Data as of Q4 2025 (Dec 31, 2025)

WORLD EQUITY GROUP, INC.

•CIK: 878770•Filing: Q4 2025

**WORLD EQUITY GROUP, INC.** manages $358M across a diversified portfolio of 326 positions. The fund exhibits a significant concentration in mega-cap technology names, with top holdings including AAPL at $21.8M and NDQ at $14.8M. Further notable allocations include MSFT ($14.1M), NVDA ($10.5M), and SPY ($8.4M). This structure indicates a core focus on established, large-cap growth equities.

Total AUM
$358.3M
QoQ Performance
-18.7%
Positions
209
Top 10 Concentration
32.3%
Latest Filing
Q4 2025

Top Holdings Allocation

AAPL
AAPL6.1%
NDQ4.1%
MSFT3.9%
NVDA2.9%
SPY2.3%
AMZN2.2%
GQ92.0%
PLTR2.0%

📈 Biggest Buys

EZMO
LISTED FDS TR
NEW
0.9% of portfolio
EZRO
LISTED FDS TR
NEW
0.7% of portfolio
TPL
TEXAS PACIFIC LAND CORPORATI
+220.3%
0.7% of portfolio
XLK
SELECT SECTOR SPDR TR
+125.2%
0.7% of portfolio
DDTL
INNOVATOR ETFS TRUST
+310.8%
0.4% of portfolio

📉 Biggest Sells

AAPL
APPLE INC
-27.2%
6.1% of portfolio
COST
COSTCO WHSL CORP NEW
-91.1%
0.2% of portfolio
BUFR
FIRST TR EXCHNG TRADED FD VI
-54.1%
1.2% of portfolio
EFV
ISHARES TR
-79.5%
0.3% of portfolio
NVDA
NVIDIA CORPORATION
-22.4%
2.9% of portfolio

Sector Breakdown

Other55.1%
Technology21.7%
Consumer6.3%
ETF5.7%
Financial4.6%
Healthcare3.0%
Industrial1.3%
Energy1.1%

🚪 Exited Positionssold since Q3 2025

FTLS
FIRST TR EXCH TRADED FD III
SOLD
$20.1M
FDL
FIRST TR EXCHANGE-TRADED FD
SOLD
$7.0M
AIRR
FIRST TR EXCHANGE TRADED FD
SOLD
$3.5M
RDVY
FIRST TR EXCHANGE TRADED FD
SOLD
$3.3M
FICS
FIRST TR EXCHANGE TRADED FD
SOLD
$3.2M
+165 more exited positions

Changes from Q3 2025

NEW23 new positions
↑68 increased
↓105 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024

📌 Top Holdings

AAPL6.1%
APPLE INC
$21.8M
NDQ4.1%
INVESCO QQQ TR
$14.8M
MSFT3.9%
MICROSOFT CORP
$14.1M
NVDA2.9%
NVIDIA CORPORATION
$10.5M
SPY2.3%
SPDR S&P 500 ETF TR
$8.4M

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