WORLD EQUITY GROUP, INC.

Est. AUM

$384.2M

13F long equity, this entity only

Positions

364

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$19.9M	78611	5.19%	SOLE
2	INVESCO QQQ TR	UNIT SER 1	$13.8M	23898	3.59%	SOLE
3	MICROSOFT CORP	COM	$11.5M	31005	2.99%	SOLE
4	NVIDIA CORPORATION	COM	$10.4M	59354	2.69%	SOLE
5	STATE STR SPDR S&P 500 ETF T	TR UNIT	$7.9M	12089	2.05%	SOLE
6	AMAZON COM INC	COM	$7.5M	36002	1.95%	SOLE
7	SPDR GOLD TR	GOLD SHS	$6.0M	13877	1.55%	SOLE
8	BROADCOM INC	COM	$6.0M	19274	1.55%	SOLE
9	PALANTIR TECHNOLOGIES INC	CL A	$6.0M	40679	1.55%	SOLE
10	ALPHABET INC	CAP STK CL A	$5.8M	20173	1.51%	SOLE
11	META PLATFORMS INC	CL A	$5.2M	9092	1.35%	SOLE
12	CATERPILLAR INC	COM	$5.0M	7008	1.29%	SOLE
13	ISHARES TR	CORE S&P500 ETF	$4.9M	7539	1.28%	SOLE
14	FIRST TR EXCHNG TRADED FD VI	VEST BUFFERED	$4.5M	168627	1.18%	SOLE
15	VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.4M	7320	1.14%	SOLE
16	EXXON MOBIL CORP	COM	$4.3M	25627	1.13%	SOLE
17	CHEVRON CORPORATION	COM	$4.2M	20536	1.11%	SOLE
18	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$4.2M	124732	1.10%	SOLE
19	TESLA INC	COM	$4.2M	11226	1.09%	SOLE
20	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$4.1M	114910	1.06%	SOLE
21	LISTED FDS TR	ALPHADROID BROAD	$3.7M	136778	0.95%	SOLE
22	LISTED FDS TR	ALPHADROID DEFN	$3.4M	132403	0.89%	SOLE
23	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$3.4M	53936	0.88%	SOLE
24	TEXAS PACIFIC LAND CORPORATI	COM	$3.2M	6845	0.85%	SOLE
25	COCA COLA CO	COM	$3.2M	42632	0.84%	SOLE
26	ALPHABET INC	CAP STK CL C	$3.2M	11253	0.84%	SOLE
27	CITIGROUP INC	COM NEW	$3.0M	26724	0.79%	SOLE
28	WALMART INC	COM	$3.0M	23875	0.77%	SOLE
29	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.9M	6093	0.76%	SOLE
30	BANK AMERICA CORP	COM	$2.9M	59864	0.76%	SOLE
31	JPMORGAN CHASE & CO	COM	$2.7M	9116	0.70%	SOLE
32	GOLDMAN SACHS GROUP INC	COM	$2.5M	3011	0.66%	SOLE
33	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$2.3M	84288	0.61%	SOLE
34	ISHARES TR	CORE S&P SCP ETF	$2.3M	18506	0.60%	SOLE
35	CISCO SYS INC	COM	$2.2M	28196	0.57%	SOLE
36	BLUEROCK PVT REAL ESTATE FD	COM	$2.1M	125008	0.54%	SOLE
37	VANGUARD INDEX FDS	GROWTH ETF	$1.9M	4393	0.50%	SOLE
38	MCDONALDS CORP	COM	$1.9M	6106	0.49%	SOLE
39	SELECT SECTOR SPDR TR	STATE STREET TEC	$1.9M	14021	0.48%	SOLE
40	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQ UN	$1.8M	56403	0.48%	SOLE
41	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$1.8M	5440	0.48%	SOLE
42	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.8M	59569	0.48%	SOLE
43	ELI LILLY & CO	COM	$1.7M	1884	0.45%	SOLE
44	ABBVIE INC	COM	$1.7M	7879	0.45%	SOLE
45	ISHARES TR	S&P 500 GRWT ETF	$1.6M	14506	0.43%	SOLE
46	BNY MELLON ETF TRUST	HIGH YIELD ETF	$1.6M	33984	0.42%	SOLE
47	EATON CORP PLC	SHS	$1.6M	4472	0.42%	SOLE
48	JOHNSON & JOHNSON	COM	$1.6M	6486	0.41%	SOLE
49	CHUBB LTD SWITZ	COM	$1.6M	4806	0.41%	SOLE
50	ISHARES TR	CORE UNIVRSL USD	$1.6M	33773	0.41%	SOLE

1–50 of 364

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.