World Equity Group, Inc. 13F Holdings · Q2 2026
World Equity Group, Inc. reported 375 securities worth $446.62M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (4.99%), SPY (4.21%), QQQ (4.02%). Among its top 25 positions this quarter: 17 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $22.3M | 4.99% | 76,949 | Trimmed |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $18.8M | 4.21% | 25,200 | Added |
| 3 | QQQ | INVESCO QQQ TR | $17.9M | 4.02% | 24,368 | Added |
| 4 | NVDA | NVIDIA CORPORATION | $12.6M | 2.83% | 63,153 | Added |
| 5 | MSFT | MICROSOFT CORP | $11.6M | 2.59% | 31,025 | Added |
| 6 | GLD | SPDR GOLD TR | $10.1M | 2.27% | 27,556 | Added |
| 7 | AMZN | AMAZON COM INC | $8.7M | 1.96% | 36,694 | Added |
| 8 | GOOGL | ALPHABET INC | $7.2M | 1.61% | 20,089 | Trimmed |
| 9 | IVV | ISHARES TR | $6.8M | 1.51% | 9,018 | Added |
| 10 | TSLA | TESLA INC | $5.6M | 1.25% | 13,237 | Added |
| 11 | META | META PLATFORMS INC | $5.5M | 1.24% | 9,808 | Added |
| 12 | PLTR | PALANTIR TECHNOLOGIES INC | $5.1M | 1.14% | 43,627 | Added |
| 13 | BUFG | FIRST TR EXCHNG TRADED FD VI | $5.0M | 1.12% | 170,648 | Added |
| 14 | VOO | VANGUARD INDEX FDS | $4.9M | 1.11% | 7,197 | Trimmed |
| 15 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4.9M | 1.09% | 10,230 | Added |
| 16 | BUFR | FIRST TR EXCHNG TRADED FD VI | $4.6M | 1.03% | 125,694 | Added |
| 17 | BUFQ | FIRST TR EXCHNG TRADED FD VI | $4.5M | 1.01% | 114,741 | Trimmed |
| 18 | GOOG | ALPHABET INC | $4.2M | 0.93% | 11,805 | Added |
| 19 | EZMO | LISTED FDS TR | $3.9M | 0.88% | 147,129 | Added |
| 20 | EZRO | LISTED FDS TR | $3.7M | 0.83% | 144,787 | Added |
| 21 | UXJA | FIRST TR EXCHNG TRADED FD VI | $3.7M | 0.83% | 97,978 | Added |
| 22 | AVGO | BROADCOM INC | $3.6M | 0.82% | 9,660 | Trimmed |
| 23 | VEA | VANGUARD TAX-MANAGED FDS | $3.5M | 0.79% | 49,581 | Trimmed |
| 24 | CAT | CATERPILLAR INC | $3.5M | 0.78% | 3,285 | Trimmed |
| 25 | XOM | EXXON MOBIL CORP | $3.4M | 0.77% | 25,108 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR