42,227 -1.4%8,9870.7%Finance
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$2,878,779$207,655 7.8%15,1110.6%ETF
Swan Hedged Equity US Large Cap ETF stock logo
HEGD
Swan Hedged Equity US Large Cap ETF
$2,743,638$1,829,279 200.1%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 3.6%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 -3.2%17,9130.6%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$2,515,858$530,080 -17.4%2,4870.6%Finance
Citigroup Inc. stock logo
C
Citigroup
$2,471,569$1,264,514 -33.8%17,6790.6%Finance
LAM RESEARCH CORP
$2,416,253$12,567 0.5%5,5760.5%COM NEW
WALMART INC
$2,382,540$321,674 -11.9%21,0350.5%COM
Main Sector Rotation ETF stock logo
SECT
Main Sector Rotation ETF
$2,379,223$622,440 35.4%33,0180.5%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,364,238$104,358 4.6%1,9710.5%Healthcare
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$2,173,088$614,448 39.4%47,0870.5%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$2,024,854$1,286,984 -38.9%17,2390.5%Technology
CrowdStrike stock logo
CRWD
CrowdStrike
$2,010,110$95,392 5.0%2,6340.5%Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$2,007,005$24,160 1.2%7,9750.4%Healthcare
INNOVATOR ETFS TRUST
$1,951,598$304,854 18.5%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 -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$1,645,347 675.0%20,8080.4%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$1,879,715$1,501,308 396.7%21,8220.4%ETF
SANDISK CORP
$1,864,450$1,864,450 New Holding8200.4%COM
Eaton Corporation, PLC stock logo
ETN
Eaton
$1,856,600$49,004 -2.6%4,3570.4%Industrials
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$1,856,586$32,344 -1.7%58,5490.4%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,811,002$487,928 36.9%14,0930.4%Healthcare
FIRST TR EXCHNG TRADED FD VI
$1,803,463$933,187 107.2%41,9680.4%VEST US EQU UNCA
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$1,732,121$22,432 1.3%5,7140.4%ETF
CocaCola Company (The) stock logo
KO
CocaCola
$1,719,391$1,745,398 -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 17.3%79,7870.4%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$1,601,872$48,656 -2.9%5,9260.4%Consumer Discretionary
WisdomTree Dynamic International Equity Fund stock logo
DDWM
WisdomTree Dynamic International Equity Fund
$1,538,276$82,469 5.7%33,3140.3%ETF
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 New Holding16,6120.3%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,518,161$129,286 -7.8%5,9770.3%Healthcare
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$1,490,255$69,353 4.9%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 22.9%14,1680.3%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$1,455,464$1,057,585 265.8%28,8840.3%ETF
FIRST TR EXCHNG TRADED FD VI
$1,446,041$502 0.0%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 -4.6%8,4860.3%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$1,434,144$19,047 1.3%4,0660.3%Consumer Discretionary
Chevron Corporation stock logo
CVX
Chevron
$1,430,186$1,973,882 -58.0%8,6280.3%Energy
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,399,189$154,303 -9.9%6,4200.3%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$1,395,626$71,208 -4.9%23,3820.3%ETF
AMERICAN CENTY ETF TR
$1,392,273$1,392,273 New Holding17,2780.3%AVAN US VALU ETF
ASML Holding N.V. stock logo
ASML
ASML
$1,373,320$1,373,320 New Holding6900.3%Technology
FIRST TR EXCHNG TRADED FD VI
$1,363,762$57,731 4.4%37,4420.3%FT VEST US EQUT
Visa Inc. stock logo
V
Visa
$1,334,471$32,456 2.5%3,9060.3%Finance
SPDR Bloomberg Investment Grade Floating Rate ETF stock logo
FLRN
SPDR Bloomberg Investment Grade Floating Rate ETF
$1,333,694$1,333,694 New 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 -2.4%19,5450.3%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$1,319,806$20,530 -1.5%4,6930.3%Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$1,309,146$16,716 1.3%8,9280.3%Consumer Staples
Micron Technology, Inc. stock logo
MU
Micron Technology
$1,308,963$324,355 -19.9%1,1340.3%Technology
Rithm Capital Corp. stock logo
RITM
Rithm Capital
$1,295,820$152,118 13.3%138,0000.3%Finance
FIRST TR EXCHANGE-TRADED FD
$1,290,052$35,109 2.8%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 0.0%15,8080.3%ETF
VOYAGER TECHNOLOGIES INC
$1,239,466$12,900 1.1%38,4330.3%COM CL A
FIRST TR EXCHNG TRADED FD VI
$1,207,417$22,204 1.9%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 22.0%41,9500.3%Finance
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$1,171,609$33,237 2.9%21,8550.3%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,112,442$71,476 6.9%2,6770.2%Healthcare
FIRST TR EXCHNG TRADED FD VI
$1,110,414$31,421 -2.8%39,7570.2%FT VEST LAD
NEOS ETF TRUST
$1,107,516$101,716 10.1%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 -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 0.7%10,9890.2%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$1,069,505$23,524 2.2%5,7740.2%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,053,433$11,470 1.1%2,8470.2%ETF
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$1,050,658$116,773 -10.0%3,5270.2%Technology
FIRST TR EXCHANGE-TRADED FD
$1,017,858$1,017,858 New Holding48,9590.2%VEST LADDERED
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,016,788$767,747 308.3%12,6200.2%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$996,389$20,733 -2.0%3,3160.2%ETF
SPDR Russell 1000 Yield Focus ETF stock logo
ONEY
SPDR Russell 1000 Yield Focus ETF
$964,084$484,604 101.1%7,5260.2%ETF
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$964,031$185,813 -16.2%2,8120.2%ETF
Vertiv Holdings Co. stock logo
VRT
Vertiv
$957,586$6,027 0.6%2,8600.2%Industrials

Showing largest 100 holdings. View all holdings.
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