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CIK: 0000878770
Total reported value
$446.6M
$446.6M
368 檔
14.2%
As reported in its official Q1 2026 Form 13F filing, World Equity Group, Inc.'s tracked investment portfolio stood at $446.6M with 368 total positions.
In Q1 2026, World Equity Group, Inc. displayed an active expansion posture, initiating 68 new positions and adding to 66 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 368 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.17% | -0.18% | -1.81% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.57% | +0.45% | -0.99% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.97% | -0.38% | +6.10% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.68% | +0.15% | +4.99% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.04% | +2.17% | -1.93% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.94% | +0.02% | +4.64% | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 1.55% | +0.72% | -23.51% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.54% | -0.72% | +105.13% | |
| 9 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.54% | -0.40% | +1.83% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.50% | +0.11% | +3.77% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.35% | -0.11% | +4.03% | |
| 12 | CAT | Caterpillar Inc | Stock-Industrials | 1.29% | -0.51% | +93.64% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.28% | +0.23% | -3.70% | |
| 14 | BUFG | Ft Vest Buffered Allocation | ETF-Other | 1.17% | -0.05% | +0.33% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.13% | -0.02% | +0.52% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.13% | -0.36% | -0.55% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.10% | -0.78% | +88.09% | |
| 18 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.09% | -0.06% | +0.95% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.08% | +0.17% | +17.60% | |
| 20 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 1.05% | -0.04% | +1.37% | |
| 21 | EZMO | Alphadroid B Mark Mom ETF | ETF-Other | 0.95% | -0.07% | +12.77% | |
| 22 | EZRO | Alphadrd Dfncve Sctr Rtn ETF | ETF-Other | 0.88% | -0.05% | +23.27% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.87% | -0.08% | -3.78% | |
| 24 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.84% | -0.16% | -19.29% | |
| 25 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.84% | -0.46% | +99.01% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.84% | +0.09% | +6.96% | |
| 27 | C | Citigroup Inc | Stock-Financials | 0.78% | -0.23% | +83.07% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.77% | -0.24% | -12.53% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.76% | -0.01% | -3.45% | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 0.76% | — | -18.72% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.69% | -0.03% | +7.89% | |
| 32 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.66% | -0.10% | +24.01% | |
| 33 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.61% | — | +7.52% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.60% | -0.01% | -0.15% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.57% | -0.12% | +102.63% | |
| 36 | BPRE | Bluerock Private Real Estate | Stock-Financials | 0.54% | -0.39% | +148.03% | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.50% | -0.08% | -11.95% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.49% | -0.13% | +4.38% | |
| 39 | XLK | Ss Technology Select Sector | ETF-Tech | 0.48% | +0.16% | -15.55% | |
| 40 | UXJA | Ft Useq Uncppdaccl ETF - Jan | ETF-Other | 0.48% | +0.35% | +70.33% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.48% | +0.61% | +4.94% | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.47% | -0.05% | -14.06% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.45% | +0.08% | -1.62% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.44% | +0.01% | +1.17% | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.43% | — | +4.22% | |
| 46 | BKHY | Bny Mellon High Yield ETF | ETF-High Yield | 0.42% | -0.42% | EXIT | |
| 47 | ETN | Eaton Corporation plc | Stock-Industrials | 0.41% | +0.01% | +0.54% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.41% | -0.07% | +0.25% | |
| 49 | CB | Chubb Limited | Stock-Financials | 0.41% | -0.23% | +201.88% | |
| 50 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.40% | +0.09% | +7.63% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CAT | Caterpillar Inc | +0.7% | +93.64% | Add |
| 2 | CVX | Chevron CORP | +0.6% | +88.09% | Add |
| 3 | AVGO | Broadcom Inc | +0.6% | +105.13% | Add |
| 4 | KO | Coca-cola Co/the | +0.4% | +99.01% | Add |
| 5 | BPRE | Bluerock Private Real Estate | +0.3% | +148.03% | Add |
| 6 | CME | Cme Group Inc | +0.3% | +445.99% | Add |
| 7 | C | Citigroup Inc | +0.3% | +83.07% | Add |
| 8 | ASTS | Ast Spacemobile Inc | +0.3% | +427.86% | Add |
| 9 | CSCO | Cisco Systems Inc | +0.3% | +102.63% | Add |
| 10 | CB | Chubb Limited | +0.3% | +201.88% | Add |
| 11 | XOM | Exxon Mobil CORP | +0.3% | -0.55% | Trim |
| 12 | BKHY | Bny Mellon High Yield ETF | +0.2% | +107.19% | Add |
| 13 | CASY | Casey's General Stores Inc | +0.2% | +102.18% | Add |
| 14 | TPL | Texas Pacific Land CORP | +0.2% | -19.29% | Trim |
| 15 | UXJA | Ft Useq Uncppdaccl ETF - Jan | +0.2% | +70.33% | Add |
| 16 | EZRO | Alphadrd Dfncve Sctr Rtn ETF | +0.2% | +23.27% | Add |
| 17 | WM | Waste Management Inc | +0.2% | +222.48% | Add |
| 18 | BAI | Ishrs Ai In And Tech Act ETF | +0.1% | +110.05% | Add |
| 19 | T | At&t Inc | +0.1% | +110.31% | Add |
| 20 | CCD | Calamos Dyn Convert & Inc | +0.1% | +106.69% | Add |
| 21 | THRO | Ishares U.s. Thematic Rotati | +0.1% | +107.02% | Add |
| 22 | BXMT | Blackstone Mortgage Tru-cl A | +0.1% | +100.81% | Add |
| 23 | PH | Parker Hannifin CORP | +0.1% | +118.97% | Add |
| 24 | VOYG | Voyager Technologies Inc-a | +0.1% | +134.79% | Add |
| 25 | GSUS | Goldman Sachs Marketbeta US | +0.1% | +86.66% | Add |
| 26 | CLS | Celestica Inc | +0.1% | +141.75% | Add |
| 27 | XLV | Ss Health Care Select Sector | +0.1% | +69.12% | Add |
| 28 | CGDV | Cap Group Dividend Value | +0.1% | +103.82% | Add |
| 29 | EZMO | Alphadroid B Mark Mom ETF | +0.1% | +12.77% | Add |
| 30 | GS | Goldman Sachs Group Inc | +0.1% | +24.01% | Add |
| 31 | HEGD | Swan Hedged Equity US Lg Cap | +0.1% | +55.46% | Add |
| 32 | VRT | Vertiv Holdings Co-a | +0.1% | +3.50% | Add |
| 33 | ET | Energy Transfer LP | +0.1% | +113.82% | Add |
| 34 | FIX | Comfort Systems USA Inc | +0.1% | +11.34% | Add |
| 35 | COIN | Coinbase Global Inc -class A | +0.1% | +110.82% | Add |
| 36 | COST | Costco Wholesale CORP | +0.1% | +17.61% | Add |
| 37 | PM | Philip Morris International | +0.1% | +61.35% | Add |
| 38 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | +69.17% | Add |
| 39 | AMAT | Applied Materials Inc | +0.1% | +15.88% | Add |
| 40 | CGUS | Cap Group Core Equity | +0.1% | +100.00% | Add |
| 41 | TSM | Taiwan Semiconductor-sp Adr | 0% | +4.94% | Add |
| 42 | JNJ | Johnson & Johnson | 0% | +0.25% | Add |
| 43 | PFFA | Virtus Infracap US Pref Stck | 0% | +26.91% | Add |
| 44 | NEE | Nextera Energy Inc | 0% | +13.09% | Add |
| 45 | WELL | Welltower Inc | 0% | +37.89% | Add |
| 46 | AAAU | Goldman Sachs Physical Gold | 0% | +62.29% | Add |
| 47 | XEL | Xcel Energy Inc | 0% | +36.46% | Add |
| 48 | EFV | Ishares Msci Eafe Value ETF | 0% | +12.40% | Add |
| 49 | PSIX | Power Solutions Internationa | 0% | +13.14% | Add |
| 50 | TJX | Tjx Companies Inc | 0% | +14.59% | Add |
According to official SEC Form 13F filings, World Equity Group, Inc. reported a total U.S. public equity portfolio value of $446.6M across 368 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, QQQ, MSFT) accounted for 14.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
CARZ
市值: $1.0M
Top Position Liquidated / Trimmed
OEF
前期市值: $1.2M
During Q1 2026, World Equity Group, Inc.'s top holdings by market value included AAPL (5.2%)、QQQ (3.6%)、MSFT (3.0%). The largest single position, AAPL, represented 5.2% of total portfolio value.
In Q1 2026, World Equity Group, Inc. made 199 total portfolio adjustments, initiating 68 new buys, adding to 66 positions, trimming 37 holdings, and fully liquidating 28 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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