World Equity Group, Inc.
377 holdingsFiling period: 2026-06-30Current AUM: $457.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 76.9K | $22.3M | $26.5M | 5.78% | -1,662 | 2026-06-30 |
| 2 | SPY | State Str Spdr S&P 500 ETF T | 25.2K | $18.8M | $19.3M | 4.21% | +13.1K | 2026-06-30 |
| 3 | QQQ | Invesco Qqq TR | 24.4K | $17.9M | $17.4M | 3.79% | +470 | 2026-06-30 |
| 4 | NVDA | NVIDIA Corporation | 63.2K | $12.6M | $13.6M | 2.98% | +3.8K | 2026-06-30 |
| 5 | MSFT | Microsoft Corp | 31.0K | $11.6M | $16.5M | 3.61% | +20 | 2026-06-30 |
| 6 | GLD | Spdr Gold TR | 27.6K | $10.1M | $10.1M | 2.21% | +13.7K | 2026-06-30 |
| 7 | AMZN | Amazon.com Inc | 36.7K | $8.7M | $9.1M | 2.00% | +692 | 2026-06-30 |
| 8 | GOOGL | Alphabet Inc | 20.1K | $7.2M | $6.4M | 1.39% | -84 | 2026-06-30 |
| 9 | IVV | iShares TR | 9.0K | $6.8M | $6.9M | 1.51% | +1.5K | 2026-06-30 |
| 10 | TSLA | Tesla Inc | 13.2K | $5.6M | $5.2M | 1.13% | +2.0K | 2026-06-30 |
| 11 | META | Meta Platforms Inc | 9.8K | $5.5M | $6.2M | 1.35% | +716 | 2026-06-30 |
| 12 | PLTR | Palantir Technologies Inc | 43.6K | $5.1M | $8.7M | 1.89% | +2.9K | 2026-06-30 |
| 13 | BUFG | First TR Exchng Traded FD VI | 170.6K | $5.0M | $5.1M | 1.12% | +2.0K | 2026-06-30 |
| 14 | VOO | Vanguard Index Fds | 7.2K | $4.9M | $5.1M | 1.11% | -123 | 2026-06-30 |
| 15 | TSM | Taiwan Semiconductor Manufac | 10.2K | $4.9M | $4.3M | 0.95% | +4.8K | 2026-06-30 |
| 16 | BUFR | First TR Exchng Traded FD VI | 125.7K | $4.6M | $4.7M | 1.03% | +962 | 2026-06-30 |
| 17 | BUFQ | First TR Exchng Traded FD VI | 114.7K | $4.5M | $4.6M | 1.00% | -169 | 2026-06-30 |
| 18 | GOOG | Alphabet Inc | 11.8K | $4.2M | $3.7M | 0.81% | +552 | 2026-06-30 |
| 19 | EZMO | Listed Fds TR | 147.1K | $3.9M | $3.8M | 0.83% | +10.4K | 2026-06-30 |
| 20 | UXJA | First TR Exchng Traded FD VI | 98.0K | $3.7M | $3.8M | 0.83% | +41.6K | 2026-06-30 |
| 21 | EZRO | Listed Fds TR | 144.8K | $3.7M | $3.9M | 0.85% | +12.4K | 2026-06-30 |
| 22 | AVGO | Broadcom Inc | 9.7K | $3.6M | $3.2M | 0.69% | -9,614 | 2026-06-30 |
| 23 | VEA | Vanguard Tax-Managed Fds | 49.6K | $3.5M | $3.4M | 0.75% | -4,355 | 2026-06-30 |
| 24 | CAT | Caterpillar Inc | 3.3K | $3.5M | $2.3M | 0.50% | -3,723 | 2026-06-30 |
| 25 | XOM | Exxon Mobil Corp | 25.1K | $3.4M | $4.6M | 1.01% | -519 | 2026-06-30 |
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