Filed: 10/14/2026ACC: 0000878770-26-000008
📋 What this filing means
WORLD EQUITY GROUP, INC. filed this quarterly 13F‑HR report disclosing 256 equity positions with a total reported market value of $242.22M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
256
Positions
$242.22M
Total AUM (reported)
2.77M
Total Shares
Allocation by class
COM$99.64M41.1%
CL A$16.14M6.7%
UNIT SER 1$13.96M5.8%
TR UNIT$8.21M3.4%
COM NEW$6.03M2.5%
CORE S&P500 ETF$4.10M1.7%
CAP STK CL A$3.94M1.6%
Portfolio Concentration
Top 3$40.88M16.9%
4–10$44.33M18.3%
11–25$37.91M15.7%
Rest$119.10M49.2%
Top 3 weight
16.9%
Top 10 weight
35.2%
Voting Authority Distribution
Total shares with voting rights: 2.77M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.77M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole256
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings256
Rows:
APPLE INC
SOLEShares46.85K
TypeSH
Market value$15.60M
6.44%
Sole
0.00
Shared
0.00
None
46.85K
INVESCO QQQ TR
SOLEShares18.84K
TypeSH
Market value$13.96M
5.76%
Sole
0.00
Shared
0.00
None
18.84K
MICROSOFT CORP
SOLEShares22.05K
TypeSH
Market value$11.31M
4.67%
Sole
0.00
Shared
0.00
None
22.05K
NVIDIA CORPORATION
SOLEShares40.85K
TypeSH
Market value$9.36M
3.86%
Sole
0.00
Shared
0.00
None
40.85K
STATE STR SPDR S&P 500 ETF T
SOLEShares10.76K
TypeSH
Market value$8.21M
3.39%
Sole
0.00
Shared
0.00
None
10.76K
PALANTIR TECHNOLOGIES INC
SOLEShares38.34K
TypeSH
Market value$7.17M
2.96%
Sole
0.00
Shared
0.00
None
38.34K
AMAZON COM INC
SOLEShares24.77K
TypeSH
Market value$6.18M
2.55%
Sole
0.00
Shared
0.00
None
24.77K
META PLATFORMS INC
SOLEShares7.40K
TypeSH
Market value$5.37M
2.22%
Sole
0.00
Shared
0.00
None
7.40K
ISHARES TR
SOLEShares5.36K
TypeSH
Market value$4.10M
1.69%
Sole
0.00
Shared
0.00
None
5.36K
ALPHABET INC
SOLEShares11.46K
TypeSH
Market value$3.94M
1.63%
Sole
0.00
Shared
0.00
None
11.46K
SPDR GOLD TR
SOLEShares9.26K
TypeSH
Market value$3.53M
1.46%
Sole
0.00
Shared
0.00
None
9.26K
BANK OF AMER CORP
SOLEShares57.18K
TypeSH
Market value$3.12M
1.29%
Sole
0.00
Shared
0.00
None
57.18K
ADVANCED MICRO DEVICES INC
SOLEShares5.03K
TypeSH
Market value$3.08M
1.27%
Sole
0.00
Shared
0.00
None
5.03K
EXXONMOBIL HOLDINGS CORP
SOLEShares18.56K
TypeSH
Market value$3.02M
1.25%
Sole
0.00
Shared
0.00
None
18.56K
CATERPILLAR INC
SOLEShares3.44K
TypeSH
Market value$2.79M
1.15%
Sole
0.00
Shared
0.00
None
3.44K
CROWDSTRIKE HLDGS INC
SOLEShares9.59K
TypeSH
Market value$2.51M
1.04%
Sole
0.00
Shared
0.00
None
9.59K
BERKSHIRE HATHAWAY INC DEL
SOLEShares4.88K
TypeSH
Market value$2.44M
1.01%
Sole
0.00
Shared
0.00
None
4.88K
SELECT SECTOR SPDR TR
SOLEShares12.11K
TypeSH
Market value$2.37M
0.98%
Sole
0.00
Shared
0.00
None
12.11K
ALPHABET INC
SOLEShares6.86K
TypeSH
Market value$2.34M
0.96%
Sole
0.00
Shared
0.00
None
6.86K
JPMORGAN CHASE & CO
SOLEShares6.89K
TypeSH
Market value$2.29M
0.94%
Sole
0.00
Shared
0.00
None
6.89K
ISHARES TR
SOLEShares16.78K
TypeSH
Market value$2.28M
0.94%
Sole
0.00
Shared
0.00
None
16.78K
TESLA INC
SOLEShares6.32K
TypeSH
Market value$2.24M
0.93%
Sole
0.00
Shared
0.00
None
6.32K
ELI LILLY & CO
SOLEShares1.80K
TypeSH
Market value$2.12M
0.87%
Sole
0.00
Shared
0.00
None
1.80K
GOLDMAN SACHS GROUP INC
SOLEShares2.23K
TypeSH
Market value$2.01M
0.83%
Sole
0.00
Shared
0.00
None
2.23K
CITIGROUP INC
SOLEShares13.71K
TypeSH
Market value$1.78M
0.73%
Sole
0.00
Shared
0.00
None
13.71K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 46.85K | SH | $15.60M 6.44% | 0.00 | 0.00 | 46.85K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 18.84K | SH | $13.96M 5.76% | 0.00 | 0.00 | 18.84K |
MICROSOFT CORPSOLE | COM | 22.05K | SH | $11.31M 4.67% | 0.00 | 0.00 | 22.05K |
NVIDIA CORPORATIONSOLE | COM | 40.85K | SH | $9.36M 3.86% | 0.00 | 0.00 | 40.85K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 10.76K | SH | $8.21M 3.39% | 0.00 | 0.00 | 10.76K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 38.34K | SH | $7.17M 2.96% | 0.00 | 0.00 | 38.34K |
AMAZON COM INCSOLE | COM | 24.77K | SH | $6.18M 2.55% | 0.00 | 0.00 | 24.77K |
META PLATFORMS INCSOLE | CL A | 7.40K | SH | $5.37M 2.22% | 0.00 | 0.00 | 7.40K |
ISHARES TRSOLE | CORE S&P500 ETF | 5.36K | SH | $4.10M 1.69% | 0.00 | 0.00 | 5.36K |
ALPHABET INCSOLE | CAP STK CL A | 11.46K | SH | $3.94M 1.63% | 0.00 | 0.00 | 11.46K |
SPDR GOLD TRSOLE | GOLD SHS | 9.26K | SH | $3.53M 1.46% | 0.00 | 0.00 | 9.26K |
BANK OF AMER CORPSOLE | COM | 57.18K | SH | $3.12M 1.29% | 0.00 | 0.00 | 57.18K |
ADVANCED MICRO DEVICES INCSOLE | COM | 5.03K | SH | $3.08M 1.27% | 0.00 | 0.00 | 5.03K |
EXXONMOBIL HOLDINGS CORPSOLE | COM SHS | 18.56K | SH | $3.02M 1.25% | 0.00 | 0.00 | 18.56K |
CATERPILLAR INCSOLE | COM | 3.44K | SH | $2.79M 1.15% | 0.00 | 0.00 | 3.44K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 9.59K | SH | $2.51M 1.04% | 0.00 | 0.00 | 9.59K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.88K | SH | $2.44M 1.01% | 0.00 | 0.00 | 4.88K |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 12.11K | SH | $2.37M 0.98% | 0.00 | 0.00 | 12.11K |
ALPHABET INCSOLE | CAP STK CL C | 6.86K | SH | $2.34M 0.96% | 0.00 | 0.00 | 6.86K |
JPMORGAN CHASE & COSOLE | COM | 6.89K | SH | $2.29M 0.94% | 0.00 | 0.00 | 6.89K |
ISHARES TRSOLE | CORE S&P SCP ETF | 16.78K | SH | $2.28M 0.94% | 0.00 | 0.00 | 16.78K |
TESLA INCSOLE | COM | 6.32K | SH | $2.24M 0.93% | 0.00 | 0.00 | 6.32K |
ELI LILLY & COSOLE | COM | 1.80K | SH | $2.12M 0.87% | 0.00 | 0.00 | 1.80K |
GOLDMAN SACHS GROUP INCSOLE | COM | 2.23K | SH | $2.01M 0.83% | 0.00 | 0.00 | 2.23K |
CITIGROUP INCSOLE | COM NEW | 13.71K | SH | $1.78M 0.73% | 0.00 | 0.00 | 13.71K |
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