Fund HoldingsWORLD EQUITY GROUP, INC.

Total Portfolio Value
$446.62M
Total Bought
$134.25M
Total Sold
$92.71M
Net Transaction
+$41.54M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
STATE STR SPDR S&P 500 ETF T(SPY)025,200+25,200018,8194.21%+18,819
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
0125,694+125,69404,5921.03%+4,592
FIRST TR EXCHNG TRADED FD VI
FT VEST NASD ETF
0114,741+114,74104,5061.01%+4,506
SPDR GOLD TR(GLD)027,556+27,556010,1422.27%+10,142
INVESCO QQQ TR024,368+24,368017,9444.02%+17,944
LISTED FDS TR
ALPH BROA MA ETF
0147,129+147,12903,9140.88%+3,914
SPDR SERIES TRUST
ST STR P500ETF
037,691+37,69103,3120.74%+3,312
TAIWAN SEMICONDUCTOR MANUFAC(TSM)5,44010,230+4,7901,8384,8851.09%+3,046
SELECT SECTOR SPDR TR
ST STR TECHN ETF
015,111+15,11102,8790.64%+2,879
ADVANCED MICRO DEVICES INC(AMD)05,803+5,80303,3710.75%+3,371
APPLE INC(AAPL)076,949+76,949022,2664.99%+22,266
NVIDIA CORPORATION(NVDA)063,153+63,153012,6372.83%+12,637
LISTED FDS TR
SWAN HEDGED EQTY
34,297102,912+68,6158472,7440.61%+1,897
SPDR SERIES TRUST
ST STR PR SP1500
020,808+20,80801,8890.42%+1,889
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQ UN
56,40397,978+41,5751,8443,7250.83%+1,882
SANDISK CORP(SNDK)0820+82001,8640.42%+1,864
ISHARES TR09,018+9,01806,7551.51%+6,755
SPDR SERIES TRUST
ST STR BLO 1 ETF
016,612+16,61201,5220.34%+1,522
SPDR INDEX SHS FDS
ST STR PO EX ETF
028,884+28,88401,4550.33%+1,455
FIRST TR EXCHNG TRADED FD VI
VEST LAD CAP ETF
057,634+57,63401,4460.32%+1,446
TESLA INC(TSLA)013,237+13,23705,5671.25%+5,567
AMERICAN CENTY ETF TR017,278+17,27801,3920.31%+1,392
ALPHABET INC(GOOG)020,089+20,08907,1791.61%+7,179
ASML HLDG NV
N Y REGISTRY SHS
0690+69001,3730.31%+1,373
SPDR SERIES TRUST
ST STR RATE ETF
043,232+43,23201,3340.30%+1,334
AMAZON COM INC(AMZN)036,694+36,69408,7461.96%+8,746
LAM RESEARCH CORP(LRCX)05,576+5,57602,4160.54%+2,416
FIRST TR EXCHNG TRADED FD VI
FT VE US EQ OCTO
030,833+30,83301,2070.27%+1,207
SELECT SECTOR SPDR TR
ST STR FINL ETF
021,855+21,85501,1720.26%+1,172
ISHARES TR010,989+10,98901,0730.24%+1,073
SELECT SECTOR SPDR TR
ST STR INDL ETF
05,774+5,77401,0700.24%+1,070
FIRST TR EXCHNG TRADED FD VI
VEST US EQU UNCA
041,968+41,96801,8030.40%+1,803
CROWDSTRIKE HLDGS INC(CRWD)02,634+2,63402,0100.45%+2,010
FIRST TR EXCHANGE-TRADED FD048,959+48,95901,0180.23%+1,018
SPDR SERIES TRUST
ST STR R1K YLD
07,526+7,52609640.22%+964
ALPHABET INC(GOOG)011,805+11,80504,1710.93%+4,171
NORTHERN LTS FD TR IV
MAIN SECTR ROTN
033,018+33,01802,3790.53%+2,379
SELECT SECTOR SPDR TR
ST STR CARE ETF
05,301+5,30108410.19%+841
MICRON TECHNOLOGY INC(MU)01,134+1,13401,3090.29%+1,309
WEDBUSH SER TR020,444+20,44407790.17%+779
SPACE EXPLORATION TECHN CORP04,544+4,54407760.17%+776
SOLV ENERGY INC(MWH)021,700+21,70007390.17%+739
BLACKROCK ETF TRUST
ISHA I IN TE ETF
013,566+13,56607150.16%+715
SPDR INDEX SHS FDS
ST PORT MARK ETF
013,785+13,78507140.16%+714
ACADIAN ASSET MANAGEMENT INC(AAMI)09,801+9,80107010.16%+701
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
02,215+2,21506720.15%+672
INNOVATOR ETFS TRUST
EQUI DU DI OCTO
029,757+29,75706700.15%+670
MARVELL TECHNOLOGY INC(MRVL)03,527+3,52701,0510.24%+1,051
INNOVATOR ETFS TRUST
EQUI DUA 15 MARC
032,265+32,26506370.14%+637
ELI LILLY & CO(LLY)01,971+1,97102,3640.53%+2,364
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
011,017+11,01706190.14%+619
ISHARES TR
CORE UNIVRSL USD
047,087+47,08702,1730.49%+2,173
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
09,970+9,97005980.13%+598
LISTED FDS TR
ROUN MA SEVE ETF
09,195+9,19505910.13%+591
MERCK & CO INC(MRK)014,093+14,09301,8110.41%+1,811
VANGUARD INDEX FDS07,197+7,19704,9431.11%+4,943
NEOS ETF TRUST
RUSS 2000 HI ETF
010,590+10,59005670.13%+567
SPDR SERIES TRUST
ST STR SP SEMI
0900+90005610.13%+561
NEBIUS GROUP N.V.(NBIS)02,010+2,01005550.12%+555
CSX CORP(CSX)011,455+11,45505440.12%+544
DOMINION ENERGY INC(D)07,961+7,96105440.12%+544
ANHEUSER BUSCH INBEV SA NV(BUD)06,505+6,50505360.12%+536
INTEL CORP(INTC)06,802+6,80209500.21%+950
CENTENE CORP DEL(CNC)08,334+8,33405350.12%+535
FORD MTR CO(F)052,869+52,86907350.16%+735
BLACKROCK ETF TRUST
ISHA IN CTRY ETF
013,942+13,94205100.11%+510
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
010,887+10,88705090.11%+509
SPDR SERIES TRUST
ST LON TREAS ETF
018,900+18,90004960.11%+496
DIGITAL RLTY TR INC(DLR)02,753+2,75304940.11%+494
BLACKROCK ETF TRUST
ISHA LA CORE ETF
09,799+9,79904940.11%+494
PALO ALTO NETWORKS INC(PANW)02,721+2,72109280.21%+928
T ROWE PRICE EXCHANGE-TRADED
CAP APPRECIATION
020,524+20,52408440.19%+844
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
01,758+1,75804780.11%+478
DOW HLDGS INC(DOW)017,376+17,37604750.11%+475
FIRST TR EXCHNG TRADED FD VI
VEST BUFFERED
0170,648+170,64805,0031.12%+5,003
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
010,888+10,88804690.10%+469
BANK OF AMER CORP059,384+59,38403,3840.76%+3,384
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
011,283+11,28304650.10%+465
VANECK ETF TRUST
CLO ETF
08,680+8,68004600.10%+460
BERKSHIRE HATHAWAY INC DEL06,738+6,73803,3720.75%+3,372
VANGUARD WORLD FD
ENERGY ETF
02,984+2,98404480.10%+448
ENI SPA(E)09,400+9,40004400.10%+440
STRYKER CORPORATION(SYK)02,915+2,91509180.21%+918
UNITEDHEALTH GROUP INC(UNH)02,677+2,67701,1120.25%+1,112
BLACKROCK ETF TRUST
ISHA SYST AL ETF
015,363+15,36304310.10%+431
GOLDMAN SACHS ETF TR11,52614,168+2,6421,0331,4610.33%+428
SPDR SERIES TRUST
ST STR AGGRE ETF
016,584+16,58404230.09%+423
SPDR SERIES TRUST
ST STR SP600 SML
07,253+7,25304180.09%+418
ISHARES TR04,126+4,12604150.09%+415
GENERAL MTRS CO(GM)05,313+5,31304100.09%+410
SPDR SERIES TRUST
ST STR SP600GRWO
03,412+3,41204060.09%+406
INNOVATOR ETFS TRUST
EQUITY DUAL DIRT
088,709+88,70901,9520.44%+1,952
VANECK ETF TRUST
SEMICONDUCTR ETF
0607+60703980.09%+398
ISHARES TR0607+60703890.09%+389
BLACKROCK ETF TRUST
ISHA US THEM ETF
08,960+8,96003860.09%+386
TTM TECHNOLOGIES INC(TTMI)03,284+3,28406140.14%+614
PULTE GROUP INC(PHM)02,789+2,78903830.09%+383
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
0815+81507860.18%+786
SCHWAB STRATEGIC TR087,295+87,29502,7150.61%+2,715
SELECT SECTOR SPDR TR
ST STR UTIL ETF
08,031+8,03103640.08%+364
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