World Equity Group, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 9, 2026), World Equity Group, Inc. reported 375 stock positions worth $446.6 million. Its top holding was Apple (AAPL) at 5.0% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 4.2%) and Invesco QQQ Trust Series 1 (QQQ, 4.0%). Compared with Q1 2026, it opened 61 new positions, sold out of 54, added to 171 and reduced 121. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +108%) and the biggest sale Chevron (CVX, shares −58%).
- Most Recent 13F
- Q2 2026
- Location
- SCHAUMBURG, IL
- CIK
- 0000878770
- Portfolio Value
- $446.6M (Q2 2026)
- SEC Filing
- 0000878770-26-000006 ↗ filed Jul 9, 2026
Holdings Value
Holdings 375 stocks · $446.6M
| AAPL Apple Inc. | 4.99% | 76,949 | $22.3M | Reduce -2.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.21% | 25,200 | $18.8M | Add +108.5% |
| QQQ Invesco QQQ Trust Series 1 | 4.02% | 24,368 | $17.9M | Add +2.0% |
| NVDA Nvidia Corp. | 2.83% | 63,153 | $12.6M | Add +6.4% |
| MSFT Microsoft Corp. | 2.59% | 31,025 | $11.6M | Add +0.1% |
| GLD SPDR Gold Shares | 2.27% | 27,556 | $10.1M | Add +98.6% |
| AMZN Amazon.com Inc. | 1.96% | 36,694 | $8.7M | Add +1.9% |
| GOOGL Alphabet Inc. Class A | 1.61% | 20,089 | $7.2M | Reduce -0.4% |
| IVV iShares Core S&P 500 ETF | 1.51% | 9,018 | $6.8M | Add +19.6% |
| TSLA Tesla Inc. | 1.25% | 13,237 | $5.6M | Add +17.9% |
| META Meta Platforms Inc. Class A | 1.24% | 9,808 | $5.5M | Add +7.9% |
| PLTR Palantir Technologies Inc. Class A | 1.14% | 43,627 | $5.1M | Add +7.3% |
| BUFG FT Vest Buffered Allocation | 1.12% | 170,648 | $5.0M | Add +1.2% |
| VOO Vanguard S&P 500 ETF | 1.11% | 7,197 | $4.9M | Reduce -1.7% |
| TSM Taiwan Semiconductor-SP ADR | 1.09% | 10,230 | $4.9M | Add +88.0% |
| BUFR FT Vest Lad Buffervetf-Usd I | 1.03% | 125,694 | $4.6M | Add +0.8% |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | 1.01% | 114,741 | $4.5M | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 0.93% | 11,805 | $4.2M | Add +4.9% |
| EZMO Alphadroid B Mark Mom ETF | 0.88% | 147,129 | $3.9M | Add +7.6% |
| UXJA FT Useq Uncppdaccl ETF - Jan | 0.83% | 97,978 | $3.7M | Add +73.7% |
| EZRO Alphadrd Dfncve SCTR RTN ETF | 0.83% | 144,787 | $3.7M | Add +9.3% |
| AVGO Broadcom Inc. | 0.82% | 9,660 | $3.6M | Reduce -49.9% |
| VEA Vanguard Ftse Developed ETF | 0.79% | 49,581 | $3.5M | Reduce -8.1% |
| CAT Caterpillar Inc. | 0.78% | 3,285 | $3.5M | Reduce -53.1% |
| XOM Exxon Mobil Corp. | 0.77% | 25,108 | $3.4M | Reduce -2.0% |
| BAC Bank of America Corp. | 0.76% | 59,384 | $3.4M | Reduce -0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.75% | 6,738 | $3.4M | Add +10.6% |
| AMD Advanced Micro Devices | 0.75% | 5,803 | $3.4M | Add +13.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.74% | 37,691 | $3.3M | Add +193.9% |
| TPL Texas Pacific Land Corp. | 0.68% | 6,964 | $3.0M | Add +1.7% |
| JPM JPMorgan Chase & Co. | 0.66% | 8,987 | $2.9M | Reduce -1.4% |
| XLK SS Technology Select Sector | 0.64% | 15,111 | $2.9M | Add +7.8% |
| HEGD Swan Hedged Equity US LG Cap | 0.61% | 102,912 | $2.7M | Add +200.1% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.61% | 87,295 | $2.7M | Add +3.6% |
| IJR iShares Core S&P Small-Cap E | 0.59% | 17,913 | $2.7M | Reduce -3.2% |
| GS Goldman Sachs Group Inc. | 0.56% | 2,487 | $2.5M | Reduce -17.4% |
| C Citigroup Inc. | 0.55% | 17,679 | $2.5M | Reduce -33.9% |
| LRCX Lam Research Corp. | 0.54% | 5,576 | $2.4M | Add +0.5% |
| WMT Walmart Inc. | 0.53% | 21,035 | $2.4M | Reduce -11.9% |
| SECT Main Sector Rotation ETF | 0.53% | 33,018 | $2.4M | Add +35.4% |
| LLY Eli Lilly & Co. | 0.53% | 1,971 | $2.4M | Add +4.6% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.49% | 47,087 | $2.2M | Add +39.4% |
| CSCO Cisco Systems Inc. | 0.45% | 17,239 | $2.0M | Reduce -38.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.45% | 2,634 | $2.0M | Add +5.0% |
| ABBV Abbvie Inc. | 0.45% | 7,975 | $2.0M | Add +1.2% |
| DDTL Invtr Eq D Di 10 B ETF - Jul | 0.44% | 88,709 | $2.0M | Add +18.5% |
| IVW iShares S&P 500 Growth ETF | 0.43% | 14,006 | $1.9M | Reduce -3.5% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.42% | 20,808 | $1.9M | Add +675.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.42% | 21,822 | $1.9M | Reduce -17.2% |
| SNDK Sandisk Corp. | 0.42% | 820 | $1.9M | New |
| ETN Eaton Corp. PLC | 0.42% | 4,357 | $1.9M | Reduce -2.6% |
| SCHD Schwab US DVD Equity ETF | 0.42% | 58,549 | $1.9M | Reduce -1.7% |
| MRK Merck & Co. Inc. | 0.41% | 14,093 | $1.8M | Add +36.9% |
| UXAP FT Vest US Uncap Acc ETF Apr | 0.40% | 41,968 | $1.8M | Add +107.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.39% | 5,714 | $1.7M | Add +1.3% |
| KO The Coca-Cola Co. | 0.39% | 21,156 | $1.7M | Reduce -50.4% |
| PFFA Virtus Infracap US Pref STCK | 0.37% | 79,787 | $1.6M | Add +17.3% |
| MCD McDonald's Corp. | 0.36% | 5,926 | $1.6M | Reduce -3.0% |
| DDWM Wisdomtree DY Inter Eq FD-US | 0.34% | 33,314 | $1.5M | Add +5.7% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.34% | 16,612 | $1.5M | New |
| JNJ Johnson & Johnson | 0.34% | 5,977 | $1.5M | Reduce -7.8% |
| COWZ Pacer US Cash Cows 100 ETF | 0.33% | 23,959 | $1.5M | Add +4.9% |
| GSUS Goldman Sachs Marketbeta US | 0.33% | 14,168 | $1.5M | Add +22.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.33% | 28,884 | $1.5M | Add +265.8% |
| BUFS Ftvest Lddrdsmcpmod Buff ETF | 0.32% | 57,634 | $1.4M | Add +0.0% |
| XMMO Invesco S&P Midcap Momentum | 0.32% | 8,486 | $1.4M | Reduce -4.6% |
| HD Home Depot Inc. | 0.32% | 4,066 | $1.4M | Add +1.4% |
| CVX Chevron Corp. | 0.32% | 8,628 | $1.4M | Reduce -58.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.31% | 6,420 | $1.4M | Reduce -9.9% |
| VWO Vanguard Ftse Emerging Marke | 0.31% | 23,382 | $1.4M | Reduce -4.8% |
| AVMV Avantis US Mid Cap Val ETF | 0.31% | 17,278 | $1.4M | New |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.31% | 690 | $1.4M | New |
| UXJL FT US Eq Ucpd Accl ETF - Jul | 0.31% | 37,442 | $1.4M | Add +4.4% |
| V Visa Inc. Class A | 0.30% | 3,906 | $1.3M | Add +2.5% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.30% | 43,232 | $1.3M | New |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.30% | 19,545 | $1.3M | Reduce -2.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.30% | 4,693 | $1.3M | Reduce -1.5% |
| PG The Procter & Gamble Co. | 0.29% | 8,928 | $1.3M | Add +1.3% |
| MU Micron Technology Inc. | 0.29% | 1,134 | $1.3M | Reduce -19.9% |
| RITM Rithm Capital Corp. | 0.29% | 138,000 | $1.3M | Add +13.3% |
| WCMI FT WCM International ETF | 0.29% | 65,920 | $1.3M | Add +2.8% |
| CFO Victoryshares US 500 Enhance | 0.28% | 15,808 | $1.3M | Add +0.0% |
| VOYG Voyager Technologies Inc. Class A | 0.28% | 38,433 | $1.2M | Add +1.1% |
| UXOC FT Useqty Uncapacc ETF - Oct | 0.27% | 30,833 | $1.2M | Add +1.9% |
| ACV Virtus Divers Inc. & Convert | 0.27% | 41,950 | $1.2M | Add +22.0% |
| XLF SS Financial Select Sector | 0.26% | 21,855 | $1.2M | Add +2.9% |
| UNH Unitedhealth Group Inc. | 0.25% | 2,677 | $1.1M | Add +6.9% |
| BUFZ FT Vest Laddered Moderate Bu | 0.25% | 39,757 | $1.1M | Reduce -2.8% |
| QQQI Neos Nasdaq-100 High Inc. ETF | 0.25% | 19,501 | $1.1M | Add +10.1% |
| IVE iShares S&P 500 Value ETF | 0.24% | 4,759 | $1.1M | Reduce -22.3% |
| AOA iShares Core 80/20 Aggressiv | 0.24% | 10,989 | $1.1M | Add +0.7% |
| XLI SS Industrial Select Sector | 0.24% | 5,774 | $1.1M | Add +2.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.24% | 2,847 | $1.1M | Add +1.1% |
| MRVL Marvell Technology Inc. | 0.24% | 3,527 | $1.1M | Reduce -10.0% |
| ACYN FT Lad Autocall Bar Inc. ETF | 0.23% | 48,959 | $1.0M | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.23% | 12,620 | $1.0M | Add +2.1% |
| IWM iShares Russell 2000 ETF | 0.22% | 3,316 | $996K | Reduce -2.0% |
| ONEY SS SPDR R1000 Yield Foc ETF | 0.22% | 7,526 | $964K | Add +101.1% |
| MTUM iShares MSCI USA Momentum Fa | 0.22% | 2,812 | $964K | Reduce -16.2% |
| VRT Vertiv Holdings Co. Class A | 0.21% | 2,860 | $958K | Add +0.6% |
Portfolio Sells Q1 2026 → Q2 2026
| CVX Chevron Corp. | Reduce -58.0% | 0.32% | −0.78 |
| AVGO Broadcom Inc. | Reduce -49.9% | 0.82% | −0.73 |
| CAT Caterpillar Inc. | Reduce -53.1% | 0.78% | −0.50 |
| KO The Coca-Cola Co. | Reduce -50.4% | 0.39% | −0.45 |
| BKHY BNY Mellon High Yield ETF | Sold out | 0.00% | −0.42 |
| BPRE Bluerock Private Real Estate | Reduce -59.6% | 0.15% | −0.39 |
| XOM Exxon Mobil Corp. | Reduce -2.0% | 0.77% | −0.36 |
| FLQM Franklin U.S. Mid Cap Multif | Sold out | 0.00% | −0.36 |
| ASTS Ast Spacemobile Inc. | Reduce -79.2% | 0.07% | −0.29 |
| CARZ First Trust S-Network Future | Sold out | 0.00% | −0.26 |
| LITE Lumentum Holdings Inc. | Sold out | 0.00% | −0.26 |
| CME Cme Group Inc. | Reduce -47.3% | 0.13% | −0.25 |
| WMT Walmart Inc. | Reduce -11.9% | 0.53% | −0.23 |
| C Citigroup Inc. | Reduce -33.9% | 0.55% | −0.23 |
| CB Chubb Ltd. | Reduce -50.7% | 0.18% | −0.22 |
| CVNA Carvana Co. | Sold out | 0.00% | −0.19 |
| LDUR PIMCO Enhanced Low Duration | Sold out | 0.00% | −0.19 |
| PHYS Sprott Physical Gold Trust | Sold out | 0.00% | −0.19 |
| THRO iShares U.S. Thematic Rotati | Reduce -69.0% | 0.09% | −0.19 |
| AAPL Apple Inc. | Reduce -2.1% | 4.99% | −0.18 |
| SU Suncor Energy Inc. | Sold out | 0.00% | −0.18 |
| HL Hecla Mining Co. | Sold out | 0.00% | −0.17 |
| EFV iShares MSCI Eafe Value ETF | Reduce -43.6% | 0.17% | −0.16 |
| ALB Albemarle Corp. | Sold out | 0.00% | −0.16 |
| T AT&T Inc. | Reduce -50.7% | 0.07% | −0.16 |
| CASY Casey's General Stores Inc. | Reduce -53.9% | 0.12% | −0.16 |
| BXMT Blackstone Mortgage Tru Class A | Reduce -49.8% | 0.10% | −0.16 |
| TJX TJX Companies Inc. | Reduce -42.2% | 0.14% | −0.16 |
| FNOV FT Vest US Equity Buffer ETF | Sold out | 0.00% | −0.15 |
| FOCT FT Vest U.S. Equity Buffer E | Sold out | 0.00% | −0.15 |
| BINC iShares Flex I A ETF-Usd Inc. | Sold out | 0.00% | −0.15 |
| AHR American Healthcare REIT Inc. | Sold out | 0.00% | −0.15 |
| AVSF Avantis Short-Term Fixed Inc. | Sold out | 0.00% | −0.15 |
| FSEP FT Vest U.S. Equity Buffer E | Sold out | 0.00% | −0.15 |
| WELL Welltower Inc. | Sold out | 0.00% | −0.14 |
| LAUR Laureate Education Inc. | Sold out | 0.00% | −0.14 |
| XEL Xcel Energy Inc. | Sold out | 0.00% | −0.14 |
| QUAL iShares MSCI USA Quality Fac | Reduce -69.0% | 0.06% | −0.13 |
| MCD McDonald's Corp. | Reduce -3.0% | 0.36% | −0.13 |
| BAI Ishrs AI in and Tech Act ETF | Reduce -60.2% | 0.16% | −0.13 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.13 |
| CCD Calamos DYN Convert & Inc. | Reduce -50.0% | 0.13% | −0.12 |
| LST Leuthold Sel Ind | Sold out | 0.00% | −0.12 |
| PSLV Sprott Physical Silver Trust | Sold out | 0.00% | −0.12 |
| PH Parker Hannifin Corp. | Reduce -51.5% | 0.10% | −0.12 |
| CSCO Cisco Systems Inc. | Reduce -38.9% | 0.45% | −0.11 |
| AMAT Applied Materials Inc. | Reduce -82.5% | 0.05% | −0.11 |
| XLV SS Health Care Select Sector | Reduce -32.5% | 0.19% | −0.11 |
| IEMG iShares Core MSCI Emerging | Reduce -39.2% | 0.18% | −0.11 |
| GH Guardant Health Inc. | Sold out | 0.00% | −0.11 |
Portfolio Buys Q1 2026 → Q2 2026
| SPY SS SPDR S&P 500 ETF Trust-US | Add +108.5% | 4.21% | +2.18 |
| GLD SPDR Gold Shares | Add +98.6% | 2.27% | +0.72 |
| TSM Taiwan Semiconductor-SP ADR | Add +88.0% | 1.09% | +0.62 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +193.9% | 0.74% | +0.49 |
| AMD Advanced Micro Devices | Add +13.2% | 0.75% | +0.48 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.0% | 4.02% | +0.45 |
| SNDK Sandisk Corp. | New | 0.42% | +0.42 |
| HEGD Swan Hedged Equity US LG Cap | Add +200.1% | 0.61% | +0.39 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +675.0% | 0.42% | +0.37 |
| UXJA FT Useq Uncppdaccl ETF - Jan | Add +73.7% | 0.83% | +0.36 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.34% | +0.34 |
| AVMV Avantis US Mid Cap Val ETF | New | 0.31% | +0.31 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.31% | +0.31 |
| FLRN SS SPDR BB Ig Float RT ETF | New | 0.30% | +0.30 |
| IVV iShares Core S&P 500 ETF | Add +19.6% | 1.51% | +0.24 |
| LRCX Lam Research Corp. | Add +0.5% | 0.54% | +0.23 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +265.8% | 0.33% | +0.23 |
| ACYN FT Lad Autocall Bar Inc. ETF | New | 0.23% | +0.23 |
| UXAP FT Vest US Uncap Acc ETF Apr | Add +107.2% | 0.40% | +0.21 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +5.0% | 0.45% | +0.20 |
| SPCX Space Exploration Techn Class A | New | 0.17% | +0.17 |
| TSLA Tesla Inc. | Add +17.9% | 1.25% | +0.17 |
| MWH Solv Energy Inc. Class A | New | 0.17% | +0.17 |
| XLK SS Technology Select Sector | Add +7.8% | 0.64% | +0.16 |
| SPEM State Street SP PTF Em ETF | New | 0.16% | +0.16 |
| AAMI Acadian Asset Management Inc. | New | 0.16% | +0.16 |
| SECT Main Sector Rotation ETF | Add +35.4% | 0.53% | +0.15 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.15% | +0.15 |
| NVDA Nvidia Corp. | Add +6.4% | 2.83% | +0.15 |
| FJUN FT Vest US Equity Buff ETF-J | New | 0.13% | +0.13 |
| NBIS Nebius Group NV | New | 0.12% | +0.12 |
| CSX CSX Corp. | New | 0.12% | +0.12 |
| D Dominion Energy Inc. | New | 0.12% | +0.12 |
| BUD Anheuser-Busch Inbev-SPN ADR | New | 0.12% | +0.12 |
| CNC Centene Corp. | New | 0.12% | +0.12 |
| CORO Ish Intl CTRY Rot Act ETF | New | 0.11% | +0.11 |
| FAPR FT Vest U.S. Equity Buffer E | New | 0.11% | +0.11 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | New | 0.11% | +0.11 |
| DLR Digital Realty Trust Inc. | New | 0.11% | +0.11 |
| F Ford Motor Co. | Add +187.0% | 0.16% | +0.11 |
| CRDO Credo Technology Group Holdi | New | 0.11% | +0.11 |
| DOW Dow Inc. | New | 0.11% | +0.11 |
| GJUN FT Vest US Equity Moderate B | New | 0.10% | +0.10 |
| CLOI Vaneck Clo ETF | New | 0.10% | +0.10 |
| VDE Vanguard Energy ETF | New | 0.10% | +0.10 |
| ONEY SS SPDR R1000 Yield Foc ETF | Add +101.1% | 0.22% | +0.10 |
| E Eni SPA-Sponsored ADR | New | 0.10% | +0.10 |
| GOOG Alphabet Inc. Class C | Add +4.9% | 0.93% | +0.10 |
| IALT Ishrs SYS Alt Act ETF | New | 0.10% | +0.10 |
| SPAB SS SPDR P Agg Bond ETF | New | 0.09% | +0.09 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 375 | $446.6M | AAPL, SPY, QQQ, NVDA, MSFT |
| Q1 2026 | 368 | $386.1M | AAPL, QQQ, MSFT, NVDA, SPY |
| Q4 2025 | 326 | $358.3M | AAPL, QQQ, MSFT, NVDA, SPY |
| Q3 2025 | 347 | $440.5M | AAPL, FTLS, MSFT, QQQ, NVDA |
| Q2 2025 | 317 | $366.6M | FTLS, AAPL, MSFT, QQQ, META |
| Q1 2025 | 300 | $350.0M | AAPL, FTLS, MSFT, QQQ, COST |
| Q4 2024 | 358 | $466.4M | MSFT, AAPL, SPY, FTLS, NVDA |
| Q3 2024 | 256 | $276.9M | AAPL, MSFT, FTLS, QQQ, BUFR |
| Q2 2024 | 268 | $335.0M | AAPL, MSFT, FTLS, BUFR, AMZN |
| Q1 2024 | 308 | $486.8M | MSFT, AAPL, QQQ, AMZN, BRK.B |