1y return+19.2%S&P 500 +20.9%
3y return+59.1%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2022: $149 against $165 in the S&P 500.2
World Equity Group, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $22.3M | 5.0% | −2.1% |
| SPYState Str Spdr S&p 500 Etf T | $18.8M | 4.2% | +108.5% |
| QQQInvesco Qqq Tr | $17.9M | 4.0% | +2.0% |
| NVDANvidia Corporation | $12.6M | 2.8% | +6.4% |
| MSFTMicrosoft Corp | $11.6M | 2.6% | |
| GLDSpdr Gold Tr | $10.1M | 2.3% | +98.6% |
| AMZNAmazon Com Inc | $8.7M | 2.0% | +1.9% |
| GOOGLAlphabet Inc | $7.2M | 1.6% | |
| IVVIshares Tr | $6.8M | 1.5% | +19.6% |
| TSLATesla Inc | $5.6M | 1.2% | +17.9% |
| METAMeta Platforms Inc | $5.5M | 1.2% | +7.9% |
| PLTRPalantir Technologies Inc | $5.1M | 1.1% | +7.2% |
| BUFGFirst Tr Exchng Traded Fd Vi | $5.0M | 1.1% | +1.2% |
| VOOVanguard Index Fds | $4.9M | 1.1% | −1.7% |
| TSMTaiwan Semiconductor Manufac | $4.9M | 1.1% | +88.1% |
| BUFRFirst Tr Exchng Traded Fd Vi | $4.6M | 1.0% | |
| BUFQFirst Tr Exchng Traded Fd Vi | $4.5M | 1.0% | |
| GOOGAlphabet Inc | $4.2M | 0.9% | +4.9% |
| EZMOListed Fds Tr | $3.9M | 0.9% | +7.6% |
| UXJAFirst Tr Exchng Traded Fd Vi | $3.7M | 0.8% | +73.7% |
| EZROListed Fds Tr | $3.7M | 0.8% | +9.4% |
| AVGOBroadcom Inc | $3.6M | 0.8% | −49.9% |
| VEAVanguard Tax-managed Fds | $3.5M | 0.8% | −8.1% |
| CATCaterpillar Inc | $3.5M | 0.8% | −53.1% |
| Exxon Mobil CorpCUSIP 30231G102 | $3.4M | 0.8% | −2.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| PLTRPalantir Technologies Inc | March 31, 2022 | +749.7% | $5.1M |
| NVDANvidia Corporation | March 31, 2022 | +633.3% | $12.6M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $2.4M |
| AVGOBroadcom Inc | March 31, 2022 | +499.9% | $3.6M |
| AMDAdvanced Micro Devices Inc | March 31, 2022 | +431.3% | $3.4M |
| CATCaterpillar Inc | March 31, 2022 | +377.9% | $3.5M |
| TSMTaiwan Semiconductor Manufac | March 31, 2022 | +358.1% | $4.9M |
| GSGoldman Sachs Group Inc | March 31, 2022 | +206.4% | $2.5M |
| TPLTexas Pacific Land Corporati | March 31, 2022 | +191.3% | $3.0M |
| CCitigroup Inc | March 31, 2022 | +162.1% | $2.5M |
Sold off last quarter
- BKHYBny Mellon Etf Trust was $1.6M
- FLQMFranklin Templeton Etf Tr was $1.4M
- CARZFirst Tr Exchange-traded Fd was $1.0M
- LITELumentum Hldgs Inc was $999K
- CVNACarvana Co was $743K
- LDURPimco Etf Tr was $737K
- PHYSSprott Asset Management LP was $732K
- SUSuncor Energy Inc New was $676K
- HLHecla Mining Company was $645K
- ALBAlbemarle Corp was $630K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.5% | +14.8% |
| March 31, 2026 | −2.8% | −4.6% |
| December 31, 2025 | +1.5% | +2.4% |
| September 30, 2025 | +8.4% | +7.8% |
| June 30, 2025 | +9.3% | +10.5% |
| March 31, 2025 | −3.5% | −4.6% |
| December 31, 2024 | +2.1% | +2.1% |
| September 30, 2024 | +5.2% | +5.4% |
| June 30, 2024 | +3.1% | +4.0% |
| March 31, 2024 | +7.3% | +10.0% |
| December 31, 2023 | +10.2% | +11.2% |
| September 30, 2023 | −3.4% | −3.6% |
| June 30, 2023 | +4.5% | +8.3% |
| March 31, 2023 | +5.8% | +7.0% |
| December 31, 2022 | +5.5% | +7.1% |
| September 30, 2022 | −5.6% | −5.3% |
| June 30, 2022 | −14.8% | −16.5% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: World Equity Group, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=878770&type=13F-HR&dateb=&owner=include&count=40CIK 878770
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/878770/000087877026000006/Filed July 9, 2026 · accession 0000878770-26-000006