WORLD EQUITY GROUP, INC.
Sector Allocation
- Other39.7%$96.1M
- Technology30.9%$74.8M
- Financials10.1%$24.5M
- Consumer Discretionary5.0%$12.0M
- Healthcare3.7%$9.0M
- Industrials3.5%$8.5M
- Consumer Staples2.4%$5.7M
- Energy2.3%$5.7M
- Utilities1.0%$2.3M
- Communication Services0.7%$1.6M
AUM History
13fpro.ai/research/fund/world-equity-group-inc-878770
Conviction and streaks
Concentrating · top 10 = 35.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
AAPL
$15.6MQQQ
$14.0MMSFT
$11.3MNVDA
$9.4MSPY
$8.2MPLTR
$7.2MAMZN
$6.2MMETA
$5.4M- ISHARES$4.1M
GOOGL
$3.9MGLD
$3.5MBAC
$3.1MAMD
$3.1MXOM.R34088
$3.0MCAT
$2.8MCRWD
$2.5MBRK.B
$2.4M- SELECT$2.4M
GOOG
$2.3MJPM
$2.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/world-equity-group-inc-878770
WORLD EQUITY GROUP, INC. 13F holdings — Q3 2026
$242.2M portfolio (-45.8% QoQ) · 256 holdings · Q3 2026 13F · top 10 are 35% of the stock portfolio
$15.6M
6.4% of stocks
-39%This quarter+0.3%Since filed8+ qtrsHeld$14.0M
5.8% of stocks
-23%This quarter-2.3%Since filed8+ qtrsHeld$11.3M
4.7% of stocks
-29%This quarter-0.2%Since filed8+ qtrsHeld$9.4M
3.9% of stocks
-35%This quarter-2.4%Since filed8+ qtrsHeld$8.2M
3.4% of stocks
-57%This quarter-0.6%Since filed8+ qtrsHeld$7.2M
3.0% of stocks
-12%This quarter-1.1%Since filed8+ qtrsHeld$6.2M
2.5% of stocks
-32%This quarter-2.0%Since filed8+ qtrsHeld$5.4M
2.2% of stocks
-25%This quarter-14.5%Since filed8+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row- 9
ISHARES TR - CORE S&P500 ETF
$4.1M
1.7% of stocks
-41%This quarter—Since filed—HeldAIQuality—Est. buy— $3.9M
1.6% of stocks
-43%This quarter-8.6%Since filed8+ qtrsHeld
All holdings — WORLD EQUITY GROUP, INC. (Q3 2026)
256 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | SPDR GOLD TRUSTetf/fund | Financials | $3.5M | 1.5% | 9,258 | -66% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | BANK OF AMERICA CORP /DE/ | Financials | $3.1M | 1.3% | 57K | -4% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | ADVANCED MICRO DEVICES INC | Technology | $3.1M | 1.3% | 5,032 | -13% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | EXXON MOBIL CORP | Energy | $3.0M | 1.3% | 19K | -26% | 8+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | CATERPILLAR INC | Industrials | $2.8M | 1.1% | 3,437 | +5% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | CrowdStrike Holdings, Inc. | Technology | $2.5M | 1.0% | 9,585 | +264% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | BERKSHIRE HATHAWAY INC | Financials | $2.4M | 1.0% | 4,876 | -28% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETFetf/fund | — | $2.4M | 1.0% | 12K | -20% | — | — | 13F |
| 19 | Alphabet Inc. | Technology | $2.3M | 1.0% | 6,859 | -42% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | JPMORGAN CHASE & CO | Financials | $2.3M | 0.9% | 6,895 | -23% | 8+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $2.3M | 0.9% | 17K | -6% | — | — | 13F |
| 22 | Tesla, Inc. | Consumer Discretionary | $2.2M | 0.9% | 6,324 | -52% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | ELI LILLY & Co | Healthcare | $2.1M | 0.9% | 1,804 | -8% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | GOLDMAN SACHS GROUP INC | Financials | $2.0M | 0.8% | 2,227 | -10% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | CITIGROUP INC | Financials | $1.8M | 0.7% | 14K | -22% | 8+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | PACER FDS TR - US CASH COWS 100 | — | $1.8M | 0.7% | 27K | +11% | |||
| 27 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $1.8M | 0.7% | 25K | -50% | |||
| 28 | $LRCX | LAM RESEARCH CORP | Technology | $1.7M | 0.7% | 5,334 | -4% | |||
| 29 | $CVX | CHEVRON CORP | Energy | $1.7M | 0.7% | 8,322 | -4% | |||
| 30 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | — | $1.7M | 0.7% | 44K | -65% | |||
| 31 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.6M | 0.7% | 2,330 | -68% | |||
| 32 | — | FIRST TR EXCHNG TRADED FD VI - VEST BUFFERED | — | $1.6M | 0.7% | 55K | -68% | |||
| 33 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST NASD ETF | — | $1.6M | 0.7% | 40K | -65% | |||
| 34 | — | FIRST TR EXCHNG TRADED FD VI - VEST US EQU UNCA | — | $1.6M | 0.7% | 37K | -13% | |||
| 35 | $MRK | Merck & Co., Inc. | Healthcare | $1.6M | 0.7% | 11K | -23% | |||
| 36 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $1.4M | 0.6% | 3,037 | -70% | |||
| 37 | $ABBV | AbbVie Inc. | Healthcare | $1.3M | 0.6% | 5,088 | -36% | |||
| 38 | $KO | COCA COLA CO | Consumer Staples | $1.3M | 0.6% | 15K | -27% | |||
| 39 | — | VANGUARD INDEX FDS - MRNGSTR SML CAP | — | $1.3M | 0.6% | 4,671 | -18% | |||
| 40 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.2M | 0.5% | 8,473 | -5% | |||
| 41 | $AVGO | Broadcom Inc. | Technology | $1.2M | 0.5% | 3,446 | -64% | |||
| 42 | — | VICTORY PORTFOLIOS II - VCSHS US 500 ENH | — | $1.2M | 0.5% | 16K | -2% | |||
| 43 | — | ETFIS SER TR I - VIRTUS INFRCAP | — | $1.2M | 0.5% | 60K | -24% | |||
| 44 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQ UN | — | $1.2M | 0.5% | 30K | -69% | |||
| 45 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $1.2M | 0.5% | 13K | -66% | |||
| 46 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.1M | 0.5% | 3,924 | -3% | |||
| 47 | — | ISHARES TR - S&P 500 GRWT ETF | — | $1.1M | 0.5% | 7,829 | -44% | |||
| 48 | $ACV | Virtus Diversified Income & Convertible Fund | Other | $1.1M | 0.5% | 46K | +9% | |||
| 49 | — | ISHARES TR - CORE UNIVRSL USD | — | $1.1M | 0.4% | 24K | -49% | |||
| 50 | $WMT | Walmart Inc. | Consumer Staples | $1.0M | 0.4% | 9,979 | -53% | |||
| 51 | $GEV | GE Vernova Inc. | Industrials | $1.0M | 0.4% | 1,037 | +53% | |||
| 52 | — | VANGUARD INDEX FDS - MRNGSTR MD CP GR | — | $994K | 0.4% | 3,402 | +14% | |||
| 53 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $987K | 0.4% | 18K | -15% | |||
| 54 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $983K | 0.4% | 2,648 | -1% | |||
| 55 | — | NORTHERN LTS FD TR IV - MAIN SECTR ROTN | — | $957K | 0.4% | 13K | -59% | |||
| 56 | $MRVL | Marvell Technology, Inc. | Technology | $921K | 0.4% | 3,486 | -1% | |||
| 57 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $911K | 0.4% | 28K | -52% | |||
| 58 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $901K | 0.4% | 15K | -35% | |||
| 59 | — | GLOBAL X FDS - NASDAQ 100 COVER | — | $899K | 0.4% | 48K | +17% | |||
| 60 | $PDI | PIMCO Dynamic Income Fund | Other | $844K | 0.3% | 60K | +23% | |||
| 61 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $831K | 0.3% | 9,220 | -58% | |||
| 62 | — | NUVEEN S&P 500 DYNAMIC OVERW - COM | — | $814K | 0.3% | 44K | +18% | |||
| 63 | $PANW | Palo Alto Networks Inc | Technology | $811K | 0.3% | 2,042 | -25% | |||
| 64 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $804K | 0.3% | 4,812 | -17% | |||
| 65 | — | LISTED FDS TR - ALPHADROID DEFN | — | $796K | 0.3% | 31K | -78% | |||
| 66 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $792K | 0.3% | 479 | -0.4% | |||
| 67 | $GS | GOLDMAN SACHS GROUP INC | Financials | $790K | 0.3% | 7,480 | -47% | |||
| 68 | — | WEDBUSH SER TR - DAN IVE REVO ETF | — | $788K | 0.3% | 19K | -6% | |||
| 69 | $MU | MICRON TECHNOLOGY INC | Technology | $776K | 0.3% | 729 | -36% | |||
| 70 | — | ISHARES TR - RUSSELL 2000 ETF | — | $761K | 0.3% | 2,740 | -17% | |||
| 71 | $GE | GENERAL ELECTRIC CO | Industrials | $740K | 0.3% | 2,370 | -6% | |||
| 72 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $713K | 0.3% | 16K | +25% | |||
| 73 | — | LISTED FDS TR - ALPH BROA MA ETF | — | $696K | 0.3% | 26K | -82% | |||
| 74 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $683K | 0.3% | 4,057 | -23% | |||
| 75 | $MCD | MCDONALDS CORP | Consumer Discretionary | $678K | 0.3% | 2,935 | -50% | |||
| 76 | $V | VISA INC. | Financials | $671K | 0.3% | 1,866 | -52% | |||
| 77 | $WT | WisdomTree, Inc. | Financials | $670K | 0.3% | 13K | +20% | |||
| 78 | $IVZ | Invesco Ltd. | Financials | $660K | 0.3% | 2,167 | -2% | |||
| 79 | — | NEOS ETF TRUST - NASDAQ 100 HIGH | — | $649K | 0.3% | 12K | -40% | |||
| 80 | $VRT | Vertiv Holdings Co | Technology | $648K | 0.3% | 2,636 | -8% | |||
| 81 | $SHOP | SHOPIFY INC. | Technology | $648K | 0.3% | 4,368 | -36% | |||
| 82 | $NEE | NEXTERA ENERGY INC | Utilities | $629K | 0.3% | 8,306 | -6% | |||
| 83 | — | ISHARES TR - ISHARES SEMICDTR | — | $625K | 0.3% | 1,099 | +81% | |||
| 84 | $ASML | ASML HOLDING NV | Technology | $624K | 0.3% | 344 | -50% | |||
| 85 | — | NEOS ETF TRUST - NEOS S&P 500 HI | — | $621K | 0.3% | 12K | -34% | |||
| 86 | $SMCI | Super Micro Computer, Inc. | Technology | $618K | 0.3% | 15K | +26% | |||
| 87 | — | INNOVATOR ETFS TRUST - EQUITY DUAL DIRT | — | $614K | 0.3% | 27K | -69% | |||
| 88 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $611K | 0.3% | 621 | -39% | |||
| 89 | $PM | Philip Morris International Inc. | Consumer Staples | $611K | 0.3% | 3,201 | -11% | |||
| 90 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $603K | 0.3% | 2,788 | -57% | |||
| 91 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $567K | 0.2% | 3,709 | -18% | |||
| 92 | $BPRE | Bluerock Private Real Estate Fund | Other | $555K | 0.2% | 44K | -12% | |||
| 93 | $JNJ | JOHNSON & JOHNSON | Healthcare | $549K | 0.2% | 2,072 | -65% | |||
| 94 | — | PACER FDS TR - CASH COWS ETF | — | $546K | 0.2% | 11K | +1% | |||
| 95 | $WT | WisdomTree, Inc. | Financials | $539K | 0.2% | 12K | -65% | |||
| 96 | — | ISHARES TR - RUS 1000 GRW ETF | — | $537K | 0.2% | 4,288 | -22% | |||
| 97 | $MCN | XAI Madison Equity Premium Income Fund | Other | $534K | 0.2% | 102K | -11% | |||
| 98 | $ABT | ABBOTT LABORATORIES | Healthcare | $530K | 0.2% | 5,365 | -24% | |||
| 99 | $TPL | Texas Pacific Land Corp | Financials | $530K | 0.2% | 1,627 | -77% | |||
| 100 | $TLN | Talen Energy Corp | Utilities | $528K | 0.2% | 1,687 | -23% | |||
| 101 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $524K | 0.2% | 7,564 | -61% | |||
| 102 | — | CALAMOS ETF TR - NASDAQ AUTOCALLL | — | $524K | 0.2% | 20K | New | |||
| 103 | $CCD | Calamos Dynamic Convertible & Income Fund | Other | $523K | 0.2% | 23K | +0.1% | |||
| 104 | $INTC | INTEL CORP | Technology | $515K | 0.2% | 4,287 | -37% | |||
| 105 | — | FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT | — | $508K | 0.2% | 12K | -30% | |||
| 106 | $VOYG | Voyager Technologies, Inc./TX | Industrials | $505K | 0.2% | 17K | -57% | |||
| 107 | $IVZ | Invesco Ltd. | Financials | $500K | 0.2% | 3,404 | -60% | |||
| 108 | — | NEOS ETF TRUST - RUSS 2000 HI ETF | — | $493K | 0.2% | 10K | -5% | |||
| 109 | $DNP | DNP SELECT INCOME FUND INC | Other | $491K | 0.2% | 51K | +0.5% | |||
| 110 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | — | $489K | 0.2% | 16K | -82% | |||
| 111 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $484K | 0.2% | 1,360 | -5% | |||
| 112 | $WT | WisdomTree, Inc. | Financials | $481K | 0.2% | 4,948 | +2% | |||
| 113 | $JFR | NUVEEN FLOATING RATE INCOME FUND | Other | $479K | 0.2% | 64K | +12% | |||
| 114 | — | SPDR SERIES TRUST - ST STR SP SEMI | — | $477K | 0.2% | 900 | — | |||
| 115 | — | ISHARES TR - RUS 1000 VAL ETF | — | $477K | 0.2% | 1,922 | -16% | |||
| 116 | — | VANGUARD WORLD FD - INF TECH ETF | — | $474K | 0.2% | 3,768 | -13% | |||
| 117 | — | ISHARES TR - S&P 500 VAL ETF | — | $472K | 0.2% | 2,069 | -57% | |||
| 118 | $CSCO | CISCO SYSTEMS, INC. | Technology | $472K | 0.2% | 4,387 | -75% | |||
| 119 | — | FIRST TR EXCHNG TRADED FD VI - VEST LAD CAP ETF | — | $471K | 0.2% | 19K | -67% | |||
| 120 | — | FIRST TR EXCHANGE-TRADED FD - VEST LADDERED | — | $459K | 0.2% | 22K | -55% | |||
| 121 | — | AMERICAN CENTY ETF TR - AVAN US VALU ETF | — | $445K | 0.2% | 5,836 | -66% | |||
| 122 | — | ISHARES TR - MSCI USA MMENTM | — | $445K | 0.2% | 1,401 | -50% | |||
| 123 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $434K | 0.2% | 1,160 | -59% | |||
| 124 | $PFE | PFIZER INC | Healthcare | $431K | 0.2% | 15K | -6% | |||
| 125 | $IBIT | iShares Bitcoin Trust ETF | Financials | $430K | 0.2% | 9,078 | -65% | |||
| 126 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQUT | — | $424K | 0.2% | 11K | -69% | |||
| 127 | $F | FORD MOTOR CO | Consumer Discretionary | $422K | 0.2% | 35K | -34% | |||
| 128 | $SLV | iShares Silver Trust | Financials | $421K | 0.2% | 7,728 | -3% | |||
| 129 | — | LISTED FDS TR - SWAN HEDGED EQTY | — | $418K | 0.2% | 16K | -85% | |||
| 130 | — | ISHARES TR - EAFE VALUE ETF | — | $416K | 0.2% | 5,257 | -46% | |||
| 131 | $CASY | CASEYS GENERAL STORES INC | Consumer Discretionary | $399K | 0.2% | 657 | -4% | |||
| 132 | $RTX | RTX Corp | Industrials | $396K | 0.2% | 2,132 | -35% | |||
| 133 | $COIN | Coinbase Global, Inc. | Financials | $390K | 0.2% | 2,090 | -5% | |||
| 134 | $THQ | abrdn Healthcare Opportunities Fund | Other | $389K | 0.2% | 21K | +4% | |||
| 135 | $APH | AMPHENOL CORP /DE/ | Technology | $389K | 0.2% | 4,614 | +39% | |||
| 136 | — | ISHARES TR - MSCI EAFE ETF | — | $389K | 0.2% | 3,744 | -47% | |||
| 137 | $AMGN | AMGEN INC | Healthcare | $379K | 0.2% | 900 | -39% | |||
| 138 | $PH | Parker-Hannifin Corp | Industrials | $379K | 0.2% | 397 | -12% | |||
| 139 | — | FIRST TR EXCHNG TRADED FD VI - FT VE US EQ OCTO | — | $378K | 0.2% | 9,458 | -69% | |||
| 140 | $PSIX | POWER SOLUTIONS INTERNATIONAL, INC. | Industrials | $377K | 0.2% | 8,194 | -60% | |||
| 141 | $WT | WisdomTree, Inc. | Financials | $376K | 0.2% | 5,826 | +0.3% | |||
| 142 | — | VANGUARD INDEX FDS - MRNGSTR MID CAP | — | $376K | 0.2% | 4,793 | -62% | |||
| 143 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $375K | 0.1% | 5,342 | +0.7% | |||
| 144 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | — | $371K | 0.1% | 7,492 | -42% | |||
| 145 | $TXN | TEXAS INSTRUMENTS INC | Technology | $367K | 0.1% | 1,310 | -18% | |||
| 146 | $NUE | NUCOR CORP | Materials | $366K | 0.1% | 1,567 | +12% | |||
| 147 | — | FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW | — | $366K | 0.1% | 6,154 | -9% | |||
| 148 | $WT | WisdomTree, Inc. | Financials | $366K | 0.1% | 3,572 | New | |||
| 149 | $ET | Energy Transfer LP | Energy | $355K | 0.1% | 18K | -21% | |||
| 150 | — | ISHARES TR - CORE S&P MCP ETF | — | $355K | 0.1% | 4,935 | -19% |
What changed in Q3 2026
Against the previous quarter's 13F: 26 new, 34 added to, 191 trimmed, 136 sold out. Share-count changes; largest moves by dollar size first.
New positions (26)
- CALAMOS ETF TR - NASDAQ AUTOCALLL$524K
first bought this quarter
$MPCMarathon Petroleum Corp$342K
first bought this quarter
$NOWServiceNow, Inc.$321K
first bought this quarter
$TWSTTwist Bioscience Corp$306K
first bought this quarter
- ISHARES TR - MSCI ACWI EX US$298K
first bought this quarter
- RBB FD INC - MOTLEY FOL ETF$287K
first bought this quarter
+20 more in the Excel export
Added to (34)
now $2.5M · held 8+ qtrs
$GEVGE Vernova Inc.+53%
now $1.0M · held 6 qtrs, 6 adds in a row
- ISHARES TR - ISHARES SEMICDTR+81%
now $625K
- PACER FDS TR - US CASH COWS 100+11%
now $1.8M
$PDIPIMCO Dynamic Income Fund+23%
now $844K · held 8+ qtrs, 6 adds in a row
$VZVERIZON COMMUNICATIONS INC+25%
now $713K · held 8+ qtrs
+28 more in the Excel export
Trimmed (191)
now $8.2M · held 8+ qtrs
now $15.6M · held 8+ qtrs, 4 trims in a row
now $3.5M · held 8+ qtrs
now $9.4M · held 8+ qtrs
now $11.3M · held 8+ qtrs
now $14.0M · held 8+ qtrs
+185 more in the Excel export
Sold out (136)
- SPDR SERIES TRUST - ST STR PR SP1500was $1.9M
$SNDKSandisk Corpwas $1.9M
held 1 qtr
- SPDR SERIES TRUST - ST STR BLO 1 ETFwas $1.5M
- SPDR INDEX SHS FDS - ST STR PO EX ETFwas $1.5M
- SPDR SERIES TRUST - ST STR RATE ETFwas $1.3M
- ISHARES TR - CORE 80 20 ETFwas $1.1M
+130 more in the Excel export
Holdings by quarter
Every 13F WORLD EQUITY GROUP, INC. has filed, 18 earlier quarters. Pick one to see what it held then.
Is it too late to follow WORLD EQUITY GROUP?
Q3 2026 13F filed with the SEC on Oct 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of WORLD EQUITY GROUP's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-2.3%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 34% over the last 4
Top 10 weight
35%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
WORLD EQUITY GROUP, INC. disclosed 256 positions worth $242.2M in its Form 13F-HR for Q3 2026, led by $AAPL (Apple Inc.) at 6.4% of the equity portfolio, followed by $QQQ and $MSFT. During the quarter the fund opened 26 new positions and exited 136. The portfolio is most concentrated in Other (39.7% of disclosed assets). All figures are sourced directly from WORLD EQUITY GROUP, INC.’s Form 13F-HR filing with the SEC under CIK 878770.
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