Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WORLD EQUITY GROUP, INC. (CIK 878770) reported $386.1M across 362 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($20.0M, 5.17%), QQQ ($13.8M, 3.57%), MSFT ($11.5M, 2.97%), NVDA ($10.4M, 2.68%), SPY ($7.9M, 2.04%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $20.0M | 5.17% | 78,611 | Trimmed |
| 2 | QQQ | INVESCO QQQ TR | $13.8M | 3.57% | 23,898 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $11.5M | 2.97% | 31,005 | Added |
| 4 | NVDA | NVIDIA CORPORATION | $10.4M | 2.68% | 59,354 | Added |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $7.9M | 2.04% | 12,089 | Trimmed |
| 6 | AMZN | AMAZON COM INC | $7.5M | 1.94% | 36,002 | Added |
| 7 | GLD | SPDR GOLD TR | $6.0M | 1.55% | 13,877 | Trimmed |
| 8 | PLTR | PALANTIR TECHNOLOGIES INC | $6.0M | 1.54% | 40,679 | Added |
| 9 | AVGO | BROADCOM INC | $6.0M | 1.54% | 19,274 | Added |
| 10 | GOOGL | ALPHABET INC | $5.8M | 1.50% | 20,173 | Added |
| 11 | META | META PLATFORMS INC | $5.2M | 1.35% | 9,092 | Added |
| 12 | CAT | CATERPILLAR INC | $5.0M | 1.29% | 7,008 | Added |
| 13 | IVV | ISHARES TR | $4.9M | 1.28% | 7,539 | Trimmed |
| 14 | BUFG | FIRST TR EXCHNG TRADED FD VI | $4.5M | 1.17% | 168,627 | Added |
| 15 | VOO | VANGUARD INDEX FDS | $4.4M | 1.13% | 7,320 | Added |
| 16 | XOM | EXXON MOBIL CORP | $4.3M | 1.13% | 25,627 | Trimmed |
| 17 | CVX | CHEVRON CORPORATION | $4.2M | 1.10% | 20,536 | Added |
| 18 | BUFR | FIRST TR EXCHNG TRADED FD VI | $4.2M | 1.09% | 124,732 | Added |
| 19 | TSLA | TESLA INC | $4.2M | 1.08% | 11,226 | Added |
| 20 | BUFQ | FIRST TR EXCHNG TRADED FD VI | $4.1M | 1.05% | 114,910 | Added |
| 21 | JAPN | LISTED FDS TR | $3.7M | 0.95% | 136,778 | Added |
| 22 | JAPN | LISTED FDS TR | $3.4M | 0.88% | 132,403 | Added |
| 23 | VEA | VANGUARD TAX-MANAGED FDS | $3.4M | 0.87% | 53,936 | Trimmed |
| 24 | TPL | TEXAS PACIFIC LAND CORPORATI | $3.2M | 0.84% | 6,845 | Trimmed |
| 25 | KO | COCA COLA CO | $3.2M | 0.84% | 42,632 | Added |
Source: SEC Form 13F filings · as of 2026-03-31