13FBOX
WORLD EQUITY GROUP, INC. · 13F Holdings
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WORLD EQUITY GROUP, INC.

No.4569 Data as of 2026Q2
Latest AUM (Q2 2026)
$446.6M
QoQ Change Q1 2026
+$60.5M+15.7%
Holdings
375
New Buys
63
Adds
174
Reduces
116
Exits
56
Unchanged
22
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
APPLE INCAAPL
4.99%5.17%$22.3M76,949$20.0M78,611-1,662-2.11%Reduce
SSTATE STR SPDR S&P 500 ETF TSPY
4.21%2.04%$18.8M25,200$7.9M12,089+13,111+108.45%Add
IINVESCO QQQ TRVOO
4.02%3.57%$17.9M24,368$13.8M23,898+470+1.97%Add
NVIDIA CORPORATIONNVDA
2.83%2.68%$12.6M63,153$10.4M59,354+3,799+6.40%Add
MICROSOFT CORPMSFT
2.59%2.97%$11.6M31,025$11.5M31,005+20+0.06%Add
SSPDR GOLD TRGLD
2.27%1.55%$10.1M27,556$6.0M13,877+13,679+98.57%Add
AMAZON COM INCAMZN
1.96%1.94%$8.7M36,694$7.5M36,002+692+1.92%Add
ALPHABET INCGOOGL
1.61%1.5%$7.2M20,089$5.8M20,173-84-0.42%Reduce
IISHARES TRIVV
1.51%1.28%$6.8M9,018$4.9M7,539+1,479+19.62%Add
TESLA INCTSLA
1.25%1.08%$5.6M13,237$4.2M11,226+2,011+17.91%Add
META PLATFORMS INCMETA
1.24%1.35%$5.5M9,808$5.2M9,092+716+7.88%Add
PALANTIR TECHNOLOGIES INCPLTR
1.14%1.54%$5.1M43,627$6.0M40,679+2,948+7.25%Add
FFIRST TR EXCHNG TRADED FD VIBUFG
1.12%1.17%$5.0M170,648$4.5M168,627+2,021+1.20%Add
VVANGUARD INDEX FDSVOO
1.11%1.13%$4.9M7,197$4.4M7,320-123-1.68%Reduce
TAIWAN SEMICONDUCTOR MANUFACTSM
1.09%0.48%$4.9M10,230$1.8M5,440+4,790+88.05%Add
FIRST INTST BANCSYSTEM INCFIBK
1.03%1.09%$4.6M125,694$4.2M124,732+962+0.77%Add
FFIRST TR EXCHNG TRADED FD VIBUFQ
1.01%1.05%$4.5M114,741$4.1M114,910-169-0.15%Reduce
AAlphabet Inc Class CGOOG
0.93%0.84%$4.2M11,805$3.2M11,253+552+4.91%Add
LLISTED FDS TREZMO
0.88%0.95%$3.9M147,129$3.7M136,778+10,351+7.57%Add
FFIRST TR EXCHNG TRADED FD VIUXJA
0.83%0.48%$3.7M97,978$1.8M56,403+41,575+73.71%Add
LLISTED FDS TREZRO
0.83%0.88%$3.7M144,787$3.4M132,403+12,384+9.35%Add
BROADCOM INCAVGO
0.82%1.54%$3.6M9,660$6.0M19,274-9,614-49.88%Reduce
VVANGUARD FTSEVEA
0.79%0.87%$3.5M49,581$3.4M53,936-4,355-8.07%Reduce
CATERPILLAR INCCAT
0.78%1.29%$3.5M3,285$5.0M7,008-3,723-53.13%Reduce
EXXON MOBIL CORPXOM
0.77%1.13%$3.4M25,108$4.3M25,627-519-2.03%Reduce
BBANK OF AMER CORPBAC
0.76%0.76%$3.4M59,384$2.9M59,864-480-0.80%Reduce
BERKSHIRE HATHAWAY INC DELBRK.B
0.75%0.76%$3.4M6,738$2.9M6,093+645+10.59%Add
ADVANCED MICRO DEVICES INCAMD
0.75%0.27%$3.4M5,803$1.0M5,125+678+13.23%Add
SSTATE STREETSPYM
0.74%0.25%$3.3M37,691$981,70412,826+24,865+193.86%Add
TTEXAS PACIFIC LAND CORPORATITPL
0.68%0.84%$3.0M6,964$3.2M6,845+119+1.74%Add
JPMORGAN CHASE & COJPM
0.66%0.69%$2.9M8,987$2.7M9,116-129-1.42%Reduce
SSELECT SECTOR SPDR TRXLK
0.64%0.48%$2.9M15,111$1.9M14,021+1,090+7.77%Add
LLISTED FDS TRHEGD
0.61%0.22%$2.7M102,912$847,13834,297+68,615+200.06%Add
SSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX
0.61%0.61%$2.7M87,295$2.3M84,288+3,007+3.57%Add
IISHARES COREIJR
0.59%0.6%$2.7M17,913$2.3M18,506-593-3.20%Reduce
GOLDMAN SACHS GROUP INCGS
0.56%0.66%$2.5M2,487$2.5M3,011-524-17.40%Reduce
CCITIGROUP INCC
0.55%0.78%$2.5M17,679$3.0M26,724-9,045-33.85%Reduce
LAM RESEARCH CORPLRCX
0.54%0.31%$2.4M5,576$1.2M5,547+29+0.52%Add
WALMART INCWMT
0.53%0.77%$2.4M21,035$3.0M23,875-2,840-11.90%Reduce
MMAIN SECTOR ROTATION ETFSECT
0.53%0.38%$2.4M33,018$1.5M24,380+8,638+35.43%Add
ELI LILLY & COLLY
0.53%0.45%$2.4M1,971$1.7M1,884+87+4.62%Add
IISHARES TRIUSB
0.49%0.4%$2.2M47,087$1.6M33,773+13,314+39.42%Add
CISCO SYS INCCSCO
0.45%0.57%$2.0M17,239$2.2M28,196-10,957-38.86%Reduce
CROWDSTRIKE HLDGS INCCRWD
0.45%0.25%$2.0M2,634$979,5392,509+125+4.98%Add
ABBVIE INCABBV
0.45%0.44%$2.0M7,975$1.7M7,879+96+1.22%Add
IINNOVATOR ETFS TRUSTDDTL
0.44%0.4%$2.0M88,709$1.5M74,852+13,857+18.51%Add
IISHARES TRIVW
0.43%0.43%$1.9M14,006$1.6M14,506-500-3.45%Reduce
SSPDR SERIES TRUSTSPTM
0.42%0.05%$1.9M20,808$212,2562,685+18,123+674.97%Add
VVANGUARD INDEX FDSVUG
0.42%0.5%$1.9M21,822$1.9M4,393+17,429+396.74%Add
SSANDISK CORP COMSNDK
0.42%$1.9M820$00+820New Buy

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