World Equity Group, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 6, 2026), World Equity Group, Inc. reported 368 stock positions worth $386.1 million. Its top holding was Apple (AAPL) at 5.2% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 3.6%) and Microsoft (MSFT, 3.0%). Compared with Q4 2025, it opened 67 new positions, sold out of 25, added to 178 and reduced 108. The biggest buy was Caterpillar (CAT, shares +94%) and the biggest sale Apple (AAPL, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- SCHAUMBURG, IL
- CIK
- 0000878770
- Portfolio Value
- $386.1M (Q1 2026)
- SEC Filing
- 0000878770-26-000005 ↗ filed May 6, 2026
Holdings Value
Holdings 368 stocks · $386.1M
| AAPL Apple Inc. | 5.17% | 78,611 | $20.0M | Reduce -1.8% |
| QQQ Invesco QQQ Trust Series 1 | 3.57% | 23,898 | $13.8M | Reduce -1.0% |
| MSFT Microsoft Corp. | 2.97% | 31,005 | $11.5M | Add +6.1% |
| NVDA Nvidia Corp. | 2.68% | 59,354 | $10.4M | Add +5.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.04% | 12,089 | $7.9M | Reduce -1.9% |
| AMZN Amazon.com Inc. | 1.94% | 36,002 | $7.5M | Add +4.6% |
| GLD SPDR Gold Shares | 1.55% | 13,877 | $6.0M | Reduce -23.5% |
| AVGO Broadcom Inc. | 1.54% | 19,274 | $6.0M | Add +105.1% |
| PLTR Palantir Technologies Inc. Class A | 1.54% | 40,679 | $6.0M | Add +1.8% |
| GOOGL Alphabet Inc. Class A | 1.50% | 20,173 | $5.8M | Add +3.8% |
| META Meta Platforms Inc. Class A | 1.35% | 9,092 | $5.2M | Add +4.0% |
| CAT Caterpillar Inc. | 1.29% | 7,008 | $5.0M | Add +93.6% |
| IVV iShares Core S&P 500 ETF | 1.28% | 7,539 | $4.9M | Reduce -3.7% |
| BUFG FT Vest Buffered Allocation | 1.17% | 168,627 | $4.5M | Add +0.3% |
| VOO Vanguard S&P 500 ETF | 1.13% | 7,320 | $4.4M | Add +0.5% |
| XOM Exxon Mobil Corp. | 1.13% | 25,627 | $4.3M | Reduce -0.6% |
| CVX Chevron Corp. | 1.10% | 20,536 | $4.2M | Add +88.1% |
| BUFR FT Vest Lad Buffervetf-Usd I | 1.09% | 124,732 | $4.2M | Add +0.9% |
| TSLA Tesla Inc. | 1.08% | 11,226 | $4.2M | Add +17.6% |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | 1.05% | 114,910 | $4.1M | Add +1.4% |
| EZMO Alphadroid B Mark Mom ETF | 0.95% | 136,778 | $3.7M | Add +12.8% |
| EZRO Alphadrd Dfncve SCTR RTN ETF | 0.88% | 132,403 | $3.4M | Add +23.3% |
| VEA Vanguard Ftse Developed ETF | 0.87% | 53,936 | $3.4M | Reduce -3.8% |
| TPL Texas Pacific Land Corp. | 0.84% | 6,845 | $3.2M | Reduce -19.3% |
| KO The Coca-Cola Co. | 0.84% | 42,632 | $3.2M | Add +99.0% |
| GOOG Alphabet Inc. Class C | 0.84% | 11,253 | $3.2M | Add +7.0% |
| C Citigroup Inc. | 0.79% | 26,724 | $3.0M | Add +83.1% |
| WMT Walmart Inc. | 0.77% | 23,875 | $3.0M | Reduce -12.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.76% | 6,093 | $2.9M | Reduce -3.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.76% | 59,864 | $2.9M | Reduce -18.7% |
| JPM JPMorgan Chase & Co. | 0.69% | 9,116 | $2.7M | Add +7.9% |
| GS Goldman Sachs Group Inc. | 0.66% | 3,011 | $2.5M | Add +24.0% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.61% | 84,288 | $2.3M | Add +7.5% |
| IJR iShares Core S&P Small-Cap E | 0.60% | 18,506 | $2.3M | Reduce -0.1% |
| CSCO Cisco Systems Inc. | 0.57% | 28,196 | $2.2M | Add +102.6% |
| BPRE Bluerock Private Real Estate | 0.54% | 125,008 | $2.1M | Add +148.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.50% | 4,393 | $1.9M | Reduce -11.9% |
| MCD McDonald's Corp. | 0.49% | 6,106 | $1.9M | Add +4.4% |
| XLK SS Technology Select Sector | 0.48% | 14,021 | $1.9M | Reduce -15.6% |
| UXJA FT Useq Uncppdaccl ETF - Jan | 0.48% | 56,403 | $1.8M | Add +70.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.48% | 5,440 | $1.8M | Add +4.9% |
| SCHD Schwab US DVD Equity ETF | 0.47% | 59,569 | $1.8M | Reduce -14.1% |
| LLY Eli Lilly & Co. | 0.45% | 1,884 | $1.7M | Reduce -1.6% |
| ABBV Abbvie Inc. | 0.44% | 7,879 | $1.7M | Add +1.2% |
| IVW iShares S&P 500 Growth ETF | 0.43% | 14,506 | $1.6M | Add +4.2% |
| BKHY BNY Mellon High Yield ETF | 0.42% | 33,984 | $1.6M | Add +107.2% |
| ETN Eaton Corp. PLC | 0.41% | 4,472 | $1.6M | Add +0.5% |
| JNJ Johnson & Johnson | 0.41% | 6,486 | $1.6M | Add +0.3% |
| CB Chubb Ltd. | 0.41% | 4,806 | $1.6M | Add +201.9% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.40% | 33,773 | $1.6M | Add +7.6% |
| DDTL Invtr Eq D Di 10 B ETF - Jul | 0.40% | 74,852 | $1.5M | Add +6.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.38% | 5,640 | $1.5M | Add +2.8% |
| SECT Main Sector Rotation ETF | 0.38% | 24,380 | $1.5M | Reduce -39.8% |
| CME Cme Group Inc. | 0.38% | 4,974 | $1.5M | Add +446.0% |
| COWZ Pacer US Cash Cows 100 ETF | 0.37% | 22,844 | $1.4M | Reduce -17.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.36% | 7,128 | $1.4M | Reduce -18.5% |
| DDWM Wisdomtree DY Inter Eq FD-US | 0.36% | 31,528 | $1.4M | Add +4.2% |
| ASTS Ast Spacemobile Inc. | 0.36% | 16,770 | $1.4M | Add +427.9% |
| PFFA Virtus Infracap US Pref STCK | 0.36% | 68,037 | $1.4M | Add +26.9% |
| FLQM Franklin U.S. Mid Cap Multif | 0.36% | 25,028 | $1.4M | Add +5.9% |
| BUFS Ftvest Lddrdsmcpmod Buff ETF | 0.34% | 57,614 | $1.3M | Add +4.3% |
| HD Home Depot Inc. | 0.34% | 4,012 | $1.3M | Reduce -1.4% |
| VWO Vanguard Ftse Emerging Marke | 0.34% | 24,575 | $1.3M | Reduce -2.8% |
| IVE iShares S&P 500 Value ETF | 0.33% | 6,123 | $1.3M | Reduce -9.9% |
| XMMO Invesco S&P Midcap Momentum | 0.33% | 8,894 | $1.3M | Reduce -1.4% |
| EFV iShares MSCI Eafe Value ETF | 0.33% | 17,135 | $1.3M | Add +12.4% |
| PG The Procter & Gamble Co. | 0.33% | 8,814 | $1.3M | Add +6.0% |
| MRK Merck & Co. Inc. | 0.32% | 10,296 | $1.2M | Add +1.2% |
| LRCX Lam Research Corp. | 0.31% | 5,547 | $1.2M | Reduce -17.5% |
| CFO Victoryshares US 500 Enhance | 0.30% | 15,807 | $1.2M | Reduce -2.6% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.30% | 20,019 | $1.2M | Reduce -16.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.30% | 4,766 | $1.2M | Reduce -2.9% |
| RITM Rithm Capital Corp. | 0.30% | 121,800 | $1.2M | Reduce -4.7% |
| V Visa Inc. Class A | 0.30% | 3,811 | $1.2M | Add +7.8% |
| XLV SS Health Care Select Sector | 0.30% | 7,849 | $1.2M | Add +69.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.30% | 7,141 | $1.1M | Add +14.6% |
| BAI Ishrs AI in and Tech Act ETF | 0.29% | 34,070 | $1.1M | Add +110.0% |
| UXJL FT US Eq Ucpd Accl ETF - Jul | 0.29% | 35,857 | $1.1M | Reduce -0.3% |
| IEMG iShares Core MSCI Emerging | 0.29% | 15,781 | $1.1M | Reduce -8.8% |
| PSIX Power Solutions Internationa | 0.28% | 17,808 | $1.1M | Add +13.1% |
| CASY Casey's General Stores Inc. | 0.28% | 1,482 | $1.1M | Add +102.2% |
| WCMI FT WCM International ETF | 0.28% | 64,126 | $1.1M | Add +1.7% |
| BUFZ FT Vest Laddered Moderate Bu | 0.28% | 40,882 | $1.1M | Reduce -0.6% |
| THRO iShares U.S. Thematic Rotati | 0.27% | 28,948 | $1.0M | Add +107.0% |
| XLF SS Financial Select Sector | 0.27% | 21,235 | $1.0M | Reduce -1.1% |
| AMD Advanced Micro Devices | 0.27% | 5,125 | $1.0M | Add +2.0% |
| GSUS Goldman Sachs Marketbeta US | 0.27% | 11,526 | $1.0M | Add +86.7% |
| UXOC FT Useqty Uncapacc ETF - Oct | 0.26% | 30,266 | $1.0M | Reduce -1.9% |
| CARZ First Trust S-Network Future | 0.26% | 12,441 | $1.0M | New |
| LITE Lumentum Holdings Inc. | 0.26% | 1,421 | $999K | New |
| CCD Calamos DYN Convert & Inc. | 0.26% | 46,266 | $988K | Add +106.7% |
| BXMT Blackstone Mortgage Tru Class A | 0.26% | 51,448 | $985K | Add +100.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.25% | 12,826 | $982K | Add +15.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.25% | 2,509 | $980K | Reduce -1.4% |
| AOA iShares Core 80/20 Aggressiv | 0.25% | 10,909 | $965K | Add +0.8% |
| COST Costco Wholesale Corp. | 0.25% | 955 | $951K | Add +17.6% |
| XLI SS Industrial Select Sector | 0.24% | 5,647 | $913K | Reduce -9.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.23% | 2,816 | $904K | Reduce -9.1% |
| T AT&T Inc. | 0.23% | 31,166 | $904K | Add +110.3% |
| EXC Exelon Corp. | 0.23% | 18,401 | $902K | Add +0.0% |
Portfolio Sells Q4 2025 → Q1 2026
| AAPL Apple Inc. | Reduce -1.8% | 5.17% | −0.91 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.0% | 3.57% | −0.57 |
| GLD SPDR Gold Shares | Reduce -23.5% | 1.55% | −0.46 |
| BAC Bank of America Corp. | Reduce -18.7% | 0.76% | −0.37 |
| SECT Main Sector Rotation ETF | Reduce -39.8% | 0.38% | −0.35 |
| OEF iShares S&P 100 ETF | Sold out | 0.00% | −0.34 |
| TQQQ Proshares Ultrapro QQQ | Reduce -73.3% | 0.08% | −0.32 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.9% | 2.04% | −0.31 |
| QQQM Invesco Nasdaq 100 ETF | Sold out | 0.00% | −0.29 |
| AJG Arthur J Gallagher & Co. | Sold out | 0.00% | −0.25 |
| IVV iShares Core S&P 500 ETF | Reduce -3.7% | 1.28% | −0.22 |
| XLK SS Technology Select Sector | Reduce -15.6% | 0.48% | −0.18 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -11.9% | 0.50% | −0.18 |
| ADP Automatic Data Processing | Reduce -61.8% | 0.07% | −0.18 |
| NEM Newmont Corp. | Sold out | 0.00% | −0.17 |
| FJUL FT Vest US Equity Buffer ETF | Sold out | 0.00% | −0.16 |
| GM General Motors Co. | Sold out | 0.00% | −0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.5% | 0.76% | −0.13 |
| LLY Eli Lilly & Co. | Reduce -1.6% | 0.45% | −0.13 |
| ITA iShares U.S. Aerospace & Def | Reduce -49.7% | 0.11% | −0.12 |
| VLO Valero Energy Corp. | Sold out | 0.00% | −0.12 |
| LEU Centrus Energy Corp. Class A | Sold out | 0.00% | −0.11 |
| AXP American Express Co. | Sold out | 0.00% | −0.11 |
| NFLX Netflix Inc. | Reduce -34.0% | 0.19% | −0.11 |
| SPYG SS SPDR P S&P 500 Growth ETF | Sold out | 0.00% | −0.11 |
| IBM Intl Business Machines Corp. | Reduce -2.9% | 0.30% | −0.11 |
| VEA Vanguard Ftse Developed ETF | Reduce -3.8% | 0.87% | −0.11 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -18.5% | 0.36% | −0.10 |
| MU Micron Technology Inc. | Reduce -50.5% | 0.12% | −0.10 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -16.1% | 0.30% | −0.10 |
| ULS Ul Solutions Inc. Class A | Sold out | 0.00% | −0.10 |
| ABNB Airbnb Inc. Class A | Reduce -41.3% | 0.10% | −0.10 |
| OKLO Oklo Inc. | Sold out | 0.00% | −0.10 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -17.2% | 0.37% | −0.09 |
| SENEA Seneca Foods Corp. Class A | Sold out | 0.00% | −0.09 |
| JCI Johnson Controls Internation | Reduce -42.3% | 0.13% | −0.09 |
| RITM Rithm Capital Corp. | Reduce -4.7% | 0.30% | −0.09 |
| VONG Vanguard Russell 1000 Growth | Reduce -21.9% | 0.17% | −0.09 |
| CIFR Cipher Digital Inc. | Sold out | 0.00% | −0.09 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.08 |
| JAAA Janus Henderson Aaa Clo ETF | Sold out | 0.00% | −0.08 |
| WMT Walmart Inc. | Reduce -12.5% | 0.77% | −0.08 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -1.4% | 0.25% | −0.08 |
| ABT Abbott Laboratories | Reduce -7.4% | 0.19% | −0.08 |
| UNH Unitedhealth Group Inc. | Reduce -7.6% | 0.18% | −0.07 |
| EXCHANGE LISTED FDS TR | Sold out | 0.00% | −0.07 |
| GCOW Pacer Global Cash Cows Divid | Sold out | 0.00% | −0.07 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.07 |
| IVE iShares S&P 500 Value ETF | Reduce -9.9% | 0.33% | −0.07 |
| PINS Pinterest Inc. Class A | Sold out | 0.00% | −0.06 |
Portfolio Buys Q4 2025 → Q1 2026
| CAT Caterpillar Inc. | Add +93.6% | 1.29% | +0.71 |
| AVGO Broadcom Inc. | Add +105.1% | 1.54% | +0.64 |
| CVX Chevron Corp. | Add +88.1% | 1.10% | +0.64 |
| KO The Coca-Cola Co. | Add +99.0% | 0.84% | +0.42 |
| BPRE Bluerock Private Real Estate | Add +148.0% | 0.54% | +0.33 |
| CME Cme Group Inc. | Add +446.0% | 0.38% | +0.31 |
| C Citigroup Inc. | Add +83.1% | 0.79% | +0.31 |
| ASTS Ast Spacemobile Inc. | Add +427.9% | 0.36% | +0.30 |
| CSCO Cisco Systems Inc. | Add +102.6% | 0.57% | +0.27 |
| CB Chubb Ltd. | Add +201.9% | 0.41% | +0.27 |
| CARZ First Trust S-Network Future | New | 0.26% | +0.26 |
| LITE Lumentum Holdings Inc. | New | 0.26% | +0.26 |
| BLCR iShares LRG CP CR Act ETF-Ui | New | 0.20% | +0.20 |
| BKHY BNY Mellon High Yield ETF | Add +107.2% | 0.42% | +0.20 |
| CVNA Carvana Co. | New | 0.19% | +0.19 |
| LDUR PIMCO Enhanced Low Duration | New | 0.19% | +0.19 |
| PHYS Sprott Physical Gold Trust | New | 0.19% | +0.19 |
| SU Suncor Energy Inc. | New | 0.18% | +0.18 |
| GOVT iShares US Treasury Bond ETF | New | 0.17% | +0.17 |
| CASY Casey's General Stores Inc. | Add +102.2% | 0.28% | +0.17 |
| ALB Albemarle Corp. | New | 0.16% | +0.16 |
| UXJA FT Useq Uncppdaccl ETF - Jan | Add +70.3% | 0.48% | +0.16 |
| EFG iShares MSCI Eafe Growth ETF | New | 0.15% | +0.15 |
| FJAN FT Vest U.S. Equity Buffer E | New | 0.15% | +0.15 |
| WM Waste Management Inc. | Add +222.5% | 0.22% | +0.15 |
| EZRO Alphadrd Dfncve SCTR RTN ETF | Add +23.3% | 0.88% | +0.15 |
| AVSF Avantis Short-Term Fixed Inc. | New | 0.15% | +0.15 |
| BAI Ishrs AI in and Tech Act ETF | Add +110.0% | 0.29% | +0.14 |
| LAUR Laureate Education Inc. | New | 0.14% | +0.14 |
| T AT&T Inc. | Add +110.3% | 0.23% | +0.13 |
| UUUU Energy Fuels Inc. | New | 0.13% | +0.13 |
| RKLB Rocket Lab Corp. | New | 0.13% | +0.13 |
| GSY Invesco Ultra Short Duration | New | 0.13% | +0.13 |
| CCD Calamos DYN Convert & Inc. | Add +106.7% | 0.26% | +0.13 |
| LST Leuthold Sel Ind | New | 0.12% | +0.12 |
| THRO iShares U.S. Thematic Rotati | Add +107.0% | 0.27% | +0.12 |
| BXMT Blackstone Mortgage Tru Class A | Add +100.8% | 0.26% | +0.12 |
| CGGR Cap Group Growth Equity | New | 0.12% | +0.12 |
| EAT Brinker International Inc. | New | 0.12% | +0.12 |
| CL Colgate-Palmolive Co. | New | 0.12% | +0.12 |
| VOYG Voyager Technologies Inc. Class A | Add +134.8% | 0.23% | +0.11 |
| PH Parker Hannifin Corp. | Add +119.0% | 0.22% | +0.11 |
| CDE Coeur Mining Inc. | New | 0.11% | +0.11 |
| CCL Carnival Corp. | New | 0.11% | +0.11 |
| CLS Celestica Inc. | Add +141.8% | 0.20% | +0.11 |
| GSUS Goldman Sachs Marketbeta US | Add +86.7% | 0.27% | +0.10 |
| KHPI Kensington Hedged PRM in ETF | New | 0.10% | +0.10 |
| XLV SS Health Care Select Sector | Add +69.1% | 0.30% | +0.10 |
| FCX Freeport-McMoran Inc. | New | 0.10% | +0.10 |
| DDFM Innovator Edd 15 Buf ETF-Mar | New | 0.10% | +0.10 |
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 |