13F filer

World Equity Group

As of Sep 30, 2026 Filed Oct 14, 2026 CIK 878770 SEC filings ↗

13F Value

$242.2M

Positions

256

Top Position

AAPL6.4%

Top 5

24.1%

Latest filing changes

vs Jun 30, 2026

1 GEV GE Vernova +53.4%+$351K

2 SOXX iShares Semiconductor ETF +81.1%+$280K

3 COWZ Pacer US Cash Cows 100 ETF +10.8%+$174K

4 PDI PIMCO Dynamic Income Fd — Shs +23.0%+$158K

5 VZ Verizon Communications +24.7%+$141K

Holdings256

#							Trend (4Q)
1	AAPL Apple	6.4%	$15.6M	-39.1%	46.8K	5.0%		Common Stock
2	QQQ Invesco QQQ Trust, Series 1	5.8%	$14.0M	-22.7%	18.8K	4.0%		ETF
3	MSFT Microsoft	4.7%	$11.3M	-28.9%	22.0K	2.6%		Common Stock
4	NVDA NVIDIA	3.9%	$9.4M	-35.3%	40.9K	2.8%		Common Stock
5	SPY State Str SPDR S&P 500 ETF T — Tr Unit	3.4%	$8.2M	-57.3%	10.8K	4.2%		ETF
6	PLTR Palantir Technologies	3.0%	$7.2M	-12.1%	38.3K	1.1%		Common Stock
7	AMZN Amazon	2.5%	$6.2M	-32.5%	24.8K	2.0%		Common Stock
8	META Meta Platforms	2.2%	$5.4M	-24.5%	7.4K	1.2%		Common Stock
9	IVV iShares Core S&P 500 ETF	1.7%	$4.1M	-40.6%	5.4K	1.5%		ETF
10	GOOGL Alphabet Class A Filing details 02079K305 Sep 30, 2026 11,464 reported quantity $3,944,666 reported value	1.6%	$3.9M	-42.9%	11.5K	1.6%		Common Stock
11	GLD SPDR Gold Tr	1.5%	$3.5M	-66.4%	9.3K	2.3%		Trust
12	BAC Bank of America	1.3%	$3.1M	-3.7%	57.2K	0.8%		Common Stock
13	AMD Advanced Micro Devices	1.3%	$3.1M	-13.3%	5.0K	0.8%		Common Stock
14	XOM ExxonMobil Filing details 30233Q108 Sep 30, 2026 18,558 reported quantity $3,023,113 reported value	1.2%	$3.0M	—	18.6K	0.8%	—	Common Stock
15	CAT Caterpillar	1.2%	$2.8M	+4.6%	3.4K	0.8%		Common Stock
16	CRWD CrowdStrike	1.0%	$2.5M	-9.0%	9.6K	0.5%		Common Stock
17	BRK.B Berkshire Hathaway Class B Filing details 084670702 Sep 30, 2026 4,876 reported quantity $2,436,481 reported value	1.0%	$2.4M	-27.6%	4.9K	0.8%		Common Stock
18	XLK State Street(R) Technology Select Sector SPDR(R) ETF	1.0%	$2.4M	-19.9%	12.1K	0.6%		ETF
19	GOOG Alphabet Class C	1.0%	$2.3M	-41.9%	6.9K	0.9%		Common Stock
20	JPM JPMorgan Chase	0.9%	$2.3M	-23.3%	6.9K	0.7%		Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing146

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.