Institutional Fund
World Equity Group, Inc.
Schaumburg, ILCIK 8787705 filings on record
Portfolio Value
$386.10M
Q1 2026
Holdings
368
Reported positions
New Buys
70
Opened this quarter
QoQ Change
+7.8%
from $358.25M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc5.2%
- Invesco Qqq Tr3.6%
- Microsoft Corp3.0%
- Nvidia Corporation2.7%
- Spdr S&P 500 ETF Tr2.0%
- Amazon Com Inc1.9%
- Other81.6%
Portfolio Holdings
368 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 78.6K | $19.95M | 5.2% | −1.4K | Reduced |
| 2 | Invesco Qqq Tr | 23.9K | $13.79M | 3.6% | −239 | Reduced |
| 3 | Microsoft Corp | 31.0K | $11.48M | 3.0% | +1.8K | Added |
| 4 | Nvidia Corporation | 59.4K | $10.35M | 2.7% | +2.8K | Added |
| 5 | Spdr S&P 500 ETF Tr | 12.1K | $7.86M | 2.0% | −238 | Reduced |
| 6 | Amazon Com Inc | 36.0K | $7.50M | 1.9% | +1.6K | Added |
| 7 | Spdr Gold Tr | 13.9K | $5.97M | 1.5% | −4.3K | Reduced |
| 8 | Broadcom Inc | 19.3K | $5.96M | 1.5% | +9.9K | Added |
| 9 | Palantir Technologies Inc | 40.7K | $5.95M | 1.5% | +733 | Added |
| 10 | Alphabet Inc | 20.2K | $5.80M | 1.5% | +733 | Added |
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