World Equity Group, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 14, 2026, World Equity Group, Inc. disclosed 256 stock positions valued at approximately $242.22M as of quarter-end September 30, 2026. The largest holdings include APPLE INC, INVESCO QQQ TR, and MICROSOFT CORP.
- Report Period
- September 30, 2026
- No. of Stocks
- 256
- Portfolio Value
- $242.22M
Holdings by Sector
World Equity Group, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 6.44% | 46,848 | -30,101 | -39.12% | $15,601,423 |
| INVESCO QQQ TR | QQQ | Other | 5.76% | 18,844 | -5,524 | -22.67% | $13,961,643 |
| MICROSOFT CORP | MSFT | Technology | 4.67% | 22,048 | -8,977 | -28.93% | $11,314,120 |
| NVIDIA CORPORATION | NVDA | Technology | 3.86% | 40,851 | -22,302 | -35.31% | $9,355,477 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 3.39% | 10,763 | -14,437 | -57.29% | $8,208,187 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 2.96% | 38,340 | -5,287 | -12.12% | $7,171,506 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.55% | 24,774 | -11,920 | -32.48% | $6,175,197 |
| META PLATFORMS INC | META | Communication Services | 2.22% | 7,403 | -2,405 | -24.52% | $5,374,307 |
| ISHARES TR | IVV | Other | 1.69% | 5,357 | -3,661 | -40.60% | $4,102,700 |
| ALPHABET INC | GOOGL | Communication Services | 1.63% | 11,464 | -8,625 | -42.93% | $3,944,666 |
| SPDR GOLD TR | GLD | Other | 1.46% | 9,258 | -18,298 | -66.40% | $3,525,820 |
| BANK OF AMER CORP | BAC | Financial Services | 1.29% | 57,182 | -2,202 | -3.71% | $3,119,382 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.27% | 5,032 | -771 | -13.29% | $3,078,377 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 1.25% | 18,558 | -6,550 | -26.09% | $3,023,113 |
| CATERPILLAR INC | CAT | Industrials | 1.15% | 3,437 | +152 | +4.63% | $2,788,781 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 1.04% | 9,585 | +6,951 | +263.90% | $2,511,155 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.01% | 4,876 | -1,862 | -27.63% | $2,436,481 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.98% | 12,105 | -3,006 | -19.89% | $2,369,498 |
| ALPHABET INC | GOOG | Communication Services | 0.96% | 6,859 | -4,946 | -41.90% | $2,337,156 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.94% | 6,895 | -2,092 | -23.28% | $2,286,646 |
| ISHARES TR | IJR | Other | 0.94% | 16,783 | -1,130 | -6.31% | $2,283,207 |
| TESLA INC | TSLA | Consumer Cyclical | 0.93% | 6,324 | -6,913 | -52.22% | $2,243,814 |
| ELI LILLY & CO | LLY | Healthcare | 0.87% | 1,804 | -167 | -8.47% | $2,118,708 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.83% | 2,227 | -260 | -10.45% | $2,007,798 |
| CITIGROUP INC | C | Financial Services | 0.73% | 13,714 | -3,965 | -22.43% | $1,778,406 |
| PACER FDS TR | COWZ | Other | 0.73% | 26,558 | +2,599 | +10.85% | $1,773,075 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.72% | 24,805 | -24,776 | -49.97% | $1,751,526 |
| LAM RESEARCH CORP | LRCX | Technology | 0.72% | 5,334 | -242 | -4.34% | $1,735,852 |
| CHEVRON CORPORATION | CVX | Energy | 0.70% | 8,322 | -306 | -3.55% | $1,702,108 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 0.68% | 44,065 | -81,629 | -64.94% | $1,651,118 |
Showing 30 of 256 holdings in the latest reporting period.