StockDriftsStockDriftsTop 50 World Equity Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.99% | 76.9K | $22.3M | -2.11%(-1.66K) | $197.48(+54.64%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.21% | 25.2K | $18.8M | +108.45%(+13.11K) | $600.97(+29.02%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 4.02% | 24.4K | $17.9M | +1.97%(+470) | $426.18(+71.88%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.83% | 63.2K | $12.6M | +6.40%(+3.80K) | $112.85(+100.33%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.59% | 31.0K | $11.6M | +0.06%(+20) | $388.77(+25.03%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 2.27% | 27.6K | $10.1M | +98.57%(+13.68K) | $306.90(+31.70%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.96% | 36.7K | $8.7M | +1.92%(+692) | $161.35(+62.71%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.61% | 20.1K | $7.2M | -0.42%(-84) | $144.88(+137.92%) | 2026-06-30 | |
| IVV | ISHARES TR | 1.51% | 9.0K | $6.8M | +19.62%(+1.48K) | $524.47(+48.52%) | 2026-06-30 | |
| TSLA | TESLA INC | 1.25% | 13.2K | $5.6M | +17.91%(+2.01K) | $317.25(+7.36%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (17 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.45% | +62.02% | — | — | +53.71% |
| Top 20 Holdings Unweighted | +17.82% | +63.57% | — | — | +50.60% |
World Equity Group INC reports $446.62M in US-listed equity holdings across 375 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.0%), SPY (4.2%) and QQQ (4.0%). The top 20 holdings account for 37.62% of reported assets. Its disclosed equity book has returned +62.02% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from World Equity Group INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 878770). View World Equity Group INC’s 13F filings on SEC