account_balance
Investment manager · 13F filer · SEC CIK 878770
World Equity Group, Inc.
Reported value$242Mas of Sep 30, 2026
Positions256 27 new, 146 sold out
Top 10 weight35.2%AAPL alone is 6%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
6.4%Trimmed −39%
QQQInvesco QQQ Tr
5.8%Trimmed −23%
MSFTMicrosoft Corp
4.7%Trimmed −29%
NVDANVIDIA Corp
3.9%Trimmed −35%
SPYSPDR S&P 500 ETF Trust
3.4%Trimmed −57%
PLTRPalantir Technologies Inc.
3.0%Trimmed −12%
AMZNAmazon.com Inc
2.5%Trimmed −32%
METAMeta Platforms, Inc.
2.2%Trimmed −25%
IVViShares Tr
1.7%−41%
GOOGLAlphabet Inc.
1.6%−43%
GLDSPDR Gold Trust
1.5%−66%
BACBank of America Corp
1.3%−4%
AAPLApple Inc.
6.4%Trimmed −39%
QQQInvesco QQQ Tr
5.8%Trimmed −23%
MSFTMicrosoft Corp
4.7%
NVDANVIDIA Corp
3.9%
SPYSPDR S&P 500 ETF Trust
3.4%−57%
PLTRPalantir Technologies Inc.
3.0%
AMZNAmazon.com Inc
2.5%
METAMeta Platforms, Inc.
2.2%
IVV1.7%
GOOGLGLD1.5%BACBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 6.4% Trimmed −39%
QQQ Invesco QQQ Tr 5.8% Trimmed −23%
MSFT Microsoft Corp 4.7% Trimmed −29%NVDA NVIDIA Corp 3.9% Trimmed −35%SPY SPDR S&P 500 ETF Trust 3.4% Trimmed −57%PLTR Palantir Technologies Inc. 3.0% Trimmed −12%AMZN Amazon.com Inc 2.5% Trimmed −32%META Meta Platforms, Inc. 2.2% Trimmed −25%IVV iShares Tr 1.7% Trimmed −41%
GOOGL Alphabet Inc. 1.6% Trimmed −43%GLD SPDR Gold Trust 1.5% Trimmed −66%BAC Bank of America Corp 1.3% Trimmed −4%What changed
Biggest moves since Jun 30, 2026
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