World Equity Group, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 9, 2026, World Equity Group, Inc. disclosed 328 stock positions valued at approximately $446.62M as of quarter-end June 30, 2026. The largest holdings include APPLE INC, STATE STR SPDR S&P 500 ETF T, and INVESCO QQQ TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 328
- Portfolio Value
- $446.62M
Holdings by Sector
World Equity Group, Inc. Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 328 holdings in the latest reporting period.