WORLD EQUITY GROUP, INC.

Q1 2026 13F-HR Holdings

Location
Schaumburg, IL
Holdings as of
3/31/2026
Date filed
5/6/2026
Form type
13F-HR
Num holdings
368
Total value ($000)
$386,104
Net value change ($000)
+27,850 (7.8%)
New positions
70
Sold out positions
28
Turnover %
10.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CAT 2,891 139.5%
AVGO 2,713 83.4%
CVX 2,585 155.3%
KO 1,744 116.4%
C 1,328 78.0%
BPRE 1,320 174.6%
XOM 1,247 40.2%
CME 1,220 490.0%
ASTS 1,159 501.7%
CSCO 1,116 104.1%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -2,656 -18.8%
AAPL -1,815 -8.3%
OEF -1,229 -100.0%
GLD -1,219 -17.0%
PLTR -1,149 -16.2%
SECT -1,141 -43.7%
TQQQ -1,135 -78.9%
BAC -1,133 -28.0%
QQQ -1,035 -7.0%
QQQM -1,029 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type