World Equity Group, Inc.

13F filer · CIK 0000878770

Reported Jul 9, 2026

Net seller this quarter

13F portfolio value$447MU.S. long equity reported on 13F

Positions18231 new · 37 closed

Net flow last quarter-$1.4MBuys minus sells

Top 10 positions weight27.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 9, 2026182 positions
AAPLApple Inc.	$22.3M	4.99%	0.00%	-2.1%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$18.8M	4.21%	Not reported	+108.5%	Q1 2022
QQQInvesco QQQ Trust, Series 1	$17.9M	4.02%	Not reported	+2.0%	Q1 2022
NVDANvidia Corp	$12.6M	2.83%	0.00%	+6.4%	Q1 2022
MSFTMicrosoft Corp	$11.6M	2.59%	0.00%	+0.1%	Q1 2022
GLDSPDR Gold Trust	$10.1M	2.27%	0.01%	+98.6%	Q1 2022
AMZNAmazon Com Inc	$8.75M	1.96%	0.00%	+1.9%	Q1 2022
GOOGLAlphabet Inc.	$7.18M	1.61%	0.00%	-0.4%	Q1 2022
TSLATesla, Inc.	$5.57M	1.25%	0.00%	+17.9%	Q1 2022
METAMeta Platforms, Inc.	$5.52M	1.24%	Not reported	+7.9%	Q1 2022
PLTRPalantir Technologies Inc.	$5.09M	1.14%	0.00%	+7.3%	Q1 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.88M	1.09%	0.00%	+88.1%	Q1 2022
GOOGAlphabet Inc.	$4.17M	0.93%	Not reported	+4.9%	Q1 2022
AVGOBroadcom Inc.	$3.65M	0.82%	0.00%	-49.9%	Q1 2022
CATCaterpillar Inc	$3.5M	0.78%	0.00%	-53.1%	Q1 2022
XOMExxonMobil Holdings Corp	$3.43M	0.77%	0.00%	-2.0%	Q1 2022
BACBank of America Corp	$3.38M	0.76%	0.00%	-0.8%	Q1 2022
BRK.BBerkshire Hathaway Inc	$3.37M	0.75%	Not reported	+10.6%	Q1 2022
AMDAdvanced Micro Devices Inc	$3.37M	0.75%	0.00%	+13.2%	Q1 2022
TPLTexas Pacific Land Corp	$3.05M	0.68%	0.01%	+1.7%	Q1 2022
JPMJPMorgan Chase & Co	$2.94M	0.66%	0.00%	-1.4%	Q1 2022
GSGoldman Sachs Group Inc	$2.52M	0.56%	0.00%	-17.4%	Q1 2022
CCitigroup Inc	$2.47M	0.55%	0.00%	-33.9%	Q1 2022
LRCXLam Research Corp	$2.42M	0.54%	0.00%	+0.5%	Q1 2022
WMTWalmart Inc.	$2.38M	0.53%	0.00%	-11.9%	Q1 2022
SECTSECTOR 10, Inc.	$2.38M	0.53%	Not reported	+35.4%	Q4 2022
LLYELI LILLY & Co	$2.36M	0.53%	0.00%	+4.6%	Q1 2022
CSCOCisco Systems, Inc.	$2.02M	0.45%	0.00%	-38.9%	Q1 2022
CRWDCrowdStrike Holdings, Inc.	$2.01M	0.45%	0.00%	+5.0%	Q1 2022
ABBVAbbVie Inc.	$2.01M	0.45%	0.00%	+1.2%	Q1 2022
SNDKSandisk Corp	$1.86M	0.42%	0.00%	New	Q2 2026
ETNEaton Corp plc	$1.86M	0.42%	0.00%	-2.6%	Q2 2022
MRKMerck & Co., Inc.	$1.81M	0.41%	0.00%	+36.9%	Q1 2022
KOCoca Cola Co	$1.72M	0.38%	0.00%	-50.4%	Q1 2022
MCDMcdonalds Corp	$1.6M	0.36%	0.00%	-3.0%	Q1 2022
JNJJohnson & Johnson	$1.52M	0.34%	0.00%	-7.9%	Q1 2022
HDHome Depot, Inc.	$1.43M	0.32%	0.00%	+1.4%	Q1 2022
CVXChevron Corp	$1.43M	0.32%	0.00%	-58.0%	Q1 2022
ASMLAsml Holding NV	$1.37M	0.31%	0.00%	Not reported	Q1 2022
VVisa Inc.	$1.33M	0.30%	0.00%	+2.5%	Q1 2022
IBMInternational Business Machines Corp	$1.32M	0.30%	0.00%	-1.5%	Q2 2022
PGPROCTER & GAMBLE Co	$1.31M	0.29%	0.00%	+1.3%	Q1 2022
MUMicron Technology Inc	$1.31M	0.29%	0.00%	-19.9%	Q4 2025
RITMRithm Capital Corp.	$1.3M	0.29%	0.02%	+13.3%	Q1 2022
VOYGVoyager Technologies, Inc.	$1.24M	0.28%	Not reported	+1.1%	Q2 2025
ACVVirtus Diversified Income & Convertible Fund	$1.19M	0.27%	Not reported	+22.0%	Q3 2024
UNHUnitedhealth Group Inc	$1.11M	0.25%	0.00%	+6.9%	Q1 2022
MRVLMarvell Technology, Inc.	$1.05M	0.24%	0.00%	-10.0%	Q1 2023
VRTVertiv Holdings Co	$958K	0.21%	0.00%	+0.6%	Q4 2024
FIXComfort Systems USA Inc	$953K	0.21%	0.00%	Not reported	Q3 2025

Q1 2026Reported May 6, 2026188 positions
AAPLApple Inc.	$20M	5.17%	0.00%	-1.8%	Q1 2022
QQQInvesco QQQ Trust, Series 1	$13.8M	3.57%	Not reported	-1.0%	Q1 2022
MSFTMicrosoft Corp	$11.5M	2.97%	0.00%	+6.1%	Q1 2022
NVDANvidia Corp	$10.4M	2.68%	0.00%	+5.0%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$7.86M	2.04%	Not reported	-1.9%	Q1 2022
AMZNAmazon Com Inc	$7.5M	1.94%	0.00%	+4.6%	Q1 2022
GLDSPDR Gold Trust	$5.97M	1.55%	0.00%	-23.5%	Q1 2022
AVGOBroadcom Inc.	$5.96M	1.54%	0.00%	+105.1%	Q1 2022
PLTRPalantir Technologies Inc.	$5.95M	1.54%	0.00%	+1.8%	Q1 2022
GOOGLAlphabet Inc.	$5.8M	1.50%	0.00%	+3.8%	Q1 2022
METAMeta Platforms, Inc.	$5.2M	1.35%	Not reported	+4.0%	Q1 2022
CATCaterpillar Inc	$4.96M	1.29%	0.00%	+93.6%	Q1 2022
XOMExxonMobil Holdings Corp	$4.35M	1.13%	0.00%	-0.6%	Q1 2022
CVXChevron Corp	$4.25M	1.10%	0.00%	+88.1%	Q1 2022
TSLATesla, Inc.	$4.17M	1.08%	0.00%	+17.6%	Q1 2022
TPLTexas Pacific Land Corp	$3.25M	0.84%	0.01%	-19.3%	Q1 2022
KOCoca Cola Co	$3.24M	0.84%	0.00%	+99.0%	Q1 2022
GOOGAlphabet Inc.	$3.23M	0.84%	Not reported	+7.0%	Q1 2022
CCitigroup Inc	$3.03M	0.78%	0.00%	+83.1%	Q1 2022
WMTWalmart Inc.	$2.97M	0.77%	0.00%	-12.5%	Q1 2022
BRK.BBerkshire Hathaway Inc	$2.92M	0.76%	Not reported	-3.5%	Q1 2022
BACBank of America Corp	$2.92M	0.76%	0.00%	-18.7%	Q1 2022
JPMJPMorgan Chase & Co	$2.68M	0.69%	0.00%	+7.9%	Q1 2022
GSGoldman Sachs Group Inc	$2.55M	0.66%	0.00%	+24.0%	Q1 2022
CSCOCisco Systems, Inc.	$2.19M	0.57%	0.00%	+102.6%	Q1 2022
BPREBluerock Private Real Estate Fund	$2.08M	0.54%	Not reported	+148.0%	Q4 2025
MCDMcdonalds Corp	$1.9M	0.49%	0.00%	+4.4%	Q1 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.84M	0.48%	0.00%	+4.9%	Q1 2022
LLYELI LILLY & Co	$1.73M	0.45%	0.00%	-1.6%	Q1 2022
ABBVAbbVie Inc.	$1.71M	0.44%	0.00%	+1.2%	Q1 2022
ETNEaton Corp plc	$1.6M	0.41%	0.00%	+0.5%	Q2 2022
JNJJohnson & Johnson	$1.59M	0.41%	0.00%	+0.3%	Q1 2022
CBChubb Ltd	$1.57M	0.41%	0.00%	+201.9%	Q4 2024
SECTSECTOR 10, Inc.	$1.47M	0.38%	Not reported	-39.8%	Q4 2022
CMECme Group Inc.	$1.47M	0.38%	0.00%	+446.0%	Q1 2025
ASTSAST SpaceMobile, Inc.	$1.39M	0.36%	Not reported	+427.9%	Q4 2025
HDHome Depot, Inc.	$1.32M	0.34%	0.00%	-1.4%	Q1 2022
PGPROCTER & GAMBLE Co	$1.27M	0.33%	0.00%	+6.0%	Q1 2022
MRKMerck & Co., Inc.	$1.24M	0.32%	0.00%	+1.2%	Q1 2022
LRCXLam Research Corp	$1.19M	0.31%	0.00%	-17.5%	Q1 2022
IBMInternational Business Machines Corp	$1.16M	0.30%	0.00%	-2.9%	Q2 2022
RITMRithm Capital Corp.	$1.15M	0.30%	0.02%	-4.7%	Q1 2022
VVisa Inc.	$1.15M	0.30%	0.00%	+7.8%	Q1 2022
TJXTJX Companies Inc	$1.14M	0.30%	0.00%	+14.6%	Q3 2024
PSIXPower Solutions International, Inc.	$1.08M	0.28%	0.08%	+13.1%	Q4 2024
CASYCaseys General Stores Inc	$1.08M	0.28%	0.00%	+102.2%	Q1 2023
THROTheron Resource Group	$1.05M	0.27%	0.37%	+107.0%	Q2 2025
AMDAdvanced Micro Devices Inc	$1.04M	0.27%	0.00%	+2.1%	Q1 2022
CARZIt Tech Packaging, Inc.	$1.01M	0.26%	Not reported	Not reported	Q2 2023
LITELumentum Holdings Inc.	$999K	0.26%	0.00%	New	Q1 2026

Q4 2025Reported Jan 12, 2026168 positions
AAPLApple Inc.	$21.8M	6.08%	0.00%	-27.2%	Q1 2022
QQQInvesco QQQ Trust, Series 1	$14.8M	4.14%	Not reported	-2.3%	Q1 2022
MSFTMicrosoft Corp	$14.1M	3.94%	0.00%	-17.3%	Q1 2022
NVDANvidia Corp	$10.5M	2.94%	0.00%	-22.4%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$8.41M	2.35%	Not reported	-6.8%	Q1 2022
AMZNAmazon Com Inc	$7.94M	2.22%	0.00%	-11.5%	Q1 2022
GLDSPDR Gold Trust	$7.19M	2.01%	0.01%	-2.4%	Q1 2022
PLTRPalantir Technologies Inc.	$7.1M	1.98%	0.00%	-1.8%	Q1 2022
GOOGLAlphabet Inc.	$6.08M	1.70%	0.00%	-8.1%	Q1 2022
METAMeta Platforms, Inc.	$5.77M	1.61%	Not reported	+0.1%	Q1 2022
TSLATesla, Inc.	$4.29M	1.20%	0.00%	-9.0%	Q1 2022
BACBank of America Corp	$4.05M	1.13%	0.00%	+0.6%	Q1 2022
GOOGAlphabet Inc.	$3.3M	0.92%	Not reported	-2.1%	Q1 2022
AVGOBroadcom Inc.	$3.25M	0.91%	0.00%	-0.9%	Q1 2022
BRK.BBerkshire Hathaway Inc	$3.17M	0.89%	Not reported	-5.1%	Q1 2022
XOMExxonMobil Holdings Corp	$3.1M	0.87%	0.00%	+1.3%	Q1 2022
WMTWalmart Inc.	$3.04M	0.85%	0.00%	-9.3%	Q1 2022
JPMJPMorgan Chase & Co	$2.72M	0.76%	0.00%	-0.3%	Q1 2022
SECTSECTOR 10, Inc.	$2.61M	0.73%	Not reported	-1.1%	Q4 2022
TPLTexas Pacific Land Corp	$2.44M	0.68%	0.01%	+6.8%	Q1 2022
GSGoldman Sachs Group Inc	$2.13M	0.60%	0.00%	-2.1%	Q1 2022
CATCaterpillar Inc	$2.07M	0.58%	0.00%	-4.6%	Q1 2022
LLYELI LILLY & Co	$2.06M	0.57%	0.00%	-2.9%	Q1 2022
MCDMcdonalds Corp	$1.79M	0.50%	0.00%	-0.4%	Q1 2022
ABBVAbbVie Inc.	$1.78M	0.50%	0.00%	-12.6%	Q1 2022
CCitigroup Inc	$1.7M	0.48%	0.00%	-21.0%	Q1 2022
CVXChevron Corp	$1.66M	0.46%	0.00%	-3.9%	Q1 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.58M	0.44%	0.00%	-5.0%	Q1 2022
KOCoca Cola Co	$1.5M	0.42%	0.00%	+2.1%	Q1 2022
IBMInternational Business Machines Corp	$1.45M	0.41%	0.00%	+5.9%	Q2 2022
ETNEaton Corp plc	$1.42M	0.40%	0.00%	+4.5%	Q2 2022
HDHome Depot, Inc.	$1.4M	0.39%	0.00%	-25.9%	Q1 2022
RITMRithm Capital Corp.	$1.39M	0.39%	0.02%	-2.9%	Q1 2022
JNJJohnson & Johnson	$1.34M	0.37%	0.00%	-4.6%	Q1 2022
VVisa Inc.	$1.24M	0.35%	0.00%	-44.0%	Q1 2022
CRWDCrowdStrike Holdings, Inc.	$1.19M	0.33%	0.00%	-8.3%	Q1 2022
PGPROCTER & GAMBLE Co	$1.19M	0.33%	0.00%	-29.5%	Q1 2022
LRCXLam Research Corp	$1.15M	0.32%	0.00%	-0.7%	Q1 2022
NFLXNetflix Inc	$1.08M	0.30%	0.00%	+38.3%	Q1 2022
AMDAdvanced Micro Devices Inc	$1.08M	0.30%	0.00%	-15.0%	Q1 2022
CSCOCisco Systems, Inc.	$1.07M	0.30%	0.00%	+0.3%	Q1 2022
MRKMerck & Co., Inc.	$1.07M	0.30%	0.00%	-1.8%	Q1 2022
DHRDanaher Corp	$980K	0.27%	0.00%	-8.6%	Q1 2022
TJXTJX Companies Inc	$957K	0.27%	0.00%	+55.4%	Q3 2024
ABTAbbott Laboratories	$955K	0.27%	0.00%	-5.4%	Q1 2022
PSIXPower Solutions International, Inc.	$899K	0.25%	0.07%	+7.2%	Q4 2024
ADPAutomatic Data Processing Inc	$899K	0.25%	0.00%	+4.1%	Q1 2022
UNHUnitedhealth Group Inc	$894K	0.25%	0.00%	-1.6%	Q1 2022
IBITiShares Bitcoin Trust ETF	$891K	0.25%	0.00%	+13.9%	Q1 2024
AJGArthur J. Gallagher & Co.	$881K	0.25%	0.00%	-2.2%	Q3 2022

Q3 2025Reported Oct 24, 2025181 positions
AAPLApple Inc.	$28M	6.35%	0.00%	+31.6%	Q1 2022
MSFTMicrosoft Corp	$18.3M	4.15%	0.00%	+20.4%	Q1 2022
QQQInvesco QQQ Trust, Series 1	$14.8M	3.37%	Not reported	-1.2%	Q1 2022
NVDANvidia Corp	$13.6M	3.09%	0.00%	+28.9%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$8.81M	2.00%	Not reported	+4.3%	Q1 2022
AMZNAmazon Com Inc	$8.54M	1.94%	0.00%	+26.7%	Q1 2022
COSTCostco Wholesale Corp	$8.47M	1.92%	0.00%	+544.9%	Q1 2022
PLTRPalantir Technologies Inc.	$7.42M	1.69%	0.00%	+2.5%	Q1 2022
GLDSPDR Gold Trust	$6.66M	1.51%	0.01%	+1.0%	Q1 2022
METAMeta Platforms, Inc.	$6.41M	1.46%	Not reported	-45.4%	Q1 2022
GOOGLAlphabet Inc.	$5.15M	1.17%	0.00%	+19.4%	Q1 2022
TSLATesla, Inc.	$4.67M	1.06%	0.00%	+15.9%	Q1 2022
BACBank of America Corp	$3.78M	0.86%	0.00%	+21.8%	Q1 2022
BRK.BBerkshire Hathaway Inc	$3.34M	0.76%	Not reported	+2.0%	Q1 2022
AVGOBroadcom Inc.	$3.13M	0.71%	0.00%	+15.5%	Q1 2022
WMTWalmart Inc.	$3.1M	0.70%	0.00%	-3.5%	Q1 2022
XOMExxonMobil Holdings Corp	$2.87M	0.65%	0.00%	-1.6%	Q1 2022
JPMJPMorgan Chase & Co	$2.67M	0.61%	0.00%	+26.9%	Q1 2022
GOOGAlphabet Inc.	$2.62M	0.59%	Not reported	+2.7%	Q1 2022
SECTSECTOR 10, Inc.	$2.58M	0.59%	Not reported	+6.9%	Q4 2022
TPLTexas Pacific Land Corp	$2.47M	0.56%	0.01%	-0.8%	Q1 2022
HDHome Depot, Inc.	$2.22M	0.50%	0.00%	+24.6%	Q1 2022
VVisa Inc.	$2.15M	0.49%	0.00%	+40.1%	Q1 2022
ABBVAbbVie Inc.	$2.06M	0.47%	0.00%	+5.9%	Q1 2022
GSGoldman Sachs Group Inc	$1.98M	0.45%	0.00%	+2.5%	Q1 2022
CCitigroup Inc	$1.88M	0.43%	0.00%	+31.2%	Q1 2022
PGPROCTER & GAMBLE Co	$1.81M	0.41%	0.00%	+3.2%	Q1 2022
CATCaterpillar Inc	$1.81M	0.41%	0.00%	+2.8%	Q1 2022
MCDMcdonalds Corp	$1.79M	0.41%	0.00%	-51.2%	Q1 2022
VOTVan Kampen Municipal Opportunity Trust II	$1.77M	0.40%	Not reported	+1.3%	Q1 2023
CVXChevron Corp	$1.77M	0.40%	0.00%	+34.0%	Q1 2022
ETNEaton Corp plc	$1.59M	0.36%	0.00%	-0.5%	Q2 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.52M	0.35%	0.00%	+12.3%	Q1 2022
LLYELI LILLY & Co	$1.51M	0.34%	0.00%	+76.6%	Q1 2022
RITMRithm Capital Corp.	$1.5M	0.34%	0.02%	-4.8%	Q1 2022
PSIXPower Solutions International, Inc.	$1.44M	0.33%	0.06%	+3.1%	Q4 2024
KOCoca Cola Co	$1.39M	0.32%	0.00%	-3.3%	Q1 2022
CRWDCrowdStrike Holdings, Inc.	$1.36M	0.31%	0.00%	+20.6%	Q1 2022
IBMInternational Business Machines Corp	$1.31M	0.30%	0.00%	-3.5%	Q2 2022
JNJJohnson & Johnson	$1.26M	0.29%	0.00%	-35.6%	Q1 2022
ABTAbbott Laboratories	$1.08M	0.25%	0.00%	-5.8%	Q1 2022
AJGArthur J. Gallagher & Co.	$1.08M	0.24%	0.00%	+8.9%	Q3 2022
IBITiShares Bitcoin Trust ETF	$1.07M	0.24%	0.00%	+80.0%	Q1 2024
APHAmphenol Corp	$1.06M	0.24%	0.00%	+209.8%	Q1 2022
NFLXNetflix Inc	$1M	0.23%	0.00%	+10.6%	Q1 2022
ADPAutomatic Data Processing Inc	$986K	0.22%	0.00%	-5.2%	Q1 2022
AMDAdvanced Micro Devices Inc	$956K	0.22%	0.00%	+11.6%	Q1 2022
UNHUnitedhealth Group Inc	$954K	0.22%	0.00%	Not reported	Q1 2022
CSCOCisco Systems, Inc.	$949K	0.22%	0.00%	-10.1%	Q1 2022
DHRDanaher Corp	$929K	0.21%	0.00%	+9.6%	Q1 2022

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