Q3 2026 13F · SEC CIK 878770

World Equity Group, Inc.

Wealth managerFiled 2026-10-14 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $242.2M
Reported positions: 256
Top holdings a year, 3 yrs: +12.0%
Assets under management: $1.0B

World Equity Group, Inc. is a wealth manager that reported 256 positions worth $242.2M in its Q3 2026 13F, filed 2026-10-14. Its largest holdings were Apple Inc (AAPL, 6.4%), Invesco Qqq Tr (QQQ, 5.8%), Microsoft Corp (MSFT, 4.7%). A portfolio copying its top holdings returned 12.0% a year over the last 3 years, against 15.3% for the S&P 500.

World Equity Group, Inc. holdings largest 50 of 256 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

World Equity Group, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AAPLApple Inc	6.4%	5.0%	46,848	-39.1%	$15.6M
QQQInvesco Qqq Tr	5.8%	4.0%	18,844	-22.7%	$14.0M
MSFTMicrosoft Corp	4.7%	2.6%	22,048	-28.9%	$11.3M
NVDANvidia Corporation	3.9%	2.8%	40,851	-35.3%	$9.4M
SPYState Str Spdr S&p 500 ETF T	3.4%	4.2%	10,763	-57.3%	$8.2M
PLTRPalantir Technologies Inc	3.0%	1.1%	38,340	-12.1%	$7.2M
AMZNAmazon Com Inc	2.5%	2.0%	24,774	-32.5%	$6.2M
METAMeta Platforms Inc	2.2%	1.2%	7,403	-24.5%	$5.4M
IVVIshares Tr	1.7%	1.5%	5,357	-40.6%	$4.1M
GOOGLAlphabet Inc	1.6%	1.6%	11,464	-42.9%	$3.9M
GLDSpdr Gold Tr	1.5%	2.3%	9,258	-66.4%	$3.5M
BACBank of Amer Corp	1.3%	0.8%	57,182	-3.7%	$3.1M
AMDAdvanced Micro Devices Inc	1.3%	0.8%	5,032	-13.3%	$3.1M
XOMExxonmobil Holdings Corp	1.2%	—	18,558	—	$3.0M
CATCaterpillar Inc	1.2%	0.8%	3,437	+4.6%	$2.8M
CRWDCrowdstrike Hldgs Inc	1.0%	0.5%	9,585	+263.9%	$2.5M
BRK-BBerkshire Hathaway Inc Del	1.0%	0.8%	4,876	-27.6%	$2.4M
XLKSelect Sector Spdr Tr	1.0%	0.6%	12,105	-19.9%	$2.4M
GOOGAlphabet Inc	1.0%	0.9%	6,859	-41.9%	$2.3M
JPMJpmorgan Chase & Co	0.9%	0.7%	6,895	-23.3%	$2.3M
IJRIshares Tr	0.9%	0.6%	16,783	-6.3%	$2.3M
TSLATesla Inc	0.9%	1.2%	6,324	-52.2%	$2.2M
LLYEli Lilly & Co	0.9%	0.5%	1,804	-8.5%	$2.1M
GSGoldman Sachs Group Inc	0.8%	0.6%	2,227	-10.5%	$2.0M
CCitigroup Inc	0.7%	0.6%	13,714	-22.4%	$1.8M
COWZPacer Fds Tr	0.7%	—	26,558	—	$1.8M
VEAVanguard Ftse Developed Markets Index Fu	0.7%	0.8%	24,805	-50.0%	$1.8M
LRCXLam Research Corp	0.7%	0.5%	5,334	-4.3%	$1.7M
CVXChevron Corporation	0.7%	—	8,322	—	$1.7M
BUFRFirst Tr Exchng Traded Fd Vi	0.7%	1.0%	44,065	-64.9%	$1.7M
VOOVanguard Index Fds	0.7%	1.1%	2,330	-67.6%	$1.6M
BUFGFirst Tr Exchng Traded Fd Vi	0.7%	1.1%	54,601	-68.0%	$1.6M
BUFQFirst Tr Exchng Traded Fd Vi	0.7%	1.0%	39,673	-65.4%	$1.6M
UXAPFirst Tr Exchng Traded Fd Vi	0.7%	—	36,702	—	$1.6M
MRKMerck & Co Inc	0.7%	—	10,826	—	$1.6M
TSMTaiwan Semiconductor Manufac	0.6%	1.1%	3,037	-70.3%	$1.4M
ABBVAbbvie Inc	0.6%	0.4%	5,088	-36.2%	$1.3M
KOCoca Cola Co	0.5%	—	15,369	—	$1.3M
VBVanguard Index Fds	0.5%	—	4,671	—	$1.3M
PGProcter & Gamble Co	0.5%	—	8,473	—	$1.2M
AVGOBroadcom Inc	0.5%	0.8%	3,446	-64.3%	$1.2M
CFOVictory Portfolios II	0.5%	—	15,563	—	$1.2M
PFFAEtfis Ser Tr I	0.5%	—	60,357	—	$1.2M
UXJAFirst Tr Exchng Traded Fd Vi	0.5%	0.8%	30,399	-69.0%	$1.2M
SPLGSpdr Series Trust	0.5%	0.7%	12,911	-65.7%	$1.2M
HDHome Depot Inc	0.5%	—	3,924	—	$1.1M
IVWIshares Tr	0.5%	0.4%	7,829	-44.1%	$1.1M
ACVVirtus Diversified Incm & Co	0.5%	—	45,756	—	$1.1M
IUSBIshares Tr	0.4%	0.5%	24,163	-48.7%	$1.1M
WMTWalmart Inc	0.4%	0.5%	9,979	-52.6%	$1.0M

What World Equity Group, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +6.5% /yr; S&P 500 +11.7%
3 years: +12.0% /yr; S&P 500 +15.3%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$242.2M	256
Q2 2026	$446.6M	375
Q1 2026	$386.1M	368
Q4 2025	$358.3M	326
Q3 2025	$440.5M	347
Q2 2025	$366.6M	317
Q1 2025	$350.0M	300
Q4 2024	$466.4M	358
Q3 2024	$276.9M	256
Q2 2024	$335.0M	268
Q1 2024	$486.8M	308

Questions about World Equity Group, Inc.'s portfolio

What stocks does World Equity Group, Inc. own?

World Equity Group, Inc.'s latest 13F, for Q3 2026 and filed Oct 14, 2026, lists 256 positions worth $242.2M. The largest are Apple Inc (AAPL) at 6.4%, Invesco Qqq Tr (QQQ) at 5.8%, Microsoft Corp (MSFT) at 4.7%, Nvidia Corporation (NVDA) at 3.9% and State Str Spdr S&p 500 ETF T (SPY) at 3.4%.

What did World Equity Group, Inc. buy last quarter?

In Q3 2026, World Equity Group, Inc. added Crowdstrike Hldgs Inc (CRWD) (+263.9% shares), compared with its Q2 2026 filing.

What did World Equity Group, Inc. sell last quarter?

In Q3 2026, World Equity Group, Inc. cut from its top 50 Listed Fds Tr (EZMO), cut from its top 50 Listed Fds Tr (EZRO), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Texas Pacific Land Corporati (TPL), cut from its top 50 Swan Hedged (HEGD), Taiwan Semiconductor Manufac (TSM) (-70.3% shares), First Tr Exchng Traded Fd Vi (UXJA) (-69.0% shares) and First Tr Exchng Traded Fd Vi (BUFG) (-68.0% shares), compared with its Q2 2026 filing.

How has World Equity Group, Inc.'s portfolio performed?

A portfolio copying World Equity Group, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.0% a year over the last 3 years, against +15.3% for the S&P 500. Over 1 year: +6.5% against +11.7%.

When is World Equity Group, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. World Equity Group, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does World Equity Group, Inc. manage?

World Equity Group, Inc. reported $1.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $242.2M.