World Equity Group, Inc. Portfolio Stock Holdings
World Equity Group, Inc. disclosed 375 stock positions valued at approximately $446.6 million in its latest SEC 13F filing. The largest holdings include APPLE INC, STATE STR SPDR S&P 500 ETF T, and INVESCO QQQ TR. The filing reflects positions held as of June 30, 2026 and was filed on July 9, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 375
- Portfolio Value
- $446.6M
Holdings by Sector
World Equity Group, Inc. Portfolio Holdings in Q2 2026
325 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 4.99% | 76,949 | -1,662 | -2.11% | $22,265,638 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 4.21% | 25,200 | +13,111 | +108.45% | $18,818,626 |
| INVESCO QQQ TR | QQQ | Other | 4.02% | 24,368 | +470 | +1.97% | $17,944,017 |
| NVIDIA CORPORATION | NVDA | Technology | 2.83% | 63,153 | +3,799 | +6.40% | $12,637,090 |
| MICROSOFT CORP | MSFT | Technology | 2.59% | 31,025 | +20 | +0.06% | $11,573,596 |
| SPDR GOLD TR | GLD | Other | 2.27% | 27,556 | +13,679 | +98.57% | $10,141,514 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.96% | 36,694 | +692 | +1.92% | $8,745,710 |
| ALPHABET INC | GOOGL | Communication Services | 1.61% | 20,089 | -84 | -0.42% | $7,179,377 |
| ISHARES TR | IVV | Other | 1.51% | 9,018 | +1,479 | +19.62% | $6,754,711 |
| TESLA INC | TSLA | Consumer Cyclical | 1.25% | 13,237 | +2,011 | +17.91% | $5,567,326 |
| META PLATFORMS INC | META | Communication Services | 1.24% | 9,808 | +716 | +7.88% | $5,524,480 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 1.14% | 43,627 | +2,948 | +7.25% | $5,089,970 |
| FIRST TR EXCHNG TRADED FD VI | BUFG | Other | 1.12% | 170,648 | +2,021 | +1.20% | $5,002,647 |
| VANGUARD INDEX FDS | VOO | Other | 1.11% | 7,197 | -123 | -1.68% | $4,942,845 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.09% | 10,230 | +4,790 | +88.05% | $4,884,735 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 1.03% | 125,694 | +962 | +0.77% | $4,591,581 |
| FIRST TR EXCHNG TRADED FD VI | BUFQ | Other | 1.01% | 114,741 | -169 | -0.15% | $4,505,880 |
| ALPHABET INC | GOOG | Communication Services | 0.93% | 11,805 | +552 | +4.91% | $4,171,081 |
| BROADCOM INC | AVGO | Technology | 0.82% | 9,660 | -9,614 | -49.88% | $3,649,264 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.79% | 49,581 | -4,355 | -8.07% | $3,532,811 |
| CATERPILLAR INC | CAT | Industrials | 0.78% | 3,285 | -3,723 | -53.13% | $3,497,759 |
| EXXON MOBIL CORP | XOM | Energy | 0.77% | 25,108 | -519 | -2.03% | $3,432,886 |
| BANK OF AMER CORP | BAC | Financial Services | 0.76% | 59,384 | -480 | -0.80% | $3,383,673 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.75% | 6,738 | +645 | +10.59% | $3,371,635 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.75% | 5,803 | +678 | +13.23% | $3,370,732 |
| SPDR SERIES TRUST | SPLG | Other | 0.74% | 37,691 | +24,865 | +193.86% | $3,312,317 |
| TEXAS PACIFIC LAND CORPORATI | TPL | Energy | 0.68% | 6,964 | +119 | +1.74% | $3,047,727 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.66% | 8,987 | -129 | -1.42% | $2,941,810 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.64% | 15,111 | +1,090 | +7.77% | $2,878,779 |
| LISTED FDS TR | HEGD | Other | 0.61% | 102,912 | +68,615 | +200.06% | $2,743,638 |
| SCHWAB STRATEGIC TR | FNDX | Other | 0.61% | 87,295 | +3,007 | +3.57% | $2,714,877 |
| ISHARES TR | IJR | Other | 0.59% | 17,913 | -593 | -3.20% | $2,656,704 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.56% | 2,487 | -524 | -17.40% | $2,515,858 |
| CITIGROUP INC | C | Financial Services | 0.55% | 17,679 | -9,045 | -33.85% | $2,471,569 |
| LAM RESEARCH CORP | LRCX | Other | 0.54% | 5,576 | +29 | +0.52% | $2,416,253 |
| WALMART INC | WMT | Consumer Defensive | 0.53% | 21,035 | -2,840 | -11.90% | $2,382,540 |
| NORTHERN LTS FD TR IV | SECT | Other | 0.53% | 33,018 | +8,638 | +35.43% | $2,379,223 |
| ELI LILLY & CO | LLY | Healthcare | 0.53% | 1,971 | +87 | +4.62% | $2,364,238 |
| ISHARES TR | IUSB | Other | 0.49% | 47,087 | +13,314 | +39.42% | $2,173,088 |
| CISCO SYS INC | CSCO | Technology | 0.45% | 17,239 | -10,957 | -38.86% | $2,024,854 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.45% | 2,634 | +125 | +4.98% | $2,010,110 |
| ABBVIE INC | ABBV | Healthcare | 0.45% | 7,975 | +96 | +1.22% | $2,007,005 |
| ISHARES TR | IVW | Other | 0.43% | 14,006 | -500 | -3.45% | $1,926,848 |
| SPDR SERIES TRUST | SPTM | Other | 0.42% | 20,808 | +18,123 | +674.97% | $1,889,112 |
| VANGUARD INDEX FDS | VUG | Other | 0.42% | 21,822 | +17,429 | +396.74% | $1,879,715 |
| SANDISK CORP | SNDK | Other | 0.42% | 820 | +820 | +100.00% | $1,864,450 |
| EATON CORP PLC | ETN | Other | 0.42% | 4,357 | -115 | -2.57% | $1,856,600 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.42% | 58,549 | -1,020 | -1.71% | $1,856,586 |
| MERCK & CO INC | MRK | Healthcare | 0.41% | 14,093 | +3,797 | +36.88% | $1,811,002 |
| VANGUARD INDEX FDS | VB | Other | 0.39% | 5,714 | +74 | +1.31% | $1,732,121 |
| COCA COLA CO | KO | Consumer Defensive | 0.38% | 21,156 | -21,476 | -50.38% | $1,719,391 |
| ETFIS SER TR I | PFFA | Other | 0.37% | 79,787 | +11,750 | +17.27% | $1,641,255 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.36% | 5,926 | -180 | -2.95% | $1,601,872 |
| WISDOMTREE TR | DDWM | Other | 0.34% | 33,314 | +1,786 | +5.66% | $1,538,276 |
| SPDR SERIES TRUST | BIL | Other | 0.34% | 16,612 | +16,612 | +100.00% | $1,522,314 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.34% | 5,977 | -509 | -7.85% | $1,518,161 |
| PACER FDS TR | COWZ | Other | 0.33% | 23,959 | +1,115 | +4.88% | $1,490,255 |
| GOLDMAN SACHS ETF TR | GSUS | Other | 0.33% | 14,168 | +2,642 | +22.92% | $1,460,722 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.33% | 28,884 | +20,988 | +265.81% | $1,455,464 |
| INVESCO EXCHANGE TRADED FD T | XMMO | Other | 0.32% | 8,486 | -408 | -4.59% | $1,444,632 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.32% | 4,066 | +54 | +1.35% | $1,434,144 |
| CHEVRON CORPORATION | CVX | Energy | 0.32% | 8,628 | -11,908 | -57.99% | $1,430,186 |
| VANGUARD INDEX FDS | VTV | Other | 0.31% | 6,420 | -708 | -9.93% | $1,399,189 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.31% | 23,382 | -1,193 | -4.85% | $1,395,626 |
| ASML HLDG NV | ASML | Other | 0.31% | 690 | +690 | +100.00% | $1,373,320 |
| VISA INC | V | Financial Services | 0.30% | 3,906 | +95 | +2.49% | $1,334,471 |
| SPDR SERIES TRUST | FLRN | Other | 0.30% | 43,232 | +43,232 | +100.00% | $1,333,694 |
| BLACKROCK ETF TRUST | DYNF | Other | 0.30% | 19,545 | -474 | -2.37% | $1,329,372 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.30% | 4,693 | -73 | -1.53% | $1,319,806 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.29% | 8,928 | +114 | +1.29% | $1,309,146 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.29% | 1,134 | -281 | -19.86% | $1,308,963 |
| RITHM CAPITAL CORP | RITM | Real Estate | 0.29% | 138,000 | +16,200 | +13.30% | $1,295,820 |
| VICTORY PORTFOLIOS II | CFO | Other | 0.28% | 15,808 | +1 | +0.01% | $1,265,906 |
| VIRTUS DIVERSIFIED INCM & CO | ACV | Financial Services | 0.27% | 41,950 | +7,558 | +21.98% | $1,188,863 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.26% | 21,855 | +620 | +2.92% | $1,171,609 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.25% | 2,677 | +172 | +6.87% | $1,112,442 |
| FIRST TR EXCHNG TRADED FD VI | BUFZ | Other | 0.25% | 39,757 | -1,125 | -2.75% | $1,110,414 |
| NEOS ETF TRUST | QQQI | Other | 0.25% | 19,501 | +1,791 | +10.11% | $1,107,516 |
| ISHARES TR | IVE | Other | 0.24% | 4,759 | -1,364 | -22.28% | $1,080,596 |
| ISHARES TR | AOA | Other | 0.24% | 10,989 | +80 | +0.73% | $1,072,532 |
| SELECT SECTOR SPDR TR | XLI | Other | 0.24% | 5,774 | +127 | +2.25% | $1,069,505 |
| VANGUARD INDEX FDS | VTI | Other | 0.24% | 2,847 | +31 | +1.10% | $1,053,433 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.24% | 3,527 | -392 | -10.00% | $1,050,658 |
| VANGUARD INDEX FDS | VO | Other | 0.23% | 12,620 | +9,529 | +308.28% | $1,016,788 |
| ISHARES TR | IWM | Other | 0.22% | 3,316 | -69 | -2.04% | $996,389 |
| SPDR SERIES TRUST | ONEY | Other | 0.22% | 7,526 | +3,783 | +101.07% | $964,084 |
| ISHARES TR | MTUM | Other | 0.22% | 2,812 | -542 | -16.16% | $964,031 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.21% | 2,860 | +18 | +0.63% | $957,586 |
| COMFORT SYS USA INC | FIX | Industrials | 0.21% | 481 | - | - | $953,322 |
| INTEL CORP | INTC | Technology | 0.21% | 6,802 | -2,581 | -27.51% | $949,815 |
| NEOS ETF TRUST | SPYI | Other | 0.21% | 17,821 | +2,029 | +12.85% | $946,106 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.21% | 1,011 | +56 | +5.86% | $945,722 |
| GE AEROSPACE | GE | Industrials | 0.21% | 2,510 | +64 | +2.62% | $938,065 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.21% | 2,721 | -51 | -1.84% | $927,914 |
| STRYKER CORPORATION | SYK | Healthcare | 0.21% | 2,915 | +1,458 | +100.07% | $917,760 |
| VANGUARD INDEX FDS | VOT | Other | 0.21% | 2,995 | +85 | +2.92% | $917,379 |
| FIRST TR EXCHNG TRADED FD VI | DDEC | Other | 0.20% | 19,090 | - | - | $904,389 |
| DBX ETF TR | HYLB | Other | 0.20% | 24,227 | +1,404 | +6.15% | $884,775 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 0.19% | 19,037 | +1,603 | +9.19% | $865,998 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.19% | 25,780 | +5,250 | +25.57% | $858,215 |