Institutional Manager · CIK 0000878770
WORLD EQUITY GROUP, INC.
SCHAUMBURG, IL · File #028-24225
Latest AUM
$358.3M
Positions
326
Top-10 Concentration
50.0%
Filings
16
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025326 pos · $358.3M
- 13F HOLDINGS REPORTQ/E Sep 2025347 pos · $440.5M
- 13F HOLDINGS REPORTQ/E Jun 2025317 pos · $366.6M
- 13F HOLDINGS REPORTQ/E Mar 2025300 pos · $350.0M
- 13F HOLDINGS REPORTQ/E Dec 2024391 pos · $466.4M
- 13F HOLDINGS REPORTQ/E Sep 2024256 pos · $276.9M
- 13F HOLDINGS REPORTQ/E Sep 2024319 pos · $395.4M
- 13F HOLDINGS REPORTQ/E Sep 2024328 pos · $421.3M
- 13F HOLDINGS REPORTQ/E Sep 2024332 pos · $398.0M
- 13F HOLDINGS REPORTQ/E Sep 2024357 pos · $463.8M
- 13F HOLDINGS REPORTQ/E Jun 2024317 pos · $339.5M
- 13F HOLDINGS REPORTQ/E Jun 2024509 pos · $669.7M
- 13F HOLDINGS REPORTQ/E Jun 2024334 pos · $481.2M
- 13F HOLDINGS REPORTQ/E Jun 2024328 pos · $498.5M
- 13F HOLDINGS REPORTQ/E Jun 2024308 pos · $486.8M
- 13F HOLDINGS REPORTQ/E Jun 2024268 pos · $335.0M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 80,059 | $21.8M | 10.48% |
| 2 | INVESCO QQQ TR | IVZ | 24,137 | $14.8M | 7.14% |
| 3 | MICROSOFT CORP | MSFT | 29,223 | $14.1M | 6.81% |
| 4 | NVIDIA CORPORATION | NVDA | 56,533 | $10.5M | 5.08% |
| 5 | SPDR S&P 500 ETF TR | SPY | 12,327 | $8.4M | 4.05% |
| 6 | AMAZON COM INC | AMZN | 34,405 | $7.9M | 3.83% |
| 7 | SPDR GOLD TR | GLD | 18,143 | $7.2M | 3.46% |
| 8 | PALANTIR TECHNOLOGIES INC | PLTR | 39,946 | $7.1M | 3.42% |
| 9 | ALPHABET INC | GOOG | 19,440 | $6.1M | 2.93% |
| 10 | META PLATFORMS INC | META | 8,740 | $5.8M | 2.78% |
| 11 | ISHARES TR | 464287200 | 7,829 | $5.4M | 2.58% |
| 12 | FIRST TR EXCHNG TRADED FD VI | 33740U778 | 168,068 | $4.6M | 2.23% |
| 13 | VANGUARD INDEX FDS | 922908363 | 7,282 | $4.6M | 2.20% |
| 14 | TESLA INC | TSLA | 9,546 | $4.3M | 2.07% |
| 15 | FIRST TR EXCHNG TRADED FD VI | 33740F755 | 123,555 | $4.2M | 2.04% |
| 16 | FIRST TR EXCHNG TRADED FD VI | 33740U752 | 113,352 | $4.1M | 1.96% |
| 17 | BANK AMERICA CORP | 060505104 | 73,648 | $4.1M | 1.95% |
| 18 | VANGUARD TAX-MANAGED FDS | 921943858 | 56,054 | $3.5M | 1.69% |
| 19 | ALPHABET INC | GOOG | 10,521 | $3.3M | 1.59% |
| 20 | BROADCOM INC | AVGO | 9,396 | $3.3M | 1.57% |