World Equity Group, Inc. Portfolio Stock Holdings
World Equity Group, Inc. disclosed 368 stock positions valued at approximately $386.1 million in its latest SEC 13F filing. The largest holdings include APPLE INC, INVESCO QQQ TR, and MICROSOFT CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 6, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 368
- Portfolio Value
- $386.1M
Holdings by Sector
World Equity Group, Inc. Portfolio Holdings in Q1 2026
326 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 5.17% | 78,611 | -1,448 | -1.81% | $19,950,427 |
| INVESCO QQQ TR | QQQ | Other | 3.57% | 23,898 | -239 | -0.99% | $13,792,898 |
| MICROSOFT CORP | MSFT | Technology | 2.97% | 31,005 | +1,782 | +6.10% | $11,477,098 |
| NVIDIA CORPORATION | NVDA | Technology | 2.68% | 59,354 | +2,821 | +4.99% | $10,351,280 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.04% | 12,089 | -238 | -1.93% | $7,861,963 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.94% | 36,002 | +1,597 | +4.64% | $7,498,193 |
| SPDR GOLD TR | GLD | Other | 1.55% | 13,877 | -4,266 | -23.51% | $5,971,143 |
| BROADCOM INC | AVGO | Technology | 1.54% | 19,274 | +9,878 | +105.13% | $5,964,938 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 1.54% | 40,679 | +733 | +1.83% | $5,950,531 |
| ALPHABET INC | GOOGL | Communication Services | 1.50% | 20,173 | +733 | +3.77% | $5,800,951 |
| META PLATFORMS INC | META | Communication Services | 1.35% | 9,092 | +352 | +4.03% | $5,201,753 |
| CATERPILLAR INC | CAT | Industrials | 1.29% | 7,008 | +3,389 | +93.64% | $4,964,302 |
| ISHARES TR | IVV | Other | 1.28% | 7,539 | -290 | -3.70% | $4,925,589 |
| FIRST TR EXCHNG TRADED FD VI | BUFG | Other | 1.17% | 168,627 | +559 | +0.33% | $4,529,318 |
| VANGUARD INDEX FDS | VOO | Other | 1.13% | 7,320 | +38 | +0.52% | $4,375,229 |
| EXXON MOBIL CORP | XOM | Energy | 1.13% | 25,627 | -143 | -0.55% | $4,347,837 |
| CHEVRON CORPORATION | CVX | Energy | 1.10% | 20,536 | +9,618 | +88.09% | $4,248,870 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 1.09% | 124,732 | +1,177 | +0.95% | $4,212,187 |
| TESLA INC | TSLA | Consumer Cyclical | 1.08% | 11,226 | +1,680 | +17.60% | $4,173,160 |
| FIRST TR EXCHNG TRADED FD VI | BUFQ | Other | 1.05% | 114,910 | +1,558 | +1.37% | $4,058,628 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.87% | 53,936 | -2,118 | -3.78% | $3,366,826 |
| TEXAS PACIFIC LAND CORPORATI | TPL | Energy | 0.84% | 6,845 | -1,636 | -19.29% | $3,248,362 |
| COCA COLA CO | KO | Consumer Defensive | 0.84% | 42,632 | +21,210 | +99.01% | $3,242,130 |
| ALPHABET INC | GOOG | Communication Services | 0.84% | 11,253 | +732 | +6.96% | $3,228,030 |
| CITIGROUP INC | C | Financial Services | 0.78% | 26,724 | +12,126 | +83.07% | $3,030,770 |
| WALMART INC | WMT | Consumer Defensive | 0.77% | 23,875 | -3,421 | -12.53% | $2,967,208 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.76% | 6,093 | -218 | -3.45% | $2,919,765 |
| BANK AMERICA CORP | BAC | Financial Services | 0.76% | 59,864 | -13,784 | -18.72% | $2,918,388 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.69% | 9,116 | +667 | +7.89% | $2,681,500 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.66% | 3,011 | +583 | +24.01% | $2,547,470 |
| SCHWAB STRATEGIC TR | FNDX | Other | 0.61% | 84,288 | +5,893 | +7.52% | $2,347,420 |
| ISHARES TR | IJR | Other | 0.60% | 18,506 | -28 | -0.15% | $2,300,487 |
| CISCO SYS INC | CSCO | Technology | 0.57% | 28,196 | +14,281 | +102.63% | $2,187,684 |
| VANGUARD INDEX FDS | VUG | Other | 0.50% | 4,393 | -596 | -11.95% | $1,918,836 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.49% | 6,106 | +256 | +4.38% | $1,897,641 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.48% | 14,021 | -2,582 | -15.55% | $1,863,335 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.48% | 5,440 | +256 | +4.94% | $1,838,487 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.47% | 59,569 | -9,749 | -14.06% | $1,827,574 |
| ELI LILLY & CO | LLY | Healthcare | 0.45% | 1,884 | -31 | -1.62% | $1,732,841 |
| ABBVIE INC | ABBV | Healthcare | 0.44% | 7,879 | +91 | +1.17% | $1,713,587 |
| ISHARES TR | IVW | Other | 0.43% | 14,506 | +588 | +4.22% | $1,641,493 |
| BNY MELLON ETF TRUST | BKHY | Other | 0.42% | 33,984 | +17,582 | +107.19% | $1,611,196 |
| EATON CORP PLC | ETN | Other | 0.41% | 4,472 | +24 | +0.54% | $1,599,503 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.41% | 6,486 | +16 | +0.25% | $1,585,574 |
| CHUBB LTD SWITZ | CB | Financial Services | 0.41% | 4,806 | +3,214 | +201.88% | $1,566,418 |
| ISHARES TR | IUSB | Other | 0.40% | 33,773 | +2,393 | +7.63% | $1,559,989 |
| VANGUARD INDEX FDS | VB | Other | 0.38% | 5,640 | +156 | +2.84% | $1,477,258 |
| NORTHERN LTS FD TR IV | SECT | Other | 0.38% | 24,380 | -16,116 | -39.80% | $1,472,288 |
| CME GROUP INC | CME | Financial Services | 0.38% | 4,974 | +4,063 | +445.99% | $1,469,070 |
| PACER FDS TR | COWZ | Other | 0.37% | 22,844 | -4,752 | -17.22% | $1,429,182 |
| VANGUARD INDEX FDS | VTV | Other | 0.36% | 7,128 | -1,620 | -18.52% | $1,398,610 |
| WISDOMTREE TR | DDWM | Other | 0.36% | 31,528 | +1,262 | +4.17% | $1,390,697 |
| AST SPACEMOBILE INC | ASTS | Technology | 0.36% | 16,770 | +13,593 | +427.86% | $1,389,726 |
| ETFIS SER TR I | PFFA | Other | 0.36% | 68,037 | +14,428 | +26.91% | $1,385,227 |
| FRANKLIN TEMPLETON ETF TR | FLQM | Other | 0.36% | 25,028 | +1,395 | +5.90% | $1,374,673 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.34% | 4,012 | -55 | -1.35% | $1,319,427 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.34% | 24,575 | -717 | -2.83% | $1,295,930 |
| ISHARES TR | IVE | Other | 0.33% | 6,123 | -676 | -9.94% | $1,292,860 |
| INVESCO EXCHANGE TRADED FD T | XMMO | Other | 0.33% | 8,894 | -122 | -1.35% | $1,289,564 |
| ISHARES TR | EFV | Other | 0.33% | 17,135 | +1,891 | +12.40% | $1,273,924 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.33% | 8,814 | +497 | +5.98% | $1,273,008 |
| MERCK & CO INC | MRK | Healthcare | 0.32% | 10,296 | +120 | +1.18% | $1,238,550 |
| LAM RESEARCH CORP | LRCX | Other | 0.31% | 5,547 | -1,173 | -17.46% | $1,185,173 |
| VICTORY PORTFOLIOS II | CFO | Other | 0.30% | 15,807 | -423 | -2.61% | $1,172,108 |
| BLACKROCK ETF TRUST | DYNF | Other | 0.30% | 20,019 | -3,848 | -16.12% | $1,164,856 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.30% | 4,766 | -140 | -2.85% | $1,155,153 |
| RITHM CAPITAL CORP | RITM | Real Estate | 0.30% | 121,800 | -6,000 | -4.69% | $1,154,664 |
| VISA INC | V | Financial Services | 0.30% | 3,811 | +275 | +7.78% | $1,151,836 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.30% | 7,849 | +3,208 | +69.12% | $1,150,740 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.30% | 7,141 | +909 | +14.59% | $1,140,436 |
| ISHARES INC | IEMG | Other | 0.29% | 15,781 | -1,513 | -8.75% | $1,100,820 |
| CASEYS GEN STORES INC | CASY | Consumer Cyclical | 0.28% | 1,482 | +749 | +102.18% | $1,079,540 |
| FIRST TR EXCHNG TRADED FD VI | BUFZ | Other | 0.28% | 40,882 | -238 | -0.58% | $1,073,969 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.27% | 21,235 | -235 | -1.09% | $1,048,369 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.27% | 5,125 | +103 | +2.05% | $1,042,481 |
| GOLDMAN SACHS ETF TR | GSUS | Other | 0.27% | 11,526 | +5,351 | +86.66% | $1,032,613 |
| FIRST TR EXCHANGE-TRADED FD | CARZ | Other | 0.26% | 12,441 | +12,441 | +100.00% | $1,005,433 |
| LUMENTUM HLDGS INC | LITE | Technology | 0.26% | 1,421 | +1,421 | +100.00% | $998,625 |
| CALAMOS DYNAMIC CONV & INCOM | CCD | Financial Services | 0.26% | 46,266 | +23,882 | +106.69% | $987,810 |
| BLACKSTONE MORTGAGE TRUST IN | BXMT | Real Estate | 0.26% | 51,448 | +25,828 | +100.81% | $985,246 |
| SPDR SERIES TRUST | SPLG | Other | 0.25% | 12,826 | +1,701 | +15.29% | $981,704 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.25% | 2,509 | -36 | -1.41% | $979,539 |
| ISHARES TR | AOA | Other | 0.25% | 10,909 | +85 | +0.79% | $965,338 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.25% | 955 | +143 | +17.61% | $951,362 |
| SELECT SECTOR SPDR TR | XLI | Other | 0.24% | 5,647 | -598 | -9.58% | $913,263 |
| VANGUARD INDEX FDS | VTI | Other | 0.23% | 2,816 | -282 | -9.10% | $903,573 |
| AT&T INC | T | Communication Services | 0.23% | 31,166 | +16,347 | +110.31% | $903,562 |
| EXELON CORP | EXC | Utilities | 0.23% | 18,401 | +1 | +0.01% | $902,016 |
| VANGUARD INDEX FDS | VO | Other | 0.23% | 3,091 | +58 | +1.91% | $887,693 |
| NEOS ETF TRUST | QQQI | Other | 0.23% | 17,710 | +3,096 | +21.19% | $879,993 |
| DANAHER CORP DEL | DHR | Healthcare | 0.22% | 4,484 | +202 | +4.72% | $850,252 |
| LISTED FDS TR | HEGD | Other | 0.22% | 34,297 | +12,235 | +55.46% | $847,138 |
| FIRST TR EXCHNG TRADED FD VI | DDEC | Other | 0.22% | 19,090 | -500 | -2.55% | $845,305 |
| WASTE MGMT INC DEL | WM | Industrials | 0.22% | 3,673 | +2,534 | +222.48% | $844,026 |
| ISHARES TR | IWM | Other | 0.22% | 3,385 | -206 | -5.74% | $839,512 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.22% | 935 | +508 | +118.97% | $836,441 |
| VIRTUS DIVERSIFIED INCM & CO | ACV | Financial Services | 0.22% | 34,392 | +4,525 | +15.15% | $835,726 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.22% | 8,962 | +1,037 | +13.09% | $832,418 |
| DBX ETF TR | HYLB | Other | 0.21% | 22,823 | +1,086 | +5.00% | $825,274 |
| ISHARES TR | MTUM | Other | 0.21% | 3,354 | +12 | +0.36% | $805,180 |