ETF Holders

World Equity Group, Inc. ETF holdings

Schaumburg, IL

Reported $229.6M in 212 ETFs in its Form 13F for June 30, 2026.

ETF value
$229.6M
ETFs held
212
Change from prior quarter
+28.2%
With price moves
ETFs as a share of its 13F
51.4%
of $446.6M

Top 10 of 212 ETF holdings

TickerFundValueSharesChange
SPYState Street SPDR S&P 500 ETF Trust$18.8M25,200+13,111 shares
QQQInvesco QQQ Trust$17.9M24,368+470 shares
GLDSPDR Gold Shares$10.1M27,556+13,679 shares
IVViShares Core S&P 500 ETF$6.8M9,018+1,479 shares
BUFGFT Vest Buffered Allocation Growth ETF$5.0M170,648+2,021 shares
VOOVanguard S&P 500 ETF$4.9M7,197−123 shares
BUFRFT Vest Laddered Buffer ETF$4.6M125,694+962 shares
BUFQFT Vest Laddered Nasdaq Buffer ETF$4.5M114,741−169 shares
EZMOAlphadroid Broad Markets Momentum ETF$3.9M147,129+10,351 shares
UXJAFT Vest U.S. Equity Uncapped Accelerator ETF - January$3.7M97,978+41,575 shares
202 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0000878770. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does World Equity Group, Inc. own?

World Equity Group, Inc. reported 212 ETF positions worth $229.6M in its Form 13F for June 30, 2026. The largest was SPY, at $18.8M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.