WORLD EQUITY GROUP, INC.

Q2 2026 13F-HR Holdings

Location
Schaumburg, IL
Holdings as of
6/30/2026
Date filed
7/9/2026
Form type
13F-HR
Num holdings
375
Total value ($000)
$446,620
Net value change ($000)
+60,516 (15.7%)
New positions
63
Sold out positions
56
Turnover %
12.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SPY 10,957 139.4%
GLD 4,171 69.9%
QQQ 4,151 30.1%
TSM 3,047 165.8%
SPYM 2,330 237.3%
AMD 2,329 223.5%
AAPL 2,316 11.6%
NVDA 2,286 22.1%
HEGD 1,897 224.0%
UXJA 1,881 102.0%
Top Reduces (Value $000, Stocks/ETFs)
CVX -2,819 -66.3%
AVGO -2,316 -38.8%
BKHY -1,611 -100.0%
KO -1,523 -47.0%
CAT -1,466 -29.5%
BPRE -1,419 -68.4%
FLQM -1,375 -100.0%
ASTS -1,079 -77.6%
CARZ -1,005 -100.0%
LITE -999 -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