World Equity Group, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$386.1M
Q ending 2026-03-31
Prior quarter
$358.3M
Q ending 2025-12-31
Change
+7.8% QoQ · +10.3% YoY
Positions
368
reported holdings
Largest positions
Top 100 of 368 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $20.0M | 79K |
| Invesco Qqq Tr | QQQ | Shares | $13.8M | 24K |
| Microsoft Corp | MSFT | Shares | $11.5M | 31K |
| Nvidia Corporation | NVDA | Shares | $10.4M | 59K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $7.9M | 12K |
| Amazon Com Inc | AMZN | Shares | $7.5M | 36K |
| Spdr Gold Tr | GLD | Shares | $6.0M | 14K |
| Broadcom Inc | AVGO | Shares | $6.0M | 19K |
| Palantir Technologies Inc | PLTR | Shares | $6.0M | 41K |
| Alphabet Inc | GOOGL | Shares | $5.8M | 20K |
| Meta Platforms Inc | META | Shares | $5.2M | 9K |
| Caterpillar Inc | CAT | Shares | $5.0M | 7K |
| Ishares Tr | IVV | Shares | $4.9M | 8K |
| First Tr Exchng Traded Fd Vi | BUFG | Shares | $4.5M | 169K |
| Vanguard Index Fds | VOO | Shares | $4.4M | 7K |
| Exxon Mobil Corp | XOM | Shares | $4.3M | 26K |
| Chevron Corporation | CVX | Shares | $4.2M | 21K |
| First Tr Exchng Traded Fd Vi | BUFR | Shares | $4.2M | 125K |
| Tesla Inc | TSLA | Shares | $4.2M | 11K |
| First Tr Exchng Traded Fd Vi | BUFQ | Shares | $4.1M | 115K |
| Listed Fds Tr | EZMO | Shares | $3.7M | 137K |
| Listed Fds Tr | EZRO | Shares | $3.4M | 132K |
| Vanguard Tax-Managed Fds | VEA | Shares | $3.4M | 54K |
| Texas Pacific Land Corporati | TPL | Shares | $3.2M | 7K |
| Coca Cola Co | KO | Shares | $3.2M | 43K |
| Alphabet Inc | GOOG | Shares | $3.2M | 11K |
| Citigroup Inc | C | Shares | $3.0M | 27K |
| Walmart Inc | WMT | Shares | $3.0M | 24K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $2.9M | 6K |
| Bank America Corp | BAC | Shares | $2.9M | 60K |
| Jpmorgan Chase & Co | JPM | Shares | $2.7M | 9K |
| Goldman Sachs Group Inc | GS | Shares | $2.5M | 3K |
| Schwab Strategic Tr | FNDX | Shares | $2.3M | 84K |
| Ishares Tr | IJR | Shares | $2.3M | 19K |
| Cisco Sys Inc | CSCO | Shares | $2.2M | 28K |
| Bluerock Pvt Real Estate Fd | BPRE | Shares | $2.1M | 125K |
| Vanguard Index Fds | VUG | Shares | $1.9M | 4K |
| Mcdonalds Corp | MCD | Shares | $1.9M | 6K |
| Select Sector Spdr Tr | XLK | Shares | $1.9M | 14K |
| First Tr Exchng Traded Fd Vi | UXJA | Shares | $1.8M | 56K |
| Taiwan Semiconductor Manufac | TSM | Shares | $1.8M | 5K |
| Schwab Strategic Tr | SCHD | Shares | $1.8M | 60K |
| Eli Lilly & Co | LLY | Shares | $1.7M | 2K |
| Abbvie Inc | ABBV | Shares | $1.7M | 8K |
| Ishares Tr | IVW | Shares | $1.6M | 15K |
| Bny Mellon Etf Trust | BKHY | Shares | $1.6M | 34K |
| Eaton Corp Plc | Shares | $1.6M | 4K | |
| Johnson & Johnson | JNJ | Shares | $1.6M | 6K |
| Chubb Ltd Switz | Shares | $1.6M | 5K | |
| Ishares Tr | IUSB | Shares | $1.6M | 34K |
| Innovator Etfs Trust | DDTL | Shares | $1.5M | 75K |
| Vanguard Index Fds | VB | Shares | $1.5M | 6K |
| Northern Lts Fd Tr Iv | SECT | Shares | $1.5M | 24K |
| Cme Group Inc | CME | Shares | $1.5M | 5K |
| Pacer Fds Tr | COWZ | Shares | $1.4M | 23K |
| Vanguard Index Fds | VTV | Shares | $1.4M | 7K |
| Wisdomtree Tr | DDWM | Shares | $1.4M | 32K |
| Ast Spacemobile Inc | ASTS | Shares | $1.4M | 17K |
| Etfis Ser Tr I | PFFA | Shares | $1.4M | 68K |
| Franklin Templeton Etf Tr | FLQM | Shares | $1.4M | 25K |
| First Tr Exchng Traded Fd Vi | BUFS | Shares | $1.3M | 58K |
| Home Depot Inc | HD | Shares | $1.3M | 4K |
| Vanguard Intl Equity Index F | VWO | Shares | $1.3M | 25K |
| Ishares Tr | IVE | Shares | $1.3M | 6K |
| Invesco Exchange Traded Fd T | XMMO | Shares | $1.3M | 9K |
| Ishares Tr | EFV | Shares | $1.3M | 17K |
| Procter & Gamble Co | PG | Shares | $1.3M | 9K |
| Merck & Co Inc | MRK | Shares | $1.2M | 10K |
| Lam Research Corp | LRCX | Shares | $1.2M | 6K |
| Victory Portfolios Ii | CFO | Shares | $1.2M | 16K |
| Blackrock Etf Trust | DYNF | Shares | $1.2M | 20K |
| International Business Machs | IBM | Shares | $1.2M | 5K |
| Rithm Capital Corp | RITM | Shares | $1.2M | 122K |
| Visa Inc | V | Shares | $1.2M | 4K |
| Select Sector Spdr Tr | XLV | Shares | $1.2M | 8K |
| Tjx Cos Inc New | TJX | Shares | $1.1M | 7K |
| Blackrock Etf Trust | BAI | Shares | $1.1M | 34K |
| First Tr Exchng Traded Fd Vi | UXJL | Shares | $1.1M | 36K |
| Ishares Inc | IEMG | Shares | $1.1M | 16K |
| Power Solutions Intl Inc | PSIX | Shares | $1.1M | 18K |
| Caseys Gen Stores Inc | CASY | Shares | $1.1M | 1K |
| First Tr Exchange-Traded Fd | WCMI | Shares | $1.1M | 64K |
| First Tr Exchng Traded Fd Vi | BUFZ | Shares | $1.1M | 41K |
| Blackrock Etf Trust | THRO | Shares | $1.0M | 29K |
| Select Sector Spdr Tr | XLF | Shares | $1.0M | 21K |
| Advanced Micro Devices Inc | AMD | Shares | $1.0M | 5K |
| Goldman Sachs Etf Tr | GSUS | Shares | $1.0M | 12K |
| First Tr Exchng Traded Fd Vi | UXOC | Shares | $1.0M | 30K |
| First Tr Exchange-Traded Fd | CARZ | Shares | $1.0M | 12K |
| Lumentum Hldgs Inc | LITE | Shares | $999K | 1K |
| Calamos Dynamic Conv & Incom | CCD | Shares | $988K | 46K |
| Blackstone Mortgage Trust In | BXMT | Shares | $985K | 51K |
| Spdr Series Trust | SPYM | Shares | $982K | 13K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $980K | 3K |
| Ishares Tr | AOA | Shares | $965K | 11K |
| Costco Wholesale Corporation | COST | Shares | $951K | 955 |
| Select Sector Spdr Tr | XLI | Shares | $913K | 6K |
| Vanguard Index Fds | VTI | Shares | $904K | 3K |
| At&T Inc | T | Shares | $904K | 31K |
| Exelon Corp | EXC | Shares | $902K | 18K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.