13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000878770
Total reported value
$242.2M
$242.2M
375 檔
34.4%
In Q2 2026, World Equity Group, Inc.'s U.S. equity holdings reached a combined market value of $242.2M, distributed across 375 disclosed stock positions.
World Equity Group, Inc. executed strategic sector rebalancing during Q2 2026, establishing 49 new positions while fully exiting 45 holdings and trimming 44 positions.
Showing top 200 holdings (of 375 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.99% | +1.45% | -2.11% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.21% | -0.82% | +108.45% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.02% | +1.74% | +1.97% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.83% | +1.03% | +6.40% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.59% | +2.08% | +0.06% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 2.27% | -0.81% | +98.57% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.96% | +0.59% | +1.92% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.61% | +0.02% | -0.42% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.51% | +0.18% | +19.62% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.25% | -0.32% | +17.91% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.24% | +0.98% | +7.88% | |
| 12 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.14% | +1.82% | +7.25% | |
| 13 | BUFG | Ft Vest Buffered Allocation | ETF-Other | 1.12% | -0.45% | +1.20% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.11% | -0.44% | -1.68% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.09% | -0.52% | +88.05% | |
| 16 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.03% | -0.35% | +0.77% | |
| 17 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 1.01% | -0.35% | -0.15% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.93% | +0.03% | +4.91% | |
| 19 | EZMO | Alphadroid B Mark Mom ETF | ETF-Other | 0.88% | -0.59% | +7.57% | |
| 20 | UXJA | Ft Useq Uncppdaccl ETF - Jan | ETF-Other | 0.83% | -0.34% | +73.71% | |
| 21 | EZRO | Alphadrd Dfncve Sctr Rtn ETF | ETF-Other | 0.83% | -0.50% | +9.35% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.82% | -0.31% | -49.88% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.79% | -0.07% | -8.07% | |
| 24 | CAT | Caterpillar Inc | Stock-Industrials | 0.78% | +0.37% | -53.13% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.77% | -0.77% | EXIT | |
| 26 | BAC | Bank Of America CORP | Stock-Financials | 0.76% | +0.53% | -0.80% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.75% | +0.26% | +10.59% | |
| 28 | AMD | Advanced Micro Devices | Stock-Tech | 0.75% | +0.52% | +13.23% | |
| 29 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | -0.26% | +193.86% | |
| 30 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.68% | -0.46% | +1.74% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.66% | +0.28% | -1.42% | |
| 32 | XLK | Ss Technology Select Sector | ETF-Tech | 0.64% | +0.34% | +7.77% | |
| 33 | HEGD | Swan Hedged Equity US Lg Cap | ETF-Other | 0.61% | -0.44% | +200.06% | |
| 34 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.61% | -0.41% | +3.57% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.59% | +0.35% | -3.20% | |
| 36 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.56% | +0.27% | -17.40% | |
| 37 | C | Citigroup Inc | Stock-Financials | 0.55% | +0.18% | -33.85% | |
| 38 | LRCX | Lam Research CORP | Stock-Tech | 0.54% | +0.18% | +0.52% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.53% | -0.10% | -11.90% | |
| 40 | SECT | Main Sector Rotation ETF | ETF-Other | 0.53% | -0.13% | +35.43% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.53% | +0.34% | +4.62% | |
| 42 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.49% | -0.05% | +39.42% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.45% | -0.26% | -38.86% | |
| 44 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.45% | +0.59% | +4.98% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.45% | +0.10% | +1.22% | |
| 46 | DDTL | Invtr Eq D Di 10 B ETF - Jul | ETF-Other | 0.44% | -0.19% | +18.51% | |
| 47 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.43% | +0.03% | -3.45% | |
| 48 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.42% | -0.42% | EXIT | |
| 49 | VUG | Vanguard Growth ETF | ETF-Other | 0.42% | -0.08% | +396.74% | |
| 50 | SNDK | Sandisk CORP | Stock-Tech | 0.42% | -0.42% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +2.2% | +108.45% | Add |
| 2 | GLD | Spdr Gold Shares | +0.7% | +98.57% | Add |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.6% | +88.05% | Add |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.5% | +193.86% | Add |
| 5 | AMD | Advanced Micro Devices | +0.5% | +13.23% | Add |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | +1.97% | Add |
| 7 | SNDK | Sandisk CORP | +0.4% | NEW | New buy |
| 8 | HEGD | Swan Hedged Equity US Lg Cap | +0.4% | +200.06% | Add |
| 9 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.4% | +674.97% | Add |
| 10 | UXJA | Ft Useq Uncppdaccl ETF - Jan | +0.4% | +73.71% | Add |
| 11 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.3% | NEW | New buy |
| 12 | AVMV | Avantis US Mid Cap Val ETF | +0.3% | NEW | New buy |
| 13 | ASML | ASML Holding N.V. | +0.3% | NEW | New buy |
| 14 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +0.3% | NEW | New buy |
| 15 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.2% | +265.81% | Add |
| 16 | IVV | Ishares Core S&p 500 ETF | +0.2% | +19.62% | Add |
| 17 | LRCX | Lam Research CORP | +0.2% | +0.52% | Add |
| 18 | ACYN | Ft Lad Autocall Bar Inc ETF | +0.2% | NEW | New buy |
| 19 | UXAP | Ft Vest US Uncap Acc ETF Apr | +0.2% | +107.23% | Add |
| 20 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +4.98% | Add |
| 21 | TSLA | Tesla Inc | +0.2% | +17.91% | Add |
| 22 | MU | Micron Technology Inc | +0.2% | -19.86% | Trim |
| 23 | ✓ | +0.2% | NEW | New buy | |
| 24 | MWH | Solv Energy Inc-cl A | +0.2% | NEW | New buy |
| 25 | XLK | Ss Technology Select Sector | +0.2% | +7.77% | Add |
| 26 | SPEM | State Street Sp Ptf Em ETF | +0.2% | NEW | New buy |
| 27 | AAMI | Acadian Asset Management Inc | +0.2% | NEW | New buy |
| 28 | NVDA | Nvidia CORP | +0.2% | +6.40% | Add |
| 29 | SECT | Main Sector Rotation ETF | +0.2% | +35.43% | Add |
| 30 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | NEW | New buy |
| 31 | MRVL | Marvell Technology Inc | +0.1% | -10.00% | Trim |
| 32 | FMAY | Ft Vest US Equity Buffer ETF | +0.1% | NEW | New buy |
| 33 | FJUN | Ft Vest US Equity Buff Etf-j | +0.1% | NEW | New buy |
| 34 | NBIS | Nebius Group N.V. | +0.1% | NEW | New buy |
| 35 | CSX | Csx CORP | +0.1% | NEW | New buy |
| 36 | D | Dominion Energy Inc | +0.1% | NEW | New buy |
| 37 | BUD | Anheuser-busch Inbev-spn Adr | +0.1% | NEW | New buy |
| 38 | CNC | Centene CORP | +0.1% | NEW | New buy |
| 39 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.42% | Trim |
| 40 | CORO | Ish Intl Ctry Rot Act ETF | +0.1% | NEW | New buy |
| 41 | FAPR | Ft Vest U.s. Equity Buffer E | +0.1% | NEW | New buy |
| 42 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.1% | NEW | New buy |
| 43 | DLR | Digital Realty Trust Inc | +0.1% | NEW | New buy |
| 44 | CRDO | Credo Technology Group Holding Ltd | +0.1% | NEW | New buy |
| 45 | DOW | Dow Inc | +0.1% | NEW | New buy |
| 46 | INTC | Intel CORP | +0.1% | -27.51% | Trim |
| 47 | F | Ford Motor Co | +0.1% | +187.02% | Add |
| 48 | ONEY | Ss Spdr R1000 Yield Foc ETF | +0.1% | +101.07% | Add |
| 49 | TCAF | T Rowe Prc Cap Appreciation | +0.1% | +100.00% | Add |
| 50 | GMAY | Ft Vest U.s. Equity Moderate | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, World Equity Group, Inc. reported a total U.S. public equity portfolio value of $242.2M across 375 disclosed positions in Q2 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, SPY, QQQ) accounted for 34.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
SNDK
市值: $1.9M
Top Position Liquidated / Trimmed
BKHY
前期市值: $1.6M
During Q2 2026, World Equity Group, Inc.'s top holdings by market value included AAPL (5.0%)、SPY (4.2%)、QQQ (4.0%). The largest single position, AAPL, represented 5.0% of total portfolio value.
In Q2 2026, World Equity Group, Inc. made 198 total portfolio adjustments, initiating 49 new buys, adding to 60 positions, trimming 44 holdings, and fully liquidating 45 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.