World Equity Group, Inc. holds a diversified book of 375 stocks worth $446.6M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Sandisk Corp and trimmed Apple Inc. Their largest long position is Apple Inc at 5% of the equity book.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/878770/holdings"
Use Arkolith to show WORLD EQUITY GROUP, INC.'s latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
50% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $22.3M | 76.9K | 5.0% | ▼−2.1% Reduced · −2K sh | |
| 2 | State STR SPDR S&P 500 ETF T TR UNIT | $18.8M | 25.2K | 4.2% | ▲+108% Added · +13K sh | |
| 3 | Invesco QQQ TR UNIT SER 1 | $17.9M | 24.4K | 4.0% | ▲+2.0% Added · +470 sh | |
| 4 | Nvidia Corporation COM | $12.6M | 63.2K | 2.8% | ▲+6.4% Added · +4K sh | |
| 5 | Microsoft Corp COM | $11.6M | 31.0K | 2.6% | ▲+0.1% Added · +20 sh | |
| 6 | SPDR Gold TR GOLD SHS | $10.1M | 27.6K | 2.3% | ▲+99% Added · +14K sh | |
| 7 | Amazon Com Inc COM | $8.7M | 36.7K | 2.0% | ▲+1.9% Added · +692 sh | |
| 8 | Alphabet Inc CAP STK CL A | $7.2M | 20.1K | 1.6% | ▼−0.4% Reduced · −84 sh | |
| 9 | Ishares TR CORE S&P500 ETF | $6.8M | 9.0K | 1.5% | ▲+20% Added · +1K sh | |
| 10 | Tesla Inc COM | $5.6M | 13.2K | 1.2% | ▲+18% Added · +2K sh | |
| 11 | Meta Platforms Inc CL A | $5.5M | 9.8K | 1.2% | ▲+7.9% Added · +716 sh | |
| 12 | Palantir Technologies Inc CL A | $5.1M | 43.6K | 1.1% | ▲+7.2% Added · +3K sh | |
| 13 | First TR Exchng Traded FD VI VEST BUFFERED | $5.0M | 170.6K | 1.1% | ▲+1.2% Added · +2K sh | |
| 14 | Vanguard Index FDS S&P 500 ETF SHS | $4.9M | 7.2K | 1.1% | ▼−1.7% Reduced · −123 sh | |
| 15 | Taiwan Semiconductor Manufac SPONSORED ADS | $4.9M | 10.2K | 1.1% | ▲+88% Added · +5K sh | |
| 16 | First TR Exchng Traded FD VI FT LADD BUFF ETF | $4.6M | 125.7K | 1.0% | ▲+0.8% Added · +962 sh | |
| 17 | First TR Exchng Traded FD VI FT VEST NASD ETF | $4.5M | 114.7K | 1.0% | ▼−0.1% Reduced · −169 sh | |
| 18 | Alphabet Inc CAP STK CL C | $4.2M | 11.8K | 0.9% | ▲+4.9% Added · +552 sh | |
| 19 | Listed FDS TR ALPH BROA MA ETF | $3.9M | 147.1K | 0.9% | ▲+7.6% Added · +10K sh | |
| 20 | First TR Exchng Traded FD VI FT VEST US EQ UN | $3.7M | 98.0K | 0.8% | ▲+74% Added · +42K sh | |
| 21 | Listed FDS TR ALPHADROID DEFN | $3.7M | 144.8K | 0.8% | ▲+9.3% Added · +12K sh | |
| 22 | Broadcom Inc COM | $3.6M | 9.7K | 0.8% | ▼−50% Reduced · −10K sh | |
| 23 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $3.5M | 49.6K | 0.8% | ▼−8.1% Reduced · −4K sh | |
| 24 | Caterpillar Inc COM | $3.5M | 3.3K | 0.8% | ▼−53% Reduced · −4K sh | |
| 25 | Exxon Mobil Corp COM | $3.4M | 25.1K | 0.8% | ▼−2.0% Reduced · −519 sh | |
| 26 | Bank Of Amer Corp COM | $3.4M | 59.4K | 0.8% | ▼−0.8% Reduced · −480 sh | |
| 27 | Berkshire Hathaway Inc Del CL B NEW | $3.4M | 6.7K | 0.8% | ▲+11% Added · +645 sh | |
| 28 | Advanced Micro Devices Inc COM | $3.4M | 5.8K | 0.8% | ▲+13% Added · +678 sh | |
| 29 | SPDR Series Trust ST STR P500ETF | $3.3M | 37.7K | 0.7% | ▲+194% Added · +25K sh | |
| 30 | Texas Pacific Land Corporati COM | $3.0M | 7.0K | 0.7% | ▲+1.7% Added · +119 sh | |
| 31 | JPMorgan Chase & Co COM | $2.9M | 9.0K | 0.7% | ▼−1.4% Reduced · −129 sh | |
| 32 | Select Sector SPDR TR ST STR TECHN ETF | $2.9M | 15.1K | 0.6% | ▲+7.8% Added · +1K sh | |
| 33 | Listed FDS TR SWAN HEDGED EQTY | $2.7M | 102.9K | 0.6% | ▲+200% Added · +69K sh | |
| 34 | Schwab Strategic TR FUNDAMENTAL US L | $2.7M | 87.3K | 0.6% | ▲+3.6% Added · +3K sh | |
| 35 | Ishares TR CORE S&P SCP ETF | $2.7M | 17.9K | 0.6% | ▼−3.2% Reduced · −593 sh | |
| 36 | Goldman Sachs Group Inc COM | $2.5M | 2.5K | 0.6% | ▼−17% Reduced · −524 sh | |
| 37 | Citigroup Inc COM NEW | $2.5M | 17.7K | 0.6% | ▼−34% Reduced · −9K sh | |
| 38 | Lam Research Corp COM NEW | $2.4M | 5.6K | 0.5% | ▲+0.5% Added · +29 sh | |
| 39 | Walmart Inc COM | $2.4M | 21.0K | 0.5% | ▼−12% Reduced · −3K sh | |
| 40 | Northern LTS FD TR IV MAIN SECTR ROTN | $2.4M | 33.0K | 0.5% | ▲+35% Added · +9K sh | |
| 41 | Eli Lilly & Co COM | $2.4M | 2.0K | 0.5% | ▲+4.6% Added · +87 sh | |
| 42 | Ishares TR CORE UNIVRSL USD | $2.2M | 47.1K | 0.5% | ▲+39% Added · +13K sh | |
| 43 | Cisco Sys Inc COM | $2.0M | 17.2K | 0.5% | ▼−39% Reduced · −11K sh | |
| 44 | Crowdstrike Hldgs Inc CL A | $2.0M | 2.6K | 0.5% | ▲+5.0% Added · +125 sh | |
| 45 | Abbvie Inc COM | $2.0M | 8.0K | 0.4% | ▲+1.2% Added · +96 sh | |
| 46 | Innovator Etfs Trust EQUITY DUAL DIRT | $2.0M | 88.7K | 0.4% | ▲+19% Added · +14K sh | |
| 47 | Ishares TR S&P 500 GRWT ETF | $1.9M | 14.0K | 0.4% | ▼−3.4% Reduced · −500 sh | |
| 48 | SPDR Series Trust ST STR PR SP1500 | $1.9M | 20.8K | 0.4% | ▲+675% Added · +18K sh | |
| 49 | Vanguard Index FDS GROWTH ETF | $1.9M | 21.8K | 0.4% | ▲+397% Added · +17K sh | |
| 50 | Sandisk Corp COM | $1.9M | 820 | 0.4% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 375 | $446.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 6, 2026 | 368 | $386.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 12, 2026 | 326 | $358.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 24, 2025 | 347 | $440.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 15, 2025 | 317 | $366.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 300 | $350.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 4, 2025 | 391 | $466.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 30, 2024 | 256 | $276.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.