WORLD EQUITY GROUP, INC.
CIK: 0000878770Latest portfolio: $358.3M · Q4 2025
Holdings
326
Total Value
$358.3M
New Positions
325
Closed Positions
0
Top Holdings
View All 326 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 80,059 | $21.8M | 6.08% | NEW | |
| 2 | NDQINVESCO QQQ TR | 24,137 | $14.8M | 4.14% | NEW | |
| 3 | MSFTMICROSOFT CORP | 29,223 | $14.1M | 3.94% | NEW | |
| 4 | NVDANVIDIA CORPORATION | 56,533 | $10.5M | 2.94% | NEW | |
| 5 | SPYSPDR S&P 500 ETF TR | 12,327 | $8.4M | 2.35% | NEW | |
| 6 | AMZNAMAZON COM INC | 34,405 | $7.9M | 2.22% | NEW | |
| 7 | GQ9SPDR GOLD TR | 18,143 | $7.2M | 2.01% | NEW | |
| 8 | PLTRPALANTIR TECHNOLOGIES INC | 39,946 | $7.1M | 1.98% | NEW | |
| 9 | GOOGLALPHABET INC | 19,440 | $6.1M | 1.70% | NEW | |
| 10 | METAMETA PLATFORMS INC | 8,740 | $5.8M | 1.61% | NEW | |
| 11 | IVVISHARES TR | 7,829 | $5.4M | 1.50% | NEW | |
| 12 | BUFGFIRST TR EXCHNG TRADED FD VI | 168,068 | $4.6M | 1.29% | NEW | |
| 13 | VOOVANGUARD INDEX FDS | 7,282 | $4.6M | 1.27% | NEW | |
| 14 | TSLATESLA INC | 9,546 | $4.3M | 1.20% | NEW | |
| 15 | BUFRFIRST TR EXCHNG TRADED FD VI | 123,555 | $4.2M | 1.18% | NEW | |
| 16 | BUFQFIRST TR EXCHNG TRADED FD VI | 113,352 | $4.1M | 1.13% | NEW | |
| 17 | BACBANK AMERICA CORP | 73,648 | $4.0M | 1.13% | NEW | |
| 18 | VEAVANGUARD TAX-MANAGED FDS | 56,054 | $3.5M | 0.98% | NEW | |
| 19 | GOOGALPHABET INC | 10,521 | $3.3M | 0.92% | NEW | |
| 20 | AVGOBROADCOM INC | 9,396 | $3.3M | 0.91% | NEW | |
| 21 | EZMOLISTED FDS TR | 121,290 | $3.2M | 0.89% | NEW | |
| 22 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,311 | $3.2M | 0.89% | NEW | |
| 23 | XOMEXXON MOBIL CORP | 25,770 | $3.1M | 0.87% | NEW | |
| 24 | WMTWALMART INC | 27,296 | $3.0M | 0.85% | NEW | |
| 25 | JPMJPMORGAN CHASE & CO. | 8,449 | $2.7M | 0.76% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($2.176414132105437e+112T)
Industrials0.0% ($2.072141689989979e+58T)
Unknown0.0% ($1.48277190317217e+56T)
Consumer Cyclical0.0% ($7.9414292178714e+36T)
Healthcare0.0% ($2.058177913381072e+36T)
Consumer Defensive0.0% ($304014971191699636224.0T)
Communication Services0.0% ($6084576833011082240.0T)
Utilities0.0% ($636557384359355.4T)
Energy0.0% ($310124351664432.4T)
Basic Materials0.0% ($644600.3T)
Real Estate0.0% ($1393.5T)
Filing History
Fund Information
WORLD EQUITY GROUP, INC. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $358.3M across 326 holdings. The largest position is APPLE INC (AAPL), representing 6.1% of the portfolio. Compared to the previous quarter, the fund opened 326 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.